Global Market Updates
February 5, 2025
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Monthly Fund Performance Update
Widely Held Funds
Jan 31, 2025
U.S. Equity Funds1 Symbol Category YTD 2024
American Funds Growth Fund of America AGTHX Large-Cap-Growth % 6.79 %
Fidelity Contrafund FCNTX Large-Cap-Growth % 10.57 %
American Funds Fundamental Investors ANCFX Large-Cap-Core % 4.56 %
American Funds Investment Company of America AIVSX Large-Cap-Core % 5.04 %
Dodge & Cox Stock Fund DODGX Large-Cap-Value % 0.59 %
American Funds AMCAP Fund AMCPX Large-Cap-Growth % 6.3 %
T. Rowe Price Blue Chip Growth Fund TRBCX Large-Cap-Growth % 10.25 %
American Funds American Mutual Fund AMRMX Large-Cap-Core % 0.75 %
T. Rowe Price Growth Stock Fund PRGFX Large-Cap-Growth % 8.98 %
MFS Value Fund MEIIX Large-Cap-Value % 1.03 %
Vanguard Windsor II Fund VWNAX Large-Cap-Value % -1.04 %
Fidelity Low-Priced Stock Fund FLPSX Mid-Cap-Value % -1.91 %
Harbor Funds Harbor Capital Appreciation Fund HACAX Large-Cap-Growth % 9.36 %
DFA US Large Cap Value Portfolio DFLVX Large-Cap-Value % -0.99 %
Fidelity Advisor New Insights Fund FINSX Large-Cap-Growth % 0.85 %
DFA US Core Equity 2 Portfolio DFQTX Multi-Cap-Core % 4.47 %
Fidelity Blue Chip Growth Fund FBGRX Large-Cap-Growth % 10.22 %
T. Rowe Price Value Fund TRVLX Large-Cap-Value % 3.72 %
T. Rowe Price Large-Cap Growth Fund TRLGX Large-Cap-Growth % 9.62 %
DFA US Small Cap Portfolio DFSTX Small-Cap-Core % -2.95 %
S&P 500 Index % 6.65 %
Funds Beating the Index 9
1. A selection of U.S. equity funds sorted by estimated assets under management.
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