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sector performance

Multi-Cap Growth
Rank Fund Name Currency Return
1 Fidelity OTC Portfolio USD 58.2%
2 Fidelity Series Growth Company Fund USD 56.8%
3 Fidelity Growth Company Fund USD 56.2%
4 Berkshire Focus Fund USD 51.2%
5 Franklin DynaTech Fund;A USD 50.4%
Rank Fund Name Currency Risk
134 Virtus Zevenbergen Innovative Growth Stock Fund;I USD 14.9
135 Morgan Stanley Multi Cap Growth Trust;B USD 15.0
136 Fidelity OTC Portfolio USD 15.0
137 Berkshire Focus Fund USD 15.1
138 TANAKA Growth Fund;R USD 15.7
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 13.0% 9.3% 5.8%
2016 3.1% -8.7% 2.3% 11.9% -1.3%
2015 10.9% 4.8% -0.2% -6.4% 13.3%
2014 16.5% 3.1% 3.5% 3.1% 5.8%
2013 46.5% 7.1% 8.6% 16.6% 8.0%
2012 11.3% 17.2% -8.9% 5.7% -1.4%
2011 -0.4% 9.7% -0.9% -13.9% 6.3%
2010 20.1% 5.8% -12.6% 14.3% 13.7%
2009 62.2% 3.3% 24.5% 16.4% 8.3%
2008 -46.0% -17.4% 5.8% -18.5% -24.2%
2007 26.1% 1.6% 9.6% 11.0% 2.1%
2006 9.5% 5.9% -9.1% 5.3% 8.0%
2005 8.9% -6.2% 4.9% 5.4% 5.0%
2004 8.1% 1.7% 1.9% -9.1% 14.8%
2003 35.8% -4.1% 17.1% 9.7% 10.2%
2002 -23.3% -1.0% -14.8% -16.5% 8.8%
2001 -24.1% -28.1% 19.4% -32.0% 29.9%
2000 -32.6% 16.2% -8.4% -11.1% -28.8%
1999 70.7% 9.8% 7.7% -0.2% 44.6%
1998 40.4% 18.6% 0.1% -8.2% 28.9%
1997 9.9% -8.6% 16.4% 16.1% -11.0%
1996 23.7% 3.5% 6.3% 5.9% 6.1%
1995 0.7%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/12/1984
  • Share Class size12,660Mn
  • Base currencyUSD
  • ISINUS3163891050

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.72%
  • Initial investment0