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The Individual Investor’s Guide to the Top Mutual Funds 2014


The Individual Investor’s Guide To
the Top Mutual Funds 2014 Splash image

This year’s guide comes on the heels of a mixed year for mutual funds and mutual fund investors.

Domestic equity funds enjoyed a great year both in terms of performance and infl ows. Bond funds were largely down. Global stock funds had a mixed year.

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There were also notable underlying events and trends that are not so apparent on the surface. Several notable funds closed their doors to new investors, including Sequoia (SEQUX), Yacktman (YACKX), T. Rowe Price New Horizons (PRNHX) and Buffalo Emerging Opportunities (BUFOX). Vanguard Wellington (VWELX) stopped accepting new accounts from financial advisers and institutional clients. Investors put more money into domestic equity funds than they took out for the first time since at least 2007.

A calendar-year shift helped both active and passive stock fund managers. Five-year annualized performance numbers jumped simply because 2008 figures were replaced by 2013 figures. This had a dramatic impact. Consider the Vanguard 500 Index fund (VFINX). In last year’s guide, the five-year annualized return was 1.5%. In this year’s guide, the five-year annualized performance is 17.8%. The 2008 loss of 37.1%, which was factored into last year’s five-year performance calculation, was replaced by the 2013 gain of 32.1% factored into this year’s calculation.

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Discussion

William from NY posted about 1 year ago:

Please consider adding coverage of closed-end funds. Thank you.


Joesph Wilkerson from PA posted about 1 year ago:

All valuable information. I especially like being able to download the Excel files. That enables me to re-order, search and compare.


Jo Wupper from TX posted about 1 year ago:

Thank you.


Charles Rotblut from IL posted about 1 year ago:

William,

For closed-end fund information, I suggest going to the Closed-End Fund Association's website. They have a lot of information and a good screener.

-Charles


Alfred Hess from NC posted about 1 year ago:

Where does AAII list the same type of detailed information on ETFs as you list for MFs?
Thanks, Al


Charles Rotblut from IL posted about 1 year ago:

Al,

We publish an ETF Guide each August.

-Charles


J Loewenberg from WI posted 5 months ago:

Is it possible to just punch in the ticker for a fund and get all the information at
once without a lot of scrolling?


Charles Rotblut from IL posted 5 months ago:

If you download the spreadsheets, you can do a search using the find feature in Excel. Just hit the CTRL and the F keys together and then type in the ticker symbol or the name of the fund you want to find.


John Frymire from KY posted 24 days ago:

The performance tables don't include 2014?


John Frymire from KY posted 24 days ago:

The performance tables don't include 2014?


Charles Rotblut from IL posted 24 days ago:

John,

This is the 2014 guide. The 2015 guide, which can be found in the February 2015 AAII Journal, has 2014 performance data.

-Charles


John Costello from IL posted 24 days ago:

You are showing 2013 performance in a guide sent in February 2015.
Don't you think that's a bit dated? (Actually stale)
I would have expected 2014 data.


Charles Rotblut from IL posted 23 days ago:

John,

This is the 2014 guide. The 2015 mutual fund guide, which was posted to AAII.com this week, can be found in the February 2015 AAII Journal.

-Charles


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