The Big Screen: Steady Eddies
Since the Nasdaq's collapse almost two years ago, we've become a lot happier with funds that stay in the black, rather than shoot to the moon. So let's find some.
The Fund Industry's Talent Problem
10 Questions With Fund Fanatic Russ Kinnel
Big Screen Archive: Solid Funds and How They Fit Together
This week's Big Screen zeroes in on stock funds that have posted gains in each of the past 10 years, according to data from Chicago research house Morningstar. This type of streak seemed paltry back in 1999 when the average tech fund rocketed a stunning 136%, but it's downright sexy now with more than 800 U.S. stock funds under water and trailing bonds over the past three years. Still, you might think this is a low bar to clear, given that the Wilshire 5000 Total Stock Market Index only had three down years in the past decade.
But of the thousands of diversified U.S. stock funds out there, just 24 made the cut. We ranked them by their 10-year annualized gains and cobbled together a top 10 list. The preponderance of funds that use the value style and shop among small- and mid-cap stocks illustrate why there's room for more than big-cap growth funds in your portfolio. Let's look at some funds in our net and then consider some gems that barely missed the cut.
These stock funds have finished each of the past 10 calendar years in the black
|Fund||10-Year Return||5-Year Return||1-Year Return|
|(MPGFX)Mairs & Power Growth||17.7%||15.2%||13.3%|
|(WGROX)Wasatch Core Growth||17.3||22.1||23.8|
|(FLPSX)Fidelity Low-Priced Stock||17.1||14.8||20.8|
|(DODGX)Dodge & Cox Stock||16.6||14.8||7.5|
|(WAAEX)Wasatch Small-Cap Growth||16.1||19.7||18.3|
|(SRVEX)Victory Diversified Stock||15.3||13.1||-1.9|
|Source: Morningstar. Returns through Feb. 28|
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV