Q3 2021 top equity mutual funds
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Top 50 equity funds ranked by quarterly returns
| Name | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|
| 1 | Wasatch Emerging India Fund (WAINX) | 17.20067454 | 64.69194313 | 23.56248963 | 0.1800064023 | 615.25 | 1.64 |
| 2 | Eaton Vance Greater India Fund (ETGIX) | 12.13342288 | 51.92599333 | 18.28115938 | 0.1287099619 | 319.5 | 1.56 |
| 3 | Counterpoint Tactical Equity Fund (CPIEX) | 11.49653122 | 7.96545106 | -10.15035775 | -0.0308481301 | 12.26 | 1.78 |
| 4 | Vulcan Value Partners Small Cap Fund (VVPSX) | 10.97457627 | 105.27317511 | 17.51649353 | 0.1457311509 | 1291.09 | 1.26 |
| 5 | ALPS/Kotak India Growth Fund (INDIX) | 10.38592509 | 51.24416796 | 17.87325131 | 0.1188863137 | 400.38 | 1 |
| 6 | Matthews India Fund (MINDX) | 9.18122645 | 47.70890996 | 13.22249519 | 0.096731448 | 817.66 | 1.15 |
| 7 | Voya Russia Fund (LETRX) | 9.11513859 | 44.91931401 | 17.3640606 | 0.1631778149 | 89.29 | 1.87 |
| 8 | Hennessy Japan Fund (HJPIX) | 9.03239648 | 15.11534989 | 9.54375676 | 0.1265111792 | 845.68 | 1.04 |
| 9 | T Rowe Price Emerging Europe Fund (TREMX) | 8.01886792 | 56.36583861 | 11.33145156 | 0.1013139744 | 154.68 | 1.41 |
| 10 | Columbia Commodity Strategy Fund (CCSAX) | 7.97169811 | 46.33555598 | 8.12781152 | 0.0476317998 | 555.13 | 1.11 |
| 11 | Fidelity SAI Inflation-Focused Fund (FIFGX) | 7.54236043 | 48.13876013 | N/A | N/A | 978.19 | 0.41 |
| 12 | Vanguard Commodity Strategy Fund (VCMDX) | 7.43080626 | 48.56345859 | N/A | N/A | 1551.93 | 0.2 |
| 13 | Goldman Sachs Commodity Strategy Fund (GCCIX) | 7.31707317 | 53.04347826 | -2.58777743 | 0.0262555073 | 469.84 | 0.59 |
| 14 | DWS Enhanced Commodity Strategy Fund (SKIRX) | 7.26627774 | 44.36434443 | 7.12211405 | 0.0422915562 | 2014.26 | 0.89 |
| 15 | PIMCO CommodityRealReturn Strategy Fund (PCRIX) | 7.25800266 | 50.6212132 | 10.05701835 | 0.0653317322 | 6776.05 | 0.82 |
| 16 | DFA Commodity Strategy Portfolio (DCMSX) | 7.22891566 | 44.00833892 | 8.08687544 | 0.0538832111 | 1749.18 | 0.32 |
| 17 | Wasatch Emerging Markets Select Fund (WIESX) | 7.21937587 | 56.70524166 | 29.63159601 | 0.1981049722 | 257.01 | 1.21 |
| 18 | MFS Commodity Strategy Fund (MCSAX) | 7.15396579 | 44.62819734 | 7.67339958 | 0.048492955 | 939.39 | 1.13 |
| 19 | Aberdeen International Small Cap Fund (WVCCX) | 6.96646738 | 35.85341697 | 18.1872197 | 0.1493968758 | 283.43 | 1.35 |
| 20 | TCW Enhanced Commodity Strategy Fund (TGGWX) | 6.90846287 | 45.430994 | 9.56893468 | 0.0658237665 | 1.81 | 0.7 |
| 21 | RMB Mendon Financial Services Fund (RMBKX) | 6.73278657 | 105.20718739 | 9.79167123 | 0.1367382833 | 280.57 | 1.42 |
| 22 | One Rock Fund (ONERX) | 6.62427133 | 37.32844954 | N/A | N/A | 8.44 | 1.77 |
