Best Blend Mutual Funds: Best Mutual Funds Awards 2022

If you’re evaluating mutual funds for your investment portfolio or retirement account, this list highlights the best blend mutual funds to consider now, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. Blend funds invest in both growth and value stocks.

Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 409 blend funds at least 10 years old, just 6 of them, or 1%, won awards.

 

All returns are as of Dec. 31, 2021.

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Best Blend Mutual Funds

Mutual FundSymbol1-year total return3-year average annual return5-year average annual return10-year average annual returnMorningstar CategoryClosed to New Inv
Benchmark: S&P 50028.71%26.07%18.47%16.55%
JHancock Fundamental All Cap Core IJFCIX30.1531.3819.9317.69Large BlendNo
Nationwide BNY Mellon Dyn US Core R6MUIGX30.2928.7921.7917.32Large BlendNo
JPMorgan US Large Cap Core Plus IJLPSX29.2028.3718.9817.05Large BlendNo
Federated Hermes MDT All Cap Core ISQIACX31.2226.6219.1016.95Large BlendNo
JPMorgan US Sustainable Leaders IJIISX31.0026.7918.6716.88Large BlendNo
GMO Quality IVGQEFX31.5727.1321.6616.74Large BlendNo
Sources: IBD, Morningstar Direct

The 2022 Best Mutual Funds 2022 logo and accolades are available for licensing through Investor’s Business Daily’s partner, The YGS Group. For more information and ordering, please visit www.IBDlicensing.com or call 800-290-5460.

Source: https://www.investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-awards-2022-best-blend-mutual-funds/?src=A00220&yptr=yahoo