Monday, November 06, 2006

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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