7 mutual funds that outperform in any market

We all like to think that we are secretly market geniuses and no one has realized it yet, but the reality is that we benefit by pooling our funds together. That’s what a good mutual fund offers. These (usually) actively managed investment vehicles provide diversification, minimizing losses while exposing you to potential upside opportunities.

Sure, it can be done alone, but the track record is poor. Instead, you can benefit from professional management along with the power of diversification. High-performing mutual funds give investors access to experienced market professionals who know how to weather the various storms and swells based on their research and expertise. Education and experience often lead to victory.

Finally, mutual funds are convenient and liquid. You can easily purchase and redeem these securities. Additionally, many funds offer automatic investment options for regular contributions. These great mutual funds offer a sense of security in what remains a turbulent time, with myriad benefits and generally limited drawbacks.

Fidelity Fund (FFIDX)

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A solid idea among top-performing mutual funds for investors who want the security of blue-chip stocks. Fidelity Fund (MUTF:FFIDX) focuses on large capitalization companies. The top holdings are microsoft (NASDAQ:MSFT), representing 10.53% of total net assets.Consumer tech giants are close behind. apple (NASDAQ:AAPL) 10.12%.Internet giants round out the top three alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) 8.81%.

Over the past 52 weeks, FFIDX is up 23%. This is a great result. In contrast, the benchmark S&P500 The increase was less than 18%. According to U.S. News & World Report, the fund has returned 8.2% over the past three years, 12.09% over the past five years, and 11.29% over the past 10 years. However, this long-term return comes at a price. According to Morningstar, there is a risk of keeping FFIDX rates “above average.”

Still, you can’t usually go wrong if you focus on companies like Microsoft and Apple, which continue to climb the wall of concerns related to the consumer economy. Sure enough, FFIDX’s fees are below average, with a net expense ratio of just 0.46%. For comparison, the category average is 1.01%.

T. Rowe Price Institutional Mid-Cap Growth Fund (PMEGX)

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as its name suggests, T. Rowe Price Institutional Mid-Cap Growth Fund (MUTF:PMEGX) seeks to enhance long-term capital value through a diversified portfolio of securities of mid-capitalization companies.According to the prospectus, PMEGX’s largest holdings are microchip technology (NASDAQ:MCHP), which corresponds to 3.13% of total net assets. Coming in second place is Hologic (NASDAQ:Horkus) 2.68%. To summarize the top three, marvel technology (NASDAQ:MRVL) 2.52%.

According to US News & World Report, PMEGX has returned about 4% over the past year. This isn’t particularly impressive considering the stratospheric spread of individual technology names in the company’s portfolio. But over the past five years, mutual funds have risen nearly 7%. And over the past 10 years, it has risen almost 10%.

Like the Fidelity Fund, T. Rowe Price’s Institutional Midcap exhibits above-average risk. However, the fees are below average. Specifically, his net expense ratio is 0.61% compared to his category average of 1.15%. Also, its management fee is 0.6%, below his category average of 0.73%.

PMEGX could fly again if the Fed plans a soft landing. Therefore, this is one of the better mutual funds to consider.

Needham Aggressive Growth Fund (NEAGX)

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Investment trusts that aim for long-term, tax-efficient capital growth. Needham Aggressive Growth Fund (MUTF:NEAGX) requires that at least 65% of total assets be invested in equity-based securities. And we’re talking about small businesses.The top number of shares held by listed companies is super microcomputer (NASDAQ:SMCI) 6.59% of total net assets. Coming in a very distant second is PDF solution (NASDAQ:PDF) 4.17%.

Not surprisingly, NEAGX ranks among the top good mutual funds thanks to its popular individual stocks. According to US News & World Report, this fund has returned him 16% over the past year. The past three years and his five years have had returns of about 13% and 18%, respectively. Over the past 10 years, NEAGX has returned approximately 12% to shareholders.

Of course, such superior performance comes at a price. Specifically, Morningstar says it has a “high” risk rate compared to other funds in its category. His fees are also above average, with a net expense ratio of 1.85% and a management fee of 1.25%. In contrast, the category means are 1.19% and 0.79%, respectively.

However, if you would like to consult an expert, NEAGX provides that opportunity.

