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AGTHX rate of return in the last 30 years was 13.42%. 

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AGTHX rate of return in the last 30 years was 13.42%. 

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Jane Wenzel

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If you're seeking out the best mutual funds, keep your wits about you. Mutual funds have a mind-numbing selection of ways to claim bragging rights. "Best five-year record." "Best three-year record for value funds." "Best 10-year record for growth funds with at least $1 billion in assets."

Morningstar counts 110 mutual fund categories. Even if you spread the awards among the 8,000 or so garden-variety open-ended mutual funds, there would be plenty of opportunities for bragging rights. And, thanks to the longest-running bull market in history, everyone's 10-year record looks great.

But it's another thing to outperform the competition over the entirety of a fund's life.

Here are the 25 best mutual funds of all time. We looked at the records of all U.S.-listed stock funds - holding U.S. and/or international stocks alike - with at least a 20-year record, and ranked them based on returns since inception. Going for a minimum of two decades eliminates some of the bias from a decade-long bull market, and adds in at least two major bear markets.

You'll note there are no index funds, nor any international funds. We didn't exclude them - they just weren't in the top 25 top equity funds. Index funds don't aim to be top performers, and international funds are in a long-term performance drought. We did exclude bond and money market funds, however, because that's not where you go for high performance.

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There are plenty of opportunities for bragging rights in the mutual fund world, but these are the absolute best mutual funds based on performance since inception.

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FDGRX rate of return in the last 20 years was 13.34%.

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FDGRX rate of return in the last 20 years was 13.34%.

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Jane Wenzel

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If you're seeking out the best mutual funds, keep your wits about you. Mutual funds have a mind-numbing selection of ways to claim bragging rights. "Best five-year record." "Best three-year record for value funds." "Best 10-year record for growth funds with at least $1 billion in assets."

Morningstar counts 110 mutual fund categories. Even if you spread the awards among the 8,000 or so garden-variety open-ended mutual funds, there would be plenty of opportunities for bragging rights. And, thanks to the longest-running bull market in history, everyone's 10-year record looks great.

But it's another thing to outperform the competition over the entirety of a fund's life.

Here are the 25 best mutual funds of all time. We looked at the records of all U.S.-listed stock funds - holding U.S. and/or international stocks alike - with at least a 20-year record, and ranked them based on returns since inception. Going for a minimum of two decades eliminates some of the bias from a decade-long bull market, and adds in at least two major bear markets.

You'll note there are no index funds, nor any international funds. We didn't exclude them - they just weren't in the top 25 top equity funds. Index funds don't aim to be top performers, and international funds are in a long-term performance drought. We did exclude bond and money market funds, however, because that's not where you go for high performance.

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There are plenty of opportunities for bragging rights in the mutual fund world, but these are the absolute best mutual funds based on performance since inception.

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BFGFX rate of return in the last ten years was 16.33%.

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BFGFX rate of return in the last ten years was 16.33%.

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Jane Wenzel

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In this article, we discuss top-performing mutual funds for 10 years. If you want to see more of top-performing mutual funds, check out 5 Top-Performing Mutual Funds for 10 years.

It was an awful run for stocks in 2022 as inflationary pressures, deteriorating economic conditions, and interest rate hikes rattled investor sentiments. The S&P 500 was on the brink of plunging into bear territory after declining 19.4%. Investors who had sought refuge in low-cost mutual funds were not spared, as most of the funds underperformed amid the steep sell-off in the market.

While a majority of the mutual funds underperformed the S&P 500, some larger cap active mutual funds outperformed owing to their aggressive stock-picking strategies. Actively managed funds performed much better as they strived to outperform benchmark indexes by leveraging the experience of professional fund managers in stock picking.

Active funds outperformed passive funds because fund managers went long on some tech plays that continued to outperform the overall market. The likes of Tesla, Meta Platforms, Nvidia, and Alphabet remained resilient, helping uplift most funds.

Active mutual funds outperforming the overall market came as a surprise, given that they have been experiencing sustained outflows since 2010. On the other hand, expectations are high that passively managed funds will make up a majority of US fund assets by 2025.

Even as most of the actively managed funds failed to beat the S&P 500, they underperformed less badly than the previous years. Therefore, it's become increasingly clear that it's difficult for fund managers to beat the indexes over 10-to-20-year periods.

Between 2010 and 2011, between 55% and 87% of actively managed funds could not beat the S&P 500. However, in 2022 only 51% of the large-cap stocks funds failed to beat the index, which was a significant improvement.

Fast forward, sentiments have improved significantly in the equity markets, with most indexes posting double-digit gains. The gains come from improved economic conditions, a pause in aggressive interest rate hikes, and improved prospects of the US economy avoiding recession.

