What's your favorite mutual fund? Why?

Question

What's your favorite mutual fund? Why?

Answer 1

Fidelity ContraFund. I read somewhere that over the last 30 years, it's one of one 3 mutual funds to have outperformed the S&P 500 when you include fees and expenses, plus dividends reinvested. Of course, I haven't owned it nearly that long, but at least I know they can get the job done!

Answer 2

EAAFX - Evergreen Asset Allocation Fund Class A.

Nothing too sexy about this fund but the low risk (.57 3 year Beta) and a 11% return year to date (12.44% 5 year annualized) is something to look at.

The fund includes about 55% equities (44% International and 11% US) , 45% fixed income, (44% US and 1% international) There is about $11.5 Billion in the fund and it's been around now for 11 years

The fund is made up of other mutual funds from GMO, a Boston and global firm that is 30 years old, employees 400 people, and manages about $157 billion in assets. Grantham, Mayo, Van Otterloo, generally manage accounts with a $5,000,000 minimum, but have put this fund together as one of the few ways the thousandaires among us can benefit from their calculated strategy.

Full disclosure: I own this fund (not the whole thing, just some)

Answer 3

ETFs because low expense fees. Mutual Funds you have to pay a certain percent to the company of where you bought the mutual fund from. Those fees can add up.

Answer 4

Did you know that 80% of mutual funds under perform the market?

Answer 5

I have three for you... EUROX..invested in Eastern Europe, mostly energy and communications / ...FEMKX..invested in a wide array of " emerging" market countries /.. and FLATX..invested in many Latin American countries.
WHY ? All of these funds have AVERAGED over 29% for the last four years...get out a calculator and see what that kind of return does to a lump sum !! ( example: $ 5000. four years ago would be $13,864. today.)
Everyone will " warn" you about the risk, risk, risk of foreign countries...but in the last few years ( and the NEXT few, for that matter), that is where capitalism and trade is flourishing...look at the big U.S companies that are doing well...who are they?..they are the ones that do 50 to 60 percent of their business overseas !! If they do it , why shouldn't you? So, you have hundreds of business execs, all with Harvard degrees, investing their companies future in places all around the globe...one or two of them may be goofy, BUT..they can't all be wrong.
Good luck.

Answer 6

Any funds with T. Rowe Price. They are all "true" no load funds, meaning more return.

Answer 7

Vanguard STAR Fund. It's a well diversified fund, that's cheap to get into, and has very low expenses.

Answer 8

1

Answer 9

I like the Vice Fund - It invests in everything that is America .... see below to see what I mean:

"The Vice Fund invests in companies, both domestic and foreign, engaged in the
aerospace and defense industries, owners and operators of casinos and gaming facilities, manufacturers of gaming equipment such as slot machines, manufacturers of cigarettes and other tobacco products, and brewers, distillers,
vintners and producers of other alcoholic beverages."

So basically bullets, booze, tobacco and gambling .... see what I mean?

Check the site for more info:

http://vicefund.com/

Answer 10

OBERWEIS CHINA OPPORTUNITIES FUND (NASDAQ) up 118% since January 1, 2007. Did over 100 % last year also.