She has expertise in finance, investing, real estate, and world history. Management typically invests at least 80% of its assets in investment-grade bonds, with the rest in lower-quality (but higher-yield) debt. Most of the funds are actively managed by professional analysts and managers. The private wealth management funds are the blue line, Kiplinger's #1 on their list of best performing mutual funds to invest in (10 years) is olive, and the other lines are benchmarks such as the Barclays U.S. This fund has a slightly high expense ratio. MC30 is a curated basket of 30 investment-worthy The Best Foreign-Stock Funds; Other differences exist, too. Capital Group. Found inside – Page 886Under the Investment Company Act of 1940 , mutual funds now are authorized ... At the end of the best of the 10 year periods ( 1949–1958 ) the average cash ... Found inside – Page 167Retirement or college long-term goals with a 10, or 15-year time horizon then consider growth mutual funds, which over this time frame offer the best ... One caveat: The expense ratio of 1.66% is above average for the category. Large-cap companies, also commonly referred to as blue-chip companies are the top 100 listed companies according to their market value. Capital Group. Every mutual fund defines this slightly differently, but it tends to mean they are required to have be invested by a minimum of 80% of the assets in the underlying stocks/bonds they are investing in. Now, when you are looking for "best funds. The top 10 holdings of all the funds listed below are other bond mutual funds. "American Balanced Fund (ABALX)." Learn more about PRHSX at the T. Rowe Price provider site. Investopedia does not include all offers available in the marketplace. 1. All returns as of Dec. 31, 2019. The drawdown report below shows how much each investment was down a during any given point in time within the market cycle. List of top mutual funds, assessed on the basis of their relative performance within a particular category, and for a specific time period. In terms of performance, this fund offers a five-year average annual return of 12.9%. Found inside – Page 85All stock mutual funds are subject to market risk. ... Blue Chip Growth received 4, 4, and 5 stars for the 3-, 5-, and 10-year periods, respectively. Develop and improve products. Fund size: £386m; 1-year return: 16.8%; 3-year return: 65.2%; 5-year return: 95.9% Scripbox's proprietary algorithm selects the best funds each year based on factors like age of fund, historical growth rate, consistent performance, size of fund, top 10 holdings and more. These returns are all net of fees and expenses so we are comparing apples to apples. Its expense ratio is 0.57%, with a 1.5% yield. Found inside – Page 32MUTUAL. FUND. LEADERS. 10. FIDELITY MAGELLAN 6.7 12.9 53.0 10. IDS HIGH YIELD TAX ... PBHG EMERGING GROWTH 1 YEAR 3 YEARS 5 YEARS 800 NUMBER RANK/NAME 1. This article is for information purposes only, thus under no circumstances does this information represent a specific recommendation to buy or sell securities. Note: All financial data is current as of May 2021. While this strategy is riskier than investing purely across high-quality debt, it still has average risk compared to its category peers, but it manages to achieve above-average returns. Top#3 - HDFC Midcap Opps Fund (Midcap segment) Fund Objective: This mutual fund's objective is to invest in mid sized companies. Top holdings include large-cap stocks such as Procter & Gamble (PG), Johnson & Johnson (JNJ) and Prologis (PLD), a logistics-focused REIT. "Make This My Default Page" Logged in users have the option to select a tab (Advances or Declines), select any timeframe and view, then save that page as the default page to open next time you come to the Performance page. Top holdings are led by the likes of textile printing technology maker Kornit Digital (KRNT), molecular diagnostic company GenMark Diagnostics (GNMK) and pet food firm Freshpet (FRPT). "The Investment Company of America (AIVSX)." These include white papers, government data, original reporting, and interviews with industry experts. How did these funds perform during the most painful period in recent history? Accessed June 6, 2021. Accessed June 6, 2021. The key point here is that there is no trigger for the mutual fund manager to get out. Accessed June 6, 2021. If you invest in equity-oriented Mutual Funds for less than 12 months, you pay 15% tax on returns. It focuses on stocks with "competitive advantages," "quality management teams" and even environment, social and corporate governance (ESG) criteria. Meet the Active ETF, Subscribe to Kiplinger's Personal Finance, The 25 Best Low-Fee Mutual Funds You Can Buy, the 100 most popular mutual funds held in 401(k)s, Kip ETF 20: The Best Cheap ETFs You Can Buy, 11 Nasdaq-100 ETFs and Mutual Funds to Buy, 5 Dividend Mutual Funds