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.
Support MFO
Donate through PayPal
John Waggoner: 10 Low-Tech Stock Funds Beating The S&P 500
FYI: (Click On Article Title At Top Of Google Search)
The Standard & Poor's 500 stock index has gained 16.74% over the past 12 months, thanks in large part to tech stocks — in particular, the FANG stocks: Facebook, Amazon, Netflix and Google. But this year, tech has started to lag. Looking for funds that can beat the S&P 500 with 10% in tech or less? Here you go. Data as of March 20, courtesy of Morningstar Inc. Regards, Ted
1. Akre Focus Fund 2. Catalyst Insider Buying Fund 3. O'Shaughnessy Market Leaders Value Fund 4. Marshfield Concentrated Opportunity Fund 5. Copley Fund 6. WBI Tactical LCY Shares 7. BrandywineGLOBAL - Dynamic US Large Cap Value Fund 8. USA Mutuals Vice Investor Fund 9. BlackRock Advantage Large Cap Core Fund 10.VictoryShares US 500 Volatility Wtd ETF
