Best No Load Mutual Funds

What are the best no load mutual funds? First lets discuss what a no load fund is. No load mutual funds are simply funds that that have charge no fee to buy them. Most front load mutual funds will have a fee when you purchase them. For example, most American Funds mutual funds have a 5.25% front end load. No load mutual funds do not have this fee, therefore more of your dollars go into your investment. In the long run this can turn into a substantial amount.

These recommendations are simply based on past performance. Of course, past performance is no guarantee of future performance. These are also based on three and five year averages. One year averages were not used because no load mutual funds that have great one year averages come and go.

Best No Load Mutual Funds

-Large Cap-

  • Dodge and Cox Stock, Five Year Average: 11% (2/06)
  • Marsico 21st Century, Five Year Average: 10.0% (2/06)
  • Hillman Focus Advantage, Three Year Average: 30.4%

    -Small Cap-

  • CGM Focus, Five Year Average: 27% (2/06)
  • Fidelity Leveraged Company, Five Year Average: 23.1% (2/06)
  • Bridgeway Ultra Small Company, Five Year Average: 22.7% (2/06)
  • Hodges Fund, Three Year Average: 46.6% (2/06)

    Overall, one of the best no load mutual fund companies is Fidelity. They offer a large variety of mutual fund that are no load and most have a very competitive yield.

    When doing your own research make sure and look for no load funds that have a great three or five year yield. Do not just look for great one year yields. Every year there is a mutual fund that puts up incredible numbers and then the next year they give it all back. You are much better off looking for long term success rather then overnight success.

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    Best No Load Mutual Funds

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