Monday, December 04, 2006

Mutual Fund Monthly

As part of our mutual fund program, I monitor a fairly broad list of funds with solid track records. Here are the top and bottom five funds from my short list. The returns are YTD, as of last Friday.

Top 5
DREGX (+35.7%)
TREMX (+27.9%)
BPTRX (+20.5%)
WASAX (+19.2%)
HDPMX (+17.5%)

Bottom 5
MFOCX (+5.4%)
QUAGX (+5.6%)
TMGFX (+6.9%)
PRNHX (+7.0%)
SWHEX (+7.7%)

The trends here haven't really changed. Foreign and emerging markets have added to their relative outperformance. And funds that hedge their positions (take long and short positions) have lagged. Growth funds have also started to improve on their lagging performance.

long several funds mentioned

2 Comments:

At 11:26 AM, Blogger Michael said...

Jason,

OVTI tanked big after a weak earning w/ weak guidance. Are you still bullish on OVTI for a longer term? What's your take on the buyout rumor going around? I am a bit concerned about holding this one.

What about ADM? Thx for your thoughts on these.

 
At 1:38 PM, Blogger J. Kahn said...

First of all, my name is JORDAN.

I didn't think OVTI would drop as much as it did on Friday. That said, it could be dead money for a while.

As for ADM, I'm neutral short-term, bullish longer-term.

 

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