4
There is a preponderance of
green out in extreme growth
territory. The top two performers,
Morgan Stanley Focus Growth
AMOAX and
Touchstone
Sands Capital Select Growth
PTSGX, are also furthest to the
right. However,
Marsico Focus
MFOCX and
Janus
JANSX
are almost that high in growth,
yet lagged.
Small blend had some of the
best and worst returns, though
predominantly we saw strong
returns as small caps enjoyed a
robust rally the past five years.
Bogle Small Cap Growth
BOGLX
and
Skyline Special
Equities
SKSEX enjoyed monster returns,
but materials stocks hurt
Royce
Low
Priced
Stock
RYLPX.
Aston/River Road Small Cap
Value
ARSVX was hurt by
energy and industrials.
Valuation
Valuation
Market Capitalization
Market Capitalization
Growth
Blend
Large
Small
Highest 5-
Y
r Returns
Lowest 5-
Y
r Returns
Highest 5-
Y
r Returns
Lowest 5-
Y
r Returns
Focus on Large Growth
Focus on Small Blend
What Does the Box Say?
Continued From Page 3
AMOAX
MFOCX
PTSGX
JANSX
BOGLX
RYLPX
ARSVX
SKSEX
