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.
Fund name YTD 1-yr.
Marsico Focus 12.2 46.1
Nations Marsico Foc. Equity Inv. A 11.1 46.1
Marsico Growth & Income 10.3 38.9
Ameritor Industry 7.1 13.9
Ameristock 5.6 26.9
DFA US Large Cap Value 3.9 1.9
Source: Morningstar Inc. Returns as of 3/15 close.
WHITNEY DODDS WOODRUFF