Top large-cap funds since Dow's Oct '07 high

Top large-cap stock mutual funds since Dow's previous record high in 2007

The Dow Jones industrial average this week climbed to a record level, surpassing the previous high reached nearly five and a half years ago.

Some stock mutual funds recovered to their October 2007 levels much more rapidly, in some cases just a couple years, thanks to strong performance during the financial crisis and its aftermath.

Here's a look at the large-cap stock funds that have posted the largest overall returns since Oct. 9, 2007. These funds invest primarily in large U.S. companies, the types of stocks that typically anchor a well-diversified portfolio.

The list includes 7 funds in the large-cap blend and large-cap growth categories that posted overall returns of greater than 50 percent through Monday, according to Morningstar. The list includes an eighth fund that didn't meet the 50 percent threshold, but was the top performer among large-cap value funds.

Fund name Fund category Total investment return Fund manager(s)
Reynolds Blue-Chip Growth (RBCGX) Large-cap growth 87.6% Frederick Reynolds
Yacktman Focused Fund (YAFFX) Large-cap blend 75.0 Donald Yacktman, Stephen Yacktman, Jason Subotky
Yacktman Fund (YACKX) Large-cap blend 67.8 Donald Yacktman, Stephen Yacktman, Jason Subotky
Marisco Flexible Capital (MFCFX) Large-cap growth 61.8 Jordan Laycob, Munish Malhotra
PIMCO Fundamental IndexPLUS Total Return (PIXAX) Large-cap blend 59.1 Bill Gross
Monetta Young Investor (MYIFX) Large-cap growth 59.1 Robert S. Bacarella, Robert J. Bacarella
Parnassus Workplace (PARWX) Large-cap growth 52.2 Jerome Dodson
SunAmerica Focused Dividend Strategy (FDSAX) Large-cap value 36.7 Brendan Voege

Source: Morningstar

  •  
    Recent Quotes
    Symbol Price Change % ChgChart 
    Your most recently viewed tickers will automatically show up here if you type a ticker in the "Enter symbol/company" at the bottom of this module.
    You need to enable your browser cookies to view your most recent quotes.
  • Recent Quotes News

    •  
      Sign-in to view quotes in your portfolios.

    Trading Center

    Yahoo! Finance on Facebook

    POLL

    What would you like to see out of any potential tax reforms?

    Loading...
    Poll Choice Options