Top Mutual Fund by Categories
April 7, 2008
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Data as of March 31.
Source: Morningstar Nearly every equity mutual fund category lost value in the first quarter. No surprise, given that bouth the S&P 500 and the Morgan Stanley EAGE indexes have declined by almost 10% so far this year. Only precious metals funds and bear market funds—which are designed to do the opposite of what the market does—saw gains. Fixed-income funds fared a bit better; as the Lehman aggregrate bond index increased by about 2% in the first quarter.> To view a PDF of the Top Mutual Fund Categories CLICK HERE> To download an Excel file of the Top Mutual Fund Categories CLICK HERE
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