The Big Screen: The Anthony Young of Stock Funds
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For years we've been told that no matter how bad things get in the market, you should make money if you hang on to a diversified stock fund for, say, at least three years. This seems sensible because otherwise we might be tempted to dump our shares in downturns and go on a buying spree in good times -- selling low and buying high, in effect. And a look at rolling three-year returns for the S&P 500 shows no down periods over the past 20 years, according to Chicago fund-tracker Morningstar.
But you'd be wrong to think you're bulletproof if you hang on for three or even five years. Plenty of stock funds trail the market by a wide margin each year and make bumbling a nasty and consistent habit. To prove our point, we've dug up a gaggle of bumblers in the growth-fund pack that have at least $200 million in assets and are in the red over the past one, three and five years.
| So, Where's My Money? | |||
| Fund | One-Year Return | Three-Year Return | Five-Year Return |
| (POEGX)Putnam OTC Emerging Growth | -72.9% | -9.7% | -7.6% |
| (FLRFX)Invesco Blue Chip Growth | -70.4 | -13.2 | -0.5 |
| (PBEGX)PBHG Emerging Growth | -61.0 | -4.5 | -6.0 |
| (JHNGX)Hancock Large Cap Growth | -53.0 | -10.5 | -2.7 |
| (SCDVX)Scudder Development | -53.0 | -2.1 | -2.0 |
| (MUIGX)Gartmore Growth | -53.2 | -12.5 | -1.1 |
| (MBQRX)Merrill Lynch Growth | -46.0 | -8.1 | -5.3 |
| (LDNRX)Lindner Large-Cap Growth | -38.8 | -8.3 | -7.6 |
| S&P 500 | -24.1 | 6.5 | 13.4 |
| Source: Morningstar. Returns through Sept. 5. | |||
| Losing A portfolio of these losing funds would've been pretty painful |
| Source: Morningstar. Returns through July 31. |
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