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Mutual Funds Used for Aaron Reynold's Study

(Go back to The Truth About Top-Performing Mutual Fund Managers)

Name Ticker Morningstar Category
Fidelity Diversified International FDIVX US Foreign Large Blend
Longleaf Partners International LLINX US Foreign Large Blend
Artio International Equity A BJBIX US Foreign Large Blend
MEMBERS International Stock A MINAX US Foreign Large Blend
American Funds EuroPacific Gr A AEPGX US Foreign Large Blend
STAAR International SITIX US Foreign Large Blend
Thornburg International Value A TGVAX US Foreign Large Blend
Sextant International SSIFX US Foreign Large Blend
Morgan Stanley Inst International Eq I MSIQX US Foreign Large Blend
Harding Loevner International Eq Instl HLMIX US Foreign Large Growth
MFS International Growth A MGRAX US Foreign Large Growth
USAA International USIFX US Foreign Large Growth
Scout International UMBWX US Foreign Large Growth
MFS Instl International Equity MIEIX US Foreign Large Growth
Invesco International Growth A AIIEX US Foreign Large Growth
Optique International Value OPIEX US Foreign Large Value
GMO International Equity Allc III GIEAX US Foreign Large Value
Manning & Napier International EXITX US Foreign Large Value
GMO Intl Intrinsic Value III GMOIX US Foreign Large Value
GMO Tax-Managed International Eq III GTMIX US Foreign Large Value
GMO Foreign III GMOFX US Foreign Large Value
Nuveen Tradewinds International Value A NAIGX US Foreign Large Value
Delaware Pooled International Equity DPIEX US Foreign Large Value
Delaware Pooled Labor Select Intl Eq DELPX US Foreign Large Value
MFS International Value A MGIAX US Foreign Large Value
Tweedy,Browne Global Value TBGVX US Foreign Large Value
Manning & Napier Pro-Blend Max Term S EXHAX US Large Blend
Neuberger Berman Socially Resp Inv NBSRX US Large Blend
Principal SAM Strategic Growth A SACAX US Large Blend
Weitz Partners Value WPVLX US Large Blend
BlackRock Large Cap Core Inv A MDLRX US Large Blend
Eaton Vance Dividend Builder A EVTMX US Large Blend
Hillman Advantage Equity HCMTX US Large Blend
Lord Abbett Classic Stock A LRLCX US Large Blend
TIAA-CREF Growth & Income Instl TIGRX US Large Blend
CNI Charter Diversified Equity Instl AHDEX US Large Blend
MFS Blended Research Core Equity I MUSEX US Large Blend
MFS Sector Rotational A SRFAX US Large Blend
Nuveen Strategy Aggressive Gr Allc R FSASX US Large Blend
Payson Total Return PBFDX US Large Blend
The MP 63 DRIPX US Large Blend
Dreyfus/The Boston Co Lg Cp Cr I SDEQX US Large Blend
Principal Large Cap Blend II Inst PLBIX US Large Blend
American Indep Stock I ISISX US Large Blend
RidgeWorth Agrsv Gr Allc Strat I CVMGX US Large Blend
GE Inst Core Value Equity Inv GEIVX US Large Blend
Sentinel Common Stock A SENCX US Large Blend
Mairs & Power Growth Inv MPGFX US Large Blend
Henssler Equity HEQFX US Large Blend
GAMCO Westwood Equity AAA WESWX US Large Blend
JPMorgan Investor Growth A ONGAX US Large Blend
Eagle Growth & Income A HRCVX US Large Blend
Lord Abbett Fundamental Equity C GILAX US Large Blend
