Q4 2021 top equity mutual funds

Top 50 equity funds ranked by quarterly returns, Top 25 equity funds ranked by largest Inflows, Top 25 equity funds ranked by largest outflows

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 Upright Growth Fund (UPUPX) 30.88260368 57.6044686 52.27614599 0.0874258015 32.06 2.2
2 Counterpoint Tactical Equity Fund (CPIEX) 29.15555556 54.08271474 0.23025814 0.0215696319 16.75 1.78
3 Fidelity Select Semiconductors Portfolio (FSELX) 29.06267725 59.19443155 55.58147678 0.3503595296 9988.87 0.7
4 Fidelity Advisor Semiconductors Fund (FELAX) 28.51710996 57.52070767 54.67098819 0.3417589969 1076.96 1.04
5 One Rock Fund (ONERX) 25.1619939 45.14462924 N/A N/A 9.88 1.77
6 Fidelity Select Construction and Housing Portfolio (FSHOX) 22.75164044 57.55054606 40.75895835 0.2432642034 895.36 0.78
7 Upright Growth & Income Fund (UPDDX) 22.63231198 57.51341682 32.93711836 N/A 2.38 3.29
8 State Street US Core Equity Fund (SSAQX) 22.61531954 41.89689712 32.40458385 0.220861581 7216.08 0.14
9 Rydex Electronics Fund (RYSIX) 20.76974668 38.66852443 51.41683998 0.3196227603 99.44 1.44
10 Upright Assets Allocation Plus Fund (UPAAX) 20.57453416 48.32855778 29.20680106 N/A 2.29 2.89
11 Baron Partners Fund (BPTRX) 19.46258185 31.38856851 67.8365594 0.435552546 8657.37 1.56
12 AAM/Phocas Real Estate Fund (APRIX) 18.85337525 43.34283296 22.90745415 0.1293524928 36.22 0.91
13 AXS Thomson Reuters Private Equity Return Trckr (LDPIX) 18.84237082 28.20175168 28.32138218 0.1891287616 28.86 1.51
14 DoubleLine Real Estate and Income Fund (DBRIX) 18.65103005 50.06357667 19.42565263 N/A 18.74 0.64
15 Pimco Real Estate Real Return Strategy Fund (PRRSX) 18.54437921 53.83502187 24.2950957 0.1339260944 1498.57 0.85
16 Gotham Hedged Plus Fund (GHPLX) 18.10569085 40.81357708 10.01394402 0.0878795033 14.35 2.51
17 Fairholme Fund (FAIRX) 17.961349 6.86577412 27.48010427 0.0841238842 1419.58 1.03
18 Spirit of America Real Estate Inc & Growth Fund (SOAAX) 17.91132964 42.03493945 19.9233152 0.1140537619 134.02 1.59
19 Invesco Gold & Special Minerals Fund (OPGSX) 17.62213087 -2.87040746 24.58818396 0.1450871766 2248.81 1.05
20 Timothy Plan Large/Mid-Cap Value Fund (TLVAX) 17.58400473 32.34249092 23.79878582 0.1522942121 290.92 1.63
21 Pioneer Real Estate Shares (PWREX) 17.44135512 40.80185489 18.82404657 0.0987061712 87.28 1.5
22 MainStay CBRE Real Estate Fund (CRARX) 17.41812582 52.63467195 22.28762711 0.12098082 513.14 0.83
23 Columbia Real Estate Equity Fund (CREEX) 17.26482492 42.05669318 20.71542087 0.1144452069 337.91 1.01
24 Manning & Napier Real Estate Series (MNREX) 17.26183438 43.66932523 20.23657685 0.1199434043 390.24 1.1
25 John Hancock Real Estate Securities Fund (JIREX) 17.22027887 46.47875865 21.38554811 0.1291416468 417.94 0.82
26 Voya Corporate Leaders Trust Fund (LEXCX) 17.17720411 26.76229912 17.08103978 0.120943225 807.61 N/A