| 23 | Emerald Finance & Banking Innovation Fund (HSSAX) | 6.30268968 | 96.73105498 | 11.67277366 | 0.1604456312 | 245.35 | 1.59 |
| 24 | Fidelity Series Commodity Strategy Fund (FCSSX) | 6.30184022 | 42.39732117 | 6.78605165 | 0.0429050686 | 7969.43 | 0 |
| 25 | Pimco TRENDS Managed Futures Strategy Fund (PQTIX) | 6.2607113 | 22.99244943 | 11.12742332 | 0.0609059736 | 1604.04 | 1.43 |
| 26 | Timothy Plan Israel Common Values Fund (TPAIX) | 6.23655914 | 49.24471299 | 16.82415206 | 0.157163987 | 114.74 | 1.84 |
| 27 | Fidelity Japan Fund (FJPNX) | 6.1762354 | 22.18123828 | 11.68483456 | 0.1207247109 | 838.76 | 1.06 |
| 28 | Credit Suisse Commodity Return Strategy Fund (CRSOX) | 6.11510791 | 40.81145585 | 7.28386098 | 0.0468203881 | 2274.77 | 0.8 |
| 29 | Fidelity Commodity Strategy Fund (FYHTX) | 6.06379149 | 41.36975785 | 6.09669949 | N/A | 160.97 | 0.64 |
| 30 | Fidelity Select Medical Technology and Devices Ptf (FSMEX) | 6.05486032 | 33.08654027 | 20.61022594 | 0.2180769685 | 10482.16 | 0.7 |
| 31 | Fidelity Intl Small Cap Opportunities Fund (FSCOX) | 6.01816805 | 31.07159569 | 14.96307608 | 0.1416495743 | 1745.15 | 1.28 |
| 32 | Wasatch Global Opportunities Fund (WAGOX) | 6 | 51.70293106 | 23.48834671 | 0.2153515535 | 255.35 | 1.53 |
| 33 | SilverPepper Commodity Strat Global Macro (SPCIX) | 5.94262295 | 35.51769332 | 8.61729031 | 0.0411597673 | 180.88 | 2.01 |
| 34 | Commonwealth Japan Fund (CNJFX) | 5.74712644 | 11.92214112 | 5.02749006 | 0.0635393592 | 7.04 | 1.75 |
| 35 | Fidelity Water Sustainability Fund (FLOWX) | 5.62800916 | 33.89634639 | N/A | N/A | 98.21 | 1 |
| 36 | Victory Global Energy Transition Fund (RSNRX) | 5.62072336 | 147.09009334 | 0.86245723 | -0.0041960054 | 269.96 | 1.48 |
| 37 | Wasatch International Growth Fund (WAIGX) | 5.57974959 | 26.59048477 | 12.21209784 | 0.1216101426 | 1279.6 | 1.47 |
| 38 | John Hancock Regional Bank Fund (FRBAX) | 5.54013872 | 92.76087045 | 7.39083543 | 0.1266670237 | 1269.74 | 1.25 |
| 39 | Fidelity Series International Small Cap Fund (FSTSX) | 5.52312528 | 33.14348113 | 15.26371601 | 0.1429507842 | 4753.56 | 0.02 |
| 40 | Baron Partners Fund (BPTRX) | 5.45473364 | 57.03261968 | 48.8092739 | 0.3853443958 | 7145.68 | 1.56 |
| 41 | Matthews Japan Fund (MJFOX) | 5.37138061 | 15.13547815 | 8.98972365 | 0.0955747409 | 1692.81 | 0.95 |
| 42 | Wasatch Emerging Markets Small Cap Fund (WAEMX) | 5.2238806 | 50.22726543 | 24.95365313 | 0.1523259832 | 640.05 | 1.95 |
| 43 | Altegris Futures Evolution Strategy Fund (EVOIX) | 5.11125705 | 24.76212748 | -0.55104811 | 0.0011975308 | 138.12 | 1.64 |
| 44 | WCM International Small Cap Growth Fund (WCMSX) | 5.06666667 | 40.91542469 | 27.51194631 | 0.251565413 | 924.39 | 1.25 |
