The 100 Best Mutual Funds for the Long Term

May 19, 2010 RSS Feed Print

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FOREIGN LARGE-CAP BLEND

Fund Name	Total Net Assets ($ mil.)	3-year return	5-year return	10-year return	Morningstar Risk Rating	Expense Ratio
Sextant International	116	1.8%	8.7%	4.0%	Below Average	1.13%
Fidelity Canada	3,967	3.4%	10.1%	10.6%	High	1.13%
Ivy International Core Equity	716	-1.0%	9.0%	4.6%	Average	1.64%
Vanguard International Growth	16,325	-3.4%	6.2%	2.1%	Above Average	0.53%
Manning & Napier World Opportunities	5,694	-2.4%	7.8%	7.4%	Average	1.17%
Scout International	5,695	-0.9%	7.7%	4.6%	Low	1.02%
Thornburg International Value	18,206	-1.2%	8.0%	6.2%	Low	1.34%
American Funds EuroPacific Growth	95,409	-1.2%	7.9%	3.3%	Below Average	0.80%
Vanguard Total International Stock Index	27,194	-4.8%	5.6%	2.5%	Above Average	0.27%
Vanguard Tax-Managed International	6,178	-6.7%	4.0%	1.4%	Average	0.20%

See more foreign large-cap blend funds

SMALL-CAP BLEND

Fund Name	Total Net Assets ($ mil.)	3-year return	5-year return	10-year return	Morningstar Risk Rating	Expense Ratio
Royce Micro-Cap	1,182	-0.5%	7.9%	10.7%	Above Average	1.54%
Fidelity Small-Cap Stock	4,009	1.4%	6.3%	6.9%	Above Average	0.95%
T. Rowe Price Small-Cap Stock	5,194	-1.1%	4.7%	6.4%	Below Average	0.95%
Royce Heritage	233	0.2%	8.1%	8.5%	Above Average	1.42%
First Focus Small Company	65	1.2%	6.3%	9.2%	Low	1.43%
Lazard US Small-Mid Cap Equity	82	-0.9%	4.2%	7.5%	Below Average	1.51%
Lord Abbett Small-Cap Value	3,548	2.0%	8.5%	12.0%	Below Average	1.24%
Royce Pennsylvania Mutual	5,460	-2.0%	4.8%	10.1%	Below Average	0.92%
FMI Focus	434	2.3%	6.6%	4.8%	Above Average	1.40%
Neuberger Berman Genesis	10,009	1.1%	5.7%	10.8%	Low	1.08%

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