Yielding 3% or More, environment, social and corporate governance (ESG) criteria, 15 Dividend Aristocrats You Can Buy at a Discount, 12 Splendid Small-Cap Growth Stocks to Buy, The 15 Best Technology ETFs to Buy for Stellar Gains, 10 Best European Stocks for an Income-Rich Recovery, the best Vanguard funds you can buy in many 401(k) plans. This is because equity as an asset class has outperformed all the other asset classes in the long run. Those mutual funds to invest in which, don’t just get lucky one year, but have the skills to “get lucky” year in and year out selecting their stocks and getting out at the right time as well. Investors on the verge of retirement, for example, will value risk-averse money market funds over their riskier, higher-yielding . If 1Y column value is 10%, that means fund has given 10% returns on your SIP investments started 1 year back from latest NAV date. Rule #2: Never forget rule #1. The last one occurred in 2008/9. We can tell you this is great, but not as great as some tactical private wealth management funds that we have learned about. While the same extrapolation over 20 years for the tactical private wealth management fund with 13.59% average return is $6,393,991. It's also in the top third (or better) for the trailing one, three and five years. Create a personalised content profile. That's a fun piece of . A tactical private wealth management fund and a mutual fund both invest in underlying securities such as stocks, bonds, mutual funds, and ETFs and they both offer sector-type fund options (dividends, real estate, municipal bonds, etc.). Source: Informa Business Intelligence Zephyr OnDEMAND, Manager vs Benchmark Return Jan 2007 to June 2016. Found inside – Page 30Mutual Fund Leaders TOP-PERFORMING STOCK MUTUAL FUNDS: 3 & 5 YEARS AGGRESSIVE GROWTH-3 YEARS 10. RAINIER SMALL/MID CAP EQUITY 16.5 26.9 248-6314 10. SPDR S&P 400 Mid Cap Growth ETF ( MDYG ) That's better than 89% of its peers, and that well-above-average performance has come with just category-average risk. Apply market research to generate audience insights. 2. Not only are you paying for your own management fees to select and trade the mutual funds securities, but the return of securities themselves is dampened by . Actively scan device characteristics for identification. Installment amount. (Its 15 . American Funds launched the New Perspective Fund (ANWPX) in March 1973, with an investment goal of seeking long-term capital appreciation. Listed below are some of the top performing large cap and mid cap equity funds as on 31 January 2020: Fund Name. 10 Best Mutual Funds of the Past 10 Years: Prudential Jennison Health Sciences (PHSZX) 10-Year Annualized Return: 12.63%. Or were they susceptible to the same dips that the stock market tends to have at least once every business cycle? Answer (1 of 2): Greetings, As you are planning to invest in aggressive growth mutual funds, you can look to invest in Equity Funds for the long term. That results in a predominantly large-cap lean (78% of assets), with almost all of the rest of assets invested in mid-cap stocks. Since its 1950 launch, the fundâs average annual return is 11.53%. FundsIndia's Select Funds is a list of mutual funds that we think are most investment worthy for a regular investor. We use cookies to give you the best possible experience on our website. Growth and Income: Is a Balanced Fund the Best of Both Worlds? Found inside – Page 18Last year, the most speculative mutual funds, those that concentrated ... Two of the gold funds, however, still ranked among the year's top-ten mutual funds ... The tactical private wealth management fund returns $2.3M more. * SEC yield reflects the interest earned after deducting fund expenses for the most recent 30-day period and is a standard measure for bond and preferred-stock funds. Management gets its international exposure primarily from companies in developed markets (61% of assets), though it also invests in emerging-market companies (23%) and even domestic equities with high international exposure. "Capital Group History." Found inside – Page 76Sure, there are a few companies which can continue to grow year after year, ... a mutual fund manager, you want him or her to have maximum flexibility in ... Often times this is a poor assumption, but in our research we found the best mutual funds to invest in were, in fact, growth stock mutual funds, but let us not forget, retirement investing is for your long term retirement goals, so you want to make the most of every dollar you put in there, so you can have enough money to retire… maybe even retire early. Aditya Birla Sun Life Mutual Fund Axis Mutual Fund Baroda Mutual Fund BNP Paribas Mutual Fund BOI AXA Mutual Fund Canara Robeco Mutual Fund DSP Mutual Fund Edelweiss Mutual Fund Franklin . Doing good and making money are no contradiction with these 16 stocks and four funds that ride the trend of socially conscious investing. Accessed June 6, 2021. Browse by category, including growth stocks, small caps, international and bond funds. 