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Top Ten Large Cap Value Funds with Low Costs

Low expense ratio, top ten large cap value mutual funds

This investing analysis covers much lower expense large cap value mutual funds. In this summary, we consider the top 10 large cap value mutual funds, which have much lower investment fees compared to the average large cap value mutual fund. The primary goal of this report is to list lower expense large cap, no load value mutual funds, since lower investment management expense ratios are key, when you are choosing the best large cap value funds. This investment summary explains the reasoning.

Top ten large cap value mutual funds with the lowest investment fees

  1. Vanguard Value Index – Admiral
    • 0.14% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • VVIAX — ticker symbol
  2. Vanguard Value Index – Investor
    • 0.26% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VIVAX — ticker symbol
  3. Vanguard Windsor II – Admiral
    • 0.27% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • VWNAX — ticker symbol
  4. American Beacon Large Cap Value AMR
    • 0.36% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • AAGAX — ticker symbol
  5. Vanguard Windsor II – Investor
    • 0.38% — annual management expense ratio including 12b-1 fee (if any)
    • $10,000 — taxable account minimum investment
    • VWNFX — ticker symbol
  6. Fidelity Large Cap Value Enhanced Index
    • 0.45% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • FLVEX — ticker symbol
  7. Dodge & Cox Stock Fund
    • 0.52% — annual management expense ratio including 12b-1 fee (if any)
    • $1,000 — taxable account minimum investment
    • DODGX — ticker symbol
  8. Invesco Van Kampen Growth and Income Y
    • 0.63% — annual management expense ratio including 12b-1 fee (if any)
    • $250 — taxable account minimum investment
    • ACGMX — ticker symbol
  9. Invesco Van Kampen Comstock Y
    • 0.64% — annual management expense ratio including 12b-1 fee (if any)
    • $250 — taxable account minimum investment
    • ACSDX — ticker symbol
  10. Invesco Large Cap Relative Value Y
    • 0.69% — annual management expense ratio including 12b-1 fee (if any)
    • $250 — taxable account minimum investment
    • MSIVX — ticker symbol

Best large cap value mutual funds with much lower investment expenses

Lower cost investment funds tend to do a superior job of serving the financial interests of investors. More costly investment firm funds cut into mutual fund performance returns, because these higher costs continually pull on average investors’ handbags and wallets year after year.

This listing of minimum cost top 10 large cap value funds is ranked with the lowest cost investment funds first. Nevertheless, all of these value investment funds have relatively low costs. See the notes below to learn more how the list was determined.

Value mutual funds will usually not track broad stock market performance closely and, instead, will tend to move contrary to the overall market sometimes. However, the financial research literature indicates that is you are going to chose between a large cap growth mutual fund versus a value mutual fund “tilt” to a stock portfolio, at least, historically a “value tilt” has achieved better cumulative long-term performance.

While the lower cost funds on this list tend to have quite low turnover, their turnover and trading costs will be higher than a fully passive Top 10 S&P 500 index fund that targets a broadly diversified US stock market index return. So pay attention to turnover in addition to all other factors that are relevant to you.

Notes about how this no sales charge investing funds list has been formulated.

Lists of very low cost investment funds usually are relatively unchanging and stable across time. The rationale is very understandable and straightforward. When an investment fund family competes with very low cost investment funds rather than with more risky and more costly tactically active trading strategies, then that investment fund firm strategically usually intends to keep competing on lowest cost investment funds. When that investment fund firm markets passively managed, low fee, and low turnover , that company most often will continue offering similar products.

However, information on this listing of much lower cost investment company funds could have become different after this investment summary was edited, and it is your personal responsibility to check any data and information, prior to making any kind of financial decision.

These are our mechanical database selection processes that were used to develop this list of these very low cost investment firm funds:

