Keeping Fund Portfolio Unchanged Despite Tough Start to 2010

by James B. Cloonan

Keeping Fund Portfolio Unchanged Despite Tough Start To 2010 Splash image

In order to provide overall mutual fund data more quickly, our annual “Individual Investor’s Guide to the Top Mutual Funds” was moved to the February AAII Journal.

Consequently, the Model Mutual Fund Portfolio discussion will now appear in the March and August Journal issues.

The Model Fund Portfolio trailed the overall market as measured by the Vanguard Total Stock Market Index fund (VTSMX) in January—returning –4.1% to the benchmark’s –3.5%—as both took a rest after a strongly bullish 2009. Longer term, the portfolio still outperforms, as can be seen in Figure 1 and Table 1.

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James B. Cloonan is founder and chairman of AAII.


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