10. FSMEX continues to earn its spot among the market's 10 best mutual funds, gaining 27.41% annually over the past five years through Sept. 30, compared with 18.1% for the medical device industry. The fund boasts an attractive 2.95% dividend yield. We have used the past one-year return data (from U.S. News) to rank the ten top Mid-Cap Growth Mutual Funds. Invest in best mutual fund schemes of 2021 & rated by top credit rating companies. Measure content performance. Most growth funds often have a year of outperformance and maybe even 2 or 3 years. 1) American Funds Investment Company of America, The Openings Offered by an Open Ended Investment Company â OEIC. Capital Group. These funds have been selected in a completely unbiased manner taking into account various factors - both quantitative measures and qualitative assessments. Learn more about WMICX at the Wasatch provider site. As far as the fund's innards go, Vanguard 500 Index Fund is simply an index tracker tethered to the S&P 500. Today, it holds 71 stocks that are heaviest in health care (34%), technology (22%) and consumer discretionary (18%). Fidelity Strategic Dividend & Income Fund (FSDIX, $15.51) is one of the best values in dividend investing. There isn't a single, objective winner when picking the best mutual funds to invest in. By selecting the 10-year timeframe to focus our attention on, we’re looking for those best performing mutual funds to invest in that actually have gone through a major market down-turn like the one that occurred in 2008 when the S&P500 was down 37%. That means that when the market is going down, the mutual fund must keep 80% of all of their assets invested in the market regardless, as stated by. PRHSX provides exposure to a wide variety of health care industries, though it is heaviest in health care equipment, biotechnology, pharmaceuticals and health insurance. Capital Group. In the world of low interest rates and the everlasting reach for yield, one must consider the quote by the founder of PIMCO and current Janus Fund Manager, Bill Gross: “At some point you should not worry about the return on your money, but rather the return of your money.”. Call us today for more information at (888) 938-5872. Introduced in December 1973, the Income Fund of America (AMECX) seeks to achieve capital growth by investing in a mix of stocks, convertible securities, and bonds. Did those growth stock mutual funds outperform the S&P500 during the tough years as well? In order to get back to $500,000, he would need to earn a return of 67% just to get back to breakeven. Source: Informa Business Intelligence Zephyr OnDEMAND. The fund's 10-year annualized return of 12.30% has been eclipsed by its five-year annualized return of 14.33%. The fund has seen this success on a year-to-date basis with over 8% in . They do not seek to invest in the stocks of the companies which have high-dividend payouts (this is the prime focus of dividend-yield funds). Found inside – Page 38PUTNAM OTC EMERGING GROWTH A 15.3 21.0 23.4 354-2228 10. ... LARGEST MUTUAL FUNDS RANKED BY ONE-YEAR PERFORMANCE TO NOVEMBER 18 TEN LARGEST STOCK FUNDS TEN ... Most people automatically make an assumption that growth stock mutual funds will provide the best returns over the long run. Vanguard Wellington typically invests two-thirds of its assets in stocks, and the rest in bonds. Found inside – Page 72RAN Kl NGSl Top -performing stock mutual funds — three &five years KIPLINGER S I MAY 2OOI 73 INVESTING ... Chesapeake Core Growth -18.4 16.7 430-3863 10. The cost-of-living adjustment for Social Security benefits for next year is expected to be the largest since 1982. Launched in 1967, the AMCAP Fund (AMCPX) seeks long-term capital growth by targeting stocks that consistently demonstrate superior earnings. VWUSX could struggle if the market does make a long-anticipated shift to value, but technology's growing importance to everyday life likely means any such hurdle will be short-term in nature. That is why tactical private wealth management funds are typically so much better than even the best growth stock mutual funds. At the moment, that means outsize exposure to Apple (AAPL, 6.7% of assets), Microsoft (MSFT, 5.7%) and Amazon.com (AMZN, 4.8%), among others. If a fund has less than 65% exposure to stocks, capital gains will be as per your tax slab . Liontrust Sustainable Future Global Growth. Best Mutual Funds to Invest in 2021. Found inside – Page 35None of the first three Investors Group funds was able to top the TSE 300 in a single ... Canadian Equity lagged the TSE 300 in six of the 10 years to 1997. Estate Street Partners is not an investment advisory firm, but if you would like to learn