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  2. What Is the Average Mutual Fund Return? - AOL

    www.aol.com/finance/average-mutual-fund-return...

    The best-performing large-company stock mutual funds have produced returns of up to 17% in the last 10 years. It should be noted that average annualized returns have been higher than usual — at ...

  3. Best balanced ETFs and mutual funds - AOL

    www.aol.com/finance/best-balanced-etfs-mutual...

    5-year returns (annualized): 8.3 percent. Expense ratio: 0.07 percent. Dividend yield: 1.98 percent. ... This mutual fund invests in a diversified portfolio of quality stocks and bonds, typically ...

  4. 7 best S&P 500 index funds in 2024 - AOL

    www.aol.com/finance/7-best-p-500-index-162847653...

    14.5%. 0.04%. $3,000. Fidelity 500 index fund (FXAIX) 14.5%. 0.015%. None. Each of these funds tracks the S&P 500 index, so it’s little surprise that they have basically the same annual return ...

  5. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    Mutual funds in the United States are required to report the average annual compounded rates of return for one-, five-and-ten year-periods using the following formula: P × (1+T) n = ERV. Where: P = a hypothetical initial payment of $1,000 T = average annual total return (as a percentage divided by 100, e.g., 0.05 for a 5% return) n = number of ...

  6. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    Average annual total return (geometric) US mutual funds are to compute average annual total return as prescribed by the U.S. Securities and Exchange Commission (SEC) in instructions to form N-1A (the fund prospectus) as the average annual compounded rates of return for 1-year, 5-year, and 10-year periods (or inception of the fund if shorter) as ...

  7. Fidelity Magellan Fund - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Magellan_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 ...

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