The table below lists load funds with at least $1 billion in assets with outstanding performance for the last 10 years.
| Symbol | Fund Name | Front Load | Total Assets | 10-Year Annualized Performance |
| CVGRX | Calamos Growth A | 4.75 | 9,715,739,648 | 21.19% |
| SSRAX | BlackRock Aurora Inv A | 5.75 | 1,841,639,936 | 19.73% |
| PQNAX | Allianz OCC Renaissance A | 5.5 | 2,357,939,968 | 17.30% |
| ETHSX | Eaton Vance Worldwide Health Sci A | 5.75 | 1,169,110,016 | 17.02% |
| FPPTX | FPA Capital | 5.25 | 1,744,739,968 | 15.90% |
| CVTRX | Calamos Growth & Income A | 4.75 | 2,479,269,888 | 15.59% |
| LAVLX | Lord Abbett Mid-Cap Value A | 5.75 | 6,444,950,016 | 15.28% |
| UNSCX | Waddell & Reed Adv Science & Tech A | 5.75 | 2,021,590,016 | 15.22% |
| SHRAX | Smith Barney Aggressive Growth A | 5.00 | 3,186,599,936 | 14.76% |
| SGOVX | First Eagle Overseas A | 5.00 | 4,454,949,888 | 14.48% |
The information here is taken from the MSN Moneycentral website. This is not a recommendation to buy or sell any of these funds.
All disclaimers apply.
1 comment:
Good post. The quesiton is: how do these funds' performance compare to comparable no-load funds?
My beef with load funds isn't so much the load but the way the advisor gets paid. There's simply too much room for funny business. I have known advisors who put their client's money in several different fund families simmply to avoid price breaks, which are good for the client but bad for the broker because a price break means less commissions!
JLP
AllThingsFinancial
Post a Comment