27 Virtus Duff & Phelps Real Estate Securities Fd (PHRAX) 17.11696382 46.73390525 22.19180007 0.1248297291 617.34 1.35
28 DWS RREEF Real Estate Securities Fund (RRRRX) 17.08017458 43.02907607 20.7921856 0.1269147546 1755.25 0.63
29 AXS Alternative Value Fund (COGVX) 17.06543267 33.62275353 23.07171191 0.1590035101 1.92 1.77
30 Quantified Common Ground Fund (QCGDX) 17.02579965 32.15933973 N/A N/A 146.64 1.69
31 Great-West Real Estate Index Fund (MXREX) 16.99620724 44.30516905 15.99923377 0.0889682016 614.87 0.7
32 American Century Real Estate Fund (REACX) 16.96701278 41.32024001 19.15575275 0.1108713074 1088.21 1.16
33 Quantified STF Fund (QSTFX) 16.90952583 28.98573161 38.59447091 0.331526198 227.81 1.65
34 Goldman Sachs Real Estate Securities Fund (GREIX) 16.75147092 44.74429832 19.0281314 0.1043956488 176.62 0.91
35 Columbia Seligman Technology & Info Fd (SLMCX) 16.74940362 38.92664322 45.53439737 0.3068968196 12046.95 1.19
36 Terra Firma US Concentrated Realty Eqty Fd (TFREX) 16.70742577 49.44243543 22.63115697 0.1280188965 41.93 1.29
37 Columbia Seligman Global Technology Fund (SHGTX) 16.64690738 38.86348013 46.361912 0.3093114716 2275.32 1.31
38 Aberdeen Realty Income & Growth Fund (AIGYX) 16.52692483 39.5301533 18.66893996 0.1101344249 60.41 1.05
39 BlackRock Real Estate Securities (BAREX) 16.51440455 45.85595799 21.11894614 0.1272880939 582.29 1
40 Nuveen Real Estate Securities Fund (FARCX) 16.47056121 41.31575738 18.52239513 0.1069019985 2260.14 0.97
41 Neuberger Berman Real Estate Fund (NBRFX) 16.39629467 41.67820918 22.52456588 0.1425635833 1346.26 1.39
42 T Rowe Price Real Estate Fund (TRREX) 16.35609639 47.20618574 16.88587709 0.087047769 1823.08 0.78
43 Timothy Plan Small Cap Value Fund (TPLNX) 16.24874094 39.27669018 22.11227255 0.1167779823 179.95 1.61
44 Alpha Fiduciary Quantitative Strategy Fund (AFQSX) 16.24472574 44.61942257 N/A N/A 20.26 1.8
45 Fidelity Flex Real Estate Fund (FFERX) 16.11084631 43.69092234 18.12666993 N/A 2.27 0
46 Franklin Gold and Precious Metals Fund (FKRCX) 16.11023698 -3.77323649 27.90954979 0.1135556735 1303.76 0.9
47 DFA Real Estate Securities Portfolio (DFREX) 16.05894179 41.85234228 19.92564196 0.1208647024 11763.52 0.18
48 Cohen & Steers Realty Shares (CSRSX) 16.02558084 42.61068444 22.5316504 0.1355252092 9157.77 0.88
49 PGIM US Real Estate Fund (PJEZX) 15.97811494 48.12967618 23.49041114 0.1392369664 82.56 1
50 Cohen & Steers Institutional Realty Shares (CSRIX) 15.95707657 42.46861638 22.65431266 0.1374466786 7476.11 0.75

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 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 Fidelity 500 Index Fund (FXAIX) 9906.2 11.02198309 28.69079477 0.2603166292 0.1844832082 399362.53 0.00015
2 Harbor Capital Appreciation Fund (HACAX) 5393.16 5.00075054 15.62978449 0.33476914 0.2631185964 39645.18 0.0067
