What's more, six of the 10 also have expense ratios higher than their Morningstar category average. (Although if you are looking for an active fund as a way to invest in gold/precious metals, the list above should be useful as a starting point for your due diligence.)ĭrilling down In previous columns on mutual funds, I've argued that investors need to look for funds with:īut in the group above, six of the 10 top performers charge load fees, the onerous sales commissions levied against investors as a way of compensating the financial advisors who sell the fund. That one sector dominates this list is a reminder of the importance of diversification. Kidding aside, trying to find the top-performing funds of the next 10 years will be a moving target - I'll be shocked to see gold and precious metals stacked in the 2021 list. As per data from Morningstar, this makes it the second highest returns from equity mutual funds over a 5-year period. One obvious conclusion to draw, then, isn't very useful: You should have been in gold 10 years ago. This fund is another technology fund and has given returns of 26.80 over 5-years. The lone outlier was Russia-focused: While it's the "R" in BRIC, Russia is not exactly a market you hear much chatter about at cocktail parties. What's striking about this chart is its uniformity - of the top 10 performers, nine were investing in gold or precious metals. For manager tenure, I took the tenure of the primary-listed manager from Morningstar. Accounting professionals always recommend you keep copies of your business tax returns. Using this database allows you to lookup an EIN number online. Companies must include the EIN in these forms and other information. Oppenheimer Gold & Special Minerals (FUND: OPGSX) In the database, you will find Forms 10-K for every corporation that’s publicly traded. Global Investors Gold and Precious Metals (FUND: USERX) There are several mutual funds available in the market which must be chosen by. Individuals who don’t wish to invest in equities directly can invest in MF. Mutual funds (MFs) are professionally managed by fund managers. Wells Fargo Advantage Precious Metals (FUND: EKWBX) Let’s have a look at some of the best performing mutual funds in India in the last five years (as of March 9, 2021).
Global Investors World Precious Metals (FUND: UNWPX) Van Eck International Investors Gold (FUND: INIVX) USAA Precious Metals and Minerals (FUND: USAGX) Morningstar Category Average Expense Ratio
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