Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

TCW’s mutual funds are based on an active ... Bond (25.9%), Metropolitan West Total Return Fund (20.9%) and TCW Relative Value Large Cap Fund (10.1%) as of July 31, 2024. TGPCX’s 3-year ...

The fund lagged more than 90% of peers over the trailing five, 10, and 15 years on both a total-return and risk-adjusted basis. In 2023, both Franklin Mutual Shares and Franklin Mutual US Value ...

While real estate mutual funds don’t lead in price appreciation ... the real estate fund category also boasts a 4.99% average annual return over the past 10 years versus 12.69% for the S&P ...

For a more holistic measure of a mutual fund ... certain returns and how consistently were those returns delivered. “Let's say the benchmark return is 12 percent and the fund has delivered ...