Model Bond Funds
Is our bond Q or bond NQ outperforming?
Bonds Q at 5.4%
Bonds NQ at 3.8%
What is the best performing equity fund?
DFA International Core II at 28.7%
Are any style boxes negative?
None
Is the energy sector over or under 5%?
Under at 3.0%
What is the best performing bond fund?
Fidelity New Markets at 10.8%
Has real estate been additive to our equity portfolio this year?
No
Real estate is the lowest equity return at 8.4%
Is value or growth outperforming?
Growth
What is the 2nd largest weight in the S&P 500?
Financials at 13.2%
What is the worst performing muni fund?
Franklin HY at 1.8%
Is StepStone outperforming US equity markets?
No
StepStone at 9.2%
Russell 3000 at 13.7%
Is small or large outperforming?
Large
Does the technology sector have more or less than 35% of the S&P 500?
More - 35.5%
What is the best performing muni fund?
Fidelity Limited Term Bond at 3.9%
What is the return of stocks NQ?
17.2%
Acceptable answers: 16.2 to 18.2
Best performing?
Large growth at 16.4%
Best performing sector?
Communication services at 23.1%
What is the best performing taxable bond fund?
Vanguard Total Bond
Is DFA Core II or DFA Profitability outperforming?
DFAC at 11.9%
DUHP at 11.6%
Worst performing?
Small growth at 6.8%
Worst performing sector?
Healthcare at -0.2%