more about tactical private wealth management funds, we can refer you to an appropriate advisor. The portfolio is managed by multiple teams: Jackson Square Partners, Wellington, Baillie Gifford Overseas, Jennison Associates and Vanguard Quantitative Equity Group. "The Growth Fund of America (AGTHX)." Growth stocks slightly outperformed the broader market over the past year. The top equity growth mutual funds with the best returns in the last 3 years Pixabay Investors may select funds on the basis of returns, exit load, fund age, minimum investment and more. An LIC policy of Rs eight lakh and I have been investing Rs 5,000 per month in a PPF account since September 2014. The 10 Best Performing Mutual Funds. The 65-member Dividend Aristocrats are among the market's best sources of reliable, predictable income. Morningstar Rating ™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. By that definition, WMICX's average market cap of $1.1 billion is way too big to be considered truly micro-cap. Mutual funds are classified into equity-oriented and debt-oriented for tax purposes. Open-ended investment companies, sold in the United Kingdom, are publicly traded funds that invest in an array of securities. Long-term returns are 7% or higher. The top four holdings of this fund are: Tesla, Shopify, MercadoLibre and Exact Sciences. Ultra Trust®, irrevocable trust services provided by Estate Street Partners. A report card for this scheme is not available because it has been in existence for less than 3 years. Equity Funds Large-cap Funds. During the depths of the 2008 crash the tactical private wealth management funds were down about 11% while the Kiplinger’s Top Fund (NASDX) at its lows was down a full 50% during the same period. Value research has given 5-star rating to this fund. 10-year percentile rank vs. category: 10. Found inside – Page 38Daily closing NAV's of top 10 open ended equity diversified growth mutual funds; S&P BSE SENSEX index and S&P CNX Nifty Index have been used. Portfolio managers Brian Berghuis and John Wakeman have been behind this performance since 1994, earning this fund a high people pillar rating andattracting a whopping $2.1 billion in assets under management. Importantly, that means he's been on for the entirety of the past decade, during which FSDIX has returned nearly 10% annually, beating 93% of all large value funds. Top holdings currently include stocks such as insurer UnitedHealth Group (UNH), biotech Vertex Pharmaceuticals (VRTX) and diagnostics-and-research firm Thermo Fisher Scientific (TMO). What is the difference between a tactical private wealth management fund and a mutual fund? 1. The top three holdings at the end of June were Microsoft, PayPal, and Alphabet. The fund's average annual return over the past ten years is 12.43%, its five-year annualized return is 15.34%, and its expense ratio is 0.68%, well below the category average of 1.17%. Investors seeking to build up the growth portion of their portfolio can consider Vanguard U.S. Growth Fund Investor (VWUSX, $62.41) – Vanguard's oldest growth fund, and one of the best large-growth mutual funds you can invest in. Found inside – Page 2Over the past five and 10 years , it is the staid Balanced funds that ... DIE Evb Pic Hie fie Pic TOP PERFORMING MUTUAL FUNDS lie fic fis For the 12 Months ... Source: Informa Business Intelligence Zephyr OnDEMAND. The fund manager chiefly invests in multinational blue-chip multinational companies, in the form of common stocks, preferred stocks, bonds, or convertible securities. While it's not a standout over any one period, it's roughly within the top quarter of its category across all meaningful time frames. Collectively, they're looking for blue-chip companies with strong industry positions that can deliver earnings growth for years down the road. FSDIX provides a solid combination of income and long-term capital appreciation, making it another strong core holding for the long haul. Thus, it seems a much better representation of the small-cap world than many of its peers. One would suggest that their outperformance really goes from “getting lucky” to actually having real talent with stock picking. Well for example, if we start with $500,000 and extrapolate 20 years with an average return of 11.09% we get $4,060,309 for Kiplinger’s top fund, not bad. 10-Year - Ranks Funds by the highest 10-Year Percent Change (percentage difference between the current price and 10 years ago). Sorry! Expenses: 0.83%, or $83 for every $10,000 invested. Accessed June 6, 2021. The funds top holdings include the NVIDIA Corporation, Apple, Amazon . Growth Equity ››. Some portfolio managers are bringing their star power to exchange-traded versions of their funds. If you're planning 10, 20, 30 years down the road, and you're trying to decide on mutual funds to invest in over a very long stretch, we've