Quarterly Mutual Fund Update

Fourth Quarter 2012

A Modest End to a Good Year

QMFU LINKS
Past Commentaries
User's Guide
About QMFU

Most mutual fund categories experienced modest gains in the fourth quarter, achieving average returns of 2.2% or less. Though the final quarter’s performance may have been unimpressive, the full-year data tells a different story. Approximately half of the categories tracked by this newsletter delivered an average return of 10% or better in 2012.

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Fourth Quarter 2012 Issue:

Performance Benchmarks
Top and Bottom
Performing Funds
Widely Held Funds
Fund Changes
Top Risk-Adjusted Returns
Fund Internet Sites
Fund Listings
Domestic Stock
   Large-Cap
   Mid-Cap
   Small-Cap
Neutral/Inverse
   Long-Short
   Contra Stock Market
Sector Stock
International Stock
Balanced Stock/Bond
Target Date
Domestic Taxable Bond
National Muni Bond
State-Specific Muni Bond
International Bond
Fund Downloads
Multi-Sheet Excel v.5.0
DOWNLOAD  |  Field Definitions
 
Single Sheet Excel v.2.1
DOWNLOAD  |  Field Definitions
 
DBF File v.2
DOWNLOAD  |  Field Definitions
 
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