Posts New Research On The Top Performing Funds

Share Article recently posted new research on the top performing mutual funds, extending the length to which the research was done and tightening the parameters. is a website tracking the best performing mutual funds.

Lists of Top Performing Mutual Funds

We continually listen to our clients and update our list of mutual funds reflecting the research they want to use., an educational website developed by financial advisors in Las Vegas, recently posted research on the best performing mutual funds using a longer track record than they had previously used. The report was created in response to consumer inquiries for mutual fund lists with more extensive track records.

The list of the best mutual funds over the last three years incorporated the following criteria:

Minimum initial purchase of 1$
Maximum purchase of $5,000 (so average investors can access the funds)
No load waived share classes (usually not available to the public)
No institutional share classes (usually not available to the public)
No retirement share classes (not available to all investors)
No closed mutual funds

The research showed results totaling 10,153 mutual funds which fit that criteria. The results were then ranked by the best annualized return for the last three years using a quarter ending period of March 31, 2012.

Familiar fund families such as PIMCO, Rydex and Fidelity were notable on the list. Lesser known mutual funds like Oceanstone and Alpine Realty also made the top 10 performing funds.

The Oceanstone Fund topped the list of best performing mutual funds with an annualized return of nearly 80%. Lazard US Reality Equity Open fund rounded out the top ten with nearly a 50% annualized return. The founders noted the gap between the #1 mutual fund and the #10 mutual fund was roughly 10% per year. is a website dedicated to highlighting the top performing mutual funds for certain time frames with certain stipulations. The site founders use Morningstar analytical tools exclusively for this purpose to ensure a high level of accuracy in the results.

The site is educational in nature and focused on providing mutual fund advice and research. In fact the website founders make every effort to discourage investors from chasing the top performing mutual funds, and instead encourage broadly diversified portfolios primarily consisting of low cost index funds.

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Greg Phelps

Greg Phelps
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