6 Biggest and Best US Funds

Want exposure to US equities? Morningstar fund analyst Fatima Khizou reveals the most popular US equity funds by size and those that are the best performing

Fatima Khizou 23 March, 2017 | 8:00AM
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4 Most Popular US Equity Funds

The largest funds in the sector are dominated by managers with a great deal of experience who focus on companies with the potential for durable growth.

The MFS Meridian US Value fund has a Morningstar Analyst Rating of Silver and has been managed by Steven Gorham since 2002. Gorham is an experienced investor who benefits from the support of co-manager Nevin Chitkara, appointed to the role in 2006. The managers have a large pool of experienced analysts at their disposal to carry out an investment process that is focused on identifying high-quality firms which exhibit sustainable and superior returns on equity and free cash flow. The managers like companies with solid balance sheets and durable franchises.

They take a long-term view with their holdings and often hold them for a decade or more as evidenced by the low turnover rate. The strategy has an excellent long-term track record since Gorham took charge here. The managers’ focus on downside protection has enabled the fund to hold up better in down markets than most of its peers but this means that it will not participate as much in rallies.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Dodge & Cox Worldwide US Stock A EUR44.99 EUR0.38Rating
JPM US Value C (acc) USD42.57 USD-0.33Rating
Legg Mason CB US Agrsv Gr A USD Acc268.32 USD0.58Rating
MFS Meridian US Value W1 USD35.68 USD0.54Rating
Polen Capital Focus US Gr A Retail39.27 USD1.21Rating
Robeco BP US Large Cap Equities I $344.38 USD0.21Rating

About Author

Fatima Khizou  is an Investment Research Analyst for Morningstar