What Are Some Examples of Mutual Funds That Perform Consistently Well?


Quick Answer

As of 2015, examples of mutual funds with consistently good performance include the Dodge & Cox International Fund, the Baron Partners Fund and the Homestead Small-Company Stock, according to Kiplinger. Other mutual funds with consistently enviable performance include Hennessy Cornerstone Mid Cap 30 and Fidelity Contrafund.

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The Homestead Small-Company Stock mutual fund primarily invests in industrial stocks, explains Kiplinger. The fund's managers focus on businesses they are familiar with and typically prefer unknown firms with the potential to perform well in the future. As of 2015, the fund's holdings include Rofin-Sinar Technologies, an industrial laser manufacturer, and Cracker Barrel Old Country Store, a chain of Southern-themed restaurants and gift stores.

The Fidelity Contrafund has outperformed the S&P 500 index by 3 percentage points per year since September 2009, resulting in an annualized return of 13.4 percent, notes Kiplinger. As of June 2015, the fund's holdings, a total of 289 stocks, were valued at $111 billion.

The Hennessy Cornerstone Mid Cap 30 invests in companies with low share price-to-sales ratios, increasing earnings, and market values ranging between $1 billion and $10 billion, explains Kiplinger. A combination of these and other strategies have enabled the fund to outperform the Russel Mid Cap index by a mean of 1 percent per year. Some of the fund's holdings, as of 2015, include Pilgrim's Pride, a chicken processor and HanesBrands, an apparel maker.

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