Localfund.com - All about Fund and Investment
*Home>>>Managed Fund

Best stock based aggressive growth mutual fund?


I'm looking for a stock based mutual fund thats managed on the aggressive growth principle. I was wondering which has performed the best of the last 10 to 20 years, if its still available to buy in, if so how much/whats the minimum price to buy in, can you use a discount broker, can it be set up as a Roth IRA?

Almost all mutual funds can be set up into a Roth IRA through the mutual fund company that sells the fund. 10 to 20 years is a considerably long time most mutual funds have not been around so long as 20 years. There is also the question of whether the mutual fund record of 10 years ago still applies today. Most of the screeners available only screen for 5 year performance.

I can suggest some funds that have done extremely well over the last 10 to 20 years. They however will not necessarily be aggressive growth funds. Most of those took a real beating 5 years ago loosing as much as 1/2 or more of their value.

One that has done very well over the last 10 years is CGMRX a realestate fund. 19.6% annual return over the last 10 years and current year return is even better at 21%.

http://www.forbes.com/funds/Tearsheet.jh...

This is not what one would refer to as an aggressive growth fund however. But what the hell. It makes money. Isn't that what you are really after??

Here is a fund that has a very enviable long term track record.
PENNX. 30 year annual return 15.8%. If you are looking for a fund with a long term track record this is one to consider. Has had only 3 down years in the last 18. And even then it was not down much.

http://www.roycefunds.com/pdf/0906pmf.pd...

Now for the real classic of mutual funds. Been around since 1927. How about that? It is a closed end fund. GAM. Its annual return since 1979 is 16.2%. As far back as the records go. That is nothing to sneeze at. You can buy it like you would buy a stock.

http://www.etfconnect.com/select/fundpag...

Among growth funds of the small cap variety, you have these selections.

BGRFX 10 yr annual return 13.8%
MMEAX 10 yr annual return 17.4%
MIMCX 10 yr annual return 15.3%
SCUIX 10 yr annual return 13.1%
NVSOX 10 yr annual return 13.4%

Those are your best bets.

You do want to get your money out of ITW stock asap if that is all you have. Too much risk leaving it all in one stock. For old time sake you might want to leave about 5k in the stock but no more. Report It

Tags
  Offshore Investment   Mutual Fund   Money Market Funds   Money Investment   Managed Fund   Make Money   Low Risk Investment   Long Term Investment
Related information
  • How do I find a lost trust fund?

    The trustee (in this case, probably the bank that was managing the assets) should have all of the records. If they are not cooperating, you should be able to find the relevant documents (wills, tr...

  • What does a mutual fund get by managing our funds?

    They get a fee which is calculated into the expense ratio of the fund. The more people that invest in the fund, the more money goes into their pockets for managing it. They bring experience and...

  • What is managed equity funds it has to do with 401 k plan?

    Managed equity funds are often included inside a 401 k plan. All equity funds are managed.....by managers, of course.These are mutual funds that have the great majority of their invesrments in comm...

  • What is a spartan fund?

    Yes, that's a particular brand of fund. It's managed by Fidelity.

    ...
  • Maintenance fund....?

    All the residents should withhold their monies from this fund, maybe that will get someones attention. If it is like you have said, and more than one unit has complained about maintenance being com...

  • What are the advantages of index mutual fundsrather than actively managed funds?

    Lower expenses and diversification. Plus, some folks are convinced that impossible for actively managed funds to consistently beat indexed funds. I happen to think that's all BS. I expect t...

  • What does MER stand for in relation to managed funds? And what does LVR mean in relation to bank loans?

    Expense Ratio The percentage of total fund assets that is used to cover expenses associated with the operation of a mutual fund. This amount is taken out of the fund's assets and lowers the r...

  • Can you write call options with your Self Managed super funds?

    Yes there is no issue for a SMSF to write call options. You can argue that you write the call options as a hedging strategy for your other investments. You are in fact protecting the fund's in...

  •  

    Categories--Copyright/IP Policy--Contact Webmaster