Vanguard Equity Income Fund (VEIPX)

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Moving to a more conservative platform Vanguard Equity Income Fund (MUTF:VEIPX) focuses on large enterprises. According to the prospectus, VEIPX focuses on large-cap stocks that may be undervalued relative to their fundamentals.Top holdings are major financial companies JP Morgan Chase (New York Stock Exchange:J.P.M.) 3.64% of total net assets. 2nd place goes to hydrocarbon exploration and production companies conocophilips (New York Stock Exchange:police officer) 2.73%. To summarize the top three, Merck (New York Stock Exchange:M.R.K.) 2.57%.

Let’s be clear: bargain hunting comes with risks.There’s always a chance that an undervalued company will even out more Underrated. Notably, VEIPX has lost 1% of its value over the past year. But on the bright side, it’s up nearly 12% over the past three years. Over the past 10 years, VEIPX has returned approximately 9% to shareholders. So at some point the basics matter.

In addition to its attractive profile, the Vanguard Equity Income Fund features very low fees. His net expense ratio is 0.28%, well below his category average of 0.96%. Additionally, the management fee is only 0.27%, which is lower than the category average of 0.58%.

If you’re looking for an all-around bargain, VEIPX is one of the mutual funds that performs better over the long term.

Fidelity Advisor Semiconductors Fund (FELAX)

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It is definitely one of the top-performing mutual funds thanks to the specialization that bears its name. Fidelity Advisor Semiconductors Fund (MUTF:Felux) focuses on companies engaged in the design, manufacture, and sale of semiconductors and related equipment. Perhaps to no one’s surprise, FELAX’s largest holding is his Nvidia (NASDAQ:NVDA), which represents just over 26% of their total net worth. NXP Semiconductors (NASDAQ:NXPI) is in a very distant second place at 8.15%.

Given NVDA’s impressive performance and decisively optimistic Strong Buy rating, FELAX continues to move. The fund has returned about 47% over the past year, according to U.S. News & World Report. Its robust maneuverability is also no fluke, with the fund returning 26% over the past five years. And over 10 years, stakeholders saw their holdings increase by nearly 23%.

As you might expect, Morningstar rates Fidelity Advisor Semiconductors as a high-risk fund. However, the good news is that the fees rank below average. Specifically, the net expense ratio is 1%, which is below the category average of 1.28%. And its management fee is just 0.53%, lower than the average of 0.79%.

Schwab Healthcare Fund (SWHFX)

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Seeking long-term capital growth, Schwab Healthcare Foundation (MUTF:SWHFX) As its name suggests, it covers equity securities related to companies within the healthcare ecosystem.The top stocks in pole position are leading companies in the pharmaceutical industry. Eli Lilly (New York Stock Exchange:Lily) 6.57% of total net assets. Close behind is insurance giant UnitedHealth (NYSE:UNH) 6.06%, followed by novo nordisk (OTCMKTS:Nonov)4.35%.

Indeed, from an actual performance perspective, SWHFX may not seem like a good candidate to outperform mutual funds. As noted by U.S. News & World Report, the fund has gone negative over the past year. However, SWHFX is up more than 6% in the past three years and nearly 7% in the past five years. With an increase of just over 9% over the past 10 years, that may be the real story.

As Acumen Research and Consulting points out, the global pharmaceutical industry could be valued at $2.8 trillion by 2032. Therefore, SWHFX could be a winner for patient investors. What’s even more advantageous is that it has a relatively cheap net expense ratio of 0.8%. In contrast, the category average is 1.23%.

BlackRock Real Estate Securities Fund (BAREX)

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Perhaps the most controversial idea on this list of great mutual funds is blackrock real estate securities fund (MUTF:Barex) seeks both long-term capital growth and dividend income from companies primarily engaged in the real estate industry. The top holdings are american tower (New York Stock Exchange:AMT) 7.96% of total net assets. The company is also working on a real estate investment trust (REIT) that focuses on apartments.

BAREX may seem like a questionable idea, given the tough conditions surrounding real estate, especially the housing side. Remarkably, over the past year he BAREX has fallen quite sharply into negative territory. That said, it’s up nearly 4% over the past three years. And it has risen about 6% over the past 10 years.

These aren’t great statistics in and of themselves, but you have to consider the combination of capital gains and dividends. Furthermore, real estate is essentially permanently relevant because no new land is created. Sure enough, BAREX’s risk profile is above average, but below average. Additionally, the net expense ratio remained at 1%, below the category average of 1.23%.

Publication date, Josh Enomoto did not have any positions (directly or indirectly) in any securities mentioned in this article. The opinions expressed in this article are those of the writer and are influenced by InvestorPlace.com. Publishing guidelines.