Tuesday, March 27, 2007

The Largest Mutual Funds

Kiplinger's Personal Finance recently ran an article detailing the largest mutual funds in the U.S. market. This can be interesting information; some people recommend that you be cautious about investing in a fund that is too large. Some like a $20 billion limit, others like a $40 billion limit. Note - the limit would not apply to index mutual funds like Vanguard 500 or Vanguard Total International Stock Market.

Mutual fund -- Size -- Expense ratio

1. Vanguard 500 -- $117.7b -- 0.18%
2. Vanguard Total Stock Market Index -- $89.1b -- 0.19%
3. Fidelity Contrafund -- $68.8b -- 0.88%
4. Dodge and Cox Stock -- $64.8b -- 0.52%
5. Vanguard Windsor II -- $49.2b -- 0.35%
6. Fidelity Diversified International -- $45.8b -- 1.05%
7. Vanguard Wellington -- $44b -- 0.29%
8. Fidelity Magellan -- $45.4b -- 0.59%
9. Fidelity Low Priced Stock -- $39.8b -- 0.88%
10. Dodge and Cox International Stock -- $28.5b -- 0.67%
11. Vanguard Primecap -- $22.4b -- 0.46%
12. Fidelity Equity-Income -- $30.6b -- 0.67%
13. Fidelity Growth Company -- $29.2b -- 0.96%
14. Fidelity Growth and Income -- $30.6b -- 0.69%
15. Dodge and Cox Balanced -- $27.1b -- 0.53%
16. Fidelty Puritan -- $25.8b -- 0.62%
17. T. Rowe Price Equity Income -- $23.6b -- 0.71%
18. Fidelity Balanced -- $22.2 b -- 0.63%
19. Vanguard Total International Stock Index -- $19.1b -- 0.31%
20. Fidelity Blue Chip Growth -- $20.1b -- 0.63%

Sorry for the formatting - it's a Blogger feature.

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