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The Dividend Income Fund from Madison aims to generate income and growth by investing in securities of dividend-paying companies with market caps of over $1 billion. Typically, 80% of the fund’s ...
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Historical performance (5-year annual): 14.7 percent. Expense ratio: 0.03 percent. Top-performing total stock market mutual funds. Many of the ETFs mentioned above are also offered in mutual fund ...
The Fidelity Magellan Fund (Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [2] On January 14, 2008, Fidelity announced that the ...
The Russell 2000 is by far the most common benchmark for mutual funds that identify themselves as "small-cap", while the S&P 500 index is used primarily for large capitalization stocks. It is the most widely quoted measure of the overall performance of small-cap to mid-cap company shares.
Below are some of the top dividend mutual funds with attractive long-term returns, growing payouts, reasonable expenses and no sales load. (Data from Morningstar as of Dec. 8, 2023.)
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