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It is natural for us to want to know which the best performing mutual funds today when we shop for them.
You should keep in mind that when looking for the best mutual funds, you’re shopping for tomorrow. A top performer in the short term may not become a long-term winner. The best mutual funds for your portfolio will probably not be the best for your parents, your siblings, or your neighbors.
Using data from Morningstar (a NerdWallet advertising partner), we evaluated major U.S. equity funds open to new investors with low costs (no sales commissions, and expense ratios of 1% or less) and minimum investment requirements of $2,500 or less.
You can read this section to learn more about picking mutual funds.
You should keep in mind that when looking for the best mutual funds, you’re shopping for tomorrow. A top performer in the short term may not become a long-term winner. The best mutual funds for your portfolio will probably not be the best for your parents, your siblings, or your neighbors.
Using data from Morningstar (a NerdWallet advertising partner), we evaluated major U.S. equity funds open to new investors with low costs (no sales commissions, and expense ratios of 1% or less) and minimum investment requirements of $2,500 or less.
You can read this section to learn more about picking mutual funds.
Fund | Symbol | 3-year return | Expense ratio |
---|---|---|---|
Fidelity Advisor Series Growth Opportunities Fund | FAOFX | 35.02% | 0.01% |
Fidelity Advisor Growth Opps Z | FZAHX | 34.67% | 0.69% |
Fidelity Advisor Growth Opps I | FAGCX | 34.51% | 0.81% |
Fidelity Series Growth Company | FCGSX | 31.19% | 0.00% |
Fidelity Series Blue Chip Growth | FSBDX | 30.45% | 0.00% |
American Century Focused Dynamic Gr Inv | ACFOX | 30.08% | 0.85% |
Fidelity Growth Company K | FGCKX | 29.95% | 0.75% |
Fidelity Growth Company | FDGRX | 29.84% | 0.83% |
Touchstone Sands Capital Select Growth Y | CFSIX | 29.71% | 0.94% |
Fidelity Blue Chip Growth K | FBGKX | 29.24% | 0.71% |
Fidelity Blue Chip Growth | FBGRX | 29.13% | 0.79% |
T. Rowe Price New Horizons | PRNHX | 28.71% | 0.75% |
Columbia Small Cap Growth Inst2 | CSCRX | 28.50% | 0.94% |
Lord Abbett Growth Leaders R6 | LGLVX | 27.93% | 0.59% |
Lord Abbett Growth Leaders F | LGLFX | 27.85% | 0.65% |