What are the three largest mutual funds? (2024)

What are the three largest mutual funds?

Below, we share with you three balanced mutual funds, viz. Dodge & Cox Balanced Fund DODBX, State Farm Balanced Fund STFBX and Fidelity Advisor Balanced Fund FAIGX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future.

What are the top three mutual funds?

Below, we share with you three balanced mutual funds, viz. Dodge & Cox Balanced Fund DODBX, State Farm Balanced Fund STFBX and Fidelity Advisor Balanced Fund FAIGX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future.

What are the largest mutual funds?

10 Largest Mutual Funds by AUM
Mutual fundAssets under management
Fidelity 500 Index Fund (FXAIX)$407.6 billion
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)$354.4 billion
Fidelity Government Money Market Fund (SPAXX)$290 billion
Fidelity Government Money Market Fund Premium Class (FZCXX)$290 billion
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Nov 21, 2023

What are the 3 main groups of mutual funds?

Types of Mutual Funds. There are several types of mutual funds available for investment, though most mutual funds fall into one of four main categories which include stock funds, money market funds, bond funds, and target-date funds.

What are the three biggest funds?

Within the world of corporate governance, there has hardly been a more important recent development than the rise of the 'Big Three' asset managers—Vanguard, State Street Global Advisors, and BlackRock.

What is the most successful mutual fund?

Best-performing U.S. equity mutual funds
TickerName5-year return (%)
PBFDXPayson Total Return16.30%
SSAQXState Street US Core Equity Fund16.20%
CORRXColumbia Contrarian Core Adv15.89%
FGRTXFidelity Mega Cap Stock15.73%
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Jan 31, 2024

What is the most popular mutual fund?

Most Popular
  • #1. BNY Mellon Corporate Bond Fund BYMMX.
  • #2. Miller Intermediate Bond Fund MIFIX.
  • #3. Calvert Income Fund CFICX.

Which are the top 5 mutual funds?

Summary: Best Mutual Funds
CompanyExpense RatioDividend Yield
The Hartford Short Duration Fund (HSDIX)0.49%3.40%
Vanguard International Growth Fund (VWIGX)0.42%1.03%
Schwab Fundamental International Small Company Index Fund (SFILX)0.39%3.20%
Victory Nasdaq-100 Index Fund (USNQX)0.45%0.55%
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Feb 1, 2024

Who is bigger BlackRock or Fidelity?

BlackRock Funds top the list in terms of assets held by a single fund family, followed by other familiar names such as Vanguard, Charles Schwab, State Street Global Advisors, and Fidelity Investments.

Who is better BlackRock or Vanguard?

Vanguard focuses more on passive options, and BlackRock offers a number of strategies. Vanguard and BlackRock both have unique and very different fee structures. Consider the fee structures, services, and investment options to make the best choice. A financial advisor can help you decide which option is best.

Which is the safest mutual fund?

List of Low Risk Risk Mutual Funds in India
Fund NameCategoryRisk
Tata Arbitrage FundHybridLow
Nippon India Arbitrage FundHybridLow
Axis Arbitrage FundHybridLow
Aditya Birla Sun Life Arbitrage FundHybridLow
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What are the 4 types of mutual funds?

What types of mutual funds are there? Most mutual funds fall into one of four main categories – money market funds, bond funds, stock funds, and target date funds. Each type has different features, risks, and rewards.

Is the S&P 500 a mutual fund?

Index investing pioneer Vanguard's S&P 500 Index Fund was the first index mutual fund for individual investors.

Which mutual fund is best in USA?

Best mutual funds February 2024
  • Best mutual funds.
  • Fidelity 500 Index Fund (FXAIX)
  • Fidelity Total Market Index Fund (FSKAX)
  • Schwab S&P 500 Index Fund (SWPPX)
  • Schwab Total Stock Market Index Fund (SWTSX)
  • Vanguard 500 Index Fund Admiral Shares (VFIAX)
  • Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)

What is Vanguard's largest fund?

But Vanguard's largest fund is, by far, Vanguard Total Stock Market (VTI 0.86%) with a staggering $1.27 trillion in net assets combining ETF and traditional mutual fund shareholders.

Which fund is most aggressive?

Here are the best Aggressive Allocation funds
  • Meeder Dynamic Allocation Fund.
  • JPMorgan Investor Growth Fund.
  • TIAA-CREF Lifestyle Aggressive Gr Fund.
  • Franklin Mutual Shares Fund.
  • North Square Multi Strategy Fd.
  • Gabelli Focused Growth and Inc Fd.
  • E-Valuator Agrsv Growth(85%-99%)RMS Fund.

Which mutual fund is best in 2023?

Top 5 large cap mutual funds with highest returns
Top large cap mutual fundsAnnual Returns 2023
Nippon India Large Cap Fund28.85%
Bank of India Bluechip Fund27.05%
HDFC Top 100 Fund26.61%
JM Large Cap Fund26.16%
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Jan 3, 2024

Which is the best mutual fund to invest now?

Mid Cap Funds
Mid Cap Funds1-year-returns (%)
HDFC Mid-Cap Opportunities Fund53.75
HSBC Midcap Fund50.64
Mahindra Manulife Mid Cap Fund58.59
JM Midcap Fund57.90
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2 days ago

What does Dave Ramsey recommend investing in?

What should you invest in inside your 401(k) and Roth IRA? Ramsey says mutual funds are the way to go! Mutual funds let you invest in a lot of companies at once, from the largest and most stable to the newest and fastest growing.

Should I put all my money in one mutual fund?

Over-Diversification of Mutual Funds

The aim of diversification is to spread risk. If you invest too much in one company's stock, you are at great risk. If something happens to that company, a significant portion of your money could get wiped away.

What is the oldest best performing mutual fund?

Performance List of oldest mutual funds in India:
Fund NameCategory AverageDate Of Inception
Franklin India Prima Fund (G)20.31%1/12/93
Tata Large & Mid Cap Fund (G)18.92%31/3/03
SBI Magnum Equity ESG Fund16.22%1/1/91
SBI Large & Mid Cap Fund (D)18.92%31/3/97
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Aug 21, 2023

Which mutual fund gives highest return in 1 year?

List of High Risk & High Returns in India Ranked by Last 5 Year Returns
  • Nippon India Small Cap Fund. EQUITY Small Cap. ...
  • HDFC Small Cap Fund. EQUITY Small Cap. ...
  • ICICI Prudential Smallcap Fund. EQUITY Small Cap. ...
  • Nippon India Growth Fund. ...
  • DSP Small Cap Fund. ...
  • Kotak Small Cap Fund. ...
  • Edelweiss Mid Cap Fund. ...
  • Axis Small Cap Fund.

Who is the largest mutual fund company in the US?

Vanguard

What type of mutual fund is best for retirement?

  • Tata AIA Whole Life Mid Cap Equity Fund. AUM:11,524 Cr. ...
  • Birla Sun Life Multiplier. AUM:3,999 Cr. ...
  • Bajaj Allianz Accelerator Mid-Cap Fund II. AUM:5,754 Cr. ...
  • Max Life High Growth Fund. AUM:4,690 Cr. ...
  • HDFC Standard Opportunities Fund. AUM:35,480 Cr. ...
  • Kotak Mahindra OM Classic Opportunities Fund. ...
  • ICICI Prudential Opportunity Fund.

Who owns Vanguard?

Vanguard set out in 1975 under a radical ownership structure that remains unique in the asset management industry. Our company is owned by its member funds, which in turn are owned by fund shareholders. With no outside owners to satisfy, we focus squarely on meeting the investment needs of our clients.

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