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PT Inc. tracks over 3000 No-load and Exchange Traded Funds every month in 49 Worldwide Market Sectors. Over 90 funds are tracked just in the US Technology Sector. The chart below shows how big the Gaps in Performance and Expenses can be for funds within the Same Market Sector over the Same Time Period.
| 20 Highest | 20 Lowest | Highest vs Lowest | |
|---|---|---|---|
| 3 Year Annualized Return: | 16.63% | 4.69% | 11.95% More Each Year |
| 12 Months Total Return: | 32.18% | 16.08% | +16.10% More For 12 Months |
| 6 Months Total Return: | 19.88% | 13.80% | +6.08% More For 6 Months |
| Annual Fund Expenses: | 0.14% | 0.85% | -0.44% Less Each Year |
| Annual Dividend Yield: | 0.48% | 0.36% | -0.11% Less Each Year |
Even though the performance of the lowest ranked funds has been worse and their expenses higher Millions are Currently Invested with these Expensive, Underperforming Managers. One of the advantages of fund investments is the ability to easily invest with the best managers available. Finding these managers is the first part of the PT Portfolios Investment Strategy, but the most important part of the process is the Ongoing Tracking to exchange any fund with Poor Relative Performance.