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Disclaimer

Released annually by the American Association of Individual Investors, 625 North Michigan Ave., Chicago, IL 60611, (312) 280 0170, www.aaii.com.

President—John Bajkowski
Vice President, AAII Journal Editor—Charles Rotblut, CFA
Associate Financial Analyst—Jaclyn N. McClellan

The American Association of Individual Investors is an independent nonprofit corporation formed in 1978 for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information, and research.

AAII is not a registered investment adviser or a broker/dealer. Readers are advised that articles are provided solely for informational purposes and should not be construed as an offer to sell or the solicitation of an offer to buy securities. The opinions and analyses included herein are based on sources believed to be reliable and written in good faith, but no representation or warranty, expressed or implied, is made as to their accuracy, completeness, timeliness, or correctness. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or any delay or interruptions in, the transmission thereof to the users. All investment information contained herein should be independently verified.

Past performance is no guarantee of future results. Investment information provided may not be appropriate for all investors. Investment information is provided without consideration of your financial sophistication, financial situation, investing time horizon, or risk tolerance. Consult with your own independent financial advisers with respect to any investment.

Information for the Guide to the Top Mutual Funds has been obtained directly from mutual funds, Morningstar Inc., and other sources believed to be reliable, but accuracy cannot be guaranteed. Investors should obtain and read each fund’s prospectus and Statement of Additional Information before investing. The Guide to the Top Mutual Funds monitors and reports the performance of mutual funds but does not make investment recommendations.

© American Association of Individual Investors, 2026. This information may not be reproduced in whole or in part by any means without prior written consent.