Large positions in Nike and Starbucks powered Polen Growth, which also owned Google and Facebook.
TCW Select Equities and Janus Forty both made Google their top holding and held other FANGs as well. Among no-loads, Amazon and Facebook were among Brown Advisory Sustainable Growth’s top three holdings. All four were among the 10 biggest holdings of Prudential Jennison Select Growth, a load fund. Large-company stock fundsįunds with big stakes in the FANGs-Facebook,, Netflix and Google (now Alphabet)-dominated the one-year winners list. The list includes only funds with modest minimum investment requirements and excludes leveraged and inverse index funds. See below for the top-performing mutual funds in 11 categories.
In the meantime, it’s best to keep your investments diversified, rebalance them regularly and avoid getting swept up in the markets’ day-to-day gyrations. Getting back to the question at the start of this article, we won’t know if the bull market is over until one of two things happens: Either the S&P 500 surpasses its record high of 2134.72, set last May 20, or the index drops 20% from that level, which would confirm the onset of a bear market. But with the bull market approaching its seventh anniversary, investors and traders have had plenty of other reasons to dump stocks: plunging oil prices, which are squeezing energy-company profits and suggest that the global economy may be weaker than the consensus thinks geopolitical worries, including terrorism and North Korea’s nuclear weapons program and, of course, the Federal Reserve, which in 2015 raised short-term interest rates for the first time in nine years and says it wants more hikes this year. The most common explanation for the new-year knockdown was concern about slowing growth in China. The S&P 500 lost 6.0%, the worst loss ever for the first week of the year. Tool: Mutual Fund FinderĪdding injury to insult, stock markets around the world tanked during the first week of 2016. In all categories, funds that focus on growth stocks did better than value-conscious funds. Only one group, small-company foreign stock funds, finished the year in the black. Funds that invest in smaller companies or in large foreign firms did worse. Although Standard & Poor’s 500-stock index eked out a 1.4% total return in 2015, mutual funds that focus on large-capitalization U.S. Is the bull market history? Technically, no, but it sure feels that way.
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