For example is it 4% 5%???
2006-07-13 15:54:23 · 3 answers · asked by ? 2 in Business & Finance ➔ Investing
Overall not good, I hear that most mutual funds (which are professional manage) do not beat the average of the 500 stocks in the S&P 500.
2006-07-13 16:49:43 · answer #1 · answered by mklwis 3 · 0⤊ 1⤋
There is no answer for you. What type of mutual funds;
Large cap stocks
Mid-Cap stocks
Small-Cap Stocks
Penny Stocks
Bond Funds
Long Term Bond Funds
Intermediate Term Bond Funds
Short Term Bond Funds
International Funds
ETF's
Vipers
Spiders
Small Cap International
Growth funds
Value Funds
Money Market Funds
S&P 500 funds
S&P 1000 funds
Wilshire 5000 funds
Wilshire 2000 funds
International Emerging Growth Funds
Balanced Funds
Equity Income Funds
Growth Income Funds
Loaded Funds
No Load Funds
(and on & on & on).........
Each fund group may have an average. There can be an average for 1 year, 3 years, 5 years, 10 years, 20 years and more.
Read a good book on mutual funds and then look at this question again!
2006-07-13 16:04:14 · answer #2 · answered by Common Sense 7 · 0⤊ 0⤋
About 11% gross or 9.5% after fees are charged. But this is over several decades and across all asset classes.
But you will not earn 9.5%.
Some years, you might earn 30% and other years lose 30%. Each mutual fund has different risk characteristics and will respond accordingly over the long run. But if you invested in a balanced stock fund(s), over the next 30 years, you could expect to earn 9% to 10% per year, on average.
2006-07-13 16:09:02 · answer #3 · answered by laramsfan1966 2 · 0⤊ 0⤋