How Are Your Mutual Funds Performing?
There are over 10,000 mutual funds available in North America. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...
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Here are the 10 best performing funds since March 2009
As you can see, while a passive U.S. index (Vanguard 500 Index) had a 249% performance ($10,000 invested became $35,000), many U.S. equity funds had an even better performance since the last market bottom in March 2009.
For example, Legg Mason Opportunity managed by Bill Miller had a
523% performance ($10,000 invested became $62,000).
While 10% of the funds had a performance better than 307%
($10,000 invested became more than $40,000) the bottom 10% of the funds had a performance below 116% ($10,000 invested became less than $22,000).
Fund selection can make a big difference for your portfolio even on a 6-year period!
Note that we excluded bond/sector/country/alternative funds and use 2,734 well diversified stocks/equity funds in our analysis.
Many clients have asked us
how do we select fund managers since most funds underperform index funds on the long term. While we may recommend to invest a portion of the portfolios in index funds, BFM is committed to researching and developing innovative solutions to meet this challenge. The
BFM due diligence process and expertise provide a rigorous and disciplined framework for identifying premier investment managers that we recommend to our clients. The process is characterized by a comprehensive and continuous review of fund managers. We are using a proprietary methodology and advanced analytical tools to create peace of mind.
Disciplined straightforward process with a comprehensive due diligence / research
One-to-One manager interviews (Chicago, San Francisco, London, Paris, Geneva…)
Combination of qualitative and quantitative factors
Our goal is to select better fund managers, that we can trust, to manage your customized portfolios to help you reach your financial goals.
Contact us if you want more detailed information about how we select fund managers.
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or our blog at
www.bourbonfm.com/blog.
