Our favorite no-load fund picks included a few winners, but most of our domestic stock funds delivered returns in a narrow range that trailed the market slightly. One other positive: We had no disasters.
All of our simple portfolios -- assembled 14 months ago by a variety of investing gurus -- have done well, but two have cleaned up, with one trouncing the S&P 500 and the other beating a bond benchmark.
These funds offer an alternative for investors looking to reduce volatility without giving up the benefits of stocks. They're also good diversifiers because they don't move in tandem with either stocks or bonds.
For years, Oakmark manager Bill Nygren has insisted that big-company stocks hold the best value in the market, even as shares of small and midsize companies have outperformed. Could he finally be right?