What Are the Best Performing Funds in 2017?

What Are the Best Performing Funds in 2017?

Investing is an important aspect of financial planning, and choosing the right investment option can lead to a healthy financial future. Mutual funds are a popular investment option, as they provide diversification and professional management. In 2017, there were several mutual funds that performed exceptionally well, and this article will highlight some of the best performing funds.

Equity Funds:

Equity funds invest in stocks, and they are a popular choice among investors due to their potential for high returns. In 2017, the Fidelity Select Technology Portfolio (FSPTX) was one of the best performing equity funds, returning 47.03%. The fund invests in technology companies and has a low expense ratio of 0.73%.

Another top-performing equity fund was the T. Rowe Price Global Technology Fund (PRGTX), which returned 44.99%. This fund invests in technology companies worldwide and has an expense ratio of 0.94%.

Fixed Income Funds:

Fixed income funds invest in bonds and other debt securities. These funds are popular among investors who seek a regular income stream and stability. One of the best performing fixed income funds in 2017 was the iShares U.S. Treasury Bond ETF (GOVT), which returned 2.35%. The fund invests in U.S. Treasury bonds and has an expense ratio of 0.15%.

Another top-performing fixed income fund was the Vanguard Short-Term Investment-Grade Fund (VFSTX), which returned 2.06%. This fund invests in high-quality, short-term bonds and has an expense ratio of 0.20%.

International Funds:

International funds invest in companies outside of the United States. These funds provide diversification and exposure to different markets. In 2017, the T. Rowe Price Emerging Markets Stock Fund (PRMSX) was one of the best performing international funds, returning 34.14%. The fund invests in emerging markets and has an expense ratio of 1.25%.

Another top-performing international fund was the Fidelity China Region Fund (FHKCX), which returned 33.65%. This fund invests in companies in China, Hong Kong, and Taiwan and has an expense ratio of 0.99%.

Investment Strategies:

Investors should be cautious when selecting mutual funds, as past performance does not guarantee future results. It is important to do thorough research and consider factors such asexpense ratios, management fees, and investment objectives.

Diversification is also key to a successful investment strategy. Investors should consider investing in a mix of equity, fixed income, and international funds to minimize risk and maximize returns.

Furthermore, investors should regularly review their investment portfolios and make adjustments as necessary. It is important to maintain a long-term investment perspective and not be swayed by short-term market fluctuations.

Conclusion:

In summary, 2017 had several mutual funds that performed exceptionally well across different asset classes. Equity funds such as the Fidelity Select Technology Portfolio and the T. Rowe Price Global Technology Fund had impressive returns, while fixed income funds such as the iShares U.S. Treasury Bond ETF and the Vanguard Short-Term Investment-Grade Fund provided stability and regular income. International funds such as the T. Rowe Price Emerging Markets Stock Fund and the Fidelity China Region Fund provided diversification and exposure to different markets. Investors should consider a mix of these funds and maintain a long-term investment perspective.