  • DATABASE SELECTION PROCESSES: Our mechanical data base selection processes were employed on large investment fund databases which were thought to encompass essentially all of available investing funds.
  • SELECTING LOW COST NO LOAD INVESTING FUNDS IS THE PRIMARY OBJECTIVE: The main objective was to identify very low cost no sales load investing funds. This listing of these very low cost no load investment funds was selected to try to exclude those investment company funds assessing sales fees which are either front-end loads, level loads, or back-end sales loads. This investment fund listing also has attempted to remove those investing funds which assess 12b-1 sales fees, although these 12b1 fees sometimes can be hard to determine.
  • SCREENED INVESTMENT FUNDS OFTEN ARE PASSIVE INDEX INVESTMENT FUNDS: Because low cost noload investment funds usually are passive , they also usually have far lower securities portfolio turnover versus the higher securities portfolio turnover characterized by non-index tracking, tactically active funds. Lesser asset turnover is correlated with lesser asset brokerage and trading fees and costs. Screened funds are very often passively managed index tracker funds, as such much lower cost investing structures are unable to fund such more risky and more costly active investment strategies.
  • FUND PERFORMANCE HISTORY TENDS TO BE MUCH LESS RELIABLE THAN SELECTING LOWER COST NOLOAD INVESTOR FUNDS: Regarding ETFs and investment fund performance, too many amateur individual investors follow fund performance history hoping to find the top performing mutual funds in the future. Doing this tends to be an inferior strategy, because fund performance history is much less useful than picking low cost no sales charge index investment firm funds that are characterized by low fees, low turnover, and passive management.
  • LOW COSTS ARE WHY YOUR PORTFOLIO CAN EARN ENHANCED INVESTMENT FUND PERFORMANCE: If you buy very low cost no load index investment company funds, their innately low costs are the fundamental reason why your investments can obtain higher level index fund performance and ETF exchange traded securities performance yields. When you purchase lowest cost index investor funds, then expect to obtain ETF exchange traded products and mutual fund returns that track the underlying diversified index minus the lower costs you need to pay and a relatively small error in tracking the index.
  • TOTAL ASSET VALUE AND INVESTMENT FUND AGE: Regarding the total assets of these lowest cost investment funds and time that they have been in existance, most hold a minimum of a hundred million dollars of total invested assets and have been operating a minimum of three years.
  • AVAILABLE TO ADDITIONAL INVESTMENT ASSETS: Most of these much lower cost investing funds were open for additional money at the time of writing. These investor funds might be accessible to investors either via directly bought funds, though low cost stock brokers, or solely via an institutional plan open to particular investors. Probably the better method to find out about how to invest in any of these low cost investing funds is to perform a search using your favorite search engine with the investment fund name and investment fund ticker symbol.
  • ZERO DUE DILIGENCE, EVALUATION, OR ANALYSIS: Solely numerical data base selection processes were employed. Absolutely No due diligence, evaluation, or analysis of any kind was performed with any of the investor funds.

Statistical securities investing research reports compellingly prove that lesser cost investment expenses are strongly contributory toward higher level investment fund plus ETF exchange traded products performance yields. The financial asset trading marketplace isn’t a safe place for the average investor to attempt to get better returns with more active but necessarily more expensive investing stratagems which usually will lead to inferior returns.

As a matter of fact pro active asset managers usually won’t get better returns once their greater investment fund management expenses, higher trading expenses, plus higher investment taxes are calculated. The greater the investment firm management expenses, trading fees, and investment taxes, the lesser the net investment performance returns to investors. Investment fund asset managers can’t capture sufficiently high performance returns to counterbalance their increased management fees, brokerage costs, and taxes. Intrinsically, these increased and unwarranted investment management expense ratios, brokerage costs, and trading taxes make ordinary investors receive poorer real investment returns. Ordinary investors spend more and take home less.

To get more financial reports that discuss the increased and unjustified management fees, brokerage sales fees, and trading taxes associated with investment funds read these investing research studies:

  • No Load Mutual Funds addresses 7 important elements that may aid individual investors with selecting the top noload mutual funds plus exchange traded products or ETFs.
  • Also, to find least expensive S&P 500 funds see: Top 10 S&P 500 mutual funds
  • Concerning bond funds performance and management expenses read: Best Fixed Income Funds.

IMPORTANT: Our listing of the investment firm funds has been compiled by using numerical data base screening methods which removed investment company funds which didn’t meet the selection criteria listed previously. Zero analysis, evaluation, or due diligence of any sort has been done on any of the investment funds on this list. Our list of investment firm funds is only for your convenience. This list is NOT a solicitation or offer to sell securities, is NOT an offer of any financial services, and is NOT investment advice. This list may not be complete. There could be errors with this information and data and it could be out of date. Also, there could be errors in or problems with the underlying databases, the automated data base selection methods used, and/or the editing, publication, and transcription. It is entirely and solely your responsibility to verify all and any data and information, before you make any personal financial decision.