got some good news, and some bad news. The fund boasts a 10-year annualized return of 4.07% and a five-year annualized return of 2.62%. "American Funds Prospectus," Page 6. That's a fun piece of trivia, but it's not what makes VFIAX one of the best mutual funds to invest in if you're looking decades down the road. Therefore, a broker telling you “sell everything” to protect you from losses in the market rarely occurs. ₹. The fund is weighted by market value, which means the largest stocks have the biggest effect on performance. This helps you stay invested in the best funds always, without putting in the effort to research and select funds from around 6000 options! Since the year 1900 there have been 19 recessionary periods. "The Bond Fund of America (ABNDX)." Learn more about VWELX at the Vanguard provider site. Found inside – Page 13Investments are selected for their potential price appreciation and their high ... years 12.54 12.84 The top ten holdings on an aggregate basis for Growth ... Our last sector-focused fund has to do with technology, which as we mentioned before, is a longtime outperformer and is positioned to churn out more growth going forward. Growth/Balanaced Allocation ››. The fund is among the top 20% in its category over the trailing three and five years, and it's among the top 10% over the past 10 and 15 years. When there is a big loss in your portfolio, your broker will typically tell you that you need to ride the ups and downs of the market because over the long run, stocks offer larger returns than most other asset classes. Founded in California in 1971, PIMCO is an American investment management firm with a focus on fixed income. Small-Cap Growth Mid-Cap Growth Large-Cap Growth. Learn more about PARMX at the Parnassus provider site. That is one recessionary period every 6.1 years on average. Income funds pursue current income over capital appreciation by investing in stocks that pay dividends, bonds, and other income-generating securities. The fund's five-year annualized return is 9.81%, the expense ratio is 0.58%, and the dividend yield is 1.6%. FBALX is actively managed fund with a history of beating category averages. #11 SBI Small Cap Fund - Growth. Over the past five years ending in 2017, the average annual return for this fund is 19.53 percent, ranking it as one of the top growth and income mutual funds in the U.S. in terms of average yield. And its continued strong management and low costs put it among the best Vanguard funds you can buy in many 401(k) plans, not to mention one of the best mutual funds to buy for the long haul. Best Year-to-Date Performer: Meridian Equity Income A (MRAEX) With a whopping year-to-date return of 17.0%, the Meridian Equity Income A fund ( MRAEX) makes the list. It's in the top 20% of category funds by performance for the trailing three-, five- and 10-year periods, and for the year-to-date. But as we said earlier, these comparisons really are not fair, because the tactical private wealth management funds do not have the same level of drawdowns as most mutual funds, especially the growth stock mutual funds, due to the fact that mutual fund prospectus restrictions don’t allow them to avoid big market losses, while tactical private wealth management funds can go to cash and avoid the big losses, while at the same time being able to take advantage of the market decline by putting their cash back to work in the market in near the lows. Get Morningstar's independent and trusted mutual fund analysis, research, and ratings, including real-time fund quotes, prices, ratings, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in funds. Track your portfolio 24X7. Read about AAR and how to choose the best mutual fund investment. The fundâs five-year annualized return is 10.9%, its expense ratio is 0.59%, with a 1.73% dividend yield. U.S. Growth International Growth View All Growth Equity. Monthly SIP Monthly SIP is not available for this fund. Invest in international equities. Keep reading our Mutual Fund Commentary section to find out the worst performing funds over 10 years in our next article. Good news for FTBFX, whose 0.45% expense ratio is 13 basis points cheaper than the category average. Over the past five years, the average equity mutual fund return ranged by category from minus-2.23% for Latin America stock funds to 10.53% for large-cap growth stocks, according to Aug. 28 data . In other words: There's something here for just about every long-term portfolio objective. If you would have invested Rs 1,000 per month in the last 20 years, your investment would have been Rs 240,000 (Rs 1,000 x 240 months) and your investment would have now grown to Rs 10.8 Lakhs. As a busy business owner, you may have lost your EIN. Macrotrends. WMICX's management is looking to build a roughly 50- to 80-stock portfolio out of three types of growth companies: