Excellent Long Term Mutual Funds in 4 Categories

Excellent Long Term Mutual Funds in 4 Categories:

This week I screened for excellent long term performing mutual funds (>10 years) in 4 different categories, and made individual Mutual Fund Evaluator spreadsheets to show all the financial data for the best funds I could find in each category.  All are available at UltimateStockFinder.com from the Mutual Fund Evaluator page for you to download and review.  You can also click the links below to download each spreadsheet.       

1. Conservative (taxable) bond funds with average total return > 4.3% per year for the past 25 years and down less than 10% of their total years in existence. 

The 9 funds on this list are:  PRWCX, MGFIX, HABDX, FGMNX, VFIIX, VBMFX, FGOVX, BGNMX, PRGMX

http://www.ultimatestockfinder.com/mutualfundevaluator_master_formulas_25year_5percent_safe.xls

2. Aggressive (taxable) bond funds with average total return > 8.2% per year for the past 10 years and typically down less than 10% of their total years in existence.  

The 10 funds on this list are:  FNMIX, TGBAX, FAGIX, PRWCX, FPACX, USHYX, LSBRX, SPHIX, MWHYX, PRHYX

http://www.ultimatestockfinder.com/mutualfundevaluator_master_formulas_10year_8percent_bonds.xls

3. Large Cap (taxable) stock funds with average total return > 8.5% per year for the past 20 years and down less than 30% of their years in existence. 

The 18 funds on this list are:  FSCHX, BRUFX, FBIOX, PRNHX, FDFAX, FSCSX, STDIX, LEXCX, OTCFX, FOCPX, ACRNX, FDGRX, NAESX, MERDX, FCNTX, VPMCX, FAGIX, PRWCX

http://www.ultimatestockfinder.com/mutualfundevaluator_master_formulas_10year_9percent_stocks.xls

4. Municipal (tax-free) bond funds with average total return > 4.1% per year for the past   10 years and down less than 20% of their total years in existence. 

The 10 funds on this list are:  SXFIX, PRFHX, SHYTX, FAFTX, SCMBX, ELFTX, USTEX, PRTAX, SWNTX, VWLTX

http://www.ultimatestockfinder.com/mutualfundevaluator_master_formulas_10year_4percent_muni_bonds.xls

I am researching these funds now because bond funds have been going down for the past 6 months as The Fed debates and maybe someday soon stops their bond buying program (Quantitative Easing) and allows interest rates to rise back up to historical levels of around 5% for Long Term 10 year bonds.  As soon as I find that these bond funds have stopped going down, I am going to use these lists as my basis for comparing and selecting what to buy.

I am definitely NOT ready to buy from the list of Large Cap Stock funds at this time, but I made this list to help keep the best ones on my radar screen for whenever the large cap stocks finally take a drop.

Please let me know if you have any other excellent funds that are not on these lists.  I will be happy to add them to Mutual Fund Evaluator for everyone else to see.

Thanks,

John D.

Disclosure: The author has positions in FCNTX, LSBRX and VWLTX, that are on these screening spreadsheets. We certify that this is our work product. We received no compensation or other inducement from any party to produce this article.  Please see our disclaimer at the bottom of this email.

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