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Quick look at some hot and not-so-hot areas YTD

edited May 2013 in Fund Discussions
From various sources - primarily M*http://news.morningstar.com/fund-category-returns/

Big Winners - Japan up 26.6% and Health Care up 21%

Big Loosers - Precious Metals Mining down 33% and Broad Basket Commodities down 5%

Doing Nothin - Natural Resources - which have barely budged this year

A few funds I watch: BEARX down 13%, HSGFX down 3%, PRPFX down about 1%, TRRIX up about 5%

FWIW

Comments

  • Out of Japan, but I am continuing to keep HQL for healthcare as I like its ability to participate in private equity.
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