What is the best performing fund for 2023?
Among 2023′s best-performing funds: Baron Fifth Avenue Growth BFTIX, up 57.9%, and Fidelity Blue Chip Growth ETF FBCG, up 57.2%. Gains in both funds were fueled by the massive rally in Nvidia NVDA, which surged 230% this year. Meanwhile, value funds—especially small value—flipped to worst from best.
Among 2023′s best-performing funds: Baron Fifth Avenue Growth BFTIX, up 57.9%, and Fidelity Blue Chip Growth ETF FBCG, up 57.2%. Gains in both funds were fueled by the massive rally in Nvidia NVDA, which surged 230% this year. Meanwhile, value funds—especially small value—flipped to worst from best.
Ticker | Fund | YTD Return |
---|---|---|
DAPP | VanEck Digital Transformation ETF | 57.30% |
BITQ | Bitwise Crypto Industry Innovators ETF | 56.34% |
BITS | Global X Blockchain and Bitcoin Strategy ETF | 47.31% |
IBLC | iShares Blockchain and Tech ETF | 46.67% |
Ticker | Name | 5-year return (%) |
---|---|---|
FGRTX | Fidelity Mega Cap Stock | 16.52% |
STSEX | BlackRock Exchange BlackRock | 16.27% |
USBOX | Pear Tree Quality Ordinary | 16.13% |
FGLGX | Fidelity Series Large Cap Stock | 16.08% |
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
- Victory Nasdaq-100 Index (USNQX)
- Shelton Nasdaq-100 Index Investor (NASDX)
- Fidelity Large Cap Growth Index (FSPGX)
- Schwab U.S. Large-Cap Growth Index (SWLGX)
- AB Large Cap Growth Advisor (APGYX)
- T.
Mutual funds | 1-year return (%) |
---|---|
JM Value Fund | 47.66 |
Nippon India Value Fund | 42.38 |
Aditya Birla Sun Life Pure Value Fund | 43.02 |
Axis Value Fund | 40.16 |
Mutual Fund | Assets | Minimum Investment |
---|---|---|
American Funds Growth Fund of America (AGTHX) | $252 billion | $250 |
Fidelity Select Technology Portfolio (FSPTX) | $13 billion | None |
JPMorgan Equity Premium Income Fund (JEPAX) | $6 billion | $1,000 |
Vanguard Dividend Appreciation Index Fund (VDADX) | $14 billion | $3,000 |
- Vanguard LifeStrategy Income Fund (VASIX).
- Vanguard Target Retirement Income Fund (VTINX).
- Fidelity Freedom Index Income Fund Investor Class (FIKFX).
- Schwab Monthly Income Fund Income Payout (SWLRX).
- Schwab Monthly Income Fund Flexible Payout (SWKRX).
- Money market funds.
- Mutual funds.
- Index Funds.
- Exchange-traded funds.
- Stocks.
- Alternative investments.
- Cryptocurrencies.
- Real estate.
What is the most successful investment fund?
Firm | Assets (billion) | Net profits since inception (billion) |
---|---|---|
Citadel | $56.8 | $74 |
Viking | $30.5 | $40.9 |
Millennium | $61.9 | $56.1 |
Elliott | $62.2 | $47.6 |
Long-term certificates of deposit. Overview: Certificates of deposit, or CDs, are issued by banks and generally offer a higher interest rate than savings accounts. And long-term CDs may be better options when you expect rates to fall, allowing you to keep your money earning higher rates for years.
I put my personal 401(k) and a lot of my mutual fund investing in four types of mutual funds: growth, growth and income, aggressive growth, and international. I personally spread mine in 25% of those four.
- Stocks.
- Real Estate.
- Private Credit.
- Junk Bonds.
- Index Funds.
- Buying a Business.
- High-End Art or Other Collectables.
While the quest for a 6% return on your savings today may require some effort, CDs and high-yield savings accounts are two viable options to consider. These accounts offer competitive interest rates, safety through FDIC insurance and ease of management.
The safest place to put your retirement funds is in low-risk investments and savings options with guaranteed growth. Low-risk investments and savings options include fixed annuities, savings accounts, CDs, treasury securities, and money market accounts. Of these, fixed annuities usually provide the best interest rates.
- Nippon India Small Cap Fund. ...
- Quant Flexi Cap Fund. ...
- Quant ELSS Tax Saver Fund. 1,428,661.33. ...
- HSBC Small Cap Fund. 1,362,349.31. ...
- SBI Contra Fund. 1,353,971.16. ...
- Bank of India Small Cap Fund. 1,353,842.64. ...
- Franklin India Smaller Cos Fund. 1,345,052.9. ...
- HDFC Small Cap Fund. 1,343,394.33.
Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
- ICICI Prudential Dividend Yield Equity Fund. #2 of 6. ...
- Templeton India Equity Income Fund. #1 of 6. ...
- Aditya Birla Sun Life Dividend Yield Fund. #6 of 6. ...
- Sundaram Dividend Yield Fund. #3 of 6. ...
- UTI Dividend Yield Fund. #4 of 6. ...
- HDFC Dividend Yield Fund. Unranked. ...
- SBI Dividend Yield Fund. Unranked. ...
- Tata Dividend Yield Fund. Unranked.
Rank | Company | 2023 Price%Chg |
---|---|---|
1 | AbercrmFitch | 285.1 |
2 | Vertiv | 251.6 |
3 | SuperMicro | 246.2 |
4 | Nvidia | 238.9 |
Which mutual fund has the highest return in one year?
- Bandhan Small Cap Fund. 70.32%
- Mahindra Manulife Small Cap Fund. 67.56%
- Quant Small Cap Fund. 66.83%
- Quant Value Fund. 64.52%
- ITI Small Cap Fund. 63.61%
- Quant Mid Cap Fund. 59.57%
- JM Value Fund. 57.65%
- ITI Mid Cap Fund. 57.41%
- Axis Bluechip Fund.
- Canara Robeco Bluechip Equity Fund.
- Mirae Asset Large Cap Fund.
- Baroda BNP Paribas Large Cap Fund.
- Edelweiss Large Cap Fund.
BlackRock Exchange Portfolio (STSEX)
Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.
Stocks offer larger potential returns than mutual funds, but the trade-off is increased risk. Stocks can be a smart investment if you have a higher risk tolerance, want control over your trading decisions, and are comfortable conducting your own fundamental research or technical analysis to pick investments.
Nobody can predict the market movements. Hence, instead of focusing on timing the market, one should be disciplined and should keep on investing in equity mutual funds irrespective of the market fluctuations. In the long term, these short term fluctuations do not affect your investments.
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