LKCM Equity Instl LKEQX US Large Blend
T. Rowe Price Dividend Growth PRDGX US Large Blend
JHT Lifestyle Growth Series I JELGX US Large Blend
Fidelity Four-in-One Index FFNOX US Large Blend
Tributary Core Equity Instl FOEQX US Large Blend
Oppenheimer Rising Dividends A OARDX US Large Blend
American Funds Invmt Co of Amer A AIVSX US Large Blend
Maxim Moderately Agrsv Profile II MXBPX US Large Blend
State Farm Growth STFGX US Large Blend
Schwab MarketTrack Growth Investor SWHGX US Large Blend
EquiTrust Value Growth B FABUX US Large Blend
Endowments Growth and Income ENDIX US Large Blend
Parnassus Equity Income - Inv PRBLX US Large Blend
Franklin Rising Dividends A FRDPX US Large Blend
Vantagepoint Mdl Port Long-Term Growth VPLGX US Large Blend
Fidelity Exchange FDLEX US Large Blend
Maxim Moderately Aggressive Profile I MXRPX US Large Blend
Legg Mason ClearBridge Appreciation A SHAPX US Large Blend
FMC Select US Large Blend
Sequoia SEQUX US Large Blend
ISI Strategy STRTX US Large Blend
Marathon Value Portfolio MVPFX US Large Blend
Laudus Growth Investors US Large Cap Gr LGILX US Large Growth
New Century Opportunistic NCAPX US Large Growth
Principal Large Cap Growth I Inst PLGIX US Large Growth
Prudential Jennison 20/20 Focus A PTWAX US Large Growth
Brown Advisory Growth Equity Instl BIAGX US Large Growth
Vanguard Morgan Growth Inv VMRGX US Large Growth
MainStay Large Cap Growth A MLAAX US Large Growth
Calvert Large Cap Growth I CLCIX US Large Growth
Selected Special Shares S SLSSX US Large Growth
Transamerica Diversified Equity P TADPX US Large Growth
Davis Opportunity B RPFEX US Large Growth
Fidelity Export & Multinational FEXPX US Large Growth
Vanguard PRIMECAP Inv VPMCX US Large Growth
Janus Forty S JARTX US Large Growth
William Blair Growth N WBGSX US Large Growth
BlackRock Large Cap Growth Inv A MDLHX US Large Growth
Wells Fargo Advantage Omega Growth A EKOAX US Large Growth
Franklin DynaTech A FKDNX US Large Growth
Fidelity Trend FTRNX US Large Growth
GE Instl Premier Growth Equity Inv GEIPX US Large Growth
T. Rowe Price Blue Chip Growth TRBCX US Large Growth
Natixis US Diversified A NEFSX US Large Growth
Westcore Growth WTEIX US Large Growth
VALIC Company I Blue Chip Growth VCBCX US Large Growth
JHT Blue Chip Growth Trust Ser I US Large Growth
Fidelity Focused Stock FTQGX US Large Growth
T. Rowe Price Growth Stock PRGFX US Large Growth
Prudential Jennison Blend B PBQFX US Large Growth
ING T. Rowe Price Growth Equity I ITGIX US Large Growth
Fidelity Growth Discovery FDSVX US Large Growth
Pax World Growth Individual Inv PXWGX US Large Growth
Columbia Strategic Investor Z CSVFX US Large Growth
Ivy Large Cap Growth A WLGAX US Large Growth
American Funds Growth Fund of Amer A AGTHX US Large Growth
BlackRock Capital Appreciation Inv A MDFGX US Large Growth
Wells Fargo Advantage Capital Growth Inv SLGIX US Large Growth
Marsico Focus MFOCX US Large Growth
Franklin Growth A FKGRX US Large Growth
Fidelity Advisor Capital Development O FDETX US Large Growth
Marsico Growth MGRIX US Large Growth
Dreyfus Growth & Income DGRIX US Large Growth
