Major holdings include Microsoft, Bank of America and Walmart.Īn asset allocation fund invests in a variety of different types of assets to increase diversity. This fund from Putnam focuses on value stocks with the potential for capital growth, income or both. Putnam Large Cap Value Fund Class A (PEYAX) Typically, 80% of the fund’s net assets include dividend stocks. The Dividend Income Fund from Madison aims to generate income and growth by investing in securities of dividend-paying companies with market caps of over $1 billion.
Madison Dividend Income Fund Class Y (BHBFX) The fund has slightly higher-than-normal risk - not surprising for a stock fund investing in midsize, as opposed to large-cap, companies.
MUTUAL FUND EXPENSE RATIO PLUS
This high-performing fund invests at least 80% of its assets, plus borrowings for investment purposes, in the stocks of mid-cap companies. BlackRock Mid-Cap Value Fund Investor A Shares (MDRFX) A lower number is better because it means more assets are invested. The expense ratio is the percentage of a fund’s assets that go to operating expenses. Best Stock Mutual Funds for Low Expense Ratio To identify the best mutual funds for 2022, GOBankingRates looked at a number of factors, including:Īlso considered were comparative risk and income for different types of mutual funds. GOBankingRates has compiled some of the best funds of 2022 to help you take the guesswork out of choosing which funds are best for you.
Although they’re generally a safer investment than individual assets, choosing the right mutual funds can be a daunting process, as the options range from incredibly mild to extremely risky. Mutual funds help you build a diverse portfolio and eliminate the need to research stocks and other assets individually.
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