Judging Performance For The Top 10 Mutual Funds

Reviewed: May 05, 2016
By FinanceWeb

Which Mutual Funds Show Healthy ROIs?

The first thing to understand about mutual funds is that they require “mutual” vigilance by your broker and you. It is also beneficial to keep a watchful eye on top financial advisers and business forecast publishers like Kiplinger, so that comparisons to your mutual funds choices can be viewed more objectively.

Mutual fund performances are based on one, three, five, ten and twenty year periods. With these time frames in mind it is possible to scrutinize and monitor mutual fund performances as a total picture. It is also important to know mutual fund rankings by category: High Yield Bonds, Short Term Bond, Large Growth, Small Growth, Large Value, Small Value, Mid-cap Growth, Mid-cap Value, Retirement Income, Long Term Bonds and Financial Bonds.

Investors seek mutual funds that show healthy ROI and good performance. There are ten top mutual funds in each of the one, three, five, ten and twenty year periods with solid performance. It is important to rely on top investment managers for advice on top 10 mutual funds. Some of the top investment management firms include:

  • T Rowe Price
  • Vanguard
  • Morgan Stanley
  • Merrill, Lynch, Pierce, Fenner & Smith Inc.

Judge the Performance of Top 10 Mutual Funds…

A mutual fund investment manager will maintain constant vigilance over mutual fund portfolios for their clients. The top 10 mutual funds for one year according to U.S. News and World Report for 2016 are:

  • Catalyst Macro Strategy Fund
  • LoCorr Long/Short Commodities Strategy Fund
  • Wisdom Tree Japan Hedged Health Care
  • Burnham Services Financial Fund
  • AQR Equity Market Neutral Fund

There are lists of three, five, ten and twenty year top mutual funds…

Another point to keep in mind about the top 10 mutual funds is that the basis of mutual funds are for investors to pool their money into a collection of stocks, bonds and other securities for optimal ROI. The investment manager provides a prospectus of the funds in a portfolio that details the specifics of the investor’s investment strategies and objectives of each of the funds in the portfolio. The prospectus should also provide details of past, current and future performance. It may also include information about the investment management firm and additional financial information related to investing. It is advisable to request the prospectus before making solid investment commitments.