Mutual fund with ORLY stock loses Kiplinger luster

Eric Olson, SBJ EditorA mutual fund that counts O’Reilly Automotive Inc. among its largest holdings has dropped out of the Kiplinger 25.

O’Reilly shares represent 6.6 percent of FBR Focus’ net assets and have produced a 16.5 percent return for the fund through Sept. 30, according to Morningstar.

O’Reilly joins Lamar Advertising Co. (5.7 percent), CarMax Inc. (7.4 percent) and American Tower Corp. (12.7 percent) – its largest holding – in FBR Focus’ top holdings. CarMax is the big winner in the bunch, generating a 148 percent year-to-date return for the fund, which invests in small and midsize companies.

Focus (FBRVX) was replaced by Akre Focus (AKREX) in the Kiplinger 25, a prestigious group of mutual funds picked by Kiplinger analysts.

On this week, Web editor Jeremy Elwood reported on a U.S. News & World listing that named O’Reilly among the top retailers during this recession. The story was our second most popular headline the day after it was posted.

The interesting thing is that O’Reilly showed the greatest revenue gains in the group at an 84 percent clip since 2007, the timeframe U.S. News Chief Business Correspondent Rick Newman used in his study. The next highest is Priceline, which grew revenues by 46 percent. The others, in alphabetical order, are Aaron’s (rent-to-own), Aeropostale (clothing), Amazon (Web mall), Buckle (clothing), Dollar Tree (discount chain), GameStop (video games), Staples (office supplies) and Ulta Salon, Cosmetics & Fragrance (beauty chain).

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