Tuesday, September 05, 2006

Mutual Fund Monthly

I track the performance of a lot of mutual funds, both to see what's working in the market and to compare my own performance (we also use them in client accounts).

Here are the top and bottom 5 performing funds in our stable ytd (as of 8/31):

Top 5
  • Driehaus Emerg. Growth (+18.6%)
  • Ivy Asset Strategy (+15.1%)
  • T.Rowe Emerg. Europe (+13.9%)
  • CGM Focus (+13.4%)
  • Third Ave. Internatl. (+10.3%)

Bottom 5

  • Marsico Focus (-2.5%)
  • Turner Mid-cap Growth (-0.15%)
  • T.Rowe New Horizons (+0.2%)
  • Quaker Strategic (+1.1%)
  • Hennessy Cornerstone (+1.2%)

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