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We help you balance your aversion to risk and your desire to earn a better yield. We collect up-to-date information on the web about ratings, trading volume, asset size, yield, and fees on mutual funds. We distill the information so you don't have to wade through it all.

Top 100 Mutual Funds

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Top 100 Mutual Funds (26-50)

Below we present numbers 26-50 of the top 100 mutual funds in the United States ranked by 5-year return. The 5-year annualized yield is also given. The table is pre-sorted by annual return. In this grouping starting with number 51 are several of the best mutual fund companies such as Fidelity and ING. But more interestingly is that the best mutual fund companies do not necessarily correlate with their offerings being ranked amongst the top 100 mutual funds.

Fund Name5-yr Annualized Yield
Fidelity Advisor Latin America A21.76
Evergreen Precious Metals A21.64
DWS Latin America Equity S21.58
Fidelity Advisor Latin America T21.43
DWS Latin America Equity A21.24
Fidelity Advisor Latin America C20.85
Tocqueville Gold20.83
Fidelity Advisor Latin America B20.82
Evergreen Precious Metals B20.77
Evergreen Precious Metals C20.76
ING Russia I20.54
ING Russia A20.52
DWS Latin America Equity C20.25
DWS Latin America Equity B20.23
U.S. Global Investors Gold and Prec Mtls20.01
OCM Gold Investor19.91
GAMCO Gold I19.82
GAMCO Gold AAA19.68
GAMCO Gold A19.67
Columbia Greater China Z19.63
Evergreen Emerging Markets Growth I19.49
Columbia Greater China A19.34
Fidelity Select Gold19.21
Fidelity Advisor Gold I19.20
Evergreen Emerging Markets Growth A19.18

Load vs No Load

Not all of the products offered in the list are no load index funds so expect fees to eat into your high returns that can add up over time.

A Comment on Gold and Precious Mineral Funds

Investors will note that for the past 5 years, among the 26th to 50th of the top 100 mutual funds of the best mutual fund companies are several funds that deal in gold, precious metals (most likely encompassing gold and gold-like metals), and special minerals (which most likely is a term signifying gold) much like the top 25. As mentioned already, gold has done exceptionally well for the past 5 years due to some historically unique factors. The conditions for the trend cannot be assumed to last forever into the future. Some are even suggesting that gold is due for a correction because it has been brought to extreme, stratospheric heights that was a result of paranoia that grew during the financial and real-estate related catastrophe of the last few years (2007-2009).

A Comment on Russia Funds

Once again the other class of funds that stands out in the 26th to 50th of the top 100 mutual funds is the one that invests in the emerging economies of Latin America, China and also Russia. While China and Latin America grew because of fundamental improvements in productivity and strengthening of individual firms, it has argued that growth in Russia was predicated more on high oil prices. It may be that any funds investing in Russian dealt with firms that had a large fraction of revenue coming from fuel, oil and petroleum.

A Comment on China and Latin America Funds

On the other hand, China has experienced phenomenonal growth in GDP at the rate of 8-10% annually for several years now. As we continually emphasize, this growth cannot be expected to continue into the future. Most worryingly is the unrest that is said to be developing from pressure of migrant workers moving from countryside to cities, as well as income inequality, and political instability. Many of Latin America's governments are in theory democracies, but political instability and strong-man politics continues to be a problem. For example, Venezuela is a democratic government, but in 2008 its leader Hugo Chavez ordered the nationalization of the Venezuelan steel mill Sidor, causing some concern that investments in private firms are at danger of loss due to nationalization.



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