The Top Funds Over Five Years: Gold, Emerging Markets & Diversification Lead
Gold and emerging market stock funds held onto their top spots in this year’s ranking of the top mutual funds over the past five years.
Bond funds were also very prevalent among the best-performing categories. Conversely, large-cap domestic funds remained among the worst-performing categories.
The numbers reflect both the importance of diversification and the frustration still felt by many investors. Those who maintained a heavy allocation to U.S.large-cap stock funds since the start of 2006 found themselves more reliant than they would have liked on dividends for a source of total return. Those who owned funds from a variety of categories are now feeling rewarded for withstanding both the downward and upward volatility of the past several years.
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