Tuesday, January 14, 2014

The Mutual Fund Scorecard for 2013

Here's one more look back at some results for the 2013 investing year, this time with a look at how mutual funds fared. There was money to be made in almost all investing styles and sectors. Here were the leading categories:

  • Health Care Stock Funds Median fund up 48.3 percent
  • Consumer Discretionary Stock Funds up 41.7 percent
  • Small-Cap Growth Funds up 41.4 percent
  • Industrial Stock Funds up 39.4 percent
  • Small-Cap Blended Funds up 37.8 percent

There were only a handful of fund categories that lost money in 2013. The one real laggard in the group was Precious Metals Stock Funds, which were beaten down by, among other things, the drop in the price of gold. The median fund in that sector was down 48.6 percent last year.

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