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Top Mutual Funds Past 10 Years: Core Funds Rule

TedTed
in The Bullpen
FYI: Core mutual funds, which invest in both growth and value stocks, can outperform each of those styles in the long run. Though growth funds have been catching up this year, core funds have still outperformed in the past 10 years.

How so? You'd have $25,339 sitting in your account as of May 18 if you'd invested $10,000 in the average core fund on March 31, 2005, according to Morningstar Inc. The same investment in the average growth mutual fund would have built up to $24,967 in that time. The S&P 500 would have brought in $22,308.
Regards,
Ted
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