"Excellent Long Term Mutual Funds in 4 Categories"
by John DeCamp Thursday Oct. 10, 2013, 12:00p.m. EDT
Disclosure: I am long FCNTX, LSBRX and VWLTX, that are on the screening spreadsheets mentioned in this article. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose mutual fund is mentioned in this article.
This week I screened for mutual funds with excellent long term performance(>10 years) in 4 different categories, and made individual Mutual Fund Evaluator spreadsheets to show all the financial data for the best funds I could find in each category. You can click the links below to download each spreadsheet. Spreadsheets are also available at UltimateStockFinder.com from the Mutual Fund Evaluator page for download.
1. Conservative (taxable) bond funds with average total return > 4.3% per year for the past 25 years and down less than 10% of their total years in existence.
The 9 funds on this list are: PRWCX, MGFIX, HABDX, FGMNX, VFIIX, VBMFX, FGOVX, BGNMX, PRGMX
Download Conservative Bond Fund Evaluator spreadsheet
Download Conservative Bond Fund High / Low Price Comparison
2. Moderate (taxable) bond funds with average total return > 8.2% per year for the past 10 years and typically down less than 10% of their total years in existence.
The 7 funds on this list are: FNMIX, TGBAX, PRWCX, USHYX, LSBRX, SPHIX, MWHYX
Download Moderate Bond Fund Spreadsheet
Download Moderate Bond Fund High / Low Price Comparison
3. Municipal (tax-free) bond funds with average total return > 4.1% per year for the past 10 years and down less than 20% of their total years in existence.
The 10 funds on this list are: SXFIX, PRFHX, SHYTX, FAFTX, SCMBX, ELFTX, USTEX, PRTAX, SWNTX, VWLTX
Download Municipal Bond Fund Spreadsheet
Download Municipal Bond Fund High / Low Price Comparison
4. Large Cap (taxable) stock funds with average total return > 8.5% per year for the past 20 years and down less than 30% of their years in existence.
The 18 funds on this list are: FSCHX, BRUFX, FBIOX, PRNHX, FDFAX, FSCSX, STDIX, LEXCX, OTCFX, FOCPX, ACRNX, FDGRX, NAESX, MERDX, FCNTX, VPMCX, FAGIX, PRWCX
Download Large Cap Stock Fund Spreadsheet
Download Large Cap Stock Fund High / Low Price Comparison
I am researching these funds now because bond funds have been going down for the past 6 months as The Fed debates and maybe someday actually stops their bond buying program (Quantitative Easing) and allows interest rates to rise back up to historical levels of around 5% for Long Term 10 year bonds. When this happens, bond prices should stop going down and bonds should become a good investment again. As soon as the data shows me that bond funds have stopped going down, I am going to use these lists as my basis for comparing and selecting what to buy.
I am definitely NOT ready to buy from the list of Large Cap Stock funds at this time, but I made this list to help keep the best ones on my radar screen for whenever the large cap stocks finally take a drop.
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