Barron’s Funds Quarterly (2024/Q1–April 8, 2024)
Apr 6, 2024 11:28:08 GMT
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Post by yogibearbull on Apr 6, 2024 11:28:08 GMT
Barron’s Funds Quarterly (2024/Q1–April 8, 2024)
www.barrons.com/topics/mutual-funds-quarterly
(Performance data quoted in this Supplement are for 2024/Q1 and YTD to 3/31/24)
Pg L2: SP500 is dominated by Magnificent 7 (or 5). For looking BEYOND SP500, consider LC-growth MRFOX; LC-value DAGVX, SMVLX, SPYV; LC-blend DHAMX (hedged); MC-value FSLSX, COWZ; SC-value AVUV; foreign DFJ; sector funds (with lower R^2) SGGDX, RING; FCG, XOP; URA; IAI; IYH, IHF; XLU. (By @lewisbraham at MFO)
Pg L6: New spot-Bitcoin ETFs (IBIT, FBTC, etc) led in inflows and performance; the old GBTC trust that up-converted into ETF GBTC had huge outflows as it stuck to very high ER. Next were energy, LC-growth and Japan (it rallied after many miserable years). Inflows into money-market funds were strong. The top asset gatherer was SP500 VOO. Despite the gold rally, the gold bullion funds had outflows. (By @lewisbraham at MFO)
Pg L?: In 2024/Q1 (SP500 +10.54%): Among general equity funds,... Among other equity funds,.... Among fixed-income funds,..(FI isn’t very refined in Lipper mutual fund categories listed in Barron’s). NOTE – Funds Quarterly online is missing almost half of its content. This quarterly review will be updated later.
MORE Fund Stories
FUNDS. Uncertainties about the fed fund rates are headwinds for bonds. But they will benefit from rate cuts (maybe in June or later). Stick with short/intermediate durations for now, some credit risks with FR/BL BKLN, SRLN; dividend stocks (XLP, XLU).
LINK
www.barrons.com/topics/mutual-funds-quarterly
(Performance data quoted in this Supplement are for 2024/Q1 and YTD to 3/31/24)
Pg L2: SP500 is dominated by Magnificent 7 (or 5). For looking BEYOND SP500, consider LC-growth MRFOX; LC-value DAGVX, SMVLX, SPYV; LC-blend DHAMX (hedged); MC-value FSLSX, COWZ; SC-value AVUV; foreign DFJ; sector funds (with lower R^2) SGGDX, RING; FCG, XOP; URA; IAI; IYH, IHF; XLU. (By @lewisbraham at MFO)
Pg L6: New spot-Bitcoin ETFs (IBIT, FBTC, etc) led in inflows and performance; the old GBTC trust that up-converted into ETF GBTC had huge outflows as it stuck to very high ER. Next were energy, LC-growth and Japan (it rallied after many miserable years). Inflows into money-market funds were strong. The top asset gatherer was SP500 VOO. Despite the gold rally, the gold bullion funds had outflows. (By @lewisbraham at MFO)
Pg L?: In 2024/Q1 (SP500 +10.54%): Among general equity funds,... Among other equity funds,.... Among fixed-income funds,..(FI isn’t very refined in Lipper mutual fund categories listed in Barron’s). NOTE – Funds Quarterly online is missing almost half of its content. This quarterly review will be updated later.
MORE Fund Stories
FUNDS. Uncertainties about the fed fund rates are headwinds for bonds. But they will benefit from rate cuts (maybe in June or later). Stick with short/intermediate durations for now, some credit risks with FR/BL BKLN, SRLN; dividend stocks (XLP, XLU).
LINK