Fidelity Select Retailing Fund (FSRPX)

Fidelity Select Retailing Fund (FSRPX) is a consumer cyclical mutual fund. This sector stock fund invests in equities of companies which operate in merchandising finished goods and services to consumer.

Fidelity Select Retailing Fund (Ticker: FSRPX)

The Fidelity Select Retailing Fund aim is to seek capital appreciation. The mutual fund utilizes its assets to purchase common stocks of companies engaged in merchandising finished goods and services primarily to individual consumers. The fund invests in domestic and foreign equities. The fund management uses fundamental analysis of factors such as financial condition and industry position, market and economic conditions to choose its investments. This fund is non-diversified.

Fund Details

• Fund Inception Date: 12/15/1985
• Ticker Symbol: FSRPX
• CUSIP: 316390731
• Beta (3yr): 0.84
• Rank in category (YTD): 20%
• Category: Consumer Cyclical
• Distribution: 0.44%
• Capital Gains: 0%
• Expense Ratio: 0.88%
• Net Assets: $ 525.80 million
• Number of Years Up: 18 years
• Number of Years Down: 8 years
• Annual Turnover Rate: 217%

Updated on 2/23/2013

Best Franklin Templeton Mutual Funds for 2013

The 30 best Franklin Templeton mutual funds for 2013 include Templeton Global Bond Fund, Franklin CA High Yield Municipal, Franklin Income, Mutual Global Discovery, etc.

Franklin Templeton Funds

Franklin Templeton Investments offer three types of mutual funds: Franklin mutual funds, Templeton mutual funds, and Mutual Series. These mutual funds series offer various different classes or categories of mutual funds. The fund categories include world bond, emerging markets bond, money market, tax free income, growth, world allocation, value stock, global stock, balanced, etc.

Typically the Class A funds have sales load. You can invest in Class R or Class Z or Advisor Class for no load funds. These no load Franklin Templeton mutual funds are available through retirement account (IRA) or 401(k) account or other regular brokerage account.

Previous: Best Franklin Templeton Mutual Funds 2012

These best mutual funds are sorted based on its performance and quality. You can find various funds to invest in.  Please check the fund prospectus for investment risk, fund details, etc.

Top Mutual Funds

The 30 best Franklin Templeton mutual funds for 2013 are:

1. Templeton Global Bond Fund
2. Franklin CA High Yield Municipal Fund
3. Templeton China World Fund
4. Franklin Income Fund
5. Mutual Global Discovery Fund
6. Franklin High Yield Tax-Free Income Fund
7. Franklin Rising Dividends Fund
8. Franklin Growth Fund
9. Franklin OH Tax-Free Income Fund
10. Templeton Global Total Return Fund

Top Performing Large Growth Mutual Funds February 2013

The top performing large growth mutual funds February 2013 are Matthew 25 fund, Hartford Growth Opportunities, Parnassus, Federated Kaufmann Large Cap, etc.

Top Performing Large Growth Funds 2013

Large growth funds focus its investment in huge U.S. companies with higher grow potential than other large cap stocks. These large growth stocks have higher growth rates for earnings, sales, book value and cash flow. The stock prices have high valuations as well in term of high price ratios and low dividend yields.

The list is sorted based on the 1 year total return up to February 1, 2013. You can find fund review below. Other information such as expense ratio, management, top holdings, top sector, sales load, and shares price can be found as well.

The top performing large growth mutual funds February 2013 are:

1. Matthew 25 Fund (MXXVX)
2. Hartford Growth Opportunities Fund (HGOAX)
3. Parnassus Fund (PARNX)
4. Federated Kaufmann Large Cap Fund (KLCAX)
5. Vulcan Value Partners Fund (VVPLX)
6. American Funds New Economy Fund (ANEFX)
7. Janus Forty Fund (JDCAX)
8. Touchstone Sands Capital Select Growth Fund (TSNAX)

Updated on 2/13/2013

Vanguard Short-Term Federal Fund (VSGBX)

Vanguard Short-Term Federal Fund is a no load taxable bond mutual fund. It focuses its investment in short-term bonds issued by the U.S. government.

