Barron’s Funds Quarterly (2023/Q2–July 10, 2023)
https://www.barrons.com/topics/mutual-funds-quarterly(Performance data quoted in this Supplement are for 2023/Q2 and YTD to 6/30/23)
Pg L2: Growth is outperforming value/cyclicals as techs have led on AI-hype. But rates are still rising, and growth valuations are stretched; recession may be out there. Stick with high-quality growth; there are also several large-cap growth ETFs. Small-cap growth may be attractive. Funds mentioned include FBGRX, IVV, QGRO, XLK, VUG, QQQ, SLYG. (By
@LewisBraham at MFO)
Pg L7: It may be time to go beyond T-Bills, money-market funds and short-term bonds. The Fed is almost done raising rates and they should remain high for a while. Funds mentioned include MWTRX, VBTLX, PONAX, SLQD, BIV, IBMN.
Pg 9: The SP500 has become a mega-cap tech growth fund with big 7 accounting for 30%. But there are many alternatives – small-cap value AVUV; value IVE, SPYV, VOOV; foreign IXUS, VXUS, VEU, DFAI; glide-path hybrids target-date funds (TDFs).
Fund news from elsewhere in Barron’s (Part 2).
Pg 20, INCOME. Don’t stay in T-Bills and money-market funds for too long. Use a barbell to mix short-term and intermediate/long-term bond funds including the MBS. Eventually, when the rates fall, these would have capital gains. Mentioned are preferreds PFLD, PSK, PFF.
Pg L33: In 2023/Q2 (SP500 +8.30%): Among general equity funds, best were LC-growth +12.34%, and worst were SC/MC 3.xx%; ALL general equity categories were positive AGAIN. Among other equity funds, the best were Lat Am +15.85%. sc & tech +12.14%, and worst were China -10.36%, precious metals -7.75%. Among fixed-income funds, domestic long-term FI +0.14%, world income +0.83%; ALL FI categories were positive too AGAIN (FI isn’t very refined in Lipper mutual fund categories listed in Barron’s).
LINK 
Comments
Their emphasis on intermediate duration bonds seems to be pretty much limited to investment grade. I haven’t read much of this issue yet. But find the following title bemusing …..
”The S&P 500 Is Now A Tech Fund” (Barron’s Article by Lauren Foster)
Just adding a bit re: above article - As folks know, a handful of large cap tech stocks comprise something like 30% of the S&P 500. Apple and Microsoft at the top. The article recommends several specific indexes and mutual funds to help investors diversify away from this large cap dominance. In particular international & domestic small cap represent better long term value. Well worth a read if you can link to the article.
My Kindle subscription to Barron’s ends in September when Amazon pulls the plug on its Kindle subscriptions. Questionable if I’ll subscribe elsewhere right away. Prices are higher than the Kindle edition was. Albeit, the Kindle only includes the articles - not access to all the the data. Already subscribe to NYT, FT & Bloomberg online. Too much to handle really. Will surely miss Barron’s.
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