| 45 | Catalyst Systematic Alpha Fund (ATRFX) | 5.03731343 | 32.43490318 | 16.14741331 | 0.0741875265 | 4.13 | 1.79 |
| 46 | Pimco CommoditiesPLUS Strategy Fund (PCLPX) | 4.99102554 | 61.51648843 | 6.2314408 | 0.0911036755 | 2870.22 | 0.84 |
| 47 | Davenport Small Cap Focus Fund (DSCPX) | 4.94889726 | 36.10945344 | 18.5627461 | 0.1725031421 | 551.82 | 0.93 |
| 48 | Brown Advisory Sustainable Growth Fund (BAWAX) | 4.89853044 | 33.52137767 | 24.76447643 | 0.2358328628 | 6393.36 | 1.11 |
| 49 | Terra Firma US Concentrated Realty Eqty Fd (TFREX) | 4.85021398 | 40.41127057 | 13.1070203 | 0.0875390436 | 34.89 | 1.29 |
| 50 | Baron Focused Growth Fund (BFGFX) | 4.77597281 | 41.88054874 | 40.0649886 | 0.3216821513 | 745.08 | 1.35 |
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through September 30, 2021.
Top 25 equity funds ranked by largest Inflows
| Name | 3-Month Portfolio Estimated Net Flows ($M) | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total International Stock Index Fund (VGTSX) | 8879.23 | -3.00933033 | 24.33123042 | 0.0823108284 | 0.0895353155 | 404278.7 | 0.0017 |
| 2 | Fidelity 500 Index Fund (FXAIX) | 5103.77 | 0.57656661 | 29.9891956 | 0.1596776162 | 0.1687215228 | 350325.43 | 0.00015 |
| 3 | Vanguard Institutional Target Retire 2030 Fd (VTTWX) | 3254.62 | -0.75757576 | 18.39647807 | 0.1049563685 | 0.1048210089 | 57316.92 | 0.0009 |
| 4 | Strategic Advisers Fidelity US Total Stock Fund (FCTDX) | 3148.5 | -0.45046811 | 33.56675288 | 0.1599192212 | N/A | 64408.59 | 0.0036 |
| 5 | Fidelity Series Global ex US Index Fund (FSGEX) | 3145.34 | -3.4460753 | 22.92842103 | 0.0793552312 | 0.0881310099 | 29797.46 | 0.0001 |
| 6 | American Funds American Balanced Fund (ABALX) | 2995.47 | -0.59048586 | 17.04564516 | 0.1028994058 | 0.1043694005 | 208928.8 | 0.0058 |
| 7 | Vanguard Institutional Target Retire 2040 Fd (VIRSX) | 2905.68 | -0.95826893 | 23.11893135 | 0.1157393081 | 0.1206827413 | 48655.09 | 0.0009 |
| 8 | Fidelity Advisor Growth Opportunities Fund (FAGOX) | 2899 | -1.51783456 | 31.77544739 | 0.3241881984 | 0.3163825373 | 25300.52 | 0.013 |
| 9 | Vanguard Institutional Target Retire 2035 Fd (VITFX) | 2815.67 | -0.86179381 | 20.6978554 | 0.1104361876 | 0.1128502821 | 52395.33 | 0.0009 |
| 10 | Vanguard Institutional Target Retire 2045 Fd (VITLX) | 2467.93 | -1.05168269 | 25.49207998 | 0.1217426577 | 0.1263958812 | 42231.58 | 0.0009 |
| 11 | Vanguard Institutional Target Retire 2050 Fd (VTRLX) | 2417.68 | -1.07719928 | 25.78330206 | 0.1226788104 | 0.1269613826 | 34536.4 | 0.0009 |
| 12 | Fidelity Strategic Advisers Fidelity Intl Fund (FUSIX) | 2228.02 | 0.15600624 | 24.39927545 | 0.103409703 | 0.1013057939 | 23193.37 | 0.007 |
| 13 | Vanguard Institutional Target Retire 2025 Fd (VRIVX) | 2110.1 | -0.61412487 | 16.05753131 | 0.09912746 | 0.0967691621 | 53472.16 | 0.0009 |
