Best Performing Real Estate Mutual Funds 2012

The best performing real estate mutual funds 2012 are Baron Real Estate fund, PIMCO Real Estate Real Return Strategy fund, etc.

Top Performer REIT Mutual Funds

Real estate mutual fund has been the top performing equity sector funds for the past 3 years. This real estate fund invests in companies which involve real estate. It may invest in real estate investment trusts (REITs). This equity mutual fund may invest companies which operate office buildings, shopping malls, hotels and even self-storage facilities. This mutual fund has also higher yield than typical mutual fund.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its year to date performance in 2012 (up to October 1, 2012).

The 10 best performing real estate mutual funds 2012 are:

1. Baron Real Estate Fund
2. PIMCO Real Estate Real Return Strategy Fund
3. Lazard U.S. Realty Income Fund
4. Lazard U.S. Realty Equity Fund
5. TIAA-CREF Real Estate Securities fund
6. Rydex Real Estate Fund
7. REMS Real Estate Income 50/50 Fund
8. Dunham Real Estate Stock Fund
9. Stratton Real Estate Fund
10. Fidelity Real Estate Income Fund

Updated on 10/26/2012

Invesco Convertible Securities Fund CNSAX

Invesco Convertible Securities Fund (CNSAX) is a balanced mutual fund. It focuses its investment on convertible securities and high yield bonds.

Invesco Convertible Securities A (Ticker: CNSAX)

The investment objective of Invesco Convertible Securities Fund is to seek a high level of total return on its assets. It invests >80% of its net assets in convertible securities. It may invest in high yield bonds or junk bonds, common stocks, non-convertible preferred stock, and/or foreign securities. This balanced fund was first introduced to public market in July 1997. The fund’s manager is Ellen Gold.

Fund Details

• Fund Inception Date: Jul 27, 1997
• Ticker Symbol: CNSAX
• CUSIP: 00888W403
• Beta (3yr): 1.06
• Rank in category (YTD): 4%
• Category: Convertibles
• Distribution: 2.05%
• Capital Gains: 0%
• Expense Ratio: 0.97%
• Net Assets: $ 875.90 million
• Number of Years Up: 9 years
• Number of Years Down: 5 years
• Average Duration: 1.03 years
• Annual Turnover Rate: 38.00%

updated on 10/29/2012

Best Industrials Mutual Funds 2012

Best industrials mutual funds 2012 are Fidelity Select Industrials fund, Fidelity Select Defense & Aerospace, ICON Industrials, etc.

Top Industrials Mutual Funds 2012

As part of domestic stock mutual fund, industrials mutual fund invests mainly in stocks of companies that provide services related to cyclical industries. The industrial companies may include aerospace and defense, automotive, chemicals, construction, environmental services, machinery, paper and transportation.

These top industrials mutual funds are selected based on its expense ratio fee, turnover rate, management, fund performance, etc. You can find the fund review and fund performance or return below.

The 5 best industrials mutual funds 2012 are:

1. Fidelity Select Industrials (FCYIX)
2. Fidelity Select Industrial Equipment (FSCGX)
3. Fidelity Select Defense & Aerospace (FSDAX)
4. Fidelity Select Transportation (FSRFX)
5. ICON Industrials A (ICIAX)

Updated on 10/1/2012

PACE High Yield Fund (PHIAX) Class A

PACE High Yield fund is one of best high yield corporate bond mutual funds. This taxable fixed income fund also has a yield of 7.11%. You can find the fund review below.

PACE High Yield A (Ticker: PHIAX)

The PACE High Yield fund objective is to achieve total return by investing in a diversified portfolio of fixed income securities rated below investment grade or high yield bonds. It also may invest in US and/or non-US senior secured bank loans. It invests in different countries around the world, including the U.S.

Fund Details

• Fund Inception Date: May 2, 2006
• Ticker Symbol: PHIAX
• CUSIP: 69373W780
• Beta (3yr): -0.09
• Rank in category (YTD): 11%
• Category: High Yield Bond
• Yield: 7.11%
• Capital Gains: 0%
• Expense Ratio: 1.33%
• Net Assets: $ 286.62 million
• Number of Years Up: 3 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 36%

updated on 10/25/2012

Best Consumer Cyclical Mutual Funds 2012

Best consumer cyclical mutual funds 2012 are Fidelity Select Leisure fund, Fidelity Select Retailing, Rydex Retailing, etc.

