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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> ING Corporate Leaders Trust Fund

Mutual funds underperform in 2011

Posted by RJ and Makay on Jan 05, 2012

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mutual fundsMutual fund performance in 2011 brought some surprising results, according to Standard and Poor’s and Morningstar analysts.  Despite the positive outlook at the beginning of the year in emerging markets such as China, India and Brazil, portfolios heavily weighted in emerging markets had some of the largest losses for the year.  By contrast, a concentrated fund with just 22 holdings and no new stocks added for the past 75 years was a top performer.