UnThreaded | Threaded | Whole Thread (48) | Ignore Thread Prev Thread | Prev | Next | Next Thread
Author: Hawkwin Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76392  
Subject: Re: Best way to invest in a ROTH IRA Date: 9/20/2005 6:10 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
www.vanguard.com has their own fund screener that works fairly well. It only goes back 10 years though. I had them list all funds from both fund families that have done 10% or better on average for at least 10 years.

I took out specialty and sector funds and the following are the results:

Vanguard Capital Opp (Mid Growth: MG) 14.69% - closed
Vanguard Strategic Equity (MB) 13.86%
Vanguard Primecap (LB) 12.92% - closed
American Funds Capital World (World Stock: WS) 12.79%
American Growth Fund of America (LG) 12.02%
Vanguard Windsor II (LV) 11.83%
Vanguard Global Equity (WS) 11.43%
American AMCAP (LG) 11.03%
American Fundamental (LV) 10.97%
Vanguard Equity Income (LV) 10.80%
Vanguard Explorer (SG) 10.78%
American Washington Mutual (LV) 10.68%
American ICA (LV) 10.68%
American New Perspective (WS) 10.59%
Vanguard Small Cap Index (SB) 10.48%

Return is net of fees.

Considering that American Funds have ONLY 29 funds in total, they have 7 of them that have 10% or better returns over the last 10 years. Vanguard has 12 out of 101. I think your wife will be OK.
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (48) | Ignore Thread Prev Thread | Prev | Next | Next Thread

Announcements

The Retire Early Home Page
Discussion on accelerating retirement day.
Foolanthropy 2014!
By working with young, first-time moms, Nurse-Family Partnership is able to truly change lives – for generations to come.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Dividend Growth Investing

Good Time for Dividend Champions?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement