US Equities Rated Funds

The US is the most difficult market for actively managed funds to 'beat the index', because it is very well researched by analysts. However, all bar one of our Rated Funds - seven funds and three investment trusts - have achieved that feat over the past three years.

Actively managed funds have a better chance of beating the market by focusing on strategies that are not widely reflected in the S&P 500 and Dow Jones Industrial Average indices. These include focusing on smaller companies, running a concentrated portfolio of 'best ideas', or adopting a 'go anywhere' approach.

Most funds and trusts that are members of the official North America sectors may also have a slug of exposure to Canadian shares, but their primary influence is US equities. Investors can also get decent exposure to the US via a global fund. Many will have a high weighting to the US due to the size of the market and the diverse opportunities it offers.

Our selections are grouped into two distinct categories: Rated Funds with a primary focus on small and medium-sized companies, followed by those with an income or general investing focus.

US EQUITIESBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Old Mutual North Am Equity
UT North America
View Factsheet
US EQUITIES-0.7%
85 / 87
13.9%
23 / 83
70.2%
5 / 77
181.8%
1 / 64
Artemis US Sm Cos
UT North American Smaller Companies
View Factsheet
US EQUITIES-0.3%
8 / 8
12.3%
2 / 7
77.6%
1 / 7
-
-
JPMrgnUSSmC IT PLC 2.5P
IT North American Smaller Companies
View Factsheet
US EQUITIES2.3%
2 / 3
12.3%
1 / 3
85.1%
1 / 3
192.2%
1 / 3
Stan Life Inv Amn Eq Uncon
UT North America
View Factsheet
US EQUITIES0.3%
55 / 87
10.8%
53 / 83
53.6%
53 / 77
141.6%
24 / 64
The NthAmrcn InTstplc
IT North America Equities
View Factsheet
US EQUITIES2.5%
1 / 6
10.1%
3 / 6
67.9%
1 / 5
123.6%
2 / 5
VT De Lisle America
UT North America
View Factsheet
US EQUITIES0.1%
61 / 87
7.1%
72 / 83
79.2%
3 / 77
165.1%
2 / 64
Schroder US Mid Cap
UT North America
View Factsheet
US EQUITIES0.6%
43 / 87
6.1%
73 / 83
64.9%
13 / 77
151.1%
7 / 64
Middlefield Cndn Inc Tst
IT North America Equities
View Factsheet
US EQUITIES-1.2%
6 / 6
3.7%
4 / 6
18.1%
5 / 5
25.5%
5 / 5
Hermes US SMID Equity
FO Equity - Small Cap USA
View Factsheet
US EQUITIES-0.4%
45 / 45
2%
41 / 42
60%
4 / 32
133.2%
3 / 28
Fidelity American Spec Sit
UT North America
View Factsheet
US EQUITIES1.4%
15 / 87
0.5%
82 / 83
50.2%
63 / 77
141.8%
21 / 64
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here