Vanguard Short-Term Federal Fund (MUTF: VSGBX)

The Vanguard Short-Term Federal Fund objective is to seek current income while maintaining limited price volatility. The mutual fund invests >80% of assets in short-term bonds issued by the U.S. government and its agencies and instrumentalities. It is expected to maintain a dollar-weighted average maturity of 1 to 4 years.

Fund Profile

• Fund Inception Date: 12/30/1987
• Ticker Symbol: VSGBX
• CUSIP: 922031604
• Beta (3yr): 0.43
• Rank in category (YTD): 57%
• Category: Short Government
• Distribution: 0.55%
• Capital Gains: 0%
• Expense Ratio: 0.20%
• Net Assets: $ 5.7 billion
• Number of Years Up: 24 years
• Number of Years Down: 1 year
• Average Duration: 2.3 years
• Average Maturity: 2.4 years
• Annual Turnover Rate: 411.00%

Updated on 2/22/2013

Best BlackRock Mutual Funds for 2013

Best BlackRock mutual funds for 2013; top stock, bond funds by BlackRock Inc. The 20 best mutual funds for 2013 are BlackRock US Mortgage Portfolio, BlackRock Equity Dividend fund, BlackRock High Yield Bond, BlackRock National Municipal, etc.

Popular BlackRock Mutual Funds

BlackRock is not only famous for its iShares ETFs. It is one of the world’s biggest asset management firms. It currently has more than $3.6 trillion of assets in its management. It offers services in >60 countries to individuals, corporations, and governments around the world. Larry Fink is the current BlackRock CEO.

These best BlackRock mutual funds for 2013 are selected based on its performance history. The class A funds do have sales load. You might want to select other classes which don’t have any sales load and lower expense ratio fee. The funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information. I also have selected my favorite funds below.

The 20 best BlackRock mutual funds for 2013 are:

1. BlackRock US Mortgage Portfolio Fund
2. BlackRock Equity Dividend Fund
3. BlackRock High Yield Bond Fund
4. BlackRock National Municipal Fund
5. BlackRock Health Sciences Opportunities Fund
6. BlackRock Multi-Asset Income Fund
7. BlackRock Global Dividend Income Fund
8. BlackRock GNMA Fund
9. BlackRock PA Municipal Bond Fund
10. BlackRock Global Allocation Fund

John Hancock Regional Bank Fund (FRBAX)

John Hancock Regional Bank Fund (FRBAX) is a financial sector stock fund. This mutual fund focuses on equities of financial related companies including banks.

John Hancock Regional Bank Fund (FRBAX)

The investment objective of John Hancock Regional Bank Fund seeks long-term capital appreciation. Its second objective is to seek moderate income. This stock mutual fund uses its assets to buy equities of regional banks and lending companies such as commercial and industrial banks, savings and loan associations and bank holding companies. It may also invest in other U.S. and foreign financial services companies or lending companies and money center banks. It may invest < 5% of assets in non-financial services sectors and < 5% of net assets in junk bonds.

Fund Details

• Fund Inception Date: 01/2/1992
• Ticker Symbol: FRBAX
• CUSIP: 409905106
• Beta (3yr): 0.97
• Rank in category (YTD): 34%
• Category: Financial
• Distribution: 0.45%
• Capital Gains: 0%
• Expense Ratio: 1.36%
• Net Assets: $ 592.87 million
• Number of Years Up: 14 years
• Number of Years Down: 5 years
• Annual Turnover Rate: 16.00%

Updated on 2/19/2013

Best Performing Intermediate Government Mutual Funds February 2013

The best performing intermediate government mutual funds February 2013 are Morgan Stanley Mortgage Securities, Western Asset Mortgage Backed Securities Fund, etc.

Best Performing Intermediate Government Funds 2013

The intermediate government mutual fund is part of taxable bond mutual fund. It invests mainly in debts or bonds backed by the US government or its agencies. It may invest in U.S. treasuries, GNMA, and other government bonds. Typically, this fund has durations between 3.5 and 6 years. The volatility is moderate (between short government and long government bonds).

