Mutual Fund Monthly
I normally try to post this on the first day of the new month, but I was travelling late last week so it's a little late. As such, the figures below are as of the end of last week (11/3).
Below are the top and bottom five funds in our mutual fund program:
Top 5 -
- DREGX: +28.9%
- TREMX: +21.9%
- WASAX: +14.3%
- TAVIX: +12.2%
- BPTRX: +11.8%
Bottom 5 -
- MFOCX: +1.3%
- TMGFX: +1.9%
- QUAGX: +2.8%
- PRNHX: +3.2%
- RYPRX: +3.9%
Also, although I did so last month, I would again like to give a shout out to Loomis Sayles' bond fund (LSBRX), which continues to outpace more than half of the equity funds I follow. The fund is up +9.7% ytd. Way to go, Dan Fuss!
long all funds mentioned
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