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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-capKinetics Paradigm (WWNPX)
Mid-cap Fidelity Leveraged Co Stock (FLVCX)
Small-capSchneider Small Cap Value (SCMVX)
BalancedBruce (BRUFX)
InternationalING Russia A (LETRX)
Specialty-CommunicationsT. Rowe Price Media & Tele (PRMTX)
Specialty-FinancialFidelity Select Brokerage & Investment (FSLBX)
Specialty-HealthJennison Health Sciences Z (PHSZX)
Specialty-MetalsU.S. Global Inv World Prec Min (UNWPX)
Specialty-Natural ResourcesU.S. Global Inv Global Res (PSPFX)
Specialty-Real EstateMorgan Stanley Instl Intl Real Est A (MSUAX)
Specialty-Technology Jacob Internet (JAMFX)
Specialty-UtilitiesJennison Utility Z (PRUZX)
Go to the full list of Most Honorable Honor Roll funds

Posted by Kirk at 1:37 PM in Mutual Funds | Bookmark | Feeds | Link |


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