5 Mutual Funds that are at the Top of their Category

Almost anyone who invests in mutual funds will tell you that they’re in it to make profits with a measured approach, and for this, information such as consistently successful mutual funds might be the key to investing success over a period of time.

#1: Delafield Fund

The managers of this fund are constantly investing across all market capitalizations as their focus is on finding undervalued companies. Their criterion of selection includes finding a fundamental change in the company that the market hasn’t recognized yet. This fund has returned an annualized 12 percent over the past 10 years.

#2: Berwyn Fund

With this fund’s focus on the smallest of small-cap companies, it has been considered to be a classic low-turnover value fund as it looks for companies that are usually out-of-favor, underfollowed and turnaround firms. It has returned an annualized 10 percent over the past 10 years.

#3: Loomis Sayles Bond

A distinct feature of this bond is that it has the flexibility of investing in fixed-income asset classes both abroad and in the United States. It holds a number of convertible bonds and non-dollar assets in Canada that have recovered much faster from the economic downturn in recent years. Also, it has returned an annualized 10 percent over the last 10 years.

#4: TCW Total Return

Even though this fund belongs to the intermediate term-bond category, where its peers focus not only on mortgage-backed securities but other asset classes like treasuries or corporate bonds, this fund primarily focuses only on mortgage-based securities. It has returned an annualized 7 percent for the past 10 years.