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Monday, January 08, 2007
Honor Roll Mutual Funds & Top Holdings
Roy Weitz is a harsh critic for the mutual fund business and, while I'm not a fund focused investor, I do read his monthly report.
To start off the new year, Roy decided to do something a little different by providing a honor roll list of the best-of-the-best mutual funds. While his list is a good one for mutual fund investors to research, those of us who don't use mutual funds may still want to peruse though these fund's top 25 stock holdings to see how these "best of the best" funds are currently positioned and what they've been buying recently. (I have provided the direct links to Roy's chart below to save you some time):
| Benchmark | Top FundAlarm Honor Roll fund| Large-cap | Kinetics Paradigm (WWNPX) | Mid-cap | Fidelity Leveraged Co Stock (FLVCX) | Small-cap | Schneider Small Cap Value (SCMVX) | Balanced | Bruce (BRUFX) | International | ING Russia A (LETRX) | Specialty-Communications | T. Rowe Price Media & Tele (PRMTX) | Specialty-Financial | Fidelity Select Brokerage & Investment (FSLBX) | Specialty-Health | Jennison Health Sciences Z (PHSZX) | Specialty-Metals | U.S. Global Inv World Prec Min (UNWPX) | Specialty-Natural Resources | U.S. Global Inv Global Res (PSPFX) | Specialty-Real Estate | Morgan Stanley Instl Intl Real Est A (MSUAX) | Specialty-Technology | Jacob Internet (JAMFX) | Specialty-Utilities | Jennison Utility Z (PRUZX) | |
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Posted by Kirk at 1:37 PM in Mutual Funds | Bookmark | Feeds | Link |