Columbia Marsico Focused Eq A NFEAX US Large Growth
Profit PVALX US Large Growth
CGM Mutual LOMMX US Large Growth
Dreyfus Alpha Growth B BSFBX US Large Growth
Janus Research Core D JNRCX US Large Growth
Manor Growth MNRGX US Large Growth
Sextant Growth SSGFX US Large Growth
WesMark Growth WMKGX US Large Growth
Wells Fargo Advantage Prem Lg Co Gr B EKJBX US Large Growth
Cavanal Hill US Lg Cp Eq Inv APEQX US Large Growth
Columbia Marsico Growth A NMGIX US Large Growth
Fidelity Stock Selector All Cap FDSSX US Large Growth
Oppenheimer Equity A OEQAX US Large Growth
Brandywine Blue BLUEX US Large Growth
Rainier Large Cap Equity RIMEX US Large Growth
Amana Trust Growth AMAGX US Large Growth
American Funds AMCAP A AMCPX US Large Growth
Dreyfus Research Growth Z DREQX US Large Growth
Loomis Sayles Disciplined Equity Y LISRX US Large Growth
Elfun Trusts ELFNX US Large Growth
Calvert Equity A CSIEX US Large Growth
Quaker Strategic Growth A QUAGX US Large Growth
Waddell & Reed Core Investment A UNCMX US Large Growth
Lou Holland Growth Inv LHGFX US Large Growth
Franklin Large Cap Equity Adv FLCIX US Large Growth
Waddell & Reed Tax Managed Eq A WTEAX US Large Growth
GE S&S Program Mutual GESSX US Large Growth
GE US Equity A GEEQX US Large Growth
Aston/TAMRO Diversified Equity N ATLVX US Large Growth
Madison Mosaic Investors MINVX US Large Growth
GE Instl US Equity Inv GUSIX US Large Growth
Ivy Tax-Managed Equity I WYTMX US Large Growth
JHancock US Global Leaders Gr A USGLX US Large Growth
Davenport Core DAVPX US Large Growth
Walden Social Equity WSEFX US Large Growth
Jensen J JENSX US Large Growth
Fidelity Contrafund FCNTX US Large Growth
Century Shares Trust Instl CENSX US Large Growth
Scout Stock UMBSX US Large Growth
Chase Growth N CHASX US Large Growth
FMI Provident Trust Strategy FMIRX US Large Growth
Federated Clover Value A VFCAX US Large Value
Homestead Value HOVLX US Large Value
Glenmede Large Cap Value GTMEX US Large Value
T. Rowe Price Equity Income PRFDX US Large Value
Loomis Sayles Value Y LSGIX US Large Value
MainStay ICAP Select Equity I ICSLX US Large Value
BlackRock Large Cap Value Inv A MDLVX US Large Value
JHancock3 Disciplined Value I JVLIX US Large Value
RidgeWorth Large Cap Value Equity I STVTX US Large Value
Wasatch Large Cap Value FMIEX US Large Value
Columbia Dividend Income Z GSFTX US Large Value
Hartford Dividend & Growth HLS IA HIADX US Large Value
Waddell & Reed Value A WVAAX US Large Value
Putnam Equity Income A PEYAX US Large Value
California Investment Equity Income Dir EQTIX US Large Value
Pioneer Cullen Value A CVFCX US Large Value
Hancock Horizon Value A HHGAX US Large Value
Gabelli Equity Income AAA GABEX US Large Value
American Century Value Inv TWVLX US Large Value
ING Corporate Leaders Trust Series B LEXCX US Large Value
Principal Equity Income A PQIAX US Large Value
Mutual Beacon Z BEGRX US Large Value
AllianceBern Equity Income A AUIAX US Large Value
BlackRock Equity Dividend Inv B MBDVX US Large Value
GAMCO Westwood Income AAA WESRX US Large Value
Mutual Shares Z MUTHX US Large Value
