Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds
Until May came along, it looked like the Model Mutual Fund Portfolio might have an exceptionally good year.
But the May and June weakness hit hard, and the Model Mutual Fund Portfolio is down 5.0% year–to-date (as of June 30, 2010). While it is small comfort, we are outperforming our benchmark, the Vanguard Total Stock Market Index Fund VTSMX, which is down 6.0%.
In this article
- Accounting for Higher Risk
- Fund Closed to New Investors
- Maintain Allocations
- Cap Size and Style
- Model Mutual Fund Portfolio: Selection Rules
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The funds pretty much reflect the direction of the general stock market as well as its volatility.
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