Hello
Many good funds to look at especially Fidelity schwab Vanguard families
Thank you Mr Bolin for a good read
Kind regards
Happy holidays
Best Funds To Own In 2021
https://www.google.com/amp/s/seekingalpha.com/amp/article/4394450-best-funds-to-own-in-2021Dec. 13, 2020 12:00 PM ETAOM, ARBIX, BASIX...2
Summary
Over 300 no load mutual funds available to small investors, nearly 200 exchange-traded funds, and over a dozen closed-end funds representing 120 Lipper Categories are ranked.
The funds are ranked based on Risk, Risk Adjusted Performance, Momentum, Quality, Yield, and Consistency. They are divided into 15 investment buckets for risk, exposure, yields and trends.
The funds are reported by short-term performance including three-month returns and trends, ten-month moving average, fund flows, maximum draw downs, and yield.
Comments
Have a great New Year!
@MJPete, I have different views set up. Do you have a particular fund family that you are restricted to?
Thanks for reading.
The Ranking system is good but not perfect. This article exploited some of areas, such as my lowest ranked funds, where an investor may follow shorter term trends instead of the ranking system. The benefit is that the spreadsheet does millions of calculations and provides good insights that would be impossible to keep straight without it.
One thing that hurts SWAN is its Lipper Category, "Large Cap Core", because I use the average bear market performance of the Lipper Category for the past three bear markets. It would be better classified as an "Alternative" in my opinion. Low yield also hurts. Momentum has been low during the past three months. Finally, Consistency is the percent of times the fund performed average or better during its life up to 13 years. It did great in 2020, but not 2020 for the Large-Cap Core Category.
I track plenty of plain old regular vanilla domestic stock as well. They just didn't make the list for low risk stocks. Here are the large cap core funds that I track. I also track multi-cap, median, and small cap.
Regards,
Lynn
Name, Symbol, Rank, MaxDD, APR, Rtn 3 mon, Trend, Flow, Yield, SMA10
State Street SPDR S&P 500 ETF Trust, (SPY), 72.9, -19.5, 16.7, 3.9, 6, 4.7, 1.57, -1
Vanguard Large-Cap Index ETF, (VV), 67, -19.6, 18, 4.5, 6.3, -4.2, 1.56, -0.2
Schwab 1000 Index, (SNXFX), 66.8, -20.3, 17.6, 5.1, 6.7, 0.1, 1.57, -0.8
Fidelity US Sustainability Index, (FITLX), 66.4, -19.1, 17.3, 4.1, 6, 5.4, 1.11, -1.1
BlackRock iShares ESG Aware USA ETF, (ESGU), 66.1, -19.3, 19, 4.6, 6.5, 8.7, 1.34, 0.4
Schwab US Large-Cap ETF, (SCHX), 62.9, -20, 17.8, 4.8, 6.5, 0.8, 1.81, -0.5
Hartford Core Equity Y, (HGIYX), 60.7, -19.9, 18.3, 5.6, 6.2, 1.7, 0.79, -2.1
BlackRock MSCI KLD 400 Social ETF, (DSI), 59.3, -18.8, 18.5, 4.1, 6.1, 2.9, 1.28, 0.4
BlackRock USA Quality Factor ETF, (QUAL), 58.3, -19.4, 17.5, 4.9, 6.3, 15.4, 1.47, -1.4
Vanguard 500 Index Admiral, (VFIAX), 57.4, -19.6, 16.8, 3.9, 6, -8.9, 1.6, -1.1
Fidelity SAI US Large Cap Index, (FLCPX), 54.8, -19.7, 16.8, 3.9, 6, 7.9, 1.92, -1.1
BlackSwan Growth & Treasury Core ETF, (SWAN), 42.3, -5, 16.2, 0.8, 3.1, 0.4, 0.57, 5.1
T Rowe Price Dividend Growth, (PRDGX), 37.2, -18.8, 15.2, 5.8, 6.1, 0.5, 1.1, -3.6
Vanguard Growth & Income Inv, (VQNPX), 29, -20.4, 15.6, 3.6, 5.9, -17.9, 1.39, -1.4
Provident Trust Strategy, (PROVX), 19.1, -15.3, 16.6, 5.5, 6, -0.1, 0.45, 1
Fidelity Magellan, (FMAGX), 16.5, -16, 21.7, 0.6, 3.9, -0.6, 0.26, 5.8
DIVO looks interesting ... I've always considered SCHD as my go-to for that kind of thing. Didn't know about DIVO until now, though.
