Fund of the week: Dynamic growth from US multinationals

This US growth fund focuses on large-cap US firms that look cheap compared to their growth potential. It has returned 30% during the last three years.

Since the start of 2011, US equities have outperformed several of their emerging-market counterparts. This is partly because the previous decade-long hype about Bric nations left many emerging-markets equities looking pricey. By contrast, many multinational US companies now offer a cheaper way to play the dynamic growth of emerging economies.

But what to buy?

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Apple Inc5.3
Dow Chemical Co4.3
Oracle Corp3.9
Baidu Inc3.5
US Bancorp Delaware3.3
Praxair Inc3.1
Amazon.com Inc3.1
Monsanto Co3.1
Union Pacific Corp3.0
Priceline.com Inc2.9
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