Back on January 1, 2004, I entered the Mutual Fund Forum contest in which contestants submitted 5 funds. My 5 funds were:
I have continued to track the portfolio. Since 2004, the portfolio has had an average return of 16.97% versus 9.84% for the M* Total Market Index, and 17.88% for the EAFA Index.
I'll keep you updated on this portfolio.
Zack:
All the funds were open when we started the contest.
Moreover, all of the funds are open to 401(k) plan participants who have these funds in their plans.
Petrocelli
Hi, would you be be able to share the percentage of your equity portfolio for each of these funds?
Thanks
Larry
