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Home > TheStreet.com > Growth-Stock Funds Blossom in April

Growth-Stock Funds Blossom in April

Growth-styled funds did well in April, while asset-allocation funds suffered.
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The general market news was positive for the month of April, as opposed to the early part of the year, and the rally in the equity markets appears to have aided the returns of growth-styled funds.

Four of the five largest upgrades for stock mutual funds occurred in the growth category. The other notable upgrade was the Fidelity Select Technology Fund, which staggered to a C-, up from E+.

The equity markets have risen markedly over the past month, and whether there is enough steam to carry the growth style of funds higher is in doubt, given the less then encouraging economic news of late. Stock mutual funds that generated the highest ratings upgrades for the month of April are highlighted in the table below.

Content Continues Below


TickerFund NameCurrent RatingPrevious RatingCategory/Classification
RSDGXRS Select Growth Fund ACD-Small Cap
WGGFXWinslow Green Growth FdCD-Small Cap
FSPTXFidelity Select TechnologyC-E+Sector - Tech/Communications
SRFAXMFS Sector Rotational Fund Class ABC-Growth - Domestic
UMPIXProFunds-Ultra Mid Cap InvC-EAggressive Growth

On the downgrade side, the top half of the table below shows marked falls in ratings experienced by asset-allocation funds. The asset-allocation classification appears on a regular basis throughout the list, and with these funds invested in both the bond and equity markets, it appears that those funds carrying a heavier allocation to the bond market suffered at the hands of the news of a possible Federal Reserve rates pause and inflation fears.

TickerFund NameCurrent RatingPrevious RatingCategory/ClassificationDiff
GGHEXGMO Alpha Only Fund IIICA+Asset Allocation - Global-8
FOSIXFirst Focus Sh Inter Bond InstCA+Asset Allocation - Domestic-7
PASAXPIMCO All Asset AC+A+Asset Allocation - Domestic-7
EINFXElfun Income FundC+A+Equity Income-6
BRACXBlackRock Bd Alloc Target Srs CC+A+Asset Allocation - Domestic-6
DFINXTransamerica Prt Inst Money MarketC+A+Sector - Other-6
VWINXVanguard Wellesley Income InvB-A+Asset Allocation - Domestic-6
VPRRXVantagepoint Milestone Retire IncmB-A+Equity Income-6
DISHXTransamerica Inst Ast Alloc Sht HrzB-A+Asset Allocation - Domestic-6
PAUAXPIMCO All Asset All Authority ABA+Asset Allocation - Domestic-5
EXDAXManning & Napier Pro-Blend Con TermBA+Asset Allocation - Domestic-5
IVGTXING Van Kampen Glb Franch SBA+Global Equity-5
JELCXJ Hancock Trust Lifestyle Con Ser IBA+Asset Allocation - Domestic-5
ARSRXAmerican Century LStrong Inc RBA+Growth & Income-5
AONIXAmerican Century One Ch Vy Con InvBA+Asset Allocation - Domestic-5
FMLSX1st Source Monogram Long/ShortBA+Asset Allocation - Domestic-5
VCSAXVanguard Cons Stap Idx AdmBA+Growth & Income-5
VASIXVanguard LifeStrategy Income FdBA+Asset Allocation - Domestic-5
FPHAXFidelity Select PharmaceuticalsD+ASector - Health/Biotechnology-4
VPSOXVantagepoint Model Port Savings OriC+AAsset Allocation - Domestic-4
DVMKXTransamerica Prt Money MarketC+ASector - Other-4
DVCSXTransamerica Ast Alloc Short HrzC+AAsset Allocation - Domestic-4
AANPXAmerican Beacon Enhanced IncomeC+AEquity Income-4
LPRAXBarclays Gbl Inv Retirement Port RB-ABalanced - Domestic-4
SHSAXBlackRock Health Sci Opp Inv AB-ASector - Health/Biotechnology-4
DIHSXTransamerica Inst AstAlc Sh Int HrzB-AAsset Allocation - Domestic-4
KRFEXDWS Target 2014 Fd AC-A-Balanced - Domestic-4
PSSAXPIMCO StocksPLUS Tr Sh Strat AC-A-Growth & Income-4
KRFDXDWS Target 2013 FundCA-Asset Allocation - Domestic-4
FFFAXFidelity Freedom Income FdC+A-Balanced - Domestic-4
DLIIXDreyfus Lifetime Income InvC+A-Growth & Income-4
INTLXForester Discovery FundCB+Non-US Equity-4
INCMXFund *X Flexible Income FundCB+Balanced - Domestic-4
NDCAXNationwide Inv Dest Cons ACB+Asset Allocation - Global-4
IGFVXING GET Series-VCB+Growth - Domestic-4
IGUEXING GET U.S. Core Portfolio - Ser 3CB+Equity Income-4
WICAXWaddell & Reed InvestEd Conserv ACB+Growth - Domestic-4
HSGFXHussman Strategic GrowthC-BGrowth - Domestic-4
JMNAXJPMorgan Market Neutral Fund AC-BEquity Income-4
KRFBXDWS Target 2011C-BAsset Allocation - Domestic-4
KRFCXDWS Target 2012C-BAsset Allocation - Domestic-4
KRFAXDWS Target 2010D+B-Asset Allocation - Domestic-4
BIPIXProFunds-Biotech Ultra Sector InvD+B-Growth - Domestic-4
GRZZXLeuthold Grizzly Short FundD-C+Small Cap-4
FBIOXFidelity Select Biotech PortD-CSector - Health/Biotechnology-4
BRPIXProFunds-Bear Fund InvD-CGrowth - Domestic-4
SHPIXProFunds-Short Small Cap InvED+Small Cap-4
RYTMXRydex Dyn-Inv S&P 500 2x Strategy AE-DAggressive Growth-4


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