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The HFRI Fund of Funds Composite Index is a proxy for the average fund of hedge funds, i.e., is subject to two layers of fees.However, when compared to equity or corporate bond indices, hedge fund portfolios have lagged. The HFRI Fund Weighted Composite Index, a proxy for the average hedge fund portfolio, has risen over the period of reflation.Fig.1 shows performance of a selection of indices from the first announcement of quantitative easing (25 November 2008) to today. The money printing has resulted in asset price inflation. The most recent past has been characterised by reflation, i.e., a monetary and fiscal stance that lifted all boats. For many investors, recent hedge funds performance-rightly or wrongly-was disappointing. Privacy Policy.In this article we examine recent hedge fund performance which is the single most important factor for investors when examining hedge funds 1. Under which this service is provided to you. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2018Ĭable News Network. Standard & Poor's and S&P are registered trademarks of Standard & Poor's Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. IShares S&P GSSI™ Natural Resources Index Fund of iShares Trust IShares Dow Jones Select Dividend Index ETF Whether the recovery takes another five months or five years, you can be sure that the low fees, consistent strategies and trustworthy management of the MONEY 70 funds will keep working in your favor. To fit it in, we're dropping Bridgeway Small Cap Value - a fund we like but that tends to have wilder swings. We're also bringing back a former MONEY 70 fund that reopened, Third Avenue Small Cap Value, which buys undervalued high-quality stocks. We're then adding Allianz NFJ Small Cap Value, a fund that invests in dividend-paying small stocks and that recently reopened. If you own it, though, there's no reason to sell. Funds that small pose a greater risk of raising fees or merging.
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First, we're dropping Matrix Advisors Value because its assets slipped below our $100 million minimum. This year we're making only two switches. As for performance, we focus on funds that rank in the top half of their peers over five years but make exceptions when a manager's style is out of favor. So we pay attention to Morningstar's stewardship grades, which rate such factors as a fund group's culture and regulatory history. And we care how well funds treat their shareholders.
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When it comes to actively managed funds, we also look for consistent strategies and experience. We stick with the criteria that matter most, like low fees, which let you keep more of your returns. Instead, we provide a mix of high-quality funds - including index funds and ETFs - which you can use to build a diversified portfolio. Of course, category-trouncing performance isn't the mission of the MONEY 70, since no one can predict future returns. More than 60% of our actively managed funds ranked in the top half of their categories last year over the past five, 83% beat their peers. Still, the MONEY 70, our recommended list of mutual and exchange-traded funds, held up better than most. (Money Magazine) - Could 2008 have been any worse for fund investors? As we went to press, not a single stock fund made money, and defying the laws of diversification, many bond funds fell too.