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Top Ten Large Cap Growth Funds with Low Costs

Lower Cost top ten large cap growth mutual funds

This financial summary covers very low cost large cap growth funds. Within this article, we enumerate the 10 best large cap growth mutual fundsthat have lower investment fees compared to the average large cap growth fund. The primary goal for this summary is to identify lowest expense ratio large cap growth funds, since low investment fund costs are very important, if you want to choose from among the top large cap mutual funds. This investment analysis explains why.

Top 10 large cap growth mutual funds with low investment fees

  1. Vanguard Growth Index – Admiral
    • 0.14% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • VIGAX — ticker symbol
  2. Vanguard Growth Index – Investor
    • 0.28% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VIGRX — ticker symbol
  3. Vanguard US Growth – Admiral
    • 0.30% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • VWUAX — ticker symbol
  4. Fidelity Large Cap Growth Enhanced Index
    • 0.45% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • FLGEX — ticker symbol
  5. Vanguard US Growth – Investor
    • 0.49% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VWUSX — ticker symbol
  6. Vanguard Growth Equity
    • 0.51% — annual management expense ratio including 12b-1 fee (if any)
    • $3,000 — taxable account minimum investment
    • VGEQX — ticker symbol
  7. American Beacon Large Cap Growth AMR
    • 0.63% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • ALFIX — ticker symbol
  8. Harbor Capital Appreciation – Institutional
    • 0.69% — annual management expense ratio including 12b-1 fee (if any)
    • n/a — taxable account minimum investment
    • HACAX — ticker symbol
  9. Turner Core Growth – Institutional
    • 0.69% — annual management expense ratio including 12b-1 fee (if any)
    • $100,000 — taxable account minimum investment
    • TTMEX — ticker symbol
  10. Invesco Van Kampen Capital Growth Y
    • 0.70% — annual management expense ratio including 12b-1 fee (if any)
    • $250 — taxable account minimum investment
    • ACPDX — ticker symbol

Top 10 large cap growth mutual funds with lowest investment fund management expense ratios

Least costly investment firm funds typically do a more reliable job of delivering superior net investment performance to the average investor. Greater cost investment company funds reduce ETF (exchange traded fund) and mutual fund return performance, because their higher fees continually yank on average investors’ purses.

This list of very low expense ratio large cap growth mutual funds has been arranged with the least expensive investment company funds at the beginning. However, every one of these investment company funds is one of the less expensive mutual funds in this category. Check out the remarks at the bottom to see how the list was developed.

Be aware that growth mutual funds will usually not track passive market index fund performance. Instead, growth mutual funds will tend to amplify positive performance in up markets and magnify negative fund returns in downward markets. While the lower cost funds on this list tend to have quite low turnover, their turnover and associated trading costs will be higher than a fully passive S and P no load index fund that targets a broadly diversified US stock market index return. In fact, some of the funds on this top 10 growth funds list have greater than 100% annual turnover. Finally, some of these funds might not be available for direct purchase by investors, but may only be accessible to select investors who might, for example, be permitted to invest in them via a retirement plan that offers them.

Something else worth noting concerns the choice between a low cost large cap top 10 growth mutual fund versus a large cap top 10 value fund with similarly low costs. While growth funds tend to amplify market movements, value funds tend to move somewhat counter to market movements. The long-term mutual fund performance history gives the edge to a low cost large cap value fund, but you need to be able to stomach a contrarian investment strategy. When others are bragging at cocktail parties about their wizardry (really far more likely just dumb luck) in an upward trending stock market, you are likely to have to hold your tongue. And when the markets are down, the cocktail crowd will still be unlikely to want to hear about your good fortune, if their stock fund portfolios are down.

Remarks about how this no load investment funds listing has been constructed.

Lists of very low cost investment funds tend to be quite stable across periods of time. The reasons are very understandable and simple. When an investment fund firm competes strategically with lowest cost investor funds rather than with more costly actively managed investing ploys, then that investment company usually tends to continue on very low cost investing funds. When that investment fund company provides low fee, low turnover, and passively managed investment funds, it usually tends to keep marketing the same.

However, info about this list of low cost investor funds could have altered after this investing analysis was written and edited, and it is your personal responsibility to check any information and data, before you make any kind of financial decision.