3 Vanguard Total International Stock Index Fund (VGTSX) 3802.62 2.09228722 8.61388636 0.1359068091 0.0982366243 418933.39 0.0017
4 Catholic Responsible Investments Eqty Indx Fd (CRQSX) 3491.58 N/A N/A N/A N/A 3491.58 0.0009
5 Strategic Advisers Fidelity US Total Stock Fund (FCTDX) 3105.67 8.13334196 25.3426245 0.2577543162 N/A 72792.56 0.0036
6 Fidelity Series Global ex US Index Fund (FSGEX) 2874.64 2.1409355 7.76794659 0.1314633732 0.0970329752 33362.21 0.0001
7 American Funds American Balanced Fund (ABALX) 2196.82 6.46385926 15.76443357 0.1520817362 0.1143278358 224667.14 0.0058
8 John Hancock Mid Cap Growth Fund (JACFX) 2139.1 N/A N/A N/A N/A 1949.61 0.0079
9 Schwab S&P 500 Index Fund (SWPPX) 1824.6 11.0068414 28.65735449 0.2601038831 0.1842863369 71379.8 0.0002
10 Calamos Market Neutral Income Fund (CVSIX) 1805.49 1.57002715 4.70119165 0.0541366984 0.0446119582 17807.53 0.0123
11 Fidelity Series Total Market Index Fund (FCFMX) 1715.86 9.18495604 25.62779756 N/A N/A 50004.42 0
12 Fidelity Strategic Advisers Fidelity Intl Fund (FUSIX) 1682.32 3.24619409 12.47802144 0.1693792098 0.1181073861 25624.92 0.007
13 Fidelity Series Emerging Markets Opportunities Fnd (FEMSX) 1584.51 -2.6887207 -5.10590793 0.1508995242 0.1243259013 29441.44 0.0001
14 BlackRock Mid-Cap Growth Equity Portfolio (CMGIX) 1492.29 2.56907627 14.49063645 0.3155706753 0.2582835859 19871.76 0.008
15 American Funds SMALLCAP World Fund (SMCWX) 1478.06 -0.53403498 10.26905664 0.2557938343 0.1780294155 82198.86 0.0102
16 Fidelity Extended Market Index Fund (FSMAX) 1467.58 0.70476034 12.40722836 0.2386660456 0.1528921363 42853.87 0.00035
17 Bridge Builder International Equity Fund (BBIEX) 1400.54 -5.38633693 2.5453474 0.1275138525 0.0951251672 14512.44 0.0037
18 Catholic Responsible Investments Intl Eqty Fd (CRLSX) 1349.16 N/A N/A N/A N/A 1349.15 0.008
19 JPMorgan Hedged Equity 2 Fund (JHDAX) 1349.06 7.23538558 N/A N/A N/A 3892.1 0.0085
20 Goldman Sachs GQG Partners International Oppt (GSIMX) 1325.37 2.21946124 12.48729713 0.1843892928 0.1551762437 22510.64 0.0079
21 Catholic Responsible Invest Mgns 60/40 AP Fd (CMPSX) 1226.13 N/A N/A N/A N/A 1226.13 0.0048
22 Fidelity Mid Cap Index Fund (FSMDX) 1104.39 6.43597216 22.56110529 0.2324812681 0.1507121365 25890.72 0.00025
23 TIAA-CREF International Equity Index Fund (TCIEX) 1084.95 3.16490146 11.29540572 0.1358280539 0.09763282 19413.69 0.0005
24 American Funds International Gro & Inc Fd (IGAAX) 1045.45 3.46546636 9.69207781 0.1453267817 0.1015435978 17182.34 0.0091
25 Fidelity Strategic Advisers Large Cap Fund (FALCX) 1035.31 9.47535308 27.98658382 N/A N/A 63984.33 0.0026

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 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) -11025.59 9.12333697 25.58814866 0.2561268653 0.1785269874 1373412.88 0.0014
2 Vanguard Institutional Index Fund (VINIX) -6628.88 11.01614503 28.66860034 0.260211727 0.1843295171 304855.74 0.00035
