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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