BOSTON (AP) ? An index mutual fund is a sensible option for building a diversified stock portfolio while keeping investment costs under control. [...] you'll come up a bit short, because the modest fees that index funds charge are shaved off investment returns. With a little research, an investor can find managed funds charging fees that aren't far above those assessed by some higher-cost index funds. What's more, a wealth of research has shown that a fund's expenses are almost always a more significant factor in long-term returns than any edge a manager can achieve. Each invests primarily in large U.S. companies, the types of stocks that typically anchor a well-diversified portfolio. Each of the four requires a minimum initial investment of $3,000 or less, so the funds are accessible to most individual investors. The fund's managers, William Frels and Mark Henneman, typically invest a substantial portion of the portfolio in companies with headquarters in Minnesota or neighboring states. Recent top holdings include PepsiCo, Johnson & Johnson, Occidental Petroleum, Target and Exxon Mobil. The four-person management team also puts a sharper focus on value-oriented stocks, which tend to generate steady earnings and are considered inexpensive based on their price-to-earnings ratios.
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