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Pain Makes Comeback For Mutual-Fund Investors: How Did Your Funds Perform In 1st Quarter ?

TedTed
in Fund Discussions
FYI: Brace yourself before checking how your funds performed in the first quarter, which officially ended March 31. Many likely lost money.
Regards,
Ted
http://www.telegraphherald.com/news/business/article_464dafcd-334f-5a76-8c18-c1087ebf2a28.html

The Linkster's Fund Performance 1st Quarter:
TRBCX: 5.70%
MSOPX: 5.31%
QQQ: 2.98%
PONCX: -(.56)%
IVV: - (.84)%

Comments

  • rforno
    Pop-culture financial infotainment .... one quarter's lackluster performance is irrelevant for long-term investors who know that markets move both UP and DOWN.
  • CrashCrash
    Yes. Still, a quarter is a metric of time. Add 'em up. Time and money is what it's all about, right? A week or a month are irrelevant.
    PRIDX did best for me: +2.35.
    Next, PRDSX at +2.01.
    WORST: MAPOX, -3.59%.
    Bonds:
    PREMX -.9
    PRSNX +.15

    I own more than that, but those are the high- and low-lights.
  • beebee
    edited April 2018
    I may need to go on a fund diet, but here is a snapshot of my funds and how they collectively "added to" or "subtracted from" the portfolio for the quarter on a percentage basis.
    image
  • slick
    MSEGX was my best at +9.72%, worst was RHS at -4.93%. About 50% were above water, rest below
  • davidrmorandavidrmoran
    PDI +2.64%; everything flat or down

    Some of those growth funds cited did remarkably, should check their holdings ...

    ah, TRP Blue is one-quarter in Amz, F/b, MS, Alphabet, and Apple; good on them

    http://portfolios.morningstar.com/fund/holdings?t=TRBCX&region=usa&culture=en-US

    FDGRX (e.g.) is a hair under TRBCX for the quarter.

    In the last 4.5y FDGRX has beaten DSEEX by 6% and TRBCX has done so by a smidgen. Go, growth.
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