| 14 | Fidelity International Index Fund (FSPSX) | 2053.71 | -0.84711577 | 25.1143965 | 0.0767244032 | 0.0880006443 | 39109.63 | 0.00035 |
| 15 | Vanguard Institutional Target Retire 2055 Fd (VIVLX) | 1682.19 | -1.07430618 | 25.78483967 | 0.1229761945 | 0.1271291437 | 20188.16 | 0.0009 |
| 16 | TIAA-CREF International Equity Index Fund (TCIEX) | 1589.36 | -0.99610221 | 24.97873607 | 0.0760588363 | 0.0875936472 | 17751.5 | 0.0005 |
| 17 | T Rowe Price Overseas Stock Fund (TROSX) | 1585.29 | -1.35849057 | 26.38078183 | 0.0791459258 | 0.092890306 | 22289.28 | 0.008 |
| 18 | Fidelity Series Total Market Index Fund (FCFMX) | 1574.8 | -0.13495277 | 32.11191776 | N/A | N/A | 44189.55 | 0 |
| 19 | Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) | 1538.75 | -7.73942519 | 20.03556138 | N/A | N/A | 8601.79 | 0.0042 |
| 20 | Baron Emerging Markets Fund (BEXIX) | 1438.4 | -6.46616541 | 17.95195954 | 0.12155118 | 0.0960068971 | 9517.99 | 0.0109 |
| 21 | Calamos Market Neutral Income Fund (CVSIX) | 1380.92 | 0.52355974 | 5.11344076 | 0.0422248706 | 0.0434751574 | 15733.54 | 0.0123 |
| 22 | Artisan International Value Fund (ARTKX) | 1329.32 | -2.84215129 | 36.13254115 | 0.0994969461 | 0.093831975 | 22055.72 | 0.0126 |
| 23 | Fidelity Strategic Advisers Large Cap Fund (FALCX) | 1317.32 | 0.12056348 | N/A | N/A | N/A | 59433 | 0.0026 |
| 24 | Goldman Sachs GQG Partners International Oppt (GSIMX) | 1117.64 | -1.10943016 | 15.41923199 | 0.1392281693 | N/A | 20799.93 | 0.0079 |
| 25 | JPMorgan Equity Income Fund (HLIEX) | 1086.68 | -0.9649469 | 29.98010372 | 0.1085575639 | 0.1248170405 | 47003.08 | 0.0072 |
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through September 30, 2021.
Top 25 equity funds ranked by largest outflows
| Name | 3-Month Portfolio Estimated Net Flows ($M) | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market Index Fund (VTSMX) | -9702.81 | -0.08491668 | 31.95200481 | 0.1591175088 | 0.1674411445 | 1257966.31 | 0.0014 |
| 2 | Vanguard Institutional Index Fund (VINIX) | -8269.04 | 0.5723469 | 29.97908575 | 0.1595850428 | 0.1685654178 | 281279.82 | 0.00035 |
| 3 | Vanguard Target Retirement 2030 Fund (VTHRX) | -3655.64 | -0.77732053 | 18.29235068 | 0.1044327813 | 0.1043291059 | 36946.12 | 0.0014 |
| 4 | Fidelity Contrafund (FCNTX) | -3531.04 | 0.37313433 | 24.34409876 | 0.1834365566 | 0.2054757158 | 139462.89 | 0.0086 |
| 5 | American Funds Growth Fund of America (AGTHX) | -3367.36 | 0.96051227 | 30.00826504 | 0.1883794588 | 0.1973527247 | 278748.26 | 0.0064 |
| 6 | Vanguard Target Retirement 2025 Fund (VTTVX) | -3261.94 | -0.65245759 | 15.92712918 | 0.0984890841 | 0.0960466096 | 41268.34 | 0.0013 |