Likewise, some of the large-cap stocks that make up for the biggest share of many large-cap mutual funds holdings are already up by double-digit gains helping propel many mutual funds higher. The likes of Meta Platforms, Nvidia, and Tesla are already up by more than 100% over the past six months.

Source: pexels

As more investors look for ways to diversify their holdings or investment portfolio, mutual funds have emerged as a preferred investment vehicle. Consequently, the global Mutual Funds market is expected to grow by $71.62 trillion between 2022 and 2027 as it grows at a compound annual growth rate of 9.76%.

Some of the key drivers behind mutual funds' market growth are increased market liquidity, increased share of financial savings, and rising awareness among investors. Consequently, most investors are increasingly turning to stock, bond, and money market funds in the race to gain exposure to the broader financial markets.

The growth of mutual funds in developing nations is another factor behind the 9.76% CAGR growth. Increased adoption of inflations indexed funds, and demand for market transparent should lead to significant demand in the market.
Our Methodology
Mutual funds have found their footing in 2023 amid a bounce back of the overall equity market and improved investor sentiments.

Funds with exposure to some of the biggest tech companies have posted impressive gains as their holdings benefit from the AI boom and improving market conditions. While compiling the list of the top-performing mutual funds, we focused on their returns over the past ten years while also analyzing their key holdings. In addition, we considered their ratings based on the MorningStar ranking that focuses on performance, risks, and costs compared to other funds.

10. Oberweis Micro Cap Fund (NASDAQ:OBMCX)
Ten-Year Gain: 16.13% MorningStar Rating: 5 Star
Oberweis Micro Cap Fund (NASDAQ:OBMCX) is a fund that focuses on micro-cap growth companies. It mostly seeks capital appreciation through its investment strategy that focuses on companies with growth characteristics. It invests nearly 80% of its assets in companies with a market capitalization equal to or less than $600 million.

Consequently, Oberweis Micro Cap Fund (NASDAQ:OBMCX) focuses on companies within the Russell Micro-Cap Growth Index. Some of its biggest holdings include Axcelis Technologies, Inc. (NASDAQ: ACLS), Aehr Test Systems (NASDAQ: AEHR), Perion Network Ltd. (NASDAQ: PERI), and Lantheus Holdings, Inc. (NASDAQ: LNTH). The fund is up 21.65% year to date with ten-year gains of 16.13%. It boasts a solid five-star rating.

9. ProFunds NASDAQ-100 Fund (NASDAQ:OTPIX)
Ten-Year Gain: 16.28% MorningStar Rating: 4 Star
ProFunds NASDAQ-100 Fund (NASDAQ:OTPIX) invests in the largest domestic and international non-financial companies that the fund managers believe will track the performance of the Nasdaq 100. It focuses on stocks from various industries, including computer hardware and software, telecommunication retail trade, and biotechnology.

Some of its biggest holdings include Microsoft Corporation (NASDAQ: MSFT), Apple Inc. (NASDAQ: AAPL), Amazon.com, Inc. (NASDAQ: AMZN), NVIDIA Corporation (NASDAQ: NVDA), and Meta Platforms, Inc. (NASDAQ: META). ProFunds NASDAQ-100 Fund (NASDAQ:OTPIX) boasts of a four-star rating on the MorningStar rating tool, having gained 40.95% year to date. It also boasts of a ten-year gain of 16.28%.

8. Baron Focused Growth Fund (NASDAQ:BFGFX)
Ten-Year Gain: 16.33% MorningStar Rating: 5 Star
Baron Focused Growth Fund (NASDAQ:BFGFX) has made a name for itself as one of the best-performing mutual funds over the past ten years, going by its five-star rating on the MorningStar rating tool. The fund seeks capital appreciation by investing in US small and mid-sized growth companies that the advisers believe are undervalued relative to their long-term growth prospects.

A substantial percentage of Baron Focused Growth Fund (NASDAQ:BFGFX)'s assets are in its top ten holdings, which include Tesla, Inc. (NASDAQ: TSLA), Arch Capital Group Ltd. (NASDAQ: ACGL), Hyatt Hotels Corporation (NYSE: H), and CoStar Group, Inc. (NASDAQ: CSGP). Despite focusing on small-cap companies, the fund has gained 25.93% year to date and boasts of a ten-year return of 16.33%. It also boasts of a five-star rating on MorningStar Rating.

7. Fidelity OTC Pt (NASDAQ:FOCPX)
Ten-Year Gain: 16.58% MorningStar Rating: 5 Star
Fidelity OTC Pt (NASDAQ:FOCPX) is a five-star mutual fund seeking capital appreciation by investing 80% of its assets in the Nasdaq 100 index stocks. It also invests in over-the-counter stocks with tremendous potential. It mostly focuses on companies with exposure to the technology sector, mostly focusing on growth and value stocks.

Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ: GOOG), and Meta Platforms, Inc. (NASDAQ:META) are the fund's biggest holdings accounting for 44% of its total weight. Given the stock's impressive gains, explain why the fund is up 32.58% year to date. Additionally, the fund boasts of a 16.58% ten-year return.

6. Rydex NASDAQ-100 Fund (NASDAQ:RYOCX)
MorningStar Rating: 5 Star
Rydex NASDAQ-100 Fund (NASDAQ:RYOCX) is another mutual fund that has been delivering impressive gains owing to its focus on large-cap stocks. The fund strives to provide investment results and returns that align with the Nasdaq 100 index before fees and expenses. Therefore, it invests in companies whose performance will likely correspond with the Nasdaq 100.

Microsoft Corporation (NASDAQ:MSFT) accounts for the biggest share of the fund's holdings, followed by Apple and Amazon. The fund has also invested in NVIDIA Corporation (NASDAQ:NVDA) and Meta Platforms, Inc. (NASDAQ:META). Exposure to some of the biggest tech companies in the US explains why the fund is up 41.95% year to date. The five tech giants are up by double-digit percentage gains benefiting from the AI boom.

Additionally, Rydex NASDAQ-100 Fund (NASDAQ:RYOCX) boasts a 10-year return of 17.35% and commands a five-star rating on MorningStar ratings.
Click to continue reading and see 5 Top-Performing Mutual Funds for 10 years.
Suggested articles:

Disclosure: None. Top-Performing Mutual Funds for 10 Years is originally published on Insider Monkey.

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Top-Performing Mutual Funds for 10 Years

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In this article, we discuss top-performing mutual funds for 10 years. If you want to see more of top-performing mutual funds, check out 5 Top-Performing Mutual Funds for 10 years. It was an awful run for stocks in 2022 as inflationary pressures, deteriorating economic conditions, and interest rate hikes rattled investor sentiments.

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https://fundresearch.fidelity.com/mutual-funds/summary/494613706

rate of return is 11.55%

-Titus

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https://fundresearch.fidelity.com/mutual-funds/summary/316390863

rate of return 13.99%

-Titus

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JPMorgan U.S. Large Cap Core Plus Fund Class rate of return for 10 years was 12.16%

-Titus

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Analyze the Fund JPMorgan U.S. Large Cap Core Plus Fund Class I Shares having Symbol JLPSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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Rate of return is 12.47%.

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FCNTX - Fidelity ® Contrafund ® | Fidelity Investments

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Analyze the Fund Fidelity ® Contrafund ® having Symbol FCNTX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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FLPSX 12.71% rate of return

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FLPSX - Fidelity ® Low-Priced Stock Fund | Fidelity Investments

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Analyze the Fund Fidelity ® Low-Priced Stock Fund having Symbol FLPSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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OBMCX rate of return in the last ten years was 12.20%.

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OBMCX rate of return in the last ten years was 12.20%.

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Anna Wenzel

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Mutual funds are often the best choice for meeting the needs of your retirement or other long-term accounts. The question is: Which ones are right for your portfolio from the nearly 8,000 mutual funds available? Our report on the seventh annual IBD Best Mutual Funds 2022 Awards can make your search for a fund a lot easier.

Each award-winning fund has beat its benchmark - the S&P 500 for stock funds - for the past one, three, five and 10 years, showing it outperformed in recent market conditions as well as over the longer term. Among funds at least 10 years old, that's a feat only 18% of funds achieved.

IBD compared the performance of 3,673 funds that have been around for at least 10 years and found that 677 beat their benchmark index in those four periods. Funds in 11 categories qualified, including growth stock mutual funds, small-cap funds, bond funds and index funds. No value funds met the performance criteria.

For tips on using these lists and to learn more about the funds, read our IBD Best Mutual Funds 2022 Awards special report. And read our monthly ETF and Mutual Funds special reports for updates throughout the year.

Best Mutual Funds Awards By Category

The overview list below shows the the top five winners in each category based on their 10-year average annual returns. All returns are as of Dec. 31, 2021. But remember, all the funds that earned Best Mutual Funds Awards are worth reviewing. Be sure to click on the category links to see all the Best Mutual Funds Awards winners. That way, you can see if a fund that you already own made the cut, or if funds available to you in your 401(k) plan made the roster of winning funds.