This top performer bond mutual fund list is sorted based on its 1 year total return performance up to February 4th. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

The best performing intermediate government mutual funds February 2013 are:

1. Morgan Stanley Mortgage Securities A
2. Western Asset Mortgage Backed Securities A
3. Columbia US Government Mortgage A
4. Goldman Sachs US Mortgage A
5. Invesco US Mortgage A
6. JHancock Government Income A
7. Principal Government & High Quality Bond A
8. BlackRock GNMA Inv A
9. Putnam US Government Income A
10. Morgan Stanley US Government Securities A
11. Dupree Intermediate Government

Best T. Rowe Price Mutual Funds for 2013

Best T. Rowe Price mutual funds for 2013; top bond, stock, balanced fund by T. Rowe Price. Top 30 funds for 2013 are T. Rowe Price Capital Appreciation Fund, T. Rowe Price New Horizons, T. Rowe Price New Income, T. Rowe Price Retirement Income, etc.

Best T. Rowe Price Mutual Funds for 2013

T. Rowe Price is founded by Thomas Rowe Price, Jr in 1937. It is one of the oldest investment firms in the United States. T. Rowe Price has over $556 billion of assets under management. It offers a wide selection of mutual funds, sub-advisory, and account management services. It also provides 401(k) account, retirement account, and brokerage account. It offers services for individuals, businesses, and corporations.

These best T. Rowe Price mutual funds for 2013 are selected based on its performance history and transaction fee. These TRP funds don’t have sales load and transaction fee. The funds are ranked with 4 star rating or higher by Morningstar. You may find the fund review below and other fund information. I also have selected my favorite funds below.

The 30 best T. Rowe Price mutual funds for 2013 are:

1. T. Rowe Price Capital Appreciation Fund
2. T. Rowe Price New Horizons Fund
3. T. Rowe Price Health Sciences Fund
4. T. Rowe Price Media & Telecommunications Fund
5. T. Rowe Price Summit Municipal Income Fund
6. T. Rowe Price Retirement 2055 Fund
7. T. Rowe Price Diversified Small Cap Growth Fund
8. T. Rowe Price Global Real Estate Fund
9. T. Rowe Price Growth Stock Fund
10. T. Rowe Price Equity Income Fund

Top Performing Europe Stock Mutual Funds February 2013

The top performing Europe stock mutual funds February 2013 are DFA United Kingdom Small Company fund, Invesco European Small Company, T. Rowe Price Emerging Europe Fund, etc.

Top Performing Europe Stock Mutual Funds 2013

Europe stock mutual funds invest primarily in stocks of European companies. They invest especially in developed countries such as Britain, the Netherlands, France, German, Spain, Italy, and Switzerland. It may invest in small European countries especially the emerging markets of Eastern Europe. Depending on the fund’s objective it may invest in large cap, mid cap, or small cap companies.

The top performing list is sorted based on its 1 year total return performance. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

The top performing Europe stock mutual funds February 2013 are:

1. DFA United Kingdom Small Company I (DFUKX)
2. Invesco European Small Company Fund (ESMAX)
3. Virtus Greater European Opportunities Fund (VGEAX)
4. T. Rowe Price Emerging Europe Fund (TREMX)
5. JPMorgan Intrepid European Fund (VEUAX)
6. Fidelity Europe Capital Fund (FECAX)
7. BlackRock EuroFund Fund (MDEFX)
8. Fidelity Europe Fund (FIEUX)
9. Putnam Europe Equity Fund (PEUGX)
10. Columbia Acorn European Fund (CAEAX)

Updated on 2/10/2013

Best American Funds Mutual Funds for 2013

Best American Funds mutual funds for 2013; top stock, bond, balanced fund by American Funds. The top 27 American Funds for 2013 are American Funds American Mutual Fund, American Funds Income Fund of America, American Funds EuroPacific Growth, etc.

Top American Funds for 2013

American Funds is the second largest mutual fund family with over $1 trillion in assets under management, behind Vanguard Investment. It provides superb funds for investors; however some of the funds have been lagging behind their peers. This fund is managed by Capital Research and Management, part of the Capital Group Companies.

These best American Funds Mutual Funds for 2013 are selected based on its performance history. The class A fund has a front end sales load. If you want a no load fund, you may need to find other classes. It offers Class B, Class C, Class F-1, Class F-2, Class R1, Class R2, Class R3, Class R4, Class R5, Class R6, Class 529A, Class 529B, Class 529C, Class 529E, Class 529F, etc. Class R6 is typically has no sales load and lower expense ratio fee.

