IBD Announces Third Annual Best Mutual Fund Award Winners

LOS ANGELES, March 19, 2018 -- Investor’s Business Daily (IBD), a leading financial news and research organization, today announced the results of its third annual Best Mutual Funds Awards. Funds named to the prestigious list were selected because they have beaten the broad market over the past one, three, five and 10 years -- an incredibly rare and difficult achievement.

“The stock market has continued to thrive over the past year, and investors want to know which funds are the best-performing mutual funds. With IBD’s rankings of the Best Mutual Funds, they get an unbiased analysis based on a decade of returns,” said Susan Warfel, managing editor of IBD. “We congratulate this year’s winners for their performance.”

For the 2018 list, 2,806 mutual funds met the criteria of having at least $100 million in assets and 10 years of operation, but only 627 funds beat their performance benchmark across all four periods evaluated. Breaking it down further, of the 1,104 U.S. diversified stock mutual funds in business for the entire decade and tracked by Morningstar Inc., only 115 outperformed the S&P 500 index at the one-, three-, five- and 10-year marks.

The awards span 12 categories: U.S. Diversified Stock Funds, Growth Funds, Blend Funds, Value Funds, Large-cap Funds, Mid-cap Funds, Small-cap Funds, Sector Funds, International Stock Funds, U.S. Taxable Bond Funds, International Bond Funds and Municipal Funds. No value funds made the 2018 list.

Five funds dominated both the U.S. Diversified Equity and the Growth categories, soundly beating the S&P 500 benchmark for each period evaluated.

Top 5 Award Winners in Each Category:

U.S. Diversified Stock Funds:

• PRIMECAP Odyssey Aggressive Growth
• T. Rowe Price New Horizons
• Brown Capital Management Small Company Inv
• Virtus KAR Small-Cap Growth I
• Eaton Vance Atlanta Capital SMID-Cap I

Growth Funds:

• PRIMECAP Odyssey Aggressive Growth
• T. Rowe Price New Horizons
• Brown Capital Management Small Company Inv
• Virtus KAR Small-Cap Growth I
• Eaton Vance Atlanta Capital SMID-Cap I

Blend Funds:

• Carillon Scout Mid Cap I
• PRIMECAP Odyssey Stock
• Glenmede Large Cap Core Portfolio
• Guinness Atkinson Global Innovators Inv
• Neuberger Berman Multi-Cap Opportunities Inst

Large-cap Funds:

• Shelton Nasdaq-100 Index Direct
• VALIC Company I NASDAQ-100 Index
• USAA NASDAQ-100 Index
• Fidelity OTC
• Nationwide Ziegler NYSE Arca Tech 100 A

Mid-cap Funds:

• PRIMECAP Odyssey Aggressive Growth
• Eaton Vance Atlanta Capital SMID-Cap I
• Buffalo Discovery
• Principal MidCap R5
• T. Rowe Price Institutional Mid-Cap Equity Growth

Small-cap Funds:

• T. Rowe Price New Horizons
• Brown Capital Management Small Company Inv
• Virtus KAR Small-Cap Growth I
• Dreyfus Opportunistic Small Cap Inv
• Janus Henderson Triton D

Sector Funds:

• Delaware Healthcare I
• T. Rowe Price Global Technology
• Fidelity Select Retailing
• T. Rowe Price Media & Telecommunications
• Fidelity Select Defense & Aerospace Portfolio

International Stock Funds:

• Hennessy Japan Small Cap Investor
• Oppenheimer Global Opportunities A
• Hennessy Japan Institutional
• Matthews Asia Dividend Investor
• Morgan Stanley Inst Global Franchise I

U.S. Taxable Bond Funds:

• PIMCO Extended Duration Instl
• Delaware Extended Duration Bond Inst
• PIMCO Income Instl
• PIMCO Fixed Income Shares C
• First Eagle High Yield I

International Taxable Bond Funds:

• GMO Emerging Country Debt III
• TCW Emerging Markets Income I
• Fidelity New Markets Income
• Fidelity Advisor Emerging Markets Inc M
• Goldman Sachs Emerging Markets Debt Instl

Municipal Bond Funds:

• Nuveen CA High Yield Municipal Bond I
• Nuveen Municipal Total Return Mgd Accts
• Delaware National Hi-Yld Muni Bd A
• Franklin California High Yield Municipal A
• AMG GW&K Municipal Enhanced Yield I

To find out more about this year’s winners, read analysis of the respective categories and learn how to invest in mutual funds, please visit www.investors.com/mutualfundsawards. To see the list of  Best Mutual Funds with links to all the winning funds in every category, go to www.investors.com/mutualfundsawardslist.

Reprints and licensing of IBD’s 2018 Best Mutual Funds Award logo and accolade are available through IBD’s partner, PARS International. For more information, go to www.IBDreprints.com.

About IBD
Investor's Business Daily (IBD) is a leading financial news and research organization recognized for proprietary stock screens, comparative performance ratings and a record of identifying stock leaders as they emerge. The company takes a data-first approach to investing, educating investors about how to invest successfully using tested methods and sound research. IBD has honed its approach over the last 50 years to help investors make smarter decisions. Its stock lists have outperformed the S&P, and its recent presidential poll, the most accurate over the past four election cycles, was one of only two national polls to accurately predict the outcome of the 2016 presidential election. IBD offers a number of interactive stock research tools and information for investors of every level. To learn more about all that IBD has available, please visit www.investors.com.

© 2018 Investor's Business Daily, Inc. All rights reserved. Investor's Business Daily, IBD, CAN SLIM and their corresponding logos are registered trademarks of Investor's Business Daily, Inc.

For Editorial Contact:
Marisa Lam
GMK Communications for IBD
[email protected]
650.544.3350