3 Fidelity Stock Selector All Cap (FDSSX) -5775.64 7.45339272 23.12525454 0.2666647795 0.1840357511 6598.94 0.0068
4 Fidelity Contrafund (FCNTX) -4817.97 8.25951835 24.36204941 0.2889881063 0.2261603765 145369.09 0.0086
5 American Funds Growth Fund of America (AGTHX) -4495.06 6.50092769 19.33654439 0.2817265577 0.2087036862 292070.27 0.0061
6 Vanguard 500 Index Fund (VFINX) -4354.13 10.98621169 28.53278916 0.2588159017 0.1830576447 856081.52 0.0014
7 TIAA-CREF Large-Cap Growth Index Fund (TILIX) -3845.86 11.61334819 27.51610128 0.3395328981 0.25217704 11093.39 0.0005
8 Vanguard PrimeCap Fund (VPMCX) -2801.66 7.20171026 21.81487443 0.2218290969 0.1828043339 75956.86 0.0038
9 American Funds Fundamental Investors (ANCFX) -2412.21 8.70992158 22.48631837 0.2154635505 0.1565496456 135689.54 0.0061
10 Fidelity Growth Company Fund (FDGRX) -2254.43 6.50284377 22.67105765 0.4164069351 0.2998747088 66060.19 0.0083
11 Vanguard Extended Market Index Fund (VEXMX) -2221.87 0.66166283 12.31350321 0.2375362754 0.1514418648 108714.89 0.0019
12 Fidelity Series Commodity Strategy Fund (FCSSX) -2200.81 -1.44578313 27.133061 0.0976938076 0.0348393753 5649.4 0
13 T Rowe Price Blue Chip Growth Fund (TRBCX) -2166.76 4.1368925 17.70136448 0.2723306555 0.2346715836 102001.07 0.0068
14 Fidelity SAI US Large Cap Index Fund (FLCPX) -2029.07 11.01762668 28.70830326 0.2600169216 0.1842809279 15042.25 0.00016
15 T Rowe Price Growth Stock Fund (PRGFX) -2001.71 4.74262431 20.03154667 0.2903988565 0.2323429766 74226.17 0.0064
16 Vanguard Institutional Tot Stk Mkt Id Fd Plus (VITPX) -1921.02 9.16539035 25.75342299 0.2578230555 0.1799304672 35856.96 0.0002
17 American Funds Capital World Gro & Inc Fd (CWGIX) -1910.54 6.41859697 14.78032349 0.1837306386 0.1316821989 127254.54 0.0076
18 American Funds Washington Mutual Inv Fund (AWSHX) -1738.43 11.87959401 28.49770711 0.2021119179 0.1518065484 170346.32 0.0058
19 American Funds Investment Co of America (AIVSX) -1699.73 8.99481062 25.01975485 0.2123111976 0.1480804715 125719.39 0.0058
20 Invesco Diversified Dividend Fund (LCEAX) -1651.73 6.43340108 18.92855134 0.1416721059 0.0823284145 14074.68 0.0084
21 Vanguard Target Retirement 2025 Fund (VTTVX) -1638.86 3.54947461 9.79897864 0.141557952 0.1034704001 40930.55 0.0013
22 Invesco Developing Markets Fund (ODMAX) -1624.91 -4.16823562 -7.5032022 0.1035782975 0.097391345 45196.07 0.0122
23 American Funds Income Fund of America (AMECX) -1552.81 7.00356867 17.37816821 0.1356654008 0.095223741 130939.09 0.0056
24 Fidelity Low-Priced Stock Fund (FLPSX) -1526.37 5.999499 24.52426425 0.1957856617 0.1299033502 32758.68 0.0065
25 Vanguard International Growth Fund (VWIGX) -1477.79 -2.79796021 -0.84967563 0.2757834851 0.2098768726 65174.68 0.0043

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.

The post Q4 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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