![best performing mutual funds over the last 10 and 20 years best performing mutual funds over the last 10 and 20 years](https://mediacloud.kiplinger.com/image/private/s--K0vbZXtA--/f_auto,t_slideshow-image-mobile@1/v1580369410/slideshow/investing/T041-S001-the-25-best-mutual-funds-of-all-time/images/fidelity.jpg)
(Although if you are looking for an active fund as a way to invest in gold/precious metals, the list above should be useful as a starting point for your due diligence.)ĭrilling down In previous columns on mutual funds, I've argued that investors need to look for funds with:īut in the group above, six of the 10 top performers charge load fees, the onerous sales commissions levied against investors as a way of compensating the financial advisors who sell the fund. Best Performing Debt Mutual Funds Facebook Linkedin Twitter Email Telegram Whatsapp Looking for top performing debt mutual funds in India Below are Best Performing Debt Mutual Funds.
#Best performing mutual funds over the last 10 and 20 years how to
That one sector dominates this list is a reminder of the importance of diversification. (Related: How to Use Active Share to Find High-Performing Mutual Funds) A recent Morningstar report highlighted 10 actively managed large-cap equity funds that beat the S&P 500 over a 15-year. Kidding aside, trying to find the top-performing funds of the next 10 years will be a moving target - I'll be shocked to see gold and precious metals stacked in the 2021 list. One obvious conclusion to draw, then, isn't very useful: You should have been in gold 10 years ago. The lone outlier was Russia-focused: While it's the "R" in BRIC, Russia is not exactly a market you hear much chatter about at cocktail parties. What's striking about this chart is its uniformity - of the top 10 performers, nine were investing in gold or precious metals. Super fund performance (results to 30 June 2021) Fund category. For manager tenure, I took the tenure of the primary-listed manager from Morningstar. Over the past 29 years, Growth funds have returned 8.2 per year on average and the CPI has averaged 2.4 per year, giving a real return of 5.8. Oppenheimer Gold & Special Minerals (FUND: OPGSX) Global Investors Gold and Precious Metals (FUND: USERX) Wells Fargo Advantage Precious Metals (FUND: EKWBX) Global Investors World Precious Metals (FUND: UNWPX) Van Eck International Investors Gold (FUND: INIVX) USAA Precious Metals and Minerals (FUND: USAGX) Morningstar Category Average Expense Ratio