Top Consumer Cyclical Mutual Funds 2012

The consumer cyclical mutual fund is also part of domestic stock mutual fund. This sector fund invests primarily in stocks of companies that involve on the business cycle and economic conditions. The consumer cyclical companies may include automotive industry, housing, entertainment, and retail. It can be classified into 2 main categories: durable goods and non-durable goods. Durable sections are hardware and vehicle or auto. The non-durables are movie or hotel services.

These top consumer cyclical mutual funds are selected based on its expense ratio fee, turnover rate, management, fund performance, etc. You can find the fund review and fund performance or return below.

The 5 best consumer cyclical mutual funds 2012 are:

1. Fidelity Select Leisure Fund (FDLSX)
2. Fidelity Select Retailing Fund (FSRPX)
3. Fidelity Select Consumer Discretionary Fund (FSCPX)
4. Rydex Retailing Fund (RYRIX)
5. ICON Consumer Discretionary Fund (ICCAX)

Updated on 10/23/2012

T. Rowe Price Value Fund (TRVLX)

T. Rowe Price Value Fund (Ticker: TRVLX) is a large value stock mutual fund. It focuses its investment in undervalued U.S companies’ equities.

T. Rowe Price Value Fund (Ticker: TRVLX)

The investment aim of T. Rowe Price Value Fund is to provide long-term capital appreciation and income. This fund utilizes its assets to buy portfolio of undervalued common stocks. It invests mainly in large-cap stocks, but may consist of mid-cap and small-cap companies.

Fund Details

• Fund Inception Date: September 29, 1994
• Ticker Symbol: TRVLX
• CUSIP: 779578103
• Beta (3yr): 1.12
• Rank in category (YTD): 15%
• Category: Large Value
• Distribution/ Yield: 1.56%
• Capital Gains: check fund details
• Expense Ratio: 0.82%
• Net Assets: $ 25.00 billion
• Number of Years Up: 14 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 106%

updated on May 2017

Best Ultrashort Bond Mutual Funds 2012

The best ultrashort bond mutual funds 2012 are Calvert Ultra-Short Income Fund, PIMCO Short-Term Fund, TCW Short Term Bond Fund, etc.

Best Ultrashort Bond Mutual Funds 2012

This ultrashort bond fund is an investment fund which invests only in fixed income securities with very short term maturities (less than 1 year). This ultra-short bond fund provides higher yield than typical money market fund. It has lower risk than other bond fund.

Mutual funds in this article are being selected based on its long term performance, load, management, expense rate, etc. You will also find the full fund review below including turnover rate, fund performance, table comparison, ticker, initial investment information, etc.

The 6 best ultrashort bonds mutual funds 2012 are:

1. Calvert Ultra-Short Income Fund (CULAX)
2. Wells Fargo Advantage Adjusted Rate Government Fund (ESAAX)
3. PIMCO Short-Term Fund (PSHAX)
4. TCW Short Term Bond Fund (TGSMX)
5. DFA One-Year Fixed-Income Fund (DFIHX)
6. Managers Short Duration Government Fund (MGSDX)

Updated on 10/19/2012

Janus Triton Fund (JGMAX)

Janus Triton Fund (JGMAX) is a small growth mutual fund. This equity fund invests mainly in small and mid-cap companies.

Janus Triton A (Ticker: JGMAX)

The investment aim of Janus Triton fund is to achieve long-term capital growth. It utilizes its assets to purchase portfolio of common stocks with growth potential. It invests in equity securities of small- and medium-sized companies. The companies typically have a market capitalization of less than $10 billion. The fund may invest in foreign equity and debt securities, and in emerging markets.

Fund Profile

• Fund Inception Date: July 6, 2009
• Ticker Symbol: JGMAX
• CUSIP: 47103C373
• Beta (3yr): 0.99
• Rank in category (YTD): 54%
• Category: Small Growth
• Distribution: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.01%
• Net Assets: $ 3.16 billion
• Number of Years Up: 2 years
• Number of Years Down: 0 years
• Annual Turnover Rate: 42%

Updated on 10/17/2012

Franklin Gold and Precious Metals Fund FKRCX

Franklin Gold and Precious Metals Fund is one of the top performing gold mutual funds. It invests in precious metals companies.

