Monday, October 02, 2006

Mutual Fund Monthly

Here is the monthly roundup of the top and bottom 5 funds from our mutual fund program. You will notice that it is growth funds that make up the laggard category.

Top 5
  • DREGX: +20.1%
  • TREMX: +14.6%
  • WASAX: +13.2%
  • BPTRX: +11.1%
  • TAVIX: +9.5%

Bottom 5

  • PRNHX: +1.1%
  • TMGFX: +1.0%
  • QUAGX: +0.4%
  • MFOCX: -0.2%
  • HFCGX: -0.6%

I would also like to give a shout to the Loomis Sayles Bond Fund (LSBRX), which is up +8.1% ytd. This is beating more than half of the funds on my list. Nice job, Dan.

long all funds mentioned

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