Not as much a fund that I'm restricted to but whatever Pershing has set up, which is inconsistent and has wide variations of fund classes. Blackrock, Fidelity, Vanguard, Franklin incur fees which are manageable with large enough transactions.
I just spent about two hours scrubbing for class shares of alternates to your list and T.Rowe Price Global Stock is available, though I wish Capital Appreciation was, (but has been closed for some time now. I'm hoping the new management house they just announced will open it (and a few others up in the future)
The others I am interested in are share classes with $1m-5m min. exchanges, or just as ETF, so not available. I appreciate your offer run a different view.
Welcome to MFO.
It sounds like you only have access to institutional funds. I wasn't sure if you can buy ETFs in your plan. The first list is ETFs only. They are ranked from #1 to #4 per bucket. The next list is all share classes of open funds with $1M or more in minimum investments which should be institutional funds. Some institutional funds are available to retail investors with smaller minimums. My email address is below if you have questions or want more information on these funds.
Bucket #1, SPSB, VCSH, SCHO, ISTB
Bucket #2, QLTA, AOK, SPTI
Bucket #3, CWB, HNDL, ICVT, AOM
Bucket #4, SCHD, ESGV, SDG, NTSX
Sector, FUTY, SRVR, INDS, XLU
Global Bond, BGRN, IAGG, CEMB, IHY
Global Equity, VIGI, VSGX, IHDG, FLJP
Income, DIAL, VCIT, JMBS, ANGL
Inflation, SCHP, LTPZ, IAU, XLB
Municipal Bond, MMIN, HTAB, JMST, SUB
Alternatives, UCON, QYLD, QAI, PHDG
Trending, FLJP, XSOE, NUSC, XLB
Cross, AOM, IMTM, FMAT
Bottom, FUTY, XLU, FLJP, FIW
Bucket #1, SSFIX, FTRBX, JIBFX, BIBTX, WATFX, GMDYX, GSFIX
Bucket #2, DCPYX, WACPX, GSNIX, TLTIX, TLFIX, PTSAX, PTTRX
Bucket #3, TLHIX, TLQIX, TLWIX, TLYIX, PBPNX, LIBKX, PPZRX
Bucket #4, TISPX, TLLIX, TLXIX, WFSPX, TTIIX, CMGIX, HLEIX
Sector, VCRIX, TOLIX
Global Bond, PFORX, EELDX, PEBIX, PHSPX, MGHYX, MAWIX, TEDNX
Global Equity, MFAIX, SGARX, RAIIX, TINGX, WBIIX, BEEIX, TBWIX
Income, PTRIX, OMBIX, GSUPX, MSUMX, TSIIX, CBFVX, PLRIX
Inflation, GSIPX, PRRIX, BPRIX, PRAIX, TIILX, AAAZX
Municipal Bond, MMHIX, PHMIX, PFMIX, PMNIX, TIMUX, UMBPX, GHYIX
Alternatives, WMNUX, JHEQX, BSIIX, JSISX, BILPX, LAOIX, PQTIX
Trending, TSIIX, EELDX, PHSPX, JHEQX, BSIIX
Cross, TLQIX, BSIIX, MZCSX
Bottom, EELDX, PEBIX, PHSPX, BHYIX, GHYIX
Regards,
Lynn
[email protected]