Auto mutual funds

Few mutual funds invest solely in auto-related stocks. But some do invest heavily in them. Marsico funds have been the dominant performer of late within that group, according to Morningstar Inc. The following funds have recently had at least 5 percent of their portfolios in auto stocks such as Ford, Daimler Chrysler, GM, Toyota, Honda, and VW.

Total return

Fund name YTD 1-yr.

Marsico Focus 12.2 46.1

888-860-8686

Nations Marsico Foc. Equity Inv. A 11.1 46.1

800-321-7854

Marsico Growth & Income 10.3 38.9

888-860-8686

Ameritor Industry 7.1 13.9

800-424-8570

Ameristock 5.6 26.9

800-394-5064

DFA US Large Cap Value 3.9 1.9

310-395-8005

Source: Morningstar Inc. Returns as of 3/15 close.

WHITNEY DODDS WOODRUFF

You've read  of  free articles. Subscribe to continue.
QR Code to Auto mutual funds
Read this article in
https://www.csmonitor.com/1999/0322/p16s4.html
QR Code to Subscription page
Start your subscription today
https://www.csmonitor.com/subscribe