Mutual Funds Performance – 2nd Quarter 2010

Most mutual funds are in positive territory at the end of the first half of 2010 and if mutual fund companies can continue this performance, the year 2010 is set to be another rosy year for Philippine Mutual Funds.

Interestingly, the year-to-date returns of Peso Balanced Funds are comparable with the returns of the Peso Stock Funds. Although balanced funds have a mixture of stocks and bonds in their portfolio, their returns are at par with stock funds, with one balanced fund (First Metro Save and Learn Balanced Fund) even outperforming all stock funds. It can be inferred then that, at present, these balanced funds invest heavily in stocks. (See Types of Philippine Mutual Funds)

The complete list of the performance returns of mutual fund investment companies in the Philippines from January to June 2010 below.

(For details on how to compute earnings in mutual funds, click here. For a primer on Mutual Funds, click here.)

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