Money 65
OUR LIST OF RECOMMENDED MUTUAL FUNDS AND ETFs
(MONEY Magazine) – In a generally downbeat month, foreign-stock and domestic bond funds were the only MONEY 65 categories in which most entries made money. Small-cap funds suffered the most serious drops, including Neuberger Berman Fasciano and T. Rowe Price New Horizons, both off more than 6%. Morningstar's Small-Cap Index, down 12% over the past three months, now trails the Large-Cap Index year to date. NOTES: As of Aug. 11. N.A.: Not available. [1] Annualized. [2] Audited and annualized figures except on Fidelity. [3] Includes a waiver. SOURCES: Lipper, New York, 877-955-4773; the fund companies. |
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