What are the top ten mutual fund companies?


Quick Answer

Investopedia's Top 10 Mutual Funds list for 2015 includes two funds from Fidelity and three from Vanguard. The site also favors individual funds from Dodge & Cox, FPA, Oakmark, PRIMECAP, and Loomis, Sayles & Company.

Continue Reading

Full Answer

The Fidelity Select Health Care Portfolio offers an exceptionally low expense ratio of 0.76 percent compared to a health care category average of 1.43 percent, according to Investopedia. The fund, which has grown from its 1981 price of $10 to $237, as of early 2015, offers the potential for future growth, given America's aging population. The Vanguard 500 Index offers a ultra-low expense rate of 0.17 percent and carries a respectable 1.7 percent dividend yield. However, overall bearish investors may not see a benefit in this fund's wide diversification. Vanguard's Dividend Growth fund offers significant exposure to companies the market expects to grow their earnings and hike their dividend rates in future years, and offers an expense ratio that is less than a third of the category average.

Dodge & Cox's International Stock fund offers a low expense ratio, 2.2 percent dividend yield, and an opportunity to benefit from high-asset concentration in Europe and the European Central Bank's aggressive policies, explains Investopedia. The Loomis Sayles Bond Retail fund provides a high level of diversification with a slight management expense discount compared to the category average, but also boosts an almost 4 percent yield. Oakmark's International I fund offers a contrarian strategy intended for those who take a long-term view of the market and expect flagging securities to rebound.

Learn more about Investing

Related Questions