Top 10 Mutual Funds
The top 10 mutual funds are funds that have been chosen based on certain criteria. To be considered a top mutual fund the investor should be looking at funds with a consistent investment strategy, performance that has beaten more than half of it's peers during a prior five year period, decent tenure of the investment manager, low turnover of stocks, and low fee expenses.
- American Funds Mutual Fund is a top mutual fund for large cap value which mostly invests in U.S. Stocks. The fund has been run by the same manager for 39 years. The expense ratio of the fund is .67% as compared to it's peers at 1.33%. The fund has also outperformed it's peers for more than a five year period.
- Jensen Portfolio Mutual Fund is top mutual fund for large cap growth which invests 100% into U.S. Stocks. The best twenty to 30 companies are chosen for this fund which have had strong earnings and increased cash flow for over ten years. The expense ratio of the fund is .96% which is below it's peers.
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Vanguard Mid Cap ETF is a top mutual fund for medium-size U.S. companies. This is a passively managed fund which tracks the performance of it's peer the MSCI Mid Cap index which is a diversified index of stocks from medium sized U.S. companies.
- Wasatch Small Cap Growth Fund is a top mutual fund that invests 80% of it's assets in small cap U.S. growth companies. The fund has been run by the same manager for 23 years. The expense ratio of the fund is 1.31% as compared to it's peers at 1.62%.
- Royce Pennsylvania Mutual Fund is a top mutual fund for investing in the equities of small and micro-cap companies. The investment manager chooses companies that are trading below the estimate of their current worth based on the balance sheet and cash flow. This fund has been run by the same investment manager for 37 years.
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American Funds New World Mutual Fund is a top mutual fund for investing in companies with exposure to countries with developing economies. This fund is considered a diversified emerging market fund. The fund has been run for eleven years by the same investment manager.
- Vanguard FTSE All-World ex U.S Small Cap Index Fund is a top foreign small/mid growth index fund that invests in both developed and emerging markets. The index includes 3000 stocks from companies in 44 countries. The expense ratio of the fund is .63% as compared to it's peers ratio of 1.63%.
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Dodge & Cox Income Fund is a top mutual fund for investing in intermediate-term bond funds. The fund is invested in a mix of high quality bonds and other fixed income securities rated A or better by Standard & Poor's rating group. The fund has been managed for 21 years by the same investment manager.
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T. Rowe Price International Bond Mutual Fund is a top mutual fund for investing in the world bond category. The fund will invest up to 80% of it's assets in bonds and some of the assets in high quality foreign bonds. The fund may also invest a portion of the assets in high risk bonds. This fund has been managed for nine years by the same investment manager.
- T. Rowe Price New Era Mutual Fund is a top mutual speciality fund that invests in natural resources. The assets of this mutual fund are invested in natural resource companies. The fund also invests in other growth companies that do not own or develop natural resources, and some of the assets of this mutual fund are also invested in foreign securities.
Posted on: Oct. 07, 2010