Franklin Gold and Precious Metals Fund (FKRCX)

The investment aim of Franklin Gold and Precious Metals Fund is to seek capital appreciation; current income is a secondary objective. This investment fund utilizes its net assets to buy stocks of gold and precious metals operation companies. It may invest around the world.

Fund Details

• Fund Inception Date: May 19, 1969
• Ticker Symbol: FKRCX
• CUSIP: 353 535 107
• Beta (3yr): 1.10
• Rank in category (YTD): 75%
• Category: Equity Precious Metals
• Distribution: 2.47%
• Capital Gains: 0%
• Expense Ratio: 0.91%
• Net Assets: $ 2.72 billion
• Number of Years Up: 24 years
• Number of Years Down: 18 years
• Annual Turnover Rate: 8.06%

Updated on 10/15/2012

Best Communications Mutual Funds 2012

The best communications mutual funds 2012 are T. Rowe Price Media & Telecommunications Fund, Fidelity Select Multimedia, etc.

Top Communications Stock Mutual Funds 2012

The communications mutual fund is part of domestic stock mutual fund. This sector fund invests primarily in stocks of telecommunications and media companies. The companies may include cable television, wireless-communications, communications-equipment corporations, traditional phone companies. It may also include entertainment firms, broadcasters, film studios, publishers, and on-line service providers.

These top communications mutual funds are selected based on its expense ratio fee, turnover rate, management, fund performance, etc. You can find the fund review and fund performance or return below.

The 5 best communications mutual funds 2012 are:

1. T. Rowe Price Media & Telecommunications Fund (PRMTX)
2. Fidelity Select Multimedia Fund (FBMPX)
3. Fidelity Select Wireless Fund (FWRLX)
4. Fidelity Select Communications Equipment Fund (FSDCX)
5. Wireless Fund (WIREX)

Updated on 10/13/2012

Janus International Equity Fund (JAIEX)

Janus International Equity Fund (Ticker: JAIEX) is a foreign large blend stock mutual fund. This international stock fund invests in non-U.S. companies.

Janus International Equity Fund (Ticker: JAIEX)

The Janus International Equity Fund seeks long-term capital growth. It invests >80% of net assets in equity securities. It typically invests in 60 to 100 stocks from different countries located throughout the world, excluding the United States. It may invest in emerging markets and in foreign debt securities.

Fund Profile

• Fund Inception Date: November 28, 2006
• Ticker Symbol: JAIEX
• CUSIP: 47103A559
• Beta (3yr): 1.00
• Rank in category (YTD): 19%
• Category: Foreign Large Blend
• Yield: 1.11%
• Capital Gains: 0%
• Expense Ratio: 1.22%
• Net Assets: $ 225.74 million
• Number of Years Up: 3 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 77.00%

Updated on 10/11/2012

Fidelity Convertible Securities Fund FCVSX

This Fidelity Convertible Securities fund (Ticker: FCVSX) is a no load balanced mutual fund. It focuses its investment in convertible securities. The fund review is described in this post.

Fidelity Convertible Securities (FCVSX)

The investment aim of Fidelity Convertible Securities fund is to achieve a high level of total return through a mixture of current income and capital appreciation. It typically invests >80% of assets in convertible securities, which are often lower-quality debt securities. This convertible securities act like a stock when the share price is high and more like a bond when the share price is low. It may invest in common stocks, domestic, and foreign issuers.

Fund Profile

Fidelity Convertible Securities

• Fund Inception Date: January 4, 1987
• Ticker Symbol: FCVSX
• CUSIP: 316145200
• Beta (3yr): 1.54
• Rank in category (YTD): 1%
• Category: Convertibles
• Distribution: 3.22%
• Capital Gains: 0%
• Expense Ratio: 0.61%
• Net Assets: $ 2.06 billion
• Number of Years Up: 19 years
• Number of Years Down: 5 years
• Annual Turnover Rate: 0.61%

updated on 10/9/2012

Best Performing High Yield Mutual Funds 2012

The best performing high yield mutual funds 2012 are JHancock High-Yield funds, Loomis Sayles High Income, Federated High-Yield, etc.

