Top Performer Bond & Stock Mutual Funds July 2011

The following article will provide the top performing mutual funds (up till July 2011). The list include Dynamic US Growth I, Virtus Small-Cap Sustainable Growth A, PIMCO Real Estate Real Return Strategy A and more.

Introduction

Mutual funds have been the primary medium for many investors to invest. Many long term investors have either brokerage account or retirement account (Traditional IRA, ROTH IRA, 401k, etc). Mutual funds have 2 main categories: bond mutual fund (or fixed income fund) and stock mutual fund (or equity mutual fund).

The bond fund includes taxable bond fund and non taxable bond fund or municipal bond fund. The following fund is considered taxable bond fund:

• Government bond fund: Foreign or USA
• US Treasuries fund
• GNMA fund
• Mortgage bond fund
• Corporate bond fund
• High Yield bond fund

The non taxable bond fund is also called municipal bond fund or muni bond fund. These funds have a dividend yield which is exempted from federal tax rate. Some muni bond funds may also exempt from state and local tax.

The other fund is stock fund. This equity fund has 3 main categories such as domestic stock fund, foreign stock fund, and preferred stock fund. These stock funds may be classified as according to its style or category such as large growth, large blend, large value, mid value, mid blend, mid growth, small growth, small value, small blend, Europe, asia pacific, Japan, sector (real estate REIT, health, technology, basic materials, energy, precious metals, etc).

The following top performers are sorted based on its year to date performance up to July 8th, 2011. The 40 Top YTD Performer Mutual Funds 2011 (up to July 8th, 2011) are:

1. Dynamic US Growth I (DWUGX)
2. Virtus Small-Cap Sustainable Growth A (PSGAX)
3. GMO US Small/Mid Cap Growth III (GMSPX)
4. PIMCO Real Estate Real Return Strategy A (PETAX)
5. Rice Hall James Small Cap Instl (RHJMX)
6. T. Rowe Price Health Sciences (PRHSX)
7. Delaware Smid Cap Growth A (DFCIX)
8. JHT Health Sciences Trust Ser I (JEHSX)
9. ProFunds UltraSector Health Care Inv (HCPIX)
10. VALIC Company I Health Sciences (VCHSX)

updated on July 8th, 2011

Latest Article: Best Performer Mutual Funds May 2012


Fund Information

No	Name	Ticker	YTD Total Return	Rating	Expense Ratio	Load	Min to Invest	Category
1	Dynamic US Growth I	DWUGX	25.8	5	0.95%	0.00%	$10,000	Large Growth
2	Virtus Small-Cap Sustainable Growth A	PSGAX	24.4	2	1.67%	5.75	$2,500	Small Growth
3	GMO US Small/Mid Cap Growth III	GMSPX	24.23	3	0.46%	0.00%	$0	Mid-Cap Growth
4	PIMCO Real Estate Real Return Strategy A	PETAX	23.33	1	1.19%	5.5	$1,000	Real Estate
5	Rice Hall James Small Cap Instl	RHJMX	22.37	4	1.47%	0.00%	$2,500	Small Growth
6	T. Rowe Price Health Sciences	PRHSX	21.96	4	0.84%	0.00%	$2,500	Health
7	Delaware Smid Cap Growth A	DFCIX	21.92	4	1.50%	5.75	$1,000	Mid-Cap Growth
8	JHT Health Sciences Trust Ser I	JEHSX	21.8	4	1.12%	0.00%	$0	Health
9	ProFunds UltraSector Health Care Inv	HCPIX	21.74	1	1.71%	0.00%	$15,000	Health
10	VALIC Company I Health Sciences	VCHSX	21.64	4	1.18%	0.00%	$0	Health
11	Fidelity Select Biotechnology	FBIOX	21.61	3	0.86%	0.00%	$2,500	Health
12	Chase Mid Cap Growth N	CHAMX	21.49	4	1.45%	0.00%	$2,000	Mid-Cap Growth
13	Delaware Pooled Focus Smid-Cap Gr Eq	DCGTX	21.4	5	0.92%	0.00%	$ 1 Mil	Mid-Cap Growth
14	Fidelity Select Medical Delivery	FSHCX	21.24	4	0.88%	0.00%	$2,500	Health
15	Fidelity Advisor Biotechnology A	FBTAX	21.22	2	1.38%	5.75	$2,500	Health
16	ProFunds UltraMid Cap Inv	UMPIX	21.22	1	1.68%	0.00%	$15,000	Mid-Cap Blend
17	Putnam Equity Spectrum A	PYSAX	21.07	-	1.40%	5.75	$500	Mid-Cap Value
18	Federated MDT Small Cap Growth A	QASGX	20.96	2	1.75%	5.5	$1,500	Small Growth
19	Oppenheimer Discovery A	OPOCX	20.87	3	1.34%	5.75	$1,000	Small Growth
20	Pacific Advisors Small Cap Value A	PASMX	20.68	2	2.66%	5.75	$1,000	Small Blend
21	ProFunds Biotechnology UltraSector Inv	BIPIX	20.64	1	1.92%	0.00%	$15,000	Health
22	ProFunds Real Estate UltraSector Inv	REPIX	20.52	1	1.72%	0.00%	$15,000	Real Estate
23	Hartford Global Health HLS IA	HIAHX	20.47	4	0.90%	0.00%	$0	Health
24	Putnam Capital Spectrum A	PVSAX	20.39		1.40%	5.75	$500	Conservative Allocation
25	ProFunds Ultra Dow 30 Inv	UDPIX	20.12	1	1.75%	0.00%	$15,000	Large Value
26	Hartford Global Health A	HGHAX	20.06	3	1.49%	5.5	$2,000	Health
27	Rydex Biotechnology Adv	RYOAX	19.88	2	1.89%	0.00%	$2,500	Health
28	Geneva Advisors All Cap Growth Instl	GNVIX	19.81	5	1.25%	0.00%	$100,000	Large Growth
29	Prudential Jennison Health Sciences A	PHLAX	19.5	4	1.27%	5.5	$2,500	Health
30	ProFunds Oil Equipment Svc & Dist Inv	OEPIX	19.36	1	1.80%	0.00%	$15,000	Equity Energy
31	Artisan Small Cap Investor	ARTSX	19.33	3	1.31%	0.00%	$1,000	Small Growth
32	Integrity Williston Bsn/Md-N Amer Stk A	ICPAX	19.19	5	1.50%	5	$1,000	Mid-Cap Growth
33	Rydex Dow 2x Strategy C	RYCYX	18.97	1	2.56%	1	$2,500	Large Value
34	ProFunds UltraSector Oil & Gas Investor	ENPIX	18.93	2	1.69%	0.00%	$15,000	Equity Energy
35	Old Mutual Copper Rock Emerging Gr A	OMARX	18.9	2	1.67%	5.75	$2,500	Small Growth
36	LKCM Small Cap Equity Instl	LKSCX	18.85	4	0.96%	0.00%	$10,000	Small Growth
37	Live Oak Health Sciences	LOGSX	18.82	4	1.35%	0.00%	$2,000	Health
38	LKCM Aquinas Small Cap	AQBLX	18.81	3	1.50%	0.00%	$2,000	Small Growth
39	Managers Special Equity Managers	MGSEX	18.8	3	1.48%	0.00%	$2,000	Small Growth
40	Praxis Small Cap A	MMSCX	18.69	3	1.69%	5.25	$2,500	Small Growth

Disclosure: No position