Most people know the Magellan Fund as one of the top performing mutual funds over the last 25 years. It's had a great record, but here's a system that's done better:
Average Annual Returns
|
Magellan |
Dow 5 |
Last 5 years |
18.8% |
21.9% |
Last 10 years |
18.8% |
19.1% |
Last 15 years |
19.3% |
20.4% |
(We have subtracted 1.5%, our maximum management fee on the smallest accounts from the Dow 5 returns in order to provide an accurate performance after fees.)
The 5 stocks of the Dow Dividend Strategy have done better than this leading fund - and with a lower tax impact (the Dow 5 stocks are held long enough to obtain long term capital gains rates while mutual funds generate much of their gains as short term gains).
If you would like to use a system of blue chip stocks that has done better than most of the leading mutual funds, call or check the coupon to receive our free booklet, "Reducing Your Risk With Blue Chip Stocks."
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To order, please send $1 for each booklet desired and specify which booklets you would like to order.
Note that investments compared to CDs and T-Bills are not insured while CDs are FDIC insured and the federal government guarantees T-bills. Nothing herein is intended to be legal or tax advice. Readers are encouraged to consult their accountant or attorney. Mention of a particular investment should not be considered a recommendation. Recommendations can only be made by determining your suitability. Past performance is not a guarantee of future results. Any rates quoted herein are subject to change. The S&P 500 and Dow Jones Industrial Averages are weighted, unmanaged indexes. Mutual fund performance figures are from Morningstar Principia as of 12/31/97 . Stock market measurements are taken from Ibbotson and Associates 1997 Yearbook. Performance measurements of the Dow 10 are as of December 31, 1997 (unless otherwise stated) and include reinvested dividends.