The Wall Street Journal recently posted a brief article regarding successful, low-fee, low-minimum equity funds.
From article:
Quote:
We screened for top-performing, low-fee, low-minimum equity funds. We demanded three- and five-year returns in the top 25% of each fund's respective classification and expense ratios in the bottom 50%. We also required that the funds accept minimum initial investments of $1000 or less. Each fund has no load, is open to new investors and holds total net assets of at least $50 million.
[12 Funds WSJ recommends]
- Bruce Fund (BRUFX)
Alpine International Real Estate (EGLRX)
ICAP International (ICEUX)
SSgA Internation Stock Selection (SSAIX)
Elfun Internation Equity (EGLBX)
Tamarack Micro Cap Value (TMVSX)
Oakmark Gloval (OAKGX)
Exelsior Value & Restructuring (UMBIX)
Heartland Select Value (HRSVX)
ICAP Select Equity (ICSLX)
1st Source Monogram Income Equity (FMIEX)
Neuberger Berman Partners (NPRTX)
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This article was in Tuesday, August 15th's Personal Journal (D) section. I highly recommend checking it out, as they include 3 and 5 year gains for each fund, as well as expense ratios and minimum investment figures (generally $500-1000).