The 100 Best Mutual Funds for the Long Term

May 19, 2010 RSS Feed Print

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MID-CAP BLEND

Fund Name	Total Net Assets ($ mil.)	3-year return	5-year return	10-year return	Morningstar Risk Rating	Expense Ratio
The Westport Fund	293	2.3%	6.6%	6.8%	Below Average	1.31%
Fidelity Low-Priced Stock	30,336	-1.1%	5.1%	11.4%	Below Average	0.98%
Aston/Optimum Mid Cap	1,573	3.9%	7.6%	10.2%	High	1.20%
FMI Common Stock	941	2.5%	7.8%	10.4%	Below Average	1.26%
Westport Select Cap	866	-0.1%	5.2%	6.2%	Below Average	1.31%
Ariel Appreciation	1,566	0.0%	3.7%	8.3%	Average	1.25%
Invesco Mid Cap Core Equity	2,575	1.4%	5.3%	5.8%	Low	1.24%
Dreyfus Mid-Cap Value	1,314	1.6%	6.4%	8.0%	High	1.22%
California Investment S&P Mid-Cap Index	127	-1.5%	4.5%	5.7%	Average	0.58%
Dreyfus Mid-Cap Index	2,101	-1.2%	4.8%	5.6%	Average	0.50%

See more mid-cap blend funds

LARGE-CAP BLEND

Fund Name	Total Net Assets ($ mil.)	3-year return	5-year return	10-year return	Morningstar Risk Rating	Expense Ratio
Fairholme	14,383	6.5%	10.1%	14.1%	Above Average	1.00%
Parnassus Equity Income	2,933	4.3%	7.0%	6.1%	Low	0.99%
Madison Mosaic Disciplined Equity	44	-0.5%	3.1%	3.3%	Low	0.96%
Oakmark Fund	3,511	0.0%	3.6%	7.3%	Above Average	1.23%
Payson Total Return	38	-1.0%	2.5%	3.0%	Below Average	1.77%
Van Kampen Exchange	57	1.9%	5.2%	1.0%	Above Average	0.52%
Mairs & Power Growth	2,027	-0.7%	3.2%	7.7%	Below Average	0.71%
Manning & Napier Tax Managed	38	-1.3%	5.4%	4.7%	Average	1.20%
Croft Value	238	-1.2%	5.5%	4.6%	High	1.46%
Henssler Equity	152	-1.0%	2.6%	2.1%	Below Average	1.29%

Tags:: funds,; mutual funds

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Darby of FL 1:15PM September 11, 2012

What happened to funds like Mutual shares that averaged 18 to 20% a year from 1949 to 1989 or there abouts. Did all the managers like Michael Price go into hedge funds or what? I can buy PM and MO and beat up on most of these funds. Where are the fund managers who really work at this instead of making MARKETING the most important job function.

cactus02 of IL 8:48PM August 28, 2012

The majority of these funds have pretty low returns over the past 3 or 5 years. They barely beat inflation. The ZillionZ fund has average annual returns of 17%. What are your criteria for picking these particular funds?

Joe Peagler of GA 12:40PM December 06, 2011