Best performing mutual funds low devistion

During the 2011 market downturn, for instance, the fund beat a 29.1% loss in the small-company Russell 2000 index by more than 5 percentage points.

There havenвЂ™t been many rainy days since Tugman took the helm in 2009, but things have gone according to plan during the scattered showers. Janus Small-Cap Value comanager Justin Tugman expects his fund to shine when markets get dreary. Although certain share classes of American Funds come with a sales charge (or load), investors can purchase the F-1 shares with no load or transaction fee at online brokerages such as Charles Schwab and Fidelity. During the 2011 stock market correction, the fundвЂ™s 14.9% loss beat the S&P by 3.7 percentage points. Since its inception in 1952, the fund has outpaced the S&P 500 each time the broad-market benchmark has fallen by 15% or more, contributing to an annualized 11.9% return that bests the S&P by more than a percentage point per year. The resulting portfolio, which seven managers oversee, tilts toward mega-size stocks that American calls вЂњthe bluest of the blue chips.вЂќ The fundвЂ™s devotion to quality has paid off during bear markets.

Those companies must have paid dividends in eight of the past 10 years and funded the payout with earnings rather than with debt in four of the past five. The managers must invest at least 95% of assets in dividend-paying stocks. Eligibility rules for this fundвЂ™s portВfolio are strict, rooted in fiduciary guidelines for trust accounts established in the aftermath of the Great Depression.

Best performing mutual funds low devistion