COMBAT THE VOLATILE MARKET WITH THESE MUTUAL FUNDS
The first quarter of 2016 is about to end. But equity markets have seen no precise direction and experienced high volatility so far. Given that situation, how can investors keep up with the erraticness of markets? Mutual fund has always been a safe investment especially in times like these.
Artisan Global Value Fund Investor Class
For long-term, maximum capital growth, go with the Artisan Global Value Fund Investor Class. This fund, searching for undervalued US and foreign firms, employs the MSCI ACWI Ex-US Index that includes stocks in developed nations and emerging markets.
This mutual fund has a net asset value of $14.02 (as of March 2016) and total assets under management of $1.5 million (as of January 2016). The fund has consistently surpassed the index by 8.37% and 2.79% in 2014 and 2015, respectively. However, in 2009, it underperformed by 8.08%. Holdings include Microsoft Corp. and Oracle Corp.
Looking for capital appreciation? Get Fidelity Contrafund. It primarily invests in stocks, normally common stocks, which are not fully recognized by the general public. Looking at its five-year data, the mutual fund expanded at a median annual rate of 11.37%. It has also outmatched the Morningstar US Market Index by 3.64% and 7.75% in 2013 and 2015, respectively.
Over the last 10 years, the fund outlasted the index by a median annual rate of 3.08%. However, it plunged 37.16% during the 2008 financial crisis. Holdings include Amazon, Apple, Alphabet, Berkshire Hathaway, and Facebook. Also, the fund’s net asset value is $94.04 (as of March 2016).
Vanguard Mid-Cap Value Index Fund Investor Shares
The index fund, trailing the CRSP US Mid-Cap Value Index, provides exposure to US mid-cap value stocks, which are typically undervalued by traders. With total net assets of $8.3 billion (as of January 2016) and net price of $33.34 (as of March 2016), it has recorded an average annual return of 9.98% over the last five years and outperformed the Morningstar US Market Index.
Even though several funds failed to impress during the 2008 financial crisis, this fund still managed to prevail in the market when it outstripped the broad-based index by 1.78%. But it underperformed the index by 0.62% in 2015.
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