BEST OVERALL FUND
()
WE DON'T LIKE: Unlike larger more index-like peers, this fund can underperform the benchmark by a wide margin (it can also outperform as well). Foreign funds tend to be too expensive, especially when there is not much competition in the category.
Named Favorite: | 12/69 |
Return While Favorite: | -100% |
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MAXrating: | |
Outlook: | % |
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SPECIAL CRITERIA WINNERS
BEST OPEN-END FUND
Named Favorite: | 12/69 |
Return While Favorite: | -100% |
VS. S&P While Favorite: | % |
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Outlook: | % |
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BEST ETF
()
Named Favorite: | 12/69 |
Return While Favorite: | -100% |
VS. S&P While Favorite: | % |
MAXrating: | NA |
Outlook: | NA |
Expense Ratio: | NA |
BEST LOW MINIMUM FUND
()
Named Favorite: | 12/69 |
Return While Favorite: | -100% |
VS. S&P While Favorite: | % |
MAXrating: | |
Outlook: | % |
Expense Ratio: | % |
BEST NTF FUND
()
Named Favorite: | 12/69 |
Return While Favorite: | -100% |
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Outlook: | % |
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PREVIOUS FAVORITES
Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
---|---|---|---|---|---|---|
Vanguard Convertible Securities (VCVSX) | 08/02 | 08/04 | 38.34% | 13.46% | ||
(PCVDX) | 08/02 | 12/03 | -100.00% | 8.17% | ||
Fidelity Convertible Securities (FCVSX) | 09/01 | 08/02 | -1.81% | 8.98% | ||
Baron Growth Fd Inst (BGRIX) | 09/01 | 08/02 | -100.00% | 7.13% |
TRANSACTIONS
02/07 - Removed (n/01/). Reason for removal: Closed to individual investors and/or limited access.
05/06 - Removed (). Reason for removal: Closed to individual investors and/or limited access.
08/04 - Removed Vanguard Convertible Securities (VCVSX). Reason for removal: Closed to new investors.
12/03 - Removed (PCVDX). 1,2
08/02 - Removed Fidelity Convertible Securities (FCVSX). Reason for removal: Manager change.
08/02 - Removed Baron Growth Fd Inst (BGRIX). 2,9
01/00 - Removed ().
01/00 - Removed ().
01/00 - Removed ().
11/99 - Added ().