Top No Load Mutual Fund Families

Vanguard takes top honors for 2020.

Top no load mutual fund families. These mutual funds make investing easy inexpensive and profitable. Open ended mutual fund assets click column headers to sort fields family retail net assets of distinct funds 1 fidelity investments 984 173 589 258 315 2. A mutual fund s annual operating expenses expressed as a percentage of the fund s average net assets. The best no load mutual fund companies are the ones that have a diverse selection of low cost no load funds.

Rowe price and vanguard prominent purveyors of no load mutual funds. The company is best known for its low cost index funds vanguard began the index fund revolution with its s p 500 index mutual fund in 1975 and. The best no load funds come from the best no load fund families which are the mutual fund companies that offer mutual funds to investors. We favor funds run by seasoned managers who take a long view and have proved themselves able to weather many a storm.

Best of the big fund families superb funds from three of our favorite no load companies. An expense ratio includes management administrative marketing and distribution fees. But the top performers on this year s fund families ranking no. And now you can invest in these funds for as little as 100 through schwab mutual fund onesource service.

It s calculated annually and removed from the fund s earnings before they re distributed to investors directly reducing investors returns. A no load mutual fund portfolio would be incomplete without a broad international stock fund. The kiplinger 25 is a list of our favorite no load mutual funds. 1 mfs investment management followed.

With thousands of mutual funds to choose from and hundreds of different fund families offering them sometimes finding the best funds can be a challenging task to say the least. It s hard to add value in a year when virtually every asset class offers outsize gains. In picking our favorites we. No load no transaction fee mutual funds allow you to buy and sell mutual fund shares without incurring a commission leaving you with more assets to invest.