high-growth (annual earnings growth of 20% or more), core growth (not as fast-growing, but higher in quality) and "fallen angels" (growth firms "that have suffered a temporary setback.") The good news is, your search isn't going to be that difficult. Found inside – Page 44SRVIN&sMESJINC MUTUAL FUND LEADERS Top -Per forming Stock Mutual Funds: 3 & 5 Years Aggressive growth-3 years Aggressive growth-5 years Where In The World ... Type: Large-Cap Equity Expenses: 0.07%, or $7 annually for every $10,000 invested. The Janus Henderson Triton Mid-Cap Growth Fund (JANIX) leads with its 18.72% ten-year total return. We are going to further going to calculator the best mutual funds next 10 years returns based on this table. Found insideMutual funds run the gamut from the most conservative to the most ... I personally look for funds that have appeared in the top 10 listing for at ... The fund has returned 37.33 percent to its investors over the past year. What could you do with an extra $2.3M? Best no-load mutual funds: Fidelity Blue Chip Growth Fund ( FBGRX) Vanguard Emerging Markets Bond Fund ( VEMBX) Schwab S&P 500 . Found inside – Page 472Equity mutual funds are generally best suited for investors who have a long-term investment horizon (generally 10 years or more). Let us, therefore, look at the top 10 best-performing mutual funds over the last five years based on parameters such as their returns over the last five years, fund manager's track record and . What might be a great fund for your neighbor might not be the one for you – after all, your goals, risk tolerance and investment horizon might be different. The fund has returned 13.52 % over the past year, 6.60 % over the past three years, and 8.46 % over the past decade. Despite a heavy slug in bonds, VWELX has produced an average annual return of almost 10% over the past decade. If s/he takes your portfolio to cash, s/he just cut their own salary. Vanguard 500 Index Fund Admiral ( VFIAX, $321.67) is the mutual fund industry's first index fund. Fees are calculated by Morningstar as the average over 10 years. Found inside – Page 136Over the 15 years from 1979–1993 , growth stocks outperformed government bonds by 74 % . ... category is compared against the similar mutual fund category . QPRT as Asset Protection vs Ultra Trust Irrevocable Trust, Irrevocable Trust vs Will: The Top Five Differences, Revocable vs. Irrevocable Trust Advantages. Found inside – Page 129The “good” fund was in the top half in 10 years, in the bottom quartile only once, and in the third quartile once. The “bad” fund was in the top half six ... Learn more about FSDIX at the Fidelity provider site. Mutual funds allow you to buy a . They are similar to U.S. mutual funds. The above-average returns for VFIAX, combined with average risk, earns the fund a five-star rating from Morningstar. Found insideFor safety, there are few investments that beat mutual funds holding U.S. Treasuries. The top 10 government funds, based on five-year total returns, ... When a mutual fund says 10 year growth of 45%, does it mean it has grown 45% in the last 10 years or does it mean on - Answered by a verified Tax Professional. Learn more about VWUSX at the Vanguard provider site. J.B. Maverick is a novelist, scriptwriter, and published author with 17+ years of experience in the financial industry. See the drawdowns over the last 10 years of the funds from below. For example, a few funds on the list--including Akre Focus (), Jensen Quality Growth (), and Loomis Sayles Growth ()--maintain compact . Sorry! **. That's because firms with a history of dividend growth over a prolonged stretch (many funds target 10 years' worth of dividend hikes) tend to be highly profitable, financially healthy businesses. Capital Group. Your social security number is your identification number for many purposes including tax filing. Can I Achieve Asset Protection After Lawsuit Is Filed? Enter mutual funds focused on China -- such as the Matthews China Investor Fund (NASDAQMUTFUND: MCHFX), with a relatively low annual fee and a 10-year average annual growth rate of 7.3%. Launched in July 1975, the American Balanced Fund (ABALX) seeks long-term capital and income growth by investing at least 60% of its assets in common stock and 40% in the bond market. Nippon India Small Cap Fund. Zevenbergen Growth Fund (ZVNIX, 109%) ZVNIX usually invests in companies that are industry leaders. Fidelity Advisor Growth Strategies A (FGVAX) mostly invests in mid-cap companies that show highly promising revenue growth potential. PARMX has been one of the best funds to invest in for some time now. Now you are panicking because you don't know how to lookup up an EIN number. Top holdings include Microsoft, Alphabet, Apple and McDonald's (MCD) at present. It also presents one-, three- and five-year gains that place it near the top of all funds selected.