CATEGORY LEADERS.
Published In: Kiplinger Personal Finance, 2024, v. 78, n. 8. P. 18 1 of 3
Database: Academic Search Ultimate 2 of 3
Authored By: HUANG, NELLIE S. 3 of 3
Abstract
This article provides information on the top-performing mutual funds in various stock fund categories over the past decade. The funds were chosen based on their track record, accessibility to new investors, reasonable minimum investments, and consistent management. The article highlights three funds: FAM Dividend Focus Fund, Hennessy Cornerstone Mid Cap 30, and Thrivent Small Cap Stock. FAM Dividend Focus Fund focuses on companies with a history of growing dividends, Hennessy Cornerstone Mid Cap 30 selects undervalued companies with proven sales and earnings growth, and Thrivent Small Cap Stock uses the "APGAR test" to choose small companies with growth, competitive advantage, and profitability. These funds have outperformed their benchmarks over the past decade. It is important to note that this list does not constitute a recommendation from Kiplinger Personal Finance. [Extracted from the article]
Additional Information
- Source:Kiplinger Personal Finance. 2024/08, Vol. 78, Issue 8, p18
- Document Type:Article
- Subject Area:Business and Management
- Publication Date:2024
- ISSN:1528-9729
- Accession Number:178014501
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