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IBD Unveils Best Mutual Funds for 2021Investor's Business Daily (IBD), a leading financial news and research organization, today announced the results of its sixth annual Best Mutual Funds Awards. Funds named to the prestigious list were selected because they beat the broad market and surpassed benchmarks over the last one-, three-, five- and 10-year periods, a significant accomplishment for any fund. That feat becomes all the more impressive when factoring in the market turmoil caused by the COVID-19 pandemic. In all, 810 companies -- 24% of all funds at least 10 years old -- beat their respective benchmarks across all four periods. "The Best Mutual Funds list is one of our most popular compilations each year because it helps investors find funds that have outperformed over the short, mid and long term, despite substantial changes in market climates," said Susan Warfel, managing editor of IBD. "While consistently beating benchmarks over multiple timeframes is impressive for any fund, this year's winners also had to contend with the instability created by a global pandemic. Their accomplishments are truly commendable." IBD's data-driven list showcases a variety of top-performing mutual funds across the major categories that investors consider for broad market exposure or more narrow objectives. The 2021 list spans the same 13 categories as 2020. These include U.S. Diversified Stock Funds and its six subcategories: Growth Funds, Blend Funds, Value Funds, Large-Cap Funds, Midcap Funds, and Small-Cap Funds. No Value Funds made the 2021 list for the fourth consecutive year. Other categories are Sector Funds, International Stock Funds, U.S. Taxable Bond Funds, Municipal Bond Funds, International Bond Funds, and Index Funds. This year's winners were drawn from a universe of 3,368 mutual funds in operation for at least 10 years. Altogether, 810 awards were earned by funds that beat their performance benchmark across all four periods evaluated, up from 691 in 2020 and 357 in 2019. With 307 award winners out of 506 eligible funds (61%), growth stock mutual funds performed particularly well. International stocks were not far behind, with 279 awards, or 48% of that group's 585 funds, taking away awards. Five other categories yielded winners from at least 20% of eligible funds. These included Large-Cap and Midcap Funds (26% each), U.S. Diversified Stock Funds (25%), and Small-Cap Stock Funds and U.S. Taxable Bond Funds (21% each). Baron Partners Retail, Morgan Stanley Insight I, Morgan Stanley Institutional Growth I, and Virtus KAR Small-Cap Growth I were among the top award getters in multiple categories. Notably, Baron Partners Retail yielded a 23.71% average annual gain over the decade that ended on December 31, 2020. That was the best 10-year pace by any award winner. It closed the 10-year period with a 148.52% total return in 2020 alone. The only fund on the Best Mutual Funds list that exceeded that 220 gain was the 150.57% bounce by Morgan Stanley Institutional Inception I. That fund was a top-five performer in the Best Small-Cap Stock Funds group. Top Award Winners in Each Category: U.S. Diversified Stock Funds:
Growth Funds:
Blend Funds:
Large-Cap Funds:
Mid-Cap Funds:
Small-Cap Funds:
Sector Funds:
International Stock Funds:
U.S. Taxable Bond Funds:
Municipal Bond Funds:
International Bond Funds:
Index Funds:
Funds are ranked according to their 10-year performance. To find out more about this year's winners, read analysis of the respective categories, view the complete list of winning funds, and learn how to invest in mutual funds, please visit www.investors.com/MutualFundsAwards and follow #BestMutualFundsAwards on social media. The 2021 Best Mutual Funds logo and accolades are available for licensing through Investor's Business Daily's partner, The YGS Group. For more information and ordering, please visit www.IBDlicensing.com or call 800-290-5460. About IBD Investor's Business Daily is the leader in stock research and education. For over 35 years, IBD has helped countless investors around the world make more money in the market and reach their financial goals. Founded by legendary investor William O'Neil with the goal of democratizing stock investing, IBD provides its customers access to the same type of research Wall Street uses to make big profits. All of IBD's products and content are based on the CAN SLIM Investing System, which uses historical precedent to identify leading stocks before their big price increases. IBD helps its customers succeed in the market with its unparalleled stock research and education. IBD's customers have access to its proprietary research, including market-beating stock lists, exclusive stock ratings and powerful investing tools that help them make more profitable trading decisions. In addition, IBD provides customers with world-class investing education that includes complimentary coaching, interactive webinars, videos, IBD University, live workshops and more. IBD reaches investors around the world via its main website, Investors.com, its suite of digital products (IBD Digital, MarketSmith, Leaderboard, SwingTrader and IBD Live), mobile apps, a weekly print edition, social media and more. To learn more about all that IBD has available, please visit www.investors.com. Follow IBD on social media at:
© 2021 Investor's Business Daily, Inc. All rights reserved. Investor's Business Daily, IBD, CAN SLIM and their corresponding logos are registered trademarks of Investor's Business Daily, Inc.
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