Amana Trust Income AMANX US Large Value
Valley Forge VAFGX US Large Value
American Funds American Mutual A AMRMX US Large Value
Auxier Focus Inv AUXFX US Large Value
American Century Equity Income Inv TWEIX US Large Value
Forester Value N FVALX US Large Value
Royce Premier Invmt RYPRX US Mid-Cap Blend
IMS Capital Value IMSCX US Mid-Cap Blend
RS Value A RSVAX US Mid-Cap Blend
Wells Fargo Advantage Spec Md Cp Val Inv SMCDX US Mid-Cap Blend
Fidelity Low-Priced Stock FLPSX US Mid-Cap Blend
FMI Common Stock FMIMX US Mid-Cap Blend
Westport R WPFRX US Mid-Cap Blend
CRM Mid Cap Value Instl CRIMX US Mid-Cap Blend
First Eagle Fund of America Y FEAFX US Mid-Cap Blend
Transamerica Growth Opportunities A ITSAX US Mid-Cap Growth
Morgan Stanley Inst Mid Cap Growth I MPEGX US Mid-Cap Growth
JHT Mid Cap Stock Trust Ser I US Mid-Cap Growth
Rainier Small/Mid Cap Equity RIMSX US Mid-Cap Growth
Artisan Mid Cap Inv ARTMX US Mid-Cap Growth
BlackRock US Opportunities Inv A BMEAX US Mid-Cap Growth
Invesco Van Kampen Mid Cap Gr A VGRAX US Mid-Cap Growth
HSBC Investor Opportunity A HSOAX US Mid-Cap Growth
HSBC Investor Opportunity RESCX US Mid-Cap Growth
Eagle Mid Cap Growth A HAGAX US Mid-Cap Growth
Goldman Sachs Growth Opportunities A GGOAX US Mid-Cap Growth
MTB Mid-Cap Growth Instl I ARMEX US Mid-Cap Growth
Westcore MIDCO Growth WTMGX US Mid-Cap Growth
Wells Fargo Advantage Discovery Inv STDIX US Mid-Cap Growth
Columbia Acorn Select Z ACTWX US Mid-Cap Growth
T. Rowe Price Instl Mid-Cap Equity Gr PMEGX US Mid-Cap Growth
Wanger Select WATWX US Mid-Cap Growth
Dreyfus/The Boston Co Sm/Md Cp Gr I SDSCX US Mid-Cap Growth
American Century Heritage Inv TWHIX US Mid-Cap Growth
FPA Paramount FPRAX US Mid-Cap Growth
MassMutual Select Mid Cap Gr Eq II A MEFAX US Mid-Cap Growth
Baron Asset Retail BARAX US Mid-Cap Growth
Pioneer Select Mid Cap Growth A PMCTX US Mid-Cap Growth
T. Rowe Price Mid-Cap Growth RPMGX US Mid-Cap Growth
Wells Fargo Advantage Common Stock Inv STCSX US Mid-Cap Growth
Maxim T. Rowe Price MidCap Growth MXMGX US Mid-Cap Growth
Integrity Williston Bsn/Md-N Amer Stk A ICPAX US Mid-Cap Growth
FPA Perennial FPPFX US Mid-Cap Growth
Westcore Select WTSLX US Mid-Cap Growth
Kinetics Internet No Load WWWFX US Mid-Cap Growth
Touchstone Mid Cap Growth A TEGAX US Mid-Cap Growth
Columbia Acorn Z ACRNX US Mid-Cap Growth
Waddell & Reed New Concepts A UNECX US Mid-Cap Growth
FBR Focus Investor FBRVX US Mid-Cap Growth
Nuveen Mid Cap Growth Opp Y FISGX US Mid-Cap Growth
BNY Mellon Mid Cap Stock M MPMCX US Mid-Cap Growth
Baird MidCap Inst BMDIX US Mid-Cap Growth
ING FMR Diversified Mid Cap S IFDSX US Mid-Cap Growth
Hartford MidCap HLS IA HIMCX US Mid-Cap Growth
Hartford Midcap A HFMCX US Mid-Cap Growth
Meridian Growth MERDX US Mid-Cap Growth
Federated Kaufmann R KAUFX US Mid-Cap Growth
Munder Mid-Cap Core Growth Y MGOYX US Mid-Cap Growth
Ivy Mid Cap Growth A WMGAX US Mid-Cap Growth
Value Line Emerging Opportunities VLEOX US Mid-Cap Growth
Value Line Premier Growth VALSX US Mid-Cap Growth
HighMark Geneva Mid Cap Growth A PNMAX US Mid-Cap Growth
Tributary Growth Opps Inst FOGRX US Mid-Cap Growth
