There's been a lot of good news in the
market lately --- so much so that you may be waiting for the
catch. But this year, at least, the IRS won't be waiting at
the doors of shareholders in top-performing mutual funds.
These have been some heady months for many investors, and
not just those in dynamic, fast-growing small companies. Even
big companies like
Dow Chemical (NYSE: DOW) have posted
impressive returns recently. So you can just imagine the kind
of pleasing performance that many mutual funds will likely
deliver for 2009. Check out these results, for example:
Fund
2008 Return
2009 YTD Return
Holdings Include ...
Dodge & Cox Stock (DODGX)
(43%)
26%
General Electric (NYSE: GE),
Schlumberger (NYSE: SLB)
Vanguard Windsor II (VWNFX)
(37%)
21%
IBM (NYSE: IBM),
JP Morgan Chase (NYSE: JPM)
American Funds Growth Fund of
America (AGTHX) Continued... |