I was just poking around a bit today, waiting for a blizzard and wondering - other that weird leveraged crap - worked last week. I scanned for funds with positive returns and equity exposure. It was a limited search - I excluded sector funds and growth funds - but generated some curious results.
1. "Green" funds dominated. Clean energy, clean tech, AI infrastructure, cleaner planet, climate solutions, global clean energy, New Alternatives ... more than half of the top 20 funds and ETFs.
2. Emerging markets emerged. GMO, Virtus, Invesco, Harbor, Touchstone Sands, ProShares ...
3. A bunch of curious little funds won: Pabrai Wagons, Harbor Small Growth, Needham Aggressive Growth, Fuller Thaler, GQG US Quality Value ...
On whole I've concluded, "that's interesting."
