Monday, March 4, 2013

2013......So Far

    Ariel Growth Fund, our first fund in alphabetical order, has opened a little lead on the rest of the pack with a gain of around 11%. OSTFX, BRAGX, YACKX, and MPGFX round out the top five.

Being fully invested in US stocks has helped.

Foreign exposure, cash, bonds, and Apple stock have been factors holding other funds back.

Last year's winner, Fairholme, is running below average so far in 2013, with a gain of around 5%. Of course, nobody is out of the running with ten months of the year left.

    Bringing up the rear is a wonderful fund, Franklin Income.

   

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