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Pain Makes Comeback For Mutual-Fund Investors: How Did Your Funds Perform In 1st Quarter ?
Pop-culture financial infotainment .... one quarter's lackluster performance is irrelevant for long-term investors who know that markets move both UP and DOWN.
Yes. Still, a quarter is a metric of time. Add 'em up. Time and money is what it's all about, right? A week or a month are irrelevant. PRIDX did best for me: +2.35. Next, PRDSX at +2.01. WORST: MAPOX, -3.59%. Bonds: PREMX -.9 PRSNX +.15
I own more than that, but those are the high- and low-lights.
I may need to go on a fund diet, but here is a snapshot of my funds and how they collectively "added to" or "subtracted from" the portfolio for the quarter on a percentage basis.
Comments
PRIDX did best for me: +2.35.
Next, PRDSX at +2.01.
WORST: MAPOX, -3.59%.
Bonds:
PREMX -.9
PRSNX +.15
I own more than that, but those are the high- and low-lights.
Some of those growth funds cited did remarkably, should check their holdings ...
ah, TRP Blue is one-quarter in Amz, F/b, MS, Alphabet, and Apple; good on them
http://portfolios.morningstar.com/fund/holdings?t=TRBCX®ion=usa&culture=en-US
FDGRX (e.g.) is a hair under TRBCX for the quarter.
In the last 4.5y FDGRX has beaten DSEEX by 6% and TRBCX has done so by a smidgen. Go, growth.