THE WALL STREET JOURNAL.
© 2016Dow Jones e3 Company, Inc. AURightsReserved.
FRIDAY, DECEMBER 2, 2016
Category Kings in 10 Realms Total return for the top 10 funds ranked by year-to-date performance as of Nov. 30, 2016; assets, in m illi o n s of do ll ars , as of Oct. 31. Total return includes capital appreciation and reinvested d i strib u tions. Returns shown for periods of one year or less are cumulative. All performance numbers are final. Group average returns may differ from those in Yardsticks because this table uses a different set of o bj e cti v es ; for funds with mu l t i ple share classes, only the l argest is shown.
MARKET DATA CENTER
Large Cap Growth
TOTAL RETURN(%)
Fund
Symbol
Oct.
1-year 3-year 5-year 10-year
YTD
Assets
$64.9
3.67 6.08 3.94 5.68 2.82 0.18 3.54 2.91
15.86
17.93 14.81
I I
Victoryll:CEMP US LC HD
CDL
n.a.
n.a.
n.a.
11.42 13.59 28.27
1.4 6.5
ROLA
iPath ETN LgEx Rus 1000
n.a.
--
Glenmede:WL US Equity
GWILX
12.09
n.a.
n.a.
n.a.
n.a.
9.61 14.21
8.40 4.42 6.76 5.29 6.21 5.20 5.27 -0.03
251.2
8.50
9.18
WOGSX
White Oak Select Growth
91.51
EntrepreneurSh:USLC;lnst
IMPLX
8.13
n.a.
n.a.
n.a.
9.00
1,303.3
Principal:Blue Chip;lnst
PBCKX
8.11
n.a.
n.a.
-
- -
-
178.4
SEI CVT:Catholic V Eq;A
CAVAX
7.89
n.a.
n.a.
n.a.
6.87 143,202.0
8.50 14.63
American Funds Gro;A
AGTHX
7.85
...
I 0.06 2.95 I 0.72
248.7
Transam:Conc Growth;l2
7.45
n.a.
n.a.
n.a.
8.90
3,094.1
iShares:Edge MSCI USA QF
QUAL
7.02
n.a.
n.a.
6.90 1 2 . 68
7.05 379
799.7
...
Category Average:
1.34
I
698
660
522
595
... I
--
...
Number of Funds:
666
--
-
n.a. = Not Available Source: Lipper
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