Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds
by James B. Cloonan
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 results for other periods can be seen in Figure 1. All of the funds except one are up over the last year, as shown in Table 1, but they are all down significantly over the past quarter.
The funds pretty much reflect the direction of the general stock market as well as its volatility.
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