No Losses Across 3-Year Rolling Periods

There are now nine equity funds at least 10 years old through September that have never incurred a negative return over any 3-year rolling period. There were only five last month. The four new funds just turned 10!


They are Boston Trust Midcap Fund (BTMFX), Delaware Healthcare Fund Inst (DLHIX), Prospector Capital Appreciation Fund (PCAFX), and Prospector Opportunity Fund (POPFX).


Four of the nine are MFO Great Owls, and David profiled PCAFX in 2011. He gave it a thumbs-up.


Here’s an update of the complete list published in this month’s commentary: