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What is some of the best funds with a 10 to 15 year history?

2007-02-09 05:06:55 · 3 answers · asked by Richard B 1 in Business & Finance Investing

3 answers

I recommend calling an expert at Fidelity for some suggestions. They are very knowledgeable.

2007-02-09 05:15:25 · answer #1 · answered by Lisa 5 · 0 0

Be careful when screening Funds based on just their 10-15 year history.

Assuming you are looking to "beat" the market and are looking for Actively managed funds. take the following cautions:

1) Look at 5, 10 , 15 years histories and for the Best ones look to see if any changes have occured recently - like has a new fund manager been appointed?

2) Be careful of funds that are too large - the larger the fund the more difficult it is to continually beat the market.

3) the returns ignore FEES - factor in the FEES - these can KILL your performance

4) the returns ignore the taxes - funds with high turnovers may have significant annual taxes - factors those in

Or just look at an Index fund - do not try to beat the market with funds and just attempt to match it. (BTW - select index funds with the lowest fees - since its not actively managed why pay more?)

2007-02-09 13:47:20 · answer #2 · answered by random_market_investor 2 · 0 0

Go to Morninstar.com and use their fund screener to screen for no-load funds that have outperformed their respective categories for 10 years. But you need to know what KIND of funds you're looking for--THEN you can look for the best funds in those categories.

2007-02-09 13:16:37 · answer #3 · answered by LongArm 3 · 1 0

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