Question

find 3 stock (stock! stock! - mutual funds that invest in stocks) mutual funds that have averaged a 5 yr return at the end of 2017 greater then 8% per year?

Where can I find this information?

Answer 1

We can get the information as Best U.S. Diversified Stock Funds

All returns below are as of Dec. 31, 2017.

I have provided 5 stock mutual funds that have averaged a 5 year return at the end of 2017 greater than 8% per year, you can select any three.

Mutual fund	Symbol	1-year total return	3-year average total return	5-year average total return	10-year average total return	Morningstar category	Closed to new investors
PRIMECAP Odyssey Aggressive Growth	POAGX	33.59	16	23.02	15.06	US Fund Mid-Cap Growth	Yes
T. Rowe Price New Horizons	PRNHX	31.49	13.99	18.57	13.16	US Fund Small Growth	Yes
Brown Capital Mgmt Small Co Inv	BCSIX	28.9	14.95	18.25	12.98	US Fund Small Growth	Yes
Virtus KAR Small-Cap Growth I	PXSGX	36.99	20.04	20.22	12.79	US Fund Small Growth	No
Eaton Vance Atlanta Capital SMID-Cap I	EISMX	24.73	15.04	16.85	12.72	US Fund Mid-Cap Growth	Yes