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Best rated mutual funds 2020


Best rated mutual funds

A mutual fund rating is typically a measure of a fund's historical risk-adjusted performance over different time frames compared with the funds in the same category. Therefore, it’s a combination of both risk and return, which provides a comparable barometer for delivering returns based on the level of risk.

Conrad and Shilling’s top ten mutual funds list (With associated five-year returns)

1. Fidelity Contrafund: 16.85%
2. American Funds Growth Fund of America: 16.15%
3. Fidelity 500 Index Fund: 15.07%
4. American Funds Fundamental Investors Fund: 15.03%
5. Vanguard 500 Index Fund: 15.01%
6. American Funds Investment Company of America Fund: 14.71%
7. Vanguard Total Stock Market Index Fund: 14.67%
8. American Funds Washington Mutual Investors Fund: 14.36%
9. Vanguard Small Cap Index Fund: 12.92%
10. American Funds Capital World Growth & Income Fund: 10.80%


Surprisingly from the top 10 mutual funds, only three fund families are represented;
American Funds, Fidelity and Vanguard, with 50% of the top 10 being from American funds.

25 best low-fee mutual funds for 2020

Our second list comes from Kiplinger who have outlined the 25 best mutual funds for the year ahead. (With associated five-year returns)

1. Dodge & Cox Stock: 9.7%
2. Mairs & Power Growth: 9.9%
3. Primecap Odyssey Growth: 12.5%
4. T. Rowe Price Blue Chip Growth: 15.2%
5. T. Rowe Price Dividend Growth: 12.1%
6. T. Rowe Price Value: 8.2%
7. Vanguard Equity-Income: 10.1%
8. DF Dent Midcap Growth: 14.0%
9. Parnassus Mid Cap: 9.9%
10. T. Rowe Price Small-Cap Value: 9.2%
11. T. Rowe Price QM U.S. Small-Cap Growth: 11.5%
12. Wasatch Small Cap Value: 9.9%
13. Fidelity International Growth: 9.1%
14. Oakmark International: 5.1%
15. Baron Emerging Markets: 4.5%
16. AMG TimesSquare International Small Cap Fund: 8.7%
17. Vanguard Health Care: 8.1%
18. Vanguard Wellington: 8.6%
19. DoubleLine Total Return Bond: 2.9%
20. Fidelity Intermediate Municipal Income: 2.9%
21. Fidelity New Markets Income: 5.3%
22. Metropolitan West Total Return: 2.8%
23. Fidelity Advisor Strategic Income: 4.4%
24. Vanguard High-Yield Corporate: 5.7%
25. Vanguard Short-Term Investment Grade: 2.5%


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