Based on my research I put together a formula to rank mutual funds based on long-term (5+ years) performance. I excluded mutual funds from my list that require initial investments of more than $5,000. These are my own recommendations, I do not work for any of these funds or any of the companies in their holdings. I have no influence over their gain or loss in value. I'm watching the 1-year performance of these, and other mutual funds to tweak and improve my formula. Here is my ideal $10K investment portfolio if I had invested yesterday:
EKWBX - 14.628 @ $68.36
USAGX - 85.494 @ $35.09
FKRCX - 25.284 @ $39.55
TGLDX - 16.358 @ $61.13
OPGSX - 27.188 @ $36.78
EKWCX - 14.742 @ $67.83
MDLTX - 18.385 @ $54.39
FAGPX - 26.532 @ $37.69
Total value as of May 24, 2010 - $9999.77
I will keep an eye on this and make periodic reports.
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