5 Mutual Fund Safe Havens for Summer

These five funds perform, even when the going gets tough

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5 Mutual Fund Safe Havens for Summer

Vice Fund

USAMutuals185 5 Mutual Fund Safe Havens for SummerThis next one is more of a gut instinct rather than an educated guess — it did just as badly in the summer of 2011 as everyone else did. However, it’s got a good track record working in its favor.

Over the past decade, the Vice Fund (MUTF:VICEX) has seen only one year of negative returns (2008), achieving an annualized total return of 11.8% — 408 basis points greater than the S&P 500 — and it’s up 12.6% year-to-date.

More impressive is the fact it had double-digit returns in eight out of nine of those years with positive gains. That’s what you would call consistent.

VICEX’s holdings — which include stocks like Diageo (NYSE:DEO), SABMiller (PINK:SBMRY) and Las Vegas Sands (NYSE:LVS) in its top 10 holdings — should do well this summer as Americans look to unwind a little more than in recent years.


Article printed from InvestorPlace Media, http://investorplace.com/2013/05/5-mutual-fund-safe-havens-for-summer/.

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