Here are our mechanical database selection methods used to develop this listing of these low cost investor funds:

  • DATA BASE SELECTION PROCESSES: The automated database selection processes were employed on large scale investment fund datasets which were thought to encompass almost the universe of investable investment company funds.
  • SELECTING VERY LOW COST NOLOAD INVESTMENT FUNDS IS OUR MAIN GOAL: The primary objective has been to select lower cost no load investment funds. Our list of these lowest cost noload investment firm funds was selected to try to remove those investment firm funds charging investment loads that would be either level loads, front-end loads, or back-end sales loads. This investment company fund list additionally has attempted to identify and remove those investment company funds which assess 12b1 fees, although such 12b-1 sales fees sometimes may be difficult to determine.
  • LISTED FUNDS TEND TO BE MORE PASSIVE INDEX TRACKING INVESTING FUNDS: Because lower cost noload investment company funds usually are index tracking investing funds, in addition, they tend to have lesser securities portfolio turnover versus the higher asset portfolio turnover of non-index, actively managed investor funds. Far lower asset turnover tends to be correlated with lower asset trading and brokerage expenses and costs. Thus, screened funds most often are passively managed index investor funds, as these very low cost investing models cannot support such more costly and more risky active trading ploys.
  • FUND PERFORMANCE RATING DATA IS LIKELY TO BE FAR LESS USEFUL THAN PICKING VERY LOW COST NO SALES LOAD INVESTMENT FIRM FUNDS: Regarding exchange traded funds (ETF) and mutual funds performance, many naive investors first look at historical mutual fund returns trying to select the best performing mutual funds for the future. Doing this is likely to be a foolish strategy, since historical mutual fund return data tends to be much less reliable than picking much lower cost no load index investing funds with passive management, low turnover, and low fees.
  • LOW COSTS ARE THE FUNDAMENTAL REASON WHY YOUR PORTFOLIO CAN EARN ENHANCED INDEX FUND PERFORMANCE: When you invest in much lower cost noload index investing funds, their fundamentally lower costs are the fundamental reason why your portfolio can earn higher level mutual fund returns and ETF exchange traded products performance returns. When you purchase much lower cost index investor funds, then expect to get exchange traded funds (ETF) and mutual fund performance returns that target the underlying index less the much lower costs you pay and a relatively small error in tracking the index.
  • TOTAL INVESTED ASSETS PLUS FUND AGE: Regarding the total assets of these low cost investment funds and time that they have existed, the vast majority hold at least a hundred million of total asset value and have been operating for at least three years.
  • AVAILABLE FOR NEW MONEY: Most of these low cost investing funds were open to new investor assets at the time of publication. These investment funds could be available for ordinary investors either via direct purchases, via lower cost stock brokers, or only via some institutional arrangement for particular participants. Usually the better method to find out about how to invest in these lowest cost investor funds would be to do a search using your favorite search engine using the investment firm name or ticker symbol.
  • ZERO DUE DILIGENCE, EVALUATION, OR ANALYSIS: Exclusively, mechanical database selection processes were used. Absolutely No analysis, evaluation, or due diligence of any sort was performed with any of these investor funds.

Scholarly securities investment research studies consistently establish that least cost investment fund management expenses tend to yield higher level investment fund plus exchange traded fund (ETF) performance. The asset securities investment market place is no safe place for investors to endeavor to beat the market by tactically active but necessarily costly investing ploys which usually will fail.

Perhaps surprisingly, even pro active asset managers on average don’t do better than the market once their higher investment firm management expense ratios, greater trading costs, and higher short-term capital gains taxes are considered. The greater the investment management fees, trading expenses, and investment taxes, the lower the actual securities investment performance for average investors. Investment money managers cannot earn sufficiently high performance to offset their higher management expense ratios, brokerage expenses, and trading taxes. As such, these increased and uncompensated investment company management fees, trading costs, and investment taxes make average investors get lesser real investment returns. Average investors spend more and take home less.

To find more investing research reports that discuss the heavy and unjustified management fees, brokerage sales expenses, plus trading taxes associated with investment companies look at these investment articles:

IMPORTANT NOTICE: This listing of the investor funds was compiled using numerical database screening methods that removed investing funds which didn’t meet the screening criteria listed previously. Zero due diligence, evaluation, or analysis of any kind has been performed on any of these investment funds listed here. This list of investor funds is solely for your information. Our list is NOT investment advice, is NOT a solicitation or offer to sell securities, and is NOT an offer of any financial services. Our list might not be complete. There could be errors with this data and information and it could be out dated. Also, there could be errors in or problems with the underlying databases, the automated data base selection methods that were used, and/or the editing, transcription, and publication. It is solely and entirely your responsibility to check any and all information and data, prior to making any kind of financial decision.

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