We will group these six funds into large cap, mid-cap, foreign stock funds, and mixed funds these 4 categories.
U.S. Large Cap Funds
American Century Equity Income (TWEIX)
This fund invests one quarter of portfolio in convertible and preferred stocks, and the rest on beaten down dividend-paying stocks. Over the past decade, this fund has matched S&P 500 stock index' returns but with one third less volatility.
T. Rowe Price Dividend Growth (PRDGX)
Instead of focusing on bargains, this fund focuses on reasonably-priced and cash rich companies that are growing fast enough to boost their dividends or reinvest in business through acquisitions. This fund has consistently beating S&P 500 but with 10% less volatility.
U.S. Mid Cap Funds
Parnassus Mid Cap (PARMX)
This fund invests in socially conscious companies and has 15% less volatility than the S&P Midcap 400 index but remains at the top 2% of its category over the past decade.
Foreign Stock Funds
Tweedy, Browne Global Value (TBGVX)
This fund invests in about 100 foreign large cap blue chips stocks that are deemed at least 30% below their values. Various hedging methods are used by fund managers too, the result is this fund is in the top 1% of its category with 30% less volatile than its foreign stock index.
Mixed Funds
FPA Crescent (FPACX)
The manager of this fund has been at the position for nearly two decades. In the past decade, this fund has nearly matched S&P 500 benchmark but with 30% less volatility!
James Balanced: Golden Rainbow (GLRBX)
Over the past decade, this fund has been trailing S&P 500 index only 1 percentage point, but at 50% less volatility!