4.8 • 883 Ratings
🗓️ 23 March 2018
⏱️ 11 minutes
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Learn the 5 best performing international mutual funds for 10 years.
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0:00.0 | Be wealthy and smart episode 389. If y'all know what I mean put your hands up and declare with me |
0:13.8 | yeah I'm full of bed I'm gonna live I'm gonna live a good life |
0:20.8 | a good life |
0:21.8 | a beautiful and glorious life Step into a world of wealth and wealth and financial freedom without budgets, boredom or bosses on |
0:31.4 | be wealthy and smart. And now here's your host, Linda P. Jones. |
0:37.0 | Welcome to Be Wealthy and Smart. I'm Linda P. Jones, America's Wealth Mentor. |
0:41.0 | Empowering women and Men Worldwide to Financial Freedom. |
0:45.1 | On today's show, we're going to go into part two of the Investors Business Daily Best Mutual |
0:51.0 | Funds Report. Last time in the last podcast I talked about large company stock funds that have outperformed |
1:00.0 | the S&P 500 on a 1, 3, 5, and 10 year basis. |
1:05.0 | If you haven't listened to that yet, go back and listen to that one and hear about one stock fund in particular that had spectacular outperformance but you had a report of |
1:16.5 | the top five that are doing spectacularly well. Like in last time's report the funds in this report have to have a minimum of $100 million in assets, |
1:28.0 | so they have to be of a significant size. |
1:30.9 | They have to have beaten their benchmark for the past one, three, five, and ten years, which is a feat that only 22% of all mutual funds can claim. |
1:41.0 | So they're in the very top, almost one-fifth of all mutual funds. |
1:45.6 | The category we're going to talk about today is called the International Stock |
1:49.2 | category. And they're using a benchmark to measure all of these top funds against called the MSCI |
1:56.6 | IFA, which is the Morgan Stanley Capital Index Europe, Australia, Far East, benchmark. So it's just the benchmark that these kinds of |
2:06.6 | international and global funds are measured against. The Eva Index on a one-year |
2:12.1 | total return basis was up 25.03 percent, |
2:15.6 | on a three-year basis was up 7.8 percent, |
2:18.6 | on a five-year average total return was up 7.9 percent, |
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