The Taste of Lemons in Summer
The second quarter, 2011, Fabian Lemon List is in, and the results are a sour summer mix of 1,664 funds with over $1 trillion in assets.
But just what is a lemon fund?
This is our list of mutual funds that have underperformed their one-, three-, and five-year benchmarks.
While many of these funds have performed well over the last year, remember that they’ve still underperformed their one-, three- and five-year benchmarks. So, even if a fund is positive, it doesn’t mean it’s not a lemon.
To find out if a mutual fund you own has the sour taste of a lemon, get your copy of the Fabian Lemon List today.
Jim Woods is a 30-plus-year veteran of the markets with varied experience as a broker, hedge fund trader, financial writer, author and newsletter editor.
His books include co-authoring, “Billion Dollar Green: Profit from the Eco Revolution,” and “The Wealth Shield: How to Invest and Protect Your Money from Another Stock Market Crash, Financial Crisis or Global Economic Collapse.” He’s also ghostwritten many books and articles, as well as edited content for some of the investment industry’s biggest luminaries. Read more about Jim Woods.
