Mutual Fund Monthly
January got off to a good start. Growth stocks outperformed value stocks, domestic outperformed international, and mid and large-cap stocks outperformed small-cap stocks.
I keep tabs on a lot of mutual funds, and post my top and bottom performers each month. Here is the list for January:
Top 5
- +5.95%: Baron Partners (BPTRX)
- +4.79%: Marsico 21st (MXXIX)
- +4.10%: Meridian Growth (MERDX)
- +4.01%: CGM Focus (CGMFX)
- +3.58%: Rainier Sm/Mid (RAISX)
Bottom 5
- -1.05%: PIMCO Developing (PLMDX)
- -0.82%: Driehaus Emerg Mkt (DREGX)
- -0.59%: T.Rowe Emerg. Eurpoe (TREMX)
- -0.07%: Fairholme Fund (FAIRX)
- +0.07%: Artisan Intl. (ARTIX)
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