12 Top-Performing Mutual Funds for Investing in US Markets: A Comprehensive Guide
Investing in mutual funds is an excellent way to diversify your portfolio and grow your wealth. With numerous options available, it can be challenging to choose the right one for the US markets. In this comprehensive guide, we will discuss 12 top-performing mutual funds that you might consider for your investment journey.
Vanguard 500 Index Fund
This low-cost index fund aims to track the performance of the S&P 500 index, which is a broad measure of the US stock market. With a long-term track record of outperforming most actively managed funds and a low expense ratio, it’s a popular choice among investors.
Fidelity 500 Index Fund
Schwab S&P 500 Index Fund
Another index fund that aims to track the performance of the S&P 500 index, this fund offers a competitive expense ratio and is suitable for investors looking for long-term growth.
Performance Metrics
- 10-year average annual return: 14.2% for Vanguard 500 Index Fund
- 10-year average annual return: 13.7% for Fidelity 500 Index Fund
- 10-year average annual return: 14.3% for Schwab S&P 500 Index Fund
T. Rowe Price Large-Cap Growth Stock Fund
This actively managed fund focuses on large-cap stocks with growth potential. With a seasoned team of experienced managers and a solid track record, it’s a popular choice among growth investors.
5. Dodge & Cox Stock Fund
This value-oriented fund seeks to invest in undervalued US stocks. With a long-term focus and a disciplined investment approach, it’s an excellent option for value investors.
Performance Metrics
- 10-year average annual return: 12.8% for T. Rowe Price Large-Cap Growth Stock Fund
- 10-year average annual return: 12.5% for Dodge & Cox Stock Fund
6. American Funds Growth Fund of America
This actively managed fund focuses on large-cap stocks with a growth orientation. With a long-term track record of strong performance and a diverse portfolio, it’s an excellent option for investors seeking capital appreciation.
Performance Metrics
- 10-year average annual return: 12.7% for American Funds Growth Fund of America
7. Fidelity ZERO Large Cap Index Fund
This index fund tracks the performance of the Dow Jones US Large-Cap Total Stock Market Index, which is a broad measure of the large-cap US stock market. With no expense ratio and a focus on long-term growth, it’s an excellent option for cost-conscious investors.
8. SPDR S&P 500 ETF Trust
This exchange-traded fund (ETF) aims to track the performance of the S&P 500 index. With a low expense ratio and flexibility for traders, it’s an excellent option for both long-term investors and active traders.
Performance Metrics
- 10-year average annual return: 14.2% for SPDR S&P 500 ETF Trust
9. iShares Core S&P Total U.S. Stock Market ETF
This ETF tracks the performance of the CRSP US Total Market Index, which is a broad measure of the entire US stock market. With a low expense ratio and diversified exposure, it’s an excellent option for investors seeking comprehensive market exposure.
Performance Metrics
- 10-year average annual return: 14.2% for iShares Core S&P Total U.S. Stock Market ETF
10. Vanguard Total Stock Market Index Fund
This index fund aims to track the performance of the CRSP US Total Market Index, which is a broad measure of the entire US stock market. With a low expense ratio and a long-term focus on capital appreciation, it’s an excellent option for investors seeking comprehensive market exposure.
Performance Metrics
- 10-year average annual return: 14.2% for Vanguard Total Stock Market Index Fund
1Vanguard Small-Cap Index Fund
This index fund aims to track the performance of the CRSP US Small Cap Index, which is a broad measure of small-cap US stocks. With a long-term focus on capital appreciation and a low expense ratio, it’s an excellent option for investors seeking to diversify their portfolio with small-cap stocks.
Performance Metrics
- 10-year average annual return: 12.4% for Vanguard Small-Cap Index Fund
1iShares Russell 2000 ETF
This ETF tracks the performance of the Russell 2000 Index, which is a broad measure of small-cap US stocks. With a low expense ratio and flexibility for traders, it’s an excellent option for both long-term investors and active traders seeking to invest in small-cap stocks.
Performance Metrics
- 10-year average annual return: 12.5% for iShares Russell 2000 ETF