The 100 Best Mutual Funds for the Long Term

May 19, 2010 RSS Feed Print

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DIVERSIFIED EMERGING MARKETS

Fund Name	Total Net Assets ($ mil.)	3-year return	5-year return	10-year return	Morningstar Risk Rating	Expense Ratio
Delaware Emerging Markets	865	7.1%	14.8%	13.9%	Low	1.91%
JPMorgan Emerging Markets Equity	1,038	5.0%	15.1%	10.0%	Below Average	1.85%
Oppenheimer Developing Markets	12,436	8.5%	17.8%	14.3%	Below Average	1.43%
Vanguard Emerging Markets Stock Index	37,440	5.0%	14.8%	10.4%	Average	0.40%
Lazard Emerging Markets Equity	13,727	6.3%	16.9%	12.0%	Average	1.55%
RS Emerging Markets	1,704	7.2%	18.2%	11.4%	Above Average	1.61%
Bernstein Emerging Markets	2,054	2.7%	12.8%	13.3%	Average	1.48%
Dreyfus Emerging Markets	990	5.8%	14.1%	12.2%	Low	2.00%
Invesco Developing Markets	1,375	4.4%	17.7%	10.5%	Average	1.66%
Driehaus Emerging Markets Growth	592	3.5%	17.6%	10.5%	Average	1.75%

See more diversified emerging markets funds

INTERMEDIATE MUNICIPAL BOND

Fund Name	Total Net Assets ($ mil.)	3-year return	5-year return	10-year return	Morningstar Risk Rating	Expense Ratio
American Century Tax-Free Bond	1,811	4.5%	4.3%	4.9%	Below Average	0.49%
Marshall Intermediate Tax-Free	282	6.0%	4.8%	5.0%	Below Average	0.55%
Invesco Tax-Free Intermediate	1,745	5.5%	4.3%	4.7%	Low	0.44%
Legg Mason WA Intermediate-Term Muni	1,911	4.6%	4.3%	4.7%	Low	0.68%
T. Rowe Price Summit Municipal Intermediate	1,275	4.8%	4.5%	5.0%	Below Average	0.50%
Schwab Tax-Free Bond	360	4.7%	4.3%	5.5%	Average	0.49%
Dreyfus/Standish Intermediate Tax-Exempt Bond	107	4.5%	4.2%	4.7%	Below Average	0.45%
USAA Tax-Exempt Intermediate-Term	2,853	3.9%	4.1%	5.0%	Above Average	0.45%
Vanguard Intermediate-Term Tax-Exempt	28,012	4.4%	4.3%	4.9%	Average	0.20%
Vanguard High-Yield Tax-Exempt	6,550	3.3%	4.1%	5.2%	High	0.20%

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