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Barron’s Funds Quarterly+ (2025/Q1–April 7, 2025)

yogibearbullyogibearbull
edited April 6 in Fund Discussions
Barron’s Funds Quarterly+ (2025/Q1–April 7, 2025)
https://www.barrons.com/topics/mutual-funds-quarterly

(Performance data quoted in this Supplement are for 2025/Q1 and YTD to 3/31/25)
(No Supplement – it’s all within the main issue)
(Congratulations to @LewisBraham who seems to be in charge of all features now)

Pg 18: A list of defensive, chaos-resistant funds. (By @LewisBraham at MFO)
“Cash”: Money-market and ultra-short-term bond funds
Bonds: BND,CBLDX, FFIAX, FPFIX
Large-Cap-Value: ACMVX, GQHPX, SCHD, TWEIX
International/Global: CIVVX, LVHI, SGENX
Gold-Bullion: GLDM
Alts: BAMBX, PCBAX, QDSNX, QLENX

Pg 20: In 2025/Q1, gold, bonds and foreign stocks were winners. Large-cap-growth and cryptos were losers. SP500 peaked on 2/19/25. There were strong inflows into the money-market, ultra-short-term and intermediate-term bond funds. (By @LewisBraham at MFO)

More on Funds & Retirement

Popular dividend-blend etf SCHD has increased its energy exposure to 21% after the recent reconstitution; the next sectors are consumers 19%, healthcare 15%. Alternative ETFs include VIG, VYM, DGRO.

INTERVIEW/Q&A – FUNDS. Sean SUN, Thornburg etf TXUG. The international growth fund has been hurt by its Chinese exposure, but those stocks are now rebounding. He looks for quality and durable growth at reasonable prices (GARP). The Fund includes emerging growth, mature growth and industry leaders. He doesn’t worry about risks to Taiwanese chip industry from China-Taiwan frictions. There are also carveouts for chips in the new US tariffs (25% for S Korea). The obesity drug sector will continue to have strong growth.

RETIREMENT.
GOLD is hot (relatively), but retirees shouldn’t chase it. Gold has had several short-term rallies, but it doesn’t have a good long-term record. For small positions, use gold-bullion IAU, GLDM, SGOL, GLD. In taxable accounts, higher collectibles capital gain rate of 28% applies. Goldminers are catching up in 2025 – GDX, GDXJ. Ignore the ads for Gold IRAs.

Stick to your portfolio allocations and don’t do anything rash during the market turmoil. Keep the money you may need in 1-2 years in “cash” (money-market funds, ultra-short-term bond funds, T-Bills, high-yield savings accounts, short-term CDs).

Barron’s weekend issue has CASH TRACK charts showing 4-wMA of flows.
https://i.ibb.co/4D8Q7Dm/Barrons-Cash-Track-040525.png

Q1 Top 5 Fund Categories (MFOP Quarterly Metrics)
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Q1 Bottom 5 Fund Categories (MFOP Quarterly Metrics)
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LINK

Comments

  • Sven
    Stick to your portfolio allocations and don’t do anything rash during the market turmoil. Keep the money you may need in 1-2 years in “cash” (money-market funds, ultra-short-term bond funds, T-Bills, high-yield savings accounts, short-term CDs
    Great reminder. We are happy to be there already. Thank you @yogobb for the summary. Look like I have homework this evening.
  • yogibearbullyogibearbull
    Bump - MFOP links added.
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