Favorite Mutual Fund Company?
Written by Nickel - 34 Comments
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FacebookOkay, time for a quick question… If you were only allowed to choose one mutual fund company for your investments, which one would it be, and why?
Published on July 10th, 2007 - 34 Comments
Filed under: Saving & Investing
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About the author: Nickel is the founder and editor-in-chief of this site. He's a thirty-something family man who has been writing about personal finance since 2005, and guess what? He's on Twitter!
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34 Responses to “Favorite Mutual Fund Company?”
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July 10th, 2007 at 10:30 am
Vanguard
July 10th, 2007 at 11:14 am
Vanguard for low fees. If you want a wider range, Fidelity, but scrutinize the fees.
FWIW, I’ve done business with both but currently only have Fidelity from a 401k rollover. I would go back to V in a second if I needed another account, but I don’t.
July 10th, 2007 at 11:55 am
T.Rowe Price & Vanguard
They are a coin-toss. Reliable, great webiste, links with MS Money, SAFE, great offering of funds
July 10th, 2007 at 11:57 am
Vanguard, hands-down. Low fees beat active managers every time!
July 10th, 2007 at 12:06 pm
I’ll have to go Vanguard as well on this one. Low fees and a pretty good variety of funds.
July 10th, 2007 at 12:07 pm
I would say Vanguard, but for the exact opposite reason as mapgirl: in my experience Vanguard has slightly higher expense ratios than Fidelity, but a better selection of index mutual funds. For example, Fidelity has no small cap value index fund. Vanguard has lower minimums though, so it’s easier to get started.
July 10th, 2007 at 12:10 pm
I’d go with Fidelity.
Fidelity has lower fees for all-stock market indices than Vanguard. And for what its worth (some would say “very little”), they offer a wide selection of sector-specific and actively-managed funds that you can buy without incurring trading fees.
I would *not* choose Fidelity to manage a stock-based portfolio, as their equity-trading fees are expensive.
July 10th, 2007 at 12:23 pm
TRowePrice…extent of their funds and great customer service.
July 10th, 2007 at 12:39 pm
One more thing in favor of Vanguard: While I don’t believe there’s any such thing as stock selection skill, the guy running Vanguard’s index funds, Gus Sauter, has excellent transactional skill. Managing the transactions needed to track an index efficiently prevents funds from incurring expenses not reflected in the expense ratio.
July 10th, 2007 at 1:34 pm
Why not a mutual fund marketplace? I’ve used Scottrade for several years and am very happy. Not tied in to any brand of mutual funds.
July 10th, 2007 at 2:43 pm
I like idea of using mutual fund marketplace, I use charles schwab.
July 10th, 2007 at 3:22 pm
USAA since i have most of my stuff with them.
July 10th, 2007 at 3:54 pm
Mutual funds? Give me ETFs any day.
July 10th, 2007 at 5:30 pm
T.Rowe Price because the returns and allocation on their lifecycle funds fit my goals better than the equivalent Vanguard and Fidelity funds. Vangaurd is a close second for fees.
July 10th, 2007 at 7:25 pm
T.Rowe Price, great funds, awesome returns and really good customer service.
July 10th, 2007 at 10:05 pm
I like Dodge & Cox a lot.
July 11th, 2007 at 12:13 pm
We went with Vanguard because of the low fees.
July 11th, 2007 at 12:14 pm
Vanguard, in addition to low fees they have exactly managed sector funds because of the skill they have demonstrated selecting sub advisors.
The Vanguard Energy fund has been a great low-fee no worry performer I plan to keep indefinitely.
Their tech fund managed by Kevin Landis is also a winner if you are inclined to invest in technology.
July 11th, 2007 at 1:13 pm
second on Dodge & Cox
July 11th, 2007 at 1:54 pm
Vanguard for the selection, Maires and Powers for past performance.
July 11th, 2007 at 4:04 pm
Vanguard, love them!
low fees and perfect customer service
July 11th, 2007 at 11:50 pm
I don’t limit myself to just one company. I’ve used a diversified portfolio of index funds, ETFs, and no-load funds; but my current favorite is “No Load Fund X Upgrading”. Therefore I use a variety of no-load funds and ETF companies.
~Millionaire Mommy Next Door
July 12th, 2007 at 10:10 am
Hey, did anybody say “Vanguard” yet?
Well, let me join the herd.
July 12th, 2007 at 3:36 pm
While, practically speaking, I would choose Vanguard, in theory (were I able to overcome the up front fees), I believe that Dimensional Fund Advisors is even better. They can be accessed through a PHENOMENAL website, http://www.ifa.com, which in addition to be entertaining, is absolutely filled with useful information and really helps you understand asset allocation.
July 12th, 2007 at 3:39 pm
Oh, and you had asked why:
Broader range of choices than Vanguard, pre-packaged portfolios with lower risk and higher returns than Vanguard. One-stop shopping for the lazy asset allocator (at IFA, that is; DFA does not construct the all-in portfolios itself).
One other item: you can now access some DFA funds–sans sales fees–in one of the new 529 plans.
July 12th, 2007 at 4:56 pm
Vanguard!
July 12th, 2007 at 11:44 pm
Vanguard is doing me well so far.
July 13th, 2007 at 9:09 am
Vanguard
July 13th, 2007 at 12:44 pm
Fidelity – they have the cheapest UK tracker which (in an ideal world) would form the core of my holdings.
July 13th, 2007 at 3:50 pm
Fidelity.
July 13th, 2007 at 7:22 pm
vanguard for the win! VFINX for the win!
July 16th, 2007 at 2:28 pm
Vanguard
July 18th, 2007 at 7:24 pm
Fidelity has been good to me.
July 18th, 2007 at 10:21 pm
I’m going to pile on the Vanguard. Not just because of their accounts, but it’s absolutely easy and intuitive to use all their online features. That is one well-designed site! And on the two occasions I’ve needed additional information, their phone reps were totally helpful. If only these guys had a high-yield savings account so I didn’t have to slog through HSBC for that.