Best/favorite mutual funds?

chris1515

Joined: Jun 20, 2005

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I'm about to get my hands on $150K of cash that I want to invest in the market with a 10 year horizon.

I'm looking at Fidelity's Contra, Blue Chip Growth, and Trend funds.
I'm also a fan of the Oakmark fund, good returns and I like their approach, but the returns lag the Fidelity funds mentioned.

Anything else out there I should be looking at?

OasisMan

Joined: Feb 8, 2001

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9:46a, 8/9/21

VTSAX
VSMAX
VGT

Baby Billy

Joined: Aug 8, 2014

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10:01a, 8/9/21

For mutual funds... CDDYX, FDTRX, MMCGX

nortex97

Joined: Aug 8, 2013

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In reply to chris1515 • 11:48a, 8/9/21

FSMEX has been very kind to me the past few years (fidelity medical). CPOAX has also been pretty good (basically it's Russell 2000 stuff).

bmks270

Joined: Jun 29, 2012

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2:27p, 8/9/21

Fidelity Select Software & IT Services Portfolio

FSCSX

https://www.morningstar.com/funds/XNAS/FSCSX/quote

Cyprian

Joined: Feb 5, 2001

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10:56a, 8/10/21

T Rowe Price

PRHSX
PRWAX
PRGTX

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Yeah, well, you know, that's just like, uh, your opinion, man.

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Aggiehunter34

Joined: Apr 5, 2008

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7:27a, 8/11/21

Look at Fidelity Funds managed by Sonu Karla. He manages some amazing accounts and has a great track record

Blue Chip Growth
Fidelity Flex Large Cap Growth
Blue Chip Growth K6

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vmiaptetr

Joined: Sep 1, 2013

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12:40a, 8/12/21

I have a soft spot for BGSIX, EGFIX, and MSSGX.

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AgCPA95

Joined: Jun 25, 2002

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6:43a, 8/12/21

Someone turned me on to Dodge & Cox years ago and have been in the Stock fund (DODGX) and now Global (DODWX). Have a soft spot for them as well as I made a killing likely due more to timing as many funds would have had solid results over some similar time periods, but their fees and turnover seem to be better than most.

vmiaptetr

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In reply to AgCPA95 • 6:55a, 8/12/21

I'll second Dodge & Cox.

Jet Black

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6:56a, 8/12/21

VTI

Brian Earl Spilner

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7:56a, 8/12/21

SWPPX
QQQ
SCHB

Assuming you're looking at ETFs as well.

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1939

Joined: May 24, 2007

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9:30a, 8/12/21

Fidelidy OTC

permabull

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9:35a, 8/12/21

FZROX

chris1515

Joined: Jun 20, 2005

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In reply to Aggiehunter34 • 11:28a, 8/12/21

Aggiehunter34 said:
Look at Fidelity Funds managed by Sonu Karla. He manages some amazing accounts and has a great track record

Blue Chip Growth
Fidelity Flex Large Cap Growth
Blue Chip Growth K6

what's the last fund with the K6?

chris1515

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2:21p, 8/12/21

thanks for the good feedback.

BTW, after comparing the 5 and 10 yr returns for everything listed here, the Dodge and Cox funds mentioned are near the bottom of that ranking for returns...

Baby Billy

Joined: Aug 8, 2014

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In reply to chris1515 • 7:49a, 8/13/21

chris1515 said:
thanks for the good feedback.

BTW, after comparing the 5 and 10 yr returns for everything listed here, the Dodge and Cox funds mentioned are near the bottom of that ranking for returns...

If you're chasing rolling 5 year returns then you'll be changing all of your funds every year.