Whats the best-performing mutual fund for the long haul?
What’s the long haul? Seriously, to me the long haul is 30 to 40 years. I think there are a lot of funds that fit the bill. If you’re really in it for the long haul, then most likely you’re going to be looking at an equity fund. We have a lot of really good funds that have performed well — it’s the usual suspects (Dodge & Cox [DODGX] is just one example). It depends on what kind of investor you are, though, too. For some people, for the long haul an S&P 500 index fund might be the best investment. So overall, I would say that the best one for the long haul is one that has low fees, so they’re not eating away into your return; low turnover, so you don’t have to worry about taxes; a fund manager or team with a lot of experience; and clear goals — if it’s growth it’s growth, if it’s value it’s value. You just want someone, I think, who’s really consistent. If you go on our Web site and check out the funds with the best 10-year pretax returns, it ranks the best performers (see BW Online’
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