Capital Management Mid-Cap Instl CMEIX US Mid-Cap Growth
Nicholas II I NCTWX US Mid-Cap Growth
Eagle Mid Cap Stock A HMCAX US Mid-Cap Growth
Madison Mosaic Mid-Cap GTSGX US Mid-Cap Growth
Gabelli ABC AAA GABCX US Mid-Cap Growth
Heartland Select Value HRSVX US Mid-Cap Value
JHancock3 Disciplined Value Mid Cap A JVMAX US Mid-Cap Value
T. Rowe Price Mid-Cap Value TRMCX US Mid-Cap Value
Goldman Sachs Mid Cap Value Instl GSMCX US Mid-Cap Value
Perkins Mid Cap Value L JMIVX US Mid-Cap Value
JPMorgan Mid Cap Value Instl FLMVX US Mid-Cap Value
Bridgeway Ultra-Small Company Market BRSIX US Small Blend
MainStay US Small Cap I MOPIX US Small Blend
Royce Micro-Cap Invmt RYOTX US Small Blend
Munder Small-Cap Value Y MCVYX US Small Blend
ICM Small Company ICSCX US Small Blend
SunAmerica Focused Small-Cap Value A SSSAX US Small Blend
CRM Small Cap Value Inv CRMSX US Small Blend
Fidelity Small Cap Discovery FSCRX US Small Blend
Lord Abbett Micro Cap Value I LMVYX US Small Blend
RBC Small Cap Core S TEESX US Small Blend
Wells Fargo Advantage Small Cap Val Inv SSMVX US Small Blend
FMC Strategic Value US Small Blend
Legg Mason ClearBridge Small Cap Val A SBVAX US Small Blend
Ivy Small Cap Value A IYSAX US Small Blend
Dreyfus/The Boston Co Sm Cp Val I STSVX US Small Blend
T. Rowe Price Instl Small-Cap Stock TRSSX US Small Blend
Lazard US Small-Mid Cap Equity Instl LZSCX US Small Blend
Columbia Small Cap Core Z SMCEX US Small Blend
Royce Pennsylvania Mutual Invmt PENNX US Small Blend
Glenmede Small Cap Equity Adv GTCSX US Small Blend
Lord Abbett Small-Cap Value A LRSCX US Small Blend
Royce Select I Invmt RYSFX US Small Blend
RBC Enterprise S TETSX US Small Blend
T. Rowe Price Small-Cap Stock OTCFX US Small Blend
RS Partners A RSPFX US Small Blend
Quaker Small-Cap Value A QUSVX US Small Blend
DWS Dreman Small Cap Value A KDSAX US Small Blend
Delaware Small Cap Core A DCCAX US Small Blend
JHT Small Company Value Trust Ser I US Small Blend
Stratton Small-Cap Value STSCX US Small Blend
Maxim Loomis Sayles SmallCap Value MXLSX US Small Blend
Loomis Sayles Small Cap Value Instl LSSCX US Small Blend
T. Rowe Price Small-Cap Value PRSVX US Small Blend
RidgeWorth Small Cap Value Equity I SCETX US Small Blend
Saratoga Small Capitalization I SSCPX US Small Blend
Gabelli Small Cap Growth AAA GABSX US Small Blend
Tributary Small Company Instl FOSCX US Small Blend
Royce Total Return Invmt RYTRX US Small Blend
Neuberger Berman Genesis Inv NBGNX US Small Blend
Royce Special Equity Invmt RYSEX US Small Blend
GAMCO Westwood Mighty Mites AAA WEMMX US Small Blend
Bridgeway Ultra-Small Company BRUSX US Small Growth
Bridgeway Micro-Cap Limited BRMCX US Small Growth
Brown Capital Mgmt Small Co Instl BCSIX US Small Growth
Lord Abbett Developing Growth A LAGWX US Small Growth
JHT Small Cap Growth Trust Ser NAV US Small Growth
Wells Fargo Advantage Small Cap Growth A MNSCX US Small Growth
Columbia Select Small Cap Z UMLCX US Small Growth
T. Rowe Price New Horizons PRNHX US Small Growth
Satuit Capital Micro Cap SATMX US Small Growth
