The AlphaProfit Sector Investors’ Newsletter completed 5 years of uninterrupted publication on September 30. On this occasion, we compare the performance of AlphaProfit model portfolios with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds open to new investors.
Through superior sector selection, both AlphaProfit model portfolios have outperformed popular no load mutual funds and the S&P 500 index.
Portfolio, Fund or Benchmark | Ticker | Annualized Return from 9/30/03 to 9/30/08 |
AlphaProfit Focus Model Portfolio | 12.2% | |
AlphaProfit Core Model Portfolio | 8.2% | |
5 Largest No-Load Domestic Funds | ||
Growth Fund of America, C | GFACX | 6.1% |
Vanguard 500 Index | VFINX | 5.0% |
Vanguard Total Stock Market Index | VTSMX | 5.9% |
American Funds Investment Company, C | AICCX | 4.6% |
American Funds Washington Mutual, C | WSHCX | 4.8% |
Fidelity’s 5 Largest Domestic Funds | ||
Fidelity Magellan | FMAGX | 2.3% |
Fidelity Equity Income | FEQIX | 4.5% |
Fidelity U.S. Equity Index Investor Class | FUSEX | 5.1% |
Fidelity Value | FDVLX | 7.8% |
Fidelity Blue Chip Growth | FBGRX | 3.1% |
Average for Large Domestic Funds | 4.9% | |
S&P 500 | 5.2% |
Mutual fund return data from Morningstar
Since inception on September 30, 2003, AlphaProfit Focus and Core model portfolios have compounded at an average annualized rate of 12.2% and 8.2%, respectively compared to a 4.9% rate for the fund titans and 5.2% for the S&P 500 benchmark.
