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Stock Funds Took Back Seat In January Small And Simple Sought Many of top funds' winners were mounting rebounds from very depressed levels.(MUTUAL FUNDS)
Byline: CLAIRE MENCKE
January wasn't kind to stock funds. Optimism over a coming recovery wasn't enough to carry the day.
First came concerns of earnings quality. Then fear of more Enron-type meltdowns punished stock funds. As it did, bond funds, especially munis, became safe harbors.
For much of the month, investors found some shelter in small-cap and value stock funds. These funds held up well even in the end-of-month market sell-off.
Small-cap value funds returned -1.19% in January, according to Lipper Inc. preliminary data. They were the best performers among diversified stock funds.
"A number of small caps have done extremely well and held up well recently," said Denis Amato. He runs $19 million Fifth Third Microcap Value Fund. It returned 5.5% for the month through Wednesday.
Decompressing
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