Top Performing Fund Manifest

Fund Manifest, by Mark Robertson, Managing Partner February 1st, 2024

Here are the top performing funds for the trailing decade. We generally use their portfolio holdings as a source of study ideas.

Very few changes … some gentle shuffling. The 4Q+January performance (small company wave) did push that Virtus Small Cap Core (VSCRX) into the mix — could be worth a closer look.

Mark Robertson

Mark Robertson is founder and managing partner of Manifest Investing, a source for research and portfolio management focusing on strategic long term investors.

Expected Returns, Feb 2024

Top Performing Fund Manifest
Sweet Sixteen
Groundhog Challenge XVIII (2024)

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Quality Legend:
Blue	Excellent with quality greater than 80.
Green	Good with quality between 60 and 80.
Neutral	Average or below average with quality between 20 and 60.
Red	Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green	PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow	PAR is above the target range of MIPAR +10%, currently 10.1%
PAR	Projected Annual Return
MIPAR	The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
*	Not covered by Value Line Standard Edition.
b	Uses price-to-book value for valuation purposes.
P/CF	Uses price-to-cash flow for valuation.