Q3 2021 Top Equity Mutual Funds

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.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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