Looking for the best mutual funds for 2020?
Finding the best mutual funds to invest in is not an easy decision.
We understand that you want to see your money grow quickly and with little risk, so we have created this guide to help you find the best mutual funds to invest in. You will surely find the best fund for you.
Mutual Fund is a type of investment instrument that works as follows: different investors, acquiring shares, invest their funds, which are accumulated in a single fund under the management of professional managers, in order to make a profit.
Figuratively, a mutual fund in is a kind of investment portfolio or “money bag” consisting of funds of small shareholders, which is subsequently invested in securities, industries, valuable metals, real estate, indices, and other assets.
A mutual fund or unit investment fund is a combination of shares and/or bonds. In fact, a mutual fund is an organization that collects money from a group of people (like you and me), and invests it in stocks, bonds or other securities.
Each investor owns a part of the fund – a share.
Mutual investment fund is a convenient tool for preserving and increasing capital.
In order to work with mutual funds, you do not need to be a financial expert, have impressive start-up capital and constantly monitor investments.
All you need is to choose the right management company, choose an investment fund (or several funds) and invest in a mutual fund.
In order to find the best mutual funds to invest in, we have analyzed many of mutual investment funds. In our analysis we have categorized these funds according to their historical performance (compared to the S&P 500), company reputation, reputation of fund managers, and maintenance costs.
Our priority: find the best mutual fund to double money quickly with low risk and low cost.
Below, we show you the best mutual funds to invest money:
Fidelity Select Health Care Portfolio (symbol: FSPHX)
One of the industries that is growing rapidly in recent years is the healthcare industry.
With an expense ratio of just 0.76%, the Fidelity Select Health Care Portfolio mutual fund (FSPHX) is one of the best mutual funds to invest in.
What we find most impressive is the growth of this fund, which started in 1981 with a price of $ 10 per share.
Currently its price exceeds 20 times that amount and one of the reasons is due to the growth of the health and medical insurance industry.
This means that long-term growth is exceptional.
Many investors claim that this is a very rewarding investment with very little risk because the world population continues to grow and we will all need health services sooner or later.
Dodge & Cox International Stock (DODFX)
If you are interested in investing in Europe and looking for the best mutual funds to do so, the Dodge & Cox International Stock (DODFX ) is a smart way to do it.
With more than 60% of its assets in recognized European companies, this mutal fund is surely one of the best options for you.
We find it very profitable to invest, since it offers an expense ratio of 0.64% ($ 6.4 for every $ 10,000 invested) and its historical performance is very impressive.
In addition, this fund invests in companies that pay dividends with a return of up to 2.20%.
Loomis Sayles Bond Retail (LSBRX)
We really like the Loomis Sayles Bond Retail mutual fund (symbol: LSBRX ) because it has one of the best ways to diversify your investment portfolio: by investing in corporate bonds and government bonds.
A smart investor is up for tough times, and this mutual fund is a good way to control risk.
Although its 0.91% expense ratio does not seem a bit high, its historical performance shows that this fund is capable of offering good returns by investing wisely by placing its assets in various productive sectors.
FPA Crescent (FPACX)
The FPA Crescent mutual fund is one of the best mutual funds to invest in the stock market because it has a healthy mix between stocks, bonds, real estate.
However, it is also distinguished by using other risky methods when investing money but controls risk through asset diversification.
We note that this fund also holds part of its capital in cash, in order to buy assets at the best time or when a good opportunity presents itself.
Although the expense ratio is higher than other 2020 mutual funds (1.14%, or $ 11.4 per 10,000 invested), its performance has been very good even in difficult economic times.
Oakmark International I (OAKIX)
The Oakmark International I mutual fund is one of the best mutual funds for investing money with a unique strategy: buy everything that others despise.
It is a reverse or reverse mutual fund that analyzes company stocks that have been shot down by investors in order to find the best ones to invest in.
This mutual fund has made smart decisions, having been rewarded well, even in the most difficult economic times. Their spending ratio is 0.95%, which is competitive with the rest of the mutual funds in this category.
Fidelity Strategic Dividend & Income (FSDIX)
The Fidelity Strategid Dividend & Income is one of the best 2020 mutual fund that pays dividends. In fact, half of the assets of this fund is invested in dividend stocks.
The rest of the assets are in real estate investment trusts (15%), convertible securities (15%) and preferred shares (20%). This is a good fund if you want to see your investment grow slowly and with little risk.
Their expense ratio of 0.74% (or $ 7.4 for every $ 10,000 invested) is well below the average for other mutual funds to receive dividends, and the average received in dividends is 2.69%.
This is a unique fund worth considering when searching for the best mutual funds to invest money in.
We hope that our list of best mutual funds to invest money in 2020 will help you find the best mutual fund for you. If you want to invest money wisely, you should analyze these funds to find the one that best suits you.