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John Waggoner: Funds That Missed The January Rally

TedTed
in The Bullpen
FYI: (Click On Article Title At Top Of Google Search)

The Standard & Poor’s 500 stock index had a fabulous January, jumping 5.73% — the best January since 1997. Nevertheless, your clients might be wondering: Why didn’t my fund do that well or better? And the fact is, there are plenty of very good funds that didn’t beat the S&P 500 last month for some very good reasons.
Here are 10 funds that whiffed when at bat against the blue-chip index, and why they struck out. Data as of January 31, via Morningstar, Inc.
Regards,
Ted
1. Fairholme (FAIRX)
2. DFA Small Cap Value I (DSFVX)
3. Baron Real Estate Institutional (BREIX)
4. SPDR Gold Shares (GLD)
5. First Trust Long/Short Equity ETF (FTLS)
6. Schwab Fundamental International Large Company ETF
7. American Funds Washington Mutual A (AWSHX)
8. Vanguard Total Stock Market Index (VFINX)
9. WisdomTree U.S. Quality Dividend Growth ETF (DGRW)
10. Vanguard 500 Index (VFINX)
https://www.google.com/search?source=hp&ei=STt0Wr9iosfmAo-gnNgG&q=investment+news+Funds+that+missed+the+January+rally&oq=investment+news+Funds+that+missed+the+January+rally&gs_l=psy-ab.3..33i160k1.1473.12401.0.13623.17.13.0.4.4.0.107.1071.11j2.13.0....0...1c.1j2.64.psy-ab..0.17.1089...0j0i131k1.0.xoFh4Gm1hVg
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