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OK, I'll bite. My bond funds. DLFNX is up ytd +4.24% Next, MAINX is up +3.71% and PREMX is up +6.82% ytd.
My biggest domestic core equity funds are of the "balanced" variety, holding both stocks and bonds. PRWCX is up ytd by +3.74% and MAPOX is up +3.00%.
Biggest foreign holding: MAPIX. It is up ytd by +0.51%. SFGIX is up by +2.91% ytd.
Yes, the good performance of bonds has been "The Curve Ball" this year. Yellen was lately quoted as asserting that interest rates would be kept low by policy for quite a bit longer, too. Jeez, I just got a car loan from the Credit Union at 2.49%. That's like free money falling from the sky. On $10,000, It amounts to just $50 of interest each year, over 5 years. But of course, we will pay it off early. And we'll do something silly with the leftover we have gifted to ourselves. Like maybe invest that leftover in mutual funds!
In review and thinking over Cman’s favorable comment about my sleeve method I thought I’d post the fund leader within each of my sleeves (year-to-date) along with my overall results. Seems I have some equity funds that are bettering my income funds and all the sleeves have positive returns year-to-date.
CASH AREA Demand ... +0.05% Investment ... +0.41%
INCOME AREA Income … NEFZX +4.76% Hybrid … PGBAX +6.63%
GROWTH & INCOME AREA Domestic Equity … SVAAX +4.69% Domestic Hybrid … FRINX +7.77% Global Equity … DEQAX +4.59% Global Hybrid … TIBAX +5.24%
GROWTH AREA Large/Mid … VADAX +3.00% Small/Mid … PMDAX +3.45% Global … THOAX +7.83% Specialty … TOLLX +9.90%
Master Portfolio (All Areas Including Cash) … +3.76% Lipper Balanced Index (My Benchmark) … +2.48%
Comments
My bond funds. DLFNX is up ytd +4.24% Next, MAINX is up +3.71% and PREMX is up +6.82% ytd.
My biggest domestic core equity funds are of the "balanced" variety, holding both stocks and bonds. PRWCX is up ytd by +3.74% and MAPOX is up +3.00%.
Biggest foreign holding: MAPIX. It is up ytd by +0.51%. SFGIX is up by +2.91% ytd.
Yes, the good performance of bonds has been "The Curve Ball" this year. Yellen was lately quoted as asserting that interest rates would be kept low by policy for quite a bit longer, too. Jeez, I just got a car loan from the Credit Union at 2.49%. That's like free money falling from the sky. On $10,000, It amounts to just $50 of interest each year, over 5 years. But of course, we will pay it off early. And we'll do something silly with the leftover we have gifted to ourselves. Like maybe invest that leftover in mutual funds!
In review and thinking over Cman’s favorable comment about my sleeve method I thought I’d post the fund leader within each of my sleeves (year-to-date) along with my overall results. Seems I have some equity funds that are bettering my income funds and all the sleeves have positive returns year-to-date.
CASH AREA
Demand ... +0.05%
Investment ... +0.41%
INCOME AREA
Income … NEFZX +4.76%
Hybrid … PGBAX +6.63%
GROWTH & INCOME AREA
Domestic Equity … SVAAX +4.69%
Domestic Hybrid … FRINX +7.77%
Global Equity … DEQAX +4.59%
Global Hybrid … TIBAX +5.24%
GROWTH AREA
Large/Mid … VADAX +3.00%
Small/Mid … PMDAX +3.45%
Global … THOAX +7.83%
Specialty … TOLLX +9.90%
Master Portfolio (All Areas Including Cash) … +3.76%
Lipper Balanced Index (My Benchmark) … +2.48%
I wish all … “Good Investing.”
Old_Skeet