Good Things Come In Small Cap Packages

As quarterly earnings reports start streaming across the news wires, many analysts are holding their breath, fearful that Corporate America's powerful earnings engine will slow down. That doesn't worry managers of this quarter's top-performing mutual funds, however: Almost all are growth managers who benefited from a focus on technology stocks and other niche holdings that have the potential for years of above-average earnings growth--regardless of any economic slowdown.

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