Latest Trade Alerts

Second Quarter Ultra Fund Families

Written by: Kevin Baker 07/24/12 - 7:44 AM EDT
Tickers in this article: PREIX LIMIX VGHCX NJPAX WEHIX POAGX STFAX NASDX VCSAX PRHSX HWAAX TROW

TIAA-CREF Funds is the runner-up with 58.2% of its 67 rated funds on ranked at 'Buy'. Delaware Investments held onto third place improving to 51.7% of its 89 rated funds in the top rank.

While none of these three families have their own top rated funds page, you can still view a find a list of their funds in our mutual fund screener. For example, click on the "FUNDS" tab. Select "HighMark Funds" from the "Fund Family" drop-down menu. Then drag the lower bound "Overall Rating" slider to the left so that only funds rated in the green range from A+ down to B- are shown including A+ rated HighMark Equity Income A (NJPAX) .

More Headlines

The smaller 'Ultra' fund family list of groups with 10 to 39 rated funds is led again by Hotchkis & Wiley Funds with 13 of their 17 rated funds in the top 30% of our rankings. The Hotchkis & Wiley Value Opportunities A (HWAAX) earned an 'Excellent' rating of "B+" for the period ending June 30, 2012.

The State Street moved up to second place with 69.2% of their 13 rated funds in the 'buy' range including A rated State Street Equity 500 Index A (STFAX) .

California Investment Trust grabbed third place with eight of 12 fund ranked as top rated. This earns an honorable mention with A+ rated funds such as the NASDAQ-100 Index Direct (NASDX) .

Of the fund families with less than 10 rated funds, the 'Ultra' fund family winner is Weitz Series with all five of their stock funds ranked at 'buy' including the A+ rated Weitz Series-Hickory Fund (WEHIX) .

Two fund families tied for second place with all three of their funds ranked in the top 30%. PRIMECAP Odyssey Agg Growth Fd (POAGX) is the highest rated fund from PRIMECAP Odyssey Funds at B+. Lateef I (LIMIX) is the highest rated fund from Lateef Funds at "A".

Research Methodology

TheStreet.com Ratings condenses the available fund performance and risk data into a single composite opinion of each fund's risk-adjusted performance. This allows the unbiased identification of those funds that have historically done well and those that have underperformed the market.