High Yield Bond Funds

High yield mutual funds invest most of its assets in lower rated corporate bonds or junk bonds. It may invest in U.S. corporate or foreign corporate debts. These bond funds provide high yield income for investors. It also paid the distribution yield either monthly or quarterly. They have higher risk than investment grade bond funds.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its year to date performance in 2012 (up to September 29, 2012).

Best Performing Mutual Funds

The 10 best performing high yield mutual funds 2012 are:

1. JHancock High-Yield A (JHHBX)
2. Loomis Sayles High Income A (NEFHX)
3. Federated High-Yield Service (FHYTX)
4. Waddell & Reed High-Income A (UNHIX)
5. American Beacon SiM High Yield Opportunities Inv (SHYPX)
6. Invesco High-Yield Securities A (HYLAX)
7. MainStay High Yield Opportunities A (MYHAX)
8. Fidelity Advisor High Income Advantage A (FAHDX)
9. Western Asset Global High Yield Bond A (SAHYX)

Franklin CA Tax-Free Income Fund (FKTFX) Class A

Franklin CA Tax-Free Income A Fund (FKTFX) is one of the best municipal bond mutual funds. This California Muni bond fund provides tax free income for investors. The fund review can be found below.

Franklin CA Tax-Free Income A (Ticker: FKTFX)

The investment aim of Franklin CA Tax-Free Income fund is to provide investors with as high a level of income exempt from federal and California personal income taxes. The fund invests >80% of its total assets in investment grade municipal securities whose interest is free from federal income taxes (including alternative minimum tax) and from California personal income taxes.

Fund Details

Franklin CA Tax-Free Income

• Fund Inception Date: January 31, 1977
• Ticker Symbol: FKTFX
• CUSIP: 352518104
• Beta (3yr): 1.42
• Rank in category (YTD): 40%
• Category: Muni California Long
• Distribution: 4.56%
• Capital Gains: 0%
• Expense Ratio: 0.57%
• Net Assets: $ 14.27 billion
• Number of Years Up: 27 years
• Number of Years Down: 7 years
• Average Duration: 5.9 years
• Average Maturity: 19.7 years
• Annual Turnover Rate: 7.41%

Updated on 10/4/2012

Best Performing Municipal Bond Mutual Funds 2012

The 10 best performing municipal bond mutual funds 2012 are SEI Tax-Exempt Tax-Advantaged Income Fund, Eaton Vance National Municipal Income, etc.

Top Municipal Bond Mutual Funds 2012

Municipal bond mutual funds invest most of its assets in higher quality rated municipal bonds. These bond funds provide income exempt from federal tax rate. They usually provide this tax free yield regularly (i.e. monthly or quarterly). They still have investment risks associated with them. Please check the fund prospectus for details.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its year to date performance in 2012 (up to September 23, 2012).

The 10 best performing municipal bond mutual funds 2012 are:

1. SEI Tax-Exempt Tax-Advantaged Income Fund
2. Performance Trust Municipal Bond Fund
3. Eaton Vance National Municipal Income Fund
4. Eaton Vance AMT-Free Municipal Income Fund
5. Lord Abbett National Tax-Free Income Fund
6. Lord Abbett AMT Free Municipal Bond Fund
7. Pioneer AMT-Free Municipal Fund
8. Nuveen All-American Municipal Bond Fund
9. Eaton Vance Tax-Advantaged Bond Strategy Long Term Fund
10. MainStay Tax-Free Bond Fund

Updated on 10/2/2012

Scout International Fund (UMBWX)

Scout International Fund (MBWX) is a foreign large growth mutual fund. It focuses its investment on non-U.S. companies’ stocks.

Scout International Fund (Ticker: UMBWX)

The investment aim of Scout International Fund is to provide long-term capital growth and income. The fund utilizes its assets to purchase a diversified portfolio of established non-U.S. companies’ equities. It may invest in investments in developing countries or emerging markets. The current shares price is $31.90 (9/26/2012).

Fund Details

• Fund Inception Date: September 13, 1993
• Ticker Symbol: UMBWX
• CUSIP: 81063U503
• Beta (3yr): 0.96
• Rank in category (YTD): 31%
• Category: Foreign Large Growth
• Distribution: 1.52%
• Capital Gains: 0%
• Expense Ratio: 0.99%
• Net Assets: $ 7.87 billion
• Number of Years Up: 13 years
• Number of Years Down: 5 years
• Annual Turnover Rate: 20%

Updated on 10/01/2012