| 7 | Vanguard Target Retirement 2035 Fund (VTTHX) | -3042.9 | -0.87304474 | 20.60405581 | 0.1099449651 | 0.1123221536 | 37821.88 | 0.0014 |
| 8 | Vanguard Target Retirement 2040 Fund (VFORX) | -2912.56 | -0.98421161 | 23.00265241 | 0.1153797915 | 0.1202616998 | 29083.7 | 0.0014 |
| 9 | T Rowe Price Blue Chip Growth Fund (TRBCX) | -2809.76 | 0.42407 | 22.26071781 | 0.1927558398 | 0.2238150423 | 100539.13 | 0.0068 |
| 10 | Vanguard Target Retirement 2020 Fund (VTWNX) | -2586.19 | -0.41447914 | 13.36606666 | 0.0899472728 | 0.0859386271 | 25372.64 | 0.0013 |
| 11 | Vanguard Target Retirement 2045 Fund (VTIVX) | -2515.37 | -1.08349267 | 25.41555956 | 0.1216120368 | 0.1260988167 | 28918.05 | 0.0015 |
| 12 | Vanguard Target Retirement 2050 Fund (VFIFX) | -2204.74 | -1.10562685 | 25.65066338 | 0.1223164131 | 0.1265209412 | 21583.24 | 0.0015 |
| 13 | T Rowe Price Growth Stock Fund (PRGFX) | -2195.22 | -0.83906097 | 28.34290361 | 0.207729287 | 0.2211498386 | 73062.18 | 0.0064 |
| 14 | American Funds Washington Mutual Inv Fund (AWSHX) | -1904.79 | -0.45061642 | 27.95372845 | 0.1209613161 | 0.138648087 | 153903.9 | 0.0058 |
| 15 | Fidelity SAI Inflation-Focused Fund (FIFGX) | -1873.9 | 7.54236043 | 48.13876013 | N/A | N/A | 978.19 | 0.0041 |
| 16 | Harbor Capital Appreciation Fund (HACAX) | -1806.1 | 0.40241449 | 24.0019229 | 0.2371871855 | 0.2459761931 | 39569.27 | 0.0067 |
| 17 | American Funds EuroPacific Growth Fund (AEPGX) | -1694.22 | -2.43178284 | 24.3320538 | 0.1278784021 | 0.1177209922 | 190043.58 | 0.0082 |
| 18 | Fidelity Growth Company Fund (FDGRX) | -1479.17 | -0.44701551 | 32.25571409 | 0.2830752085 | 0.2885137444 | 64517.65 | 0.0083 |
| 19 | T Rowe Price Mid-Cap Growth Fund (RPMGX) | -1479.06 | 0.12078267 | 28.50844953 | 0.1595429951 | 0.1714392426 | 37614.04 | 0.0073 |
| 20 | Lazard Global Listed Infrastructure Portfolio (GLIFX) | -1284.19 | 0.50826005 | 14.59627288 | 0.06911369 | 0.0875182869 | 7151.89 | 0.0096 |
| 21 | Dodge & Cox Global Stock Fund (DODWX) | -1278.06 | -3.35612181 | 45.0706001 | 0.1023781416 | 0.1176637265 | 10215.91 | 0.0062 |
| 22 | Vanguard PRIMECAP Fund (VPMCX) | -1263.03 | -3.46169251 | 29.74262501 | 0.133431654 | 0.172275067 | 73937.05 | 0.0038 |
| 23 | Vanguard Target Retirement 2055 Fund (VFFVX) | -1210.09 | -1.1092926 | 25.61275512 | 0.1222445748 | 0.1264002925 | 12516.47 | 0.0015 |
| 24 | Fidelity Freedom 2020 Fund (FFFDX) | -1192.9 | -0.68493151 | 16.52639309 | 0.0976439242 | 0.0934670977 | 24637.05 | 0.0059 |
| 25 | Hartford MidCap Fund (HFMCX) | -1181.08 | -3.6462585 | 31.58671264 | 0.1228080537 | 0.153873409 | 13520.13 | 0.0111 |
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through September 30, 2021.
The post Q3 2021 top equity mutual funds appeared first on InvestmentNews.
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