Best U.S. Diversified Mutual Funds

Best Growth Stock Funds

Best Blend Funds

Best Large Cap Funds

Best Small Cap Funds

Best Sector Funds

Best International Stock Funds

Best U.S. Taxable Bond Funds

Best Municipal Bond Funds

Best International Bond Funds

Best Index Funds

Sources: IBD, Morningstar Direct

The 2022 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. For more information and ordering, please visit www.IBDlicensing.com or call 800-290-5460.

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See Which Mutual Funds Beat The S&P Over 1, 3, 5 And 10 Years

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See the best mutual funds that outpaced the S&P 500 and other benchmarks in the last 1, 3, 5 and 10 years. Browse by category.

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Fund Inception 09/30/1981
Rate of return 9.92%, just barely beating S&P 500.

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vanguard international growth fund investor shares

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VWIGX - Vanguard International Growth Fund Investor Shares | Fidelity Investments

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Analyze the Fund Vanguard International Growth Fund Investor Shares having Symbol VWIGX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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Fund Inceptions 01/06/1959
Rate of return 10.51%

Danielle Rauch

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Analyze the Fund Vanguard U.S. Growth Fund Investor Shares having Symbol VWUSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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10 year rate of return is 13.85%

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OBMCX - Oberweis Micro-Cap Fund | Fidelity Investments

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Analyze the Fund Oberweis Micro-Cap Fund having Symbol OBMCX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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Fidelity® Low-Priced Stock Fund 2 - Bambi Nelson

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Fidelity® Low-Priced Stock Fund 2 - Bambi Nelson

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Normally investing primarily in common stocks. Normally investing at least 80% of assets in low-priced stocks (those priced at or below $35 per share or with an earnings yield at or above the median for the Russell 2000 Index), which can lead to investments in small and medium-sized companies. Earnings yield represents a stock's earnings per share for the most recent 12-months divided by current price per share. Potentially investing in stocks not considered low-priced. Investing in domestic and foreign issuers. Investing in either "growth" stocks or "value" stocks or both. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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Fidelity® Low-Priced Stock Fund - Bambi Nelson 

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Fidelity® Low-Priced Stock Fund - Bambi Nelson 

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This is an interesting article about the fund's manager.

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The Investment Company of America ® (AIVSX) 2 - Bambi Nelson

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The Investment Company of America ® (AIVSX) 2 - Bambi Nelson

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Who May Want To Invest

Someone who is seeking the potential for long-term share-price appreciation.

Someone who is seeking both growth- and value-style investments and who is willing to accept the volatility associated with investing in the stock market.

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The Investment Company of America ® (AIVSX) - Bambi Nelson

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The Investment Company of America ® (AIVSX) - Bambi Nelson

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The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.

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Shelton Capital Management - Bambi Nelson

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Shelton Capital Management - Bambi Nelson

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The Fund seeks to replicate the performance of the largest non-financial companies as measured by the Nasdaq-100 Index. The Fund is passively managed and will attempt to buy stocks so that the holdings in the portfolio approximate those of the Nasdaq-100 Index.

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FFIDX +10.17% Life (1930's!)
Fund Inception:  04/30/1930

https://fundresearch.fidelity.com/mutual-funds/summary/316153105

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FMAGX  +15.42% Life
Fund Inception:  05/02/1963

https://fundresearch.fidelity.com/mutual-funds/summary/316184100

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https://fundresearch.fidelity.com/mutual-funds/summary/06828M405

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The Growth Fund of America - A | American Funds

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The Growth Fund of America (Class A | Fund 5 | AGTHX) seeks to provide growth of capital.

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NAV Return

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FA Growth Opportunities Class A (FAGAX) | Fidelity Institutional

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See fund information and historical performance for the Fidelity Advisor Growth Opportunities Fund - Class A (FAGAX). Check out our mutual fund lineup.

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Rate of return 30 years is 10.78%
MN

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Sequoia Fund (SEQUX) Performance History - Yahoo Finance

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Current and Historical Performance Performance for Sequoia Fund on Yahoo Finance.

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Delaware Mid Cap Growth Equity Fund Class A

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Delaware Mid Cap Growth Equity Fund Class A

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Rate of return 20 years is 40.84%
MN

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delaware mid cap growth equity fund class a

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DFCIX - Delaware Mid Cap Growth Equity Fund Class A | Fidelity Investments

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Analyze the Fund Delaware Mid Cap Growth Equity Fund Class A having Symbol DFCIX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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Rate of return 10 years is 15.43%
MN

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Analyze the Fund Fidelity ® OTC Portfolio having Symbol FOCPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at fidelity.com.

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AGTHX- American Funds The Growth Fund of America A 

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AGTHX- American Funds The Growth Fund of America A 

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Highlighted rate or return for 30 years
KC

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Highlighted rate of return for 20 years
KC

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Rate of return for 10 year is 16.18%
KC

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