3 Disrespected Funds That Crush the S&P 500

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You’ve probably heard the “wisdom” on mutual funds a million times.

It goes like this: mutual funds collect high fees and most still fail to beat the market, so why bother when you can buy a low-cost index fund, like the SPDR S&P 500 ETF (SPY) or the Vanguard 500 ETF (VOO), and tag along with the market’s performance?

To be fair, it hasn’t been a bad strategy. Look at the total return those funds have posted over the last five years:

Indexing Has Paid Off—But We Can Do Better

Nearly doubling your money in half a decade is nice—but does that really mean mutual funds are ready for the dustbin of history?
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Dividend and growth fanatics have argued tooth-and-nail about who backs the superior strategy for decades. But time and time again, deep research shows that investors like you and I that prefer collecting quarterly checks come out on top.

The formula is simple: Plow your money into healthy-yielding dividend stocks – like the three no-brainer buy-and-hold equities I have on tap for you today – and let the outperformance roll in.

However, time and time again I stress the importance of substantial dividend yield. Low, begrudging payouts simply won’t do.

A study published by C. Mitchell Conover, CFA, CIPM, Gerald R. Jensen, CFA, and Marc W.…
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