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Vanguard Mega Cap Growth ETF (MGK) This fund tracks the CRSP U.S. Mega Cap Growth Index, which includes the largest growth companies in the U.S. 2024 YTD performance: 10.9 percent. Historical ...
The rest of the funds dropped to the third or fourth quartile. In fact, low cost was a more reliable indicator of performance. Bogle noted that an examination of five-year performance data of large-cap blend funds revealed that the lowest cost quartile funds had the best performance, and the highest cost quartile funds had the worst performance.
The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., the Style Box was launched in 1992. The vertical axis of the Style Box represents an investment's size category: small, mid and large.
This fund tracks the Morningstar US Mid Cap Broad Growth Index, which includes mid-cap companies that have above-average growth, as calculated by Morningstar. 2024 YTD performance: 9.7 percent
In the 45-year period from its inception in 1970 to 2015, the Sequoia Fund earned an annualized return of 14.65% versus the S&P 500's annualized return of 10.93%. According to Morningstar, Sequoia Fund outperformed its large-cap blend-category peers in 332 of the 333 rolling 10-year periods dating back to its 1970 start.
If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds.
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