Show me a mutual fund that consistantly out performs the S&P 500
7/3/2025 08:38am
Here are three mutual funds that have consistently outperformed the S&P 500:
1. **Fidelity Contrafund (FCNTX)**: This fund has a strong track record, with returns over the three and five-year benchmarks of 21.8% and 17.4%, respectively. It has an annual expense ratio of 0.63%, which is lower than its category average. The fund's performance, coupled with its solid management and low fees, makes it a strong contender for investors looking to outperform the S&P 500.
2. **Janus Henderson Research A (JRAAX)**: With returns over the three and five-year benchmarks of 21.4% and 16%, respectively, this fund has demonstrated consistent performance. Its annual expense ratio of 0.86% is also below the category average, making it an attractive option for investors seeking strong returns with reasonable fees.
3. **MassMutual Disciplined Gr Svc (DEIGX)**: This fund seeks to outperform the total return performance of the Russell 1000 Growth Index and has a proven track record of delivering strong results. With an annual expense ratio of 0.95%, it offers a competitive cost structure, making it a solid choice for investors aiming to surpass S&P 500 returns.
In conclusion, these mutual funds have shown the ability to consistently deliver higher returns than the S&P 500, making them worthy options for investors seeking to outperform the market.