Yahoo Web Search

Search results

  1. Dec 19, 2023 · The 20 Best Value Mutual Funds to Buy Now. The 20 highest-rated value mutual funds from TheStreet Quant Ratings. TheStreet Ratings Staff. Dec 19, 2023 2:46 PM EST. Value mutual...

  2. Dec 15, 2023 · These mutual funds and ETFs invest in value stocks and earn top ratings from Morningstar heading into 2024.

    • 10 min
  3. People also ask

  4. Sep 19, 2019 · More than 20 mutual funds and ETFs in the mid-cap value and small-cap value categories are rated Gold or Silver. Get unlimited access to insights like this on thousands of mutual funds when you ...

    • Fidelity Select Software & IT Services. Morningstar category: U.S. Technology. Inception date: July 29, 1985. Average annual return since inception: 16.05%
    • Wasatch Micro Cap. Morningstar category: U.S. Small Growth. Inception date: June 19, 1995. Average annual return since inception: 15.96% Micro-cap stocks – typically thought of as companies between $50 million and $300 million in market value – are poorly followed by Wall Street analysts, which should give savvy investors an edge.
    • Vanguard Health Care Investor. Morningstar category: U.S. Health. Inception date: May 23, 1984. Average annual return since inception: 15.79% Vanguard Health Care Investor (VGHCX, $194.76), the Cadillac of health-care funds, has tapped the brakes in the past few years.
    • Fidelity Magellan. Morningstar category: U.S. Large Growth. Inception date: May 2, 1963. Average annual return since inception: 15.74% Celebrated go-anywhere Fidelity Magellan (FMAGX, $10.89) is among the best-known mutual funds on the market.
  5. Mar 23, 2022 · These value-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Silver or better.

  6. Apr 1, 2024 · Our listing of the best mutual funds sticks to U.S. and international equity funds, plus one allocation fund and one short-term bond fund.

  7. Summary. Here are the best Large Value funds. Fidelity® New Millennium Fund®. Vanguard Equity Income Fund. Hamlin High Dividend Equity Fund. Columbia Dividend Income Fund. Vanguard...

  1. People also search for