These are the domestic equity funds with the lowest expense ratios. The screen includes "institutional" and "other" share classes to allow Vanguard admiral share class funds and Fidelity's no expense ratio fee funds to be included in the results. All funds are designated as being open to new investors and are no load.
No-load domestic equity funds open to new investors with the weakest one-month return in their category, accompanied by an expense ratio below norm for their category, total assets above $25 million and minimum initial purchase no higher than $50,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in ascending order.
No-load international equity funds open to new investors with the weakest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in ascending order.
No-load tax-exempt municipal bond funds open to new investors with the weakest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in ascending order.
Sector equity funds open to new investors with the weakest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial investment no higher than $10,000. Excludes institutional funds and funds with loads. Ranked by one-month return in ascending order.
No-load taxable bond funds open to new investors with the strongest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial investment no higher than $10,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in ascending order.
No-load funds with returns in the top 40 of their category over the last three-, five- and 10-year periods, accompanied by an expense ratio below norm for their category, volatility below norm for their category and minimum initial purchase no higher than $10,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by three-year return in descending order.
No-load, emerging market equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio
No load emerging market funds that have outperformed their peers over the past one- and three-year periods
The highest yielding no-load short-term bond funds with yield greater than three percent. All passing funds are designated as being open to new individual investors.
No-Load equity funds open to new investors with yields above three percent, accompanied by an expense ratio below the norm for their category and minimum initial purchase no higher than $10,000. Excludes institutional funds and special share classes.
No-load domestic equity funds open to new investors with the strongest one-month return in their category, accompanied by an expense ratio below norm for their category, total assets above $25 million and minimum initial purchase be no higher than low $50,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in descending order.
No-load international equity funds open to new investors with the strongest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in descending order.
No-load tax-exempt municipal bond funds open to new investors with the strongest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Excludes leveraged funds, inverse funds and institutional funds and special share classes. Ranked by one-month return in descending order.
No-Load sector equity funds open to new investors with the strongest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Excludes institutional funds. Ranked by one-month return in descending order.
No-load taxable bond funds open to new investors with the strongest one-month return in their category, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Excludes leveraged funds, inverse funds, institutional funds and special share classes. Ranked by one-month return in descending order.
No-load, intermediate-term bond funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
No-load, international equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
International Equity no-load funds with returns in the top 50 percent of their category over the last one-, three-, five- and 10-year periods, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than 50,000 dollars. Excludes leveraged funds, inverse funds and institutional funds. Ranked by one-year return in descending order.
These diversified large-cap equity funds have low initial minimum purchase requirements and below-average expense ratios, making them a potential option for those who are just starting out or have small amounts to invest.
No-load, large-cap growth equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
No-load, large-cap value equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
No-load, large-cap equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
These domestic equity funds both pay a higher yield (greater than 3 percent) and have experienced less volatility in their returns than the majority of their category peers.
No-load, mid-cap equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
Funds that are small in size but have outperformed their peers over the past three years.
No-load, short-term bond funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
No-load, small-cap equity funds that have performed well within their peer group over the last five years, with lower category risk and a lower category expense ratio.
No-load mutual funds that use a socially-responsible approach to identifying stocks. Passing funds are open to new investors and have at least one year of performance. Funds with very high expense ratios for their categories are excluded.
No-Load index funds open to new investors with returns in the top 50 percent of their category over the last three-, five- and 10-year periods, accompanied by minimum initial purchase no higher than $10,000. Ranked by three-year return by descending order.
No-Load tax-exempt municipal bond funds open to new investors with returns in the top 50 of their category performance over the last three-, five- and 10-year periods, accompanied by an expense ratio below the norm for their category and a minimum initial purchase no higher than $10,000. Ranked by three-year return in descending order.
No-Load taxable bond funds open to new investors with returns in the top 50 percent of their category over the last three-, five- and 10-year periods, accompanied by an expense ratio below norm for their category and minimum initial purchase no higher than $10,000. Ranked by three-year return in descending order.
