Low Fee Mutual Funds With Good Returns
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Created by Omid Malekan
DESCRIPTION:

Date updated:01-03-2007

This is a portfolio of high quality mutual funds that have had decent returns but charge very little fees. The qualifications are:

a)Minimum Morningstar rating of 4 stars
b)Minimum 3 year average annual return of 10% and 5 year average annual return of 5%
c)No minimum size of initial investment
d)No front load
e)Total expense ratio of less than 0.3%

symbol name last price % change open
  • +
  • DFUVX
    Dfa U.s Large Cap
  • $12.87
  • +0.63%
  • $N/A

Morningstar Rating: 5 Annualized 3 Year Return: 18.11% Annualized 5 Year Return: 12.59% Expense Ratio: 0.17%

People owning DFUVX also tend to own: CVMGXFSAYXGEAAXJELAXPTDIXRBLEXRELEX

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  • +
  • FSAYX
    First American St
  • $11.04
  • +0.64%
  • $N/A

Morningstar Rating: 4 Annualized 3 Year Return: 13.23% Annualized 5 Year Return: 8.17$ Expense Ratio: 0.15%

People owning FSAYX also tend to own: CVMGXDFUVXGEAAXJELAXPTDIXRBLEXRELEX

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  • +
  • GEAAX
    Ge Aggressive All
  • $9.81
  • 0.00%
  • $N/A

Morningstar Rating: 4 Annualized 3 Year Return: 12.57% Annualized 5 Year Return: 7.42% Expense Ratio: 0.20%

People owning GEAAX also tend to own: CVMGXDFUVXFSAYXJELAXPTDIXRBLEXRELEX

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  • +
  • JELAX
    John Hancock Trus
  • $7.20
  • +0.84%
  • $N/A

Morningstar Rating: 5 Annualized 3 Year Return: 15.33% Annualized 5 Year Return: 9.77% Expense Ratio: 0.12%

People owning JELAX also tend to own: CVMGXDFUVXFSAYXGEAAXPTDIXRBLEXRELEX

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  • +
  • PTDIX
    Principal Fds
  • $10.31
  • +0.68%
  • $N/A

Morningstar Rating: 4 Annualized 3 Year Return: 13.38% Annualized 5 Year Return: 9.18% Expense Ratio: 0.12%

People owning PTDIX also tend to own: CVMGXDFUVXFSAYXGEAAXJELAXRBLEXRELEX

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  • +
  • RBLEX
    Russell Invest Co
  • $9.48
  • +0.53%
  • $N/A

Morningstar Rating: 5 Annualized 3 Year Return: 11.14% Annualized 5 Year Return: 8.60% Expense Ratio: 0.25%

People owning RBLEX also tend to own: CVMGXDFUVXFSAYXGEAAXJELAXPTDIXRELEX

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  • +
  • RELEX
    Russell Invest Co
  • $8.08
  • +0.87%
  • $N/A

Morningstar Rating: 5 Annualized 3 Year Return: 15.68% Annualized 5 Year Return: 10.28% Expense Ratio: 0.25%

People owning RELEX also tend to own: FCNTXREMEXCVMGXDFUVXFSAYXGEAAXJELAX

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  • +
  • CVMGX
    Ridgeworth Fds Ag
  • $6.98
  • +0.87%
  • $N/A

Morningstar Rating: 4 Annualized 3 Year Return: 12.22% Annualized 5 Year Return: 7.30% Expense Ratio: 0.21%

People owning CVMGX also tend to own: DFUVXFSAYXGEAAXJELAXPTDIXRBLEXRELEX

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