Money 70
OUR LIST OF RECOMMENDED MUTUAL FUNDS AND ETFs
(MONEY Magazine) – Most MONEY 70 funds were flat or posted modest losses in December and early January, following three months of strong gains. Tops among the winners were Matrix Advisors Value, with a 2.3% gain, and Cohen & Steers Realty, up 2.1%. Energy and commodities, meanwhile, took a big hit: iShares Goldman Sachs Natural Resources was down 11.4%, followed by the energy-heavy T. Rowe Price New Era fund (down 9.6%). NOTES: As of Jan. 16. N.A.: Not available. ¹Annualized. ²Audited and annualized figures except on Fidelity. ³Includes a waiver. Area code is 877. SOURCES: Lipper, New York, 877-955-4773; the fund companies. Get stock quotes and up-to-the-minute market news on your handheld device at CNNMoney.mobi |
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