Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I am invested for the longer term ... and, with this, I have listed below my top five funds along with their five year returns. They are as follows: HWAAX (32.48%) ... LPEFX (30.95%) ... FDSAX (28.47%) ... VADAX (26.59% and IIVAX (26.56%). Over this period my conserative portfolio with a target asset allocation of 20% cash, 25% income, 45% equity and 10% alternatives has had an annual averaged return of 17.44%.
Year-to-date my top five funds are as follows: FRINX (4.77%) ... JCRAX (4.55%) ... THOAX (4.36%) ... TOLLX (4.17%) and PGBAX (3.16%).
Purchase Constraint: Institutional - T, Qualified Access - A, Closed to New/All Investments - C/L. Shareclass Attributes: Available for 529 Only - N, Indirect Use Only - U.
Thanks Ted. I will check with my broker to see if I can access to this fund. My best YTD are GEVA (56%) and AEGN up 62%. For funds, PRHSX up 12% and RRRAX (10%).
Strangely (?)--- some of my bond funds are doing better y-t-d than some stock funds. The 5 YTD "winners" so far--- IN DESCENDING ORDER, and size in portf. -TRAMX.......2.6% -MSCFX.................2.6% -PRESX.......16.4% -PRWCX..................................19% -DLFNX.......2.55%
I believe the thread with the confusing title was intended as YOUR best 5 funds YTD, not the best funds over the last 5 years. Just one of those forum feel-good pastimes not meant to be taken seriously as fund recommendation.
"What are your" is technically incorrect, too: "yours" is correct. Sorry, grammar and spelling police. Our beautiful jewel, the English language, is being thrown to the dogs. My teacher used to say that if we found a particular spelling in the newspaper, it was acceptable. But today? Ya, right! (NOT!) Newspapers, anything on the internet, even tv reporters---alas, there is no proper English that can be counted upon, anywhere. So, we have many, many more people here now whose first language is not English. That's not a legitimate excuse to run our splendid language into the ground. Keeping with the "top five" theme, I welcome you to think in terms of: Shakespeare Byron Dickinson Douglass Lincoln
...And, because "the British and Americans are two peoples separated by a common language," don't forget G. B. Shaw.
I am using last 3 years for any new funds I add and mostly conservative funds. currently largest position, VWINX, BERIX, PRBLX, YACKX, VILLX, and an ETF-SCHD
Comments
Year-to-date my top five funds are as follows: FRINX (4.77%) ... JCRAX (4.55%) ... THOAX (4.36%) ... TOLLX (4.17%) and PGBAX (3.16%).
Regards,
Ted
Regards,
Ted
Name
Front
Load
Deferred
Load
Expense
Ratio
Min. Init. Purchase
12b-1
Actual
Purchase
Constraint
Shareclass
Attributes
Purchase Constraint: Institutional - T, Qualified Access - A, Closed to New/All Investments - C/L.
Shareclass Attributes: Available for 529 Only - N, Indirect Use Only - U.
ALPS|Red Rocks Listed Private Equity A 5.50 — 1.51 2,500 0.25 — —
ALPS|Red Rocks Listed Private Equity C — 1.00 2.25 2,500 0.75 — —
ALPS|Red Rocks Listed Private Equity I — — 1.25 1,000,000 0.00 T —
ALPS|Red Rocks Listed Private Equity R — — 1.75 0 0.50 A —
Brokerage Availability LPEFX
CommonWealth PPS MSWM Brokerage
CommonWealth Universe Pershing FundCenter
DailyAccess Corporation FRIAG Pershing FundVest NTF
DailyAccess Corporation MATC Raymond James
DailyAccess Corporation Matrix Raymond James WRAP Eligible
DailyAccess Corporation Mid-Atlantic RBC Wealth Management-Network Eligible
DailyAccess Corporation RTC Schwab All (Retail, Instl, Retirement)
Fidelity Institutional FundsNetwork Schwab OneSource & NTF (No Load & No Transaction Fee)
Fidelity Institutional FundsNetwork-NTF Scottrade Load
Fidelity Retail FundsNetwork Shareholders Services Group
JP MORGAN LOAD TD Ameritrade Institutional NTF
JP MORGAN LOAD-WAIVED NTF TD Ameritrade Retail
JP MORGAN NTF TD Ameritrade Trust Company
JPMorgan Thrivent – Advisory Eligible
LPL SAM Eligible TIAA-CREF Brokerage Services
Merrill Edge TIAA-CREF NTF
Merrill Lynch Trade PMR NTF
Met Life Resources MFSP Alliance List Trust Company of America
Mid Atlantic Capital Corp WFA MFQ Screen Updated 12/31/13
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My best YTD are GEVA (56%) and AEGN up 62%. For funds, PRHSX up 12% and RRRAX (10%).
-TRAMX.......2.6%
-MSCFX.................2.6%
-PRESX.......16.4%
-PRWCX..................................19%
-DLFNX.......2.55%
FPHAX 11.35%
FSELX 10.79%
FTQGX 6.13%
FSMVX 5.37%
GARY
Yep. Of course, Bob might have been pulling their leg a little.
Quote: "The world rolls completely over once every day."
Shakespeare
Byron
Dickinson
Douglass
Lincoln
...And, because "the British and Americans are two peoples separated by a common language," don't forget G. B. Shaw.
Re Shakespeare, Byron, Dickinson, Douglass, Lincoln: All eminently quotable - and I think it's nice the new board allots a special area for quotes!
Regards