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Let’s break down the metrics and details used that every fund investor should pay attention to. You should first decide what category of fund is right for you, then compare funds within that category. Mutual funds differ not only in their strategies, but also with regard to sectors, geographies, and company sizes. Past performance can certainly be one factor that you evaluate when choosing a mutual fund, but there are other factors to consider as well.īefore diving into the quantitative aspects, you should consider which mutual fund is best for you by considering your own strategy, investing goals, and risk tolerance.Īdditionally, while some mutual funds invest only in technology companies, others focus on emerging economies. However, smart, data-driven investors know that past performance is no indication of future results. Investors typically chase returns when they invest in a mutual fund (or stock, ETF, etc.) because it has large historical returns. When selecting a mutual fund, or any security, the biggest trap to avoid is chasing returns. With so many mutual funds on the market (there are more than 40,000+ on YCharts alone), how can anyone answer the question, “What are the best mutual funds?”
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Principal LifeTime 2020 Institutional ( PLWIX ).Fidelity Managed Retirement 2025 ( FIXRX ).These are the best performing allocation mutual funds as of : Results are sorted using an equal-weighted Scoring Model that includes all metrics mentioned above. The Screener identified US-based allocation mutual funds that rank in the top 50% of all funds for 1-year, 5-year, & 10-year total NAV returns, Sharpe ratio, and a low expense ratio, turnover ratio, and max drawdown. Schwab Treasury Infl Protected Secs Idx ( SWRSX ) Long-Term Bond Funds.Vanguard Inflation-Protected Secs Adm ( VAIPX ).
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American Century Inflation Adjs Bond Inv ( ACITX).Goldman Sachs Infl Protected Secs Instl ( GSIPX ).JPMorgan Inflation Managed Bond R6 ( JIMMX ).Principal Inflation Protection Inst ( PIPIX ).VY® BlackRock Inflation Protected Bd I ( IBRIX ).Loomis Sayles Inflation Protected Secs I ( LSGSX ).Federated Hermes Real Return Bond IS ( RRFIX ).Eaton Vance Short Dur Infl-Prot Inc I ( EIRRX ).These are the best performing inflation-protected bond mutual funds as of : Only the top ten ranked securities were extracted. Then, an objective Scoring Model was added to rank the screen results using an equal-weighted score that considers the above metrics. The Screener identified US-based inflation-protected bond mutual funds that rank in the top 75% of all funds for 1-year & 10-year total NAV returns, Sharpe ratio, and a low expense ratio, turnover ratio, and max drawdown.