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2008 Fund Report Cards — by Category

2008 Fund Report Cards — by Family

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The Best of the Best

. . . My research of past performance, dating back 50 years, shows that as a mutual fund selection tool, past performance is a dismal failure.  That goes for long-term past performance too!  Advisors have long frowned on short-term performance, but held long-term performance success as reason #1 to consider recommending any fund.  My research proves that even long-term performance success has as much predicting acumen as a coin toss.  That is why my Mutual Fund Report Cards do not consider past performance in evaluating which funds should do well in the future.  Scoring all funds using my thirteen attribute system produces Best-of-the-Best and Worst-of-the-Worst lists.  Over the years, the BOB list has produced top category performers 81% of the time. 

Here are the equity income funds with the best score for 2008.

Fund Symbol Category
Score
First American Equity Income FFEIX Equity Income
21
Gabelli Equity Income GABEX Equity Income
21
Amana Mutual Income AMANX Equity Income
22

Report cards on all 4,323 equity funds is only available to subscribers.

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"By following Jeff's program, financial consultants can dramatically improve their ability to make a lasting impression on the prospect or client.”

- Dean Mesquite
Regional Manager
Thornburg Investment Management,
Sebastopol CA

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