Wasatch Core Growth WGROX US Small Growth
Artisan Small Cap Investor ARTSX US Small Growth
Buffalo Small Cap BUFSX US Small Growth
Morgan Stanley Inst Small Co Gr I MSSGX US Small Growth
Perkins Discovery PDFDX US Small Growth
Nuveen Small Cap Select Y ARSTX US Small Growth
Wasatch Micro Cap WMICX US Small Growth
Rice Hall James Micro Cap Instl RHJSX US Small Growth
Columbia Small Cap Growth I Z CMSCX US Small Growth
Wasatch Small Cap Growth WAAEX US Small Growth
Ivy Small Cap Growth C WRGCX US Small Growth
JPMorgan Small Cap Growth A PGSGX US Small Growth
Laudus Small-Cap MarketMasters Inv SWOSX US Small Growth
Prudential Jennison Small Company B CHNDX US Small Growth
Vanguard Explorer Inv VEXPX US Small Growth
Turner Emerging Growth Investor TMCGX US Small Growth
Wilshire Small Company Growth Invmt DTSGX US Small Growth
Eagle Small Cap Growth A HRSCX US Small Growth
Managers Cadence Emerging Companies I MECIX US Small Growth
Harbor Small Cap Growth Instl HASGX US Small Growth
Fidelity Stock Selector Sm Cp FDSCX US Small Growth
Kalmar Growth-with-Value Small Cap KGSCX US Small Growth
Columbia Acorn USA Z AUSAX US Small Growth
Aston/TAMRO Small Cap N ATASX US Small Growth
Wanger USA WUSAX US Small Growth
Lord Abbett Alpha Strategy A ALFAX US Small Growth
RS Small Cap Equity A GPSCX US Small Growth
Waddell & Reed Small Cap A UNSAX US Small Growth
BNY Mellon Small Cap Stock M MPSSX US Small Growth
Thrivent Small Cap Stock A AASMX US Small Growth
Nicholas Limited Edition I NCLEX US Small Growth
Baron Small Cap Retail BSCFX US Small Growth
TimesSquare Small Cap Growth Instl TSCIX US Small Growth
Rice Hall James Small Cap Instl RHJMX US Small Growth
LKCM Small Cap Equity Instl LKSCX US Small Growth
Capital Management Small Cap Instl CMSSX US Small Growth
Pioneer Oak Ridge Small Cap Growth A ORIGX US Small Growth
Baron Growth Retail BGRFX US Small Growth
Wells Fargo Advantage Small Cap Opp Adm NVSOX US Small Growth
Sentinel Small Company A SAGWX US Small Growth
Schroder US Opportunities Inv SCUIX US Small Growth
JPMorgan Small Cap Equity A VSEAX US Small Growth
Scout Small Cap UMBHX US Small Growth
Century Small Cap Select Instl CSMCX US Small Growth
Homestead Small Company Stock HSCSX US Small Value
Berwyn BERWX US Small Value
Diamond Hill Small Cap A DHSCX US Small Value
Consulting Group Small Cap Value Equity TSVUX US Small Value
Rydex|SGI Mid Cap Value A SEVAX US Small Value
Artisan Small Cap Value Investor ARTVX US Small Value
American Century Small Cap Value Inv ASVIX US Small Value
Delaware Small Cap Value A DEVLX US Small Value
JHT Small Cap Value Trust Ser NAV US Small Value
Invesco Van Kampen SmallCapValue A VSCAX US Small Value
Invesco Special Value B SVFBX US Small Value
Goldman Sachs Small Cap Value A GSSMX US Small Value
Heartland Value Plus HRVIX US Small Value
Target Small Capitalization Value T TASVX US Small Value
Perkins Small Cap Value L JSIVX US Small Value
Franklin MicroCap Value A FRMCX US Small Value
Allianz NFJ Small Cap Value Instl PSVIX US Small Value

(Go back to The Truth About Top-Performing Mutual Fund Managers)