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Stocks Sweep Bonds In October Fund Returns Growth Trumps Value Style Rebounding stock market fueled advance of several sectors nursing big losses.(MUTUAL FUNDS)
Byline: CLAIRE MENCKE
Mutual fund investors in October got a glimpse of the good face of volatility, for a change.
Some of the most beaten-down stock and bond sectors bounced highest, according to preliminary data for the month from Lipper Inc.
The reason? Many thought they saw markets bottom and turn up in the last week of September.
The highest returns among diversified funds came from small-cap growth funds. These gained 9% on average over the month through Oct. 29. Still, they're down 21.3% year to date.
"Before this week, it looked like we had a reasonably meaningful rally going, with growth and small caps outperforming value and large caps," said Sally Anderson. She's co-manager of $412 million Kopp Emerging Growth Fund, up 15.4% for the month through Oct. 29.
"That wouldn't be unexpected, coming out of a bear market associated with a recession," she said. "The market usually bottoms before the economy."
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