We have received a bunch of phone calls lately asking for CD alternatives for VERY risk averse investors. Remember all mutual funds have risk and past performance is no indicator of future results!!
Here was the screen (and these are not the only funds that passed but the ones that we have a comfort level with).
1. No down year since at least 2000
2. Trailing 5 year better than 5%
3. Worst 4 year period above 3.5%
4. No load
We are not saying that these are the best funds NOR are we saying that we would use these funds exclusively. These are consistent perfomers over the past decade though.
1. Payden GNMA (PYGNX)
2. Vanguard GNMA (VFIIX)
3. Pimco Total return (PTTDX)
4. Harbor Bond (HABDX)
5. RidgeWorth Inv Gr Bond (STIGX)
It is intersting to note that Oppenheimer Intl Bond Fund (OIBAX) did not make this list because of a dismal 2008. That fund however has a worst 3 year period of better than 7% (almost double some of these). Consult your financial advisor before investing in these funds –we own shares in 4 of these funds.
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Bond Fund Screen
Monday, October 5th, 2009
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Any specific stocks named in this presentation may not be representative of current or future investments in the portfolio to which they belong. You should not assume that investments in the securities identified were or will be profitable. We will furnish, upon your request, a list of all securities purchased, sold, or held in the portfolio during the twelve months preceding the date of this presentation.
Please note that all data is for general information purposes only and not meant as specific recommendations. The opinions of the authors are not a recommendation to buy or sell the stock, bond market or any security contained therein. Securities contain risks and fluctuations in principal will occur. Research any investment thoroughly prior to committing money or consult with your financial advisor. Please note that Fagan Associates, Inc or related persons buy or sell for itself securities that it also recommends to clients. Consult with your financial advisor prior to making any changes to your portfolio.
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