7 best large-cap mutual funds

These funds feature household names and market-beating track records. But that's not all they have going for them.

 of 8
 of 8


Aug 1, 2013 11:26PM
Each year 2/3 of actively managed funds underperform their benchmark. The 1/3 that do happen to outperform their benchmarks are not likely to repeat the feat the following year. Problem is there is no way of determining which 1/3 of the funds will outperform their benchmarks and over relatively long periods, say 10 years, approximately 95% of actively managed funds underperform. This is investment pandering designed to induce trading, which only benefits those who encourage the trading. Go Passive!
Aug 2, 2013 6:57AM

    "It can't be a strict numbers game. For starters, you won't find a fund that has beaten Standard & Poor's 500 Index ($INX) over the past three, five and 10 years."

So I guess your argument is, even though these funds have underperformed an S&P 500 index fund like Vanguard VFFINX, they are still a better choice because a) The managers have more experience underperforming for a longer period of time and therefore b) they are less likely to underperform in the future.

?????? If I got and followed advice like this from my doctor I would have died ten years ago.

Aug 2, 2013 7:45AM
am still waiting for some one  to tell me  are billionaires  and millionaires are  in  a 401k . if  not  why is it  that  people in a 401k  can not  buy and sell in  one company  like they can.  if the market falls  the 401k eat the bullet  not the 1%  sounds a little one sided to  me . only asking a question  what is right for  one should be right  for  all . the idea get out of this  is they control are  money a good start towards   well i will let  you fill in the  blanks  constitution  health  care ect ect
Aug 2, 2013 9:40AM
I got tired of seeing lawyers make a million dollars while the rest of us got $18.49 or some other measly amount. If I am going to lose any money it will be me that loses it. You can keep all of these funds
Aug 2, 2013 10:21AM
Aug 4, 2013 1:33PM

We were "fully recovered" by July 23-25th 2009....How many Funds accomplished that..?

They should have, with all their "talent."

Aug 4, 2013 11:05AM

Having had Mutual's in  401s and then a couple years after retiring and doing Rollovers...

401s are as anyone knows, extremely limiting....A major issue.

And then there are the blah, blah, blah MFs....That give you all the diversified choices you need.

Horse Hockey..

Many of the Funds overlap each other in holdings, top ten or otherwise.

You have to be knowledgeable of that in your selections.

I like some points about the above selections, but can mirror many of their Top Ten holdings and a few wild cards while building our own Mutuals...

That's exactly what I started doing about 12-13 years ago, and no longer own any Funds; Period.

I pay myself the fees, commissions or loads, collect the dividends or re-invest most the last few years...

It works pretty well for us and I strive to beat or better the performances of those funds..

We do and we have...92-95% of them and the high paid staffs they have under cover.

Aug 2, 2013 8:31AM

My opinion, mutual funds are a thing of the past. I don't see them performing or even rebounding as they had in the past. The people making the money on mutual funds are the fund companies not the investors in the funds.


I been essentially creating my own funds by buying individual equities.


Also, dumping them faster if they do not perform vs. having a broker convincing me to diversify and ride it out, etc. Don't listen to the brokers on riding it out and or diversifying. I did this in 2008 and never did fully re-coup. Always get rid of the losers and do it fast.  

Aug 4, 2013 1:56PM

"You gotta dance with the one you 'brung' not the one you brought..."


Please learn to write or speak the "King's English".

Please help us to maintain a healthy and vibrant community by reporting any illegal or inappropriate behavior. If you believe a message violates theCode of Conductplease use this form to notify the moderators. They will investigate your report and take appropriate action. If necessary, they report all illegal activity to the proper authorities.
100 character limit
Are you sure you want to delete this comment?


Copyright © 2014 Microsoft. All rights reserved.

Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.


There’s a problem getting this information right now. Please try again later.
There’s a problem getting this information right now. Please try again later.
Market index data delayed by 15 minutes

[BRIEFING.COM] The major averages posted solid gains ahead of tomorrow's policy directive from the Federal Open Market Committee. The S&P 500 rallied 0.8%, while the Russell 2000 (+0.3%) could not keep pace with the benchmark index.

Equity indices hovered near their flat lines during the first two hours of action, but surged in reaction to reports from the Wall Street Journal concerning tomorrow's FOMC statement. Specifically, Fed watcher Jon Hilsenrath indicated that the statement ... More


There’s a problem getting this information right now. Please try again later.



Quotes delayed at least 15 min