Mutual Fund Monthly

I own nearly a dozen funds in retirment accounts for my wife and myself. I like to keep tabs on how other managers are performing, what they're buying and selling, etc. I am amazed at how well some of them are doing.

Here are my Top 5 performing funds:

1. DREGX: +26.4%
2. CGMFX: +20.2%
3. RIMSx: +15.8%
4. BPTRX: +13.4%
5. TAVIX: +13.3%

That's pretty good performance for just one quarter. What these funds have in common is a focus on mid-caps or international stocks. The funds that are lagging this year are those that focus on large-cap stocks.

My biggest laggard ytd is Schwab's Hedged Equity Fund (SWHEX), which is only up +1.2%.

long all funds mentioned