"Strange" Year for Mutual Funds

Warren Boroson, a syndicated financial columnist, reviews 2005 year-to-date performance for nearly three dozen mutual funds in this article from the Daily Record. Noting that, "Vanguard Index 500... was up a mere 1 percent. Vanguard Total Stock Market... a scant 1.8 percent. Vanguard Total Bond Market has risen 0.9 percent," Boroson added that "It's been a strange year as far as mutual funds are concerned." He cites some winners in energy, gold and precious metals, utilities, real estate, foreign markets, and emerging markets, but also points to more than a dozen "funds you would have expected to acquit themselves with honor [that] haven't -- especially value funds."

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(May '04-Jun '05)