Most of the American Funds are offered in your retirement account through 401(k) account, Traditional IRA, Roth IRA, etc. You can invest in this fund from your regular brokerage as well. This American funds family has a low minimum initial investment requirement of $250.

27 best American Funds mutual funds for 2013 are:

1. American Funds American Mutual Fund
2. American Funds Income Fund of America Fund
3. American Funds EuroPacific Growth Fund
4. American Funds Tax-Exempt Bond Fund
5. American Funds New Perspective Fund
6. American Funds International Growth and Income Fund
7. American Funds New World Fund
8. American Funds AMCAP Fund
9. American Funds Tax-Exempt CA Fund
10. American Funds American Balanced Fund

Top Performing High Yield Bond Mutual Funds January 2013

The top performing high yield bond mutual funds January 2013 are John Hancock High-Yield Fund, MainStay High Yield Opportunities, Nuveen High Income Bond, etc.

Top High Yield Bond Mutual Funds

High bond mutual fund provides higher yield income to investors. It focuses its investment on lower-quality bonds, which are riskier than higher-quality companies bonds. This fund invests mainly in U.S. high income debts or also known as junk bonds. The bond assets are typically rated at the BB level or not rated.

You can find this top performer list is sorted based on its 1 year performance up to January 2013. You may find the fund review information such as expense ratio, turnover rate, yield rate, average duration, management, fund’s shares price, etc.

The top performing high yield bond mutual funds January 2013 are:

1. John Hancock High-Yield Fund
2. Loomis Sayles High Income Fund
3. American Beacon SiM High Yield Opportunities Fund
4. Waddell & Reed High-Income Fund
5. MainStay High Yield Opportunities Fund
6. Western Asset Global High Yield Bond fund
7. Nuveen High Income Bond Fund
8. PACE High Yield Fund
9. Third Avenue Focused Credit Fund
10. PIMCO High Yield Spectrum Fund

Best PIMCO Mutual Funds for 2013

Best PIMCO mutual funds for 2013; top bond, stock, balanced mutual funds by PIMCO Investments. Top PIMCO mutual funds for 2013 are PIMCO Income fund, PIMCO All Asset All Authority fund, PIMCO Investment Grade Corporate Bond, PIMCO Total Return, etc.

PIMCO Funds

PIMCO is a global investment management firm that manages investments for over 8 million people worldwide. Bill Gross is the founder of PIMCO or Pacific Investment Management Company, LLC. Bill Gross is also the Co-CIO (Co-Chief Investment Officer). Another Co-CIO is Mohamed A. El-Erian. El-Erian is also the CEO of PIMCO. The PIMCO funds are now exclusively distributed by Allianz Global Investors Funds.

These best PIMCO mutual funds for 2013 are selected based on its performance history. The funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information.

The class A funds do have the sales load. If you are investing in 401(k) account, you can choose institutional class of these funds. These institutional class funds don’t have the sales load; the expense ratio is lower than other classes as well. If you don’t have this choice in your retirement account or 401(k), you can select Class D for no load funds.

Best Mutual Funds

The 27 best PIMCO mutual funds for 2013 are:

1. PIMCO Income Fund
2. PIMCO All Asset All Authority Fund
3. PIMCO Investment Grade Corporate Bond Fund
4. PIMCO All Asset Fund
5. PIMCO Fundamental IndexPLUS TR Fund
6. PIMCO International StocksPLUS TR Strategy Fund
7. PIMCO Small Cap StocksPLUS TR Fund
8. PIMCO Real Income 2029 Fund
9. PIMCO Global Bond (USD-Hedged) Fund
10. PIMCO Foreign Bond (USD-Hedged) Fund

Top Performing Foreign Large Blend Mutual Funds February 2013

The 20 top performing foreign large blend mutual funds January 2013 are Oakmark International I, PIMCO International StocksPLUS TR Strategy Fund, TIAA-CREF International Equity, etc.

Top Performing Foreign Large Blend Mutual Funds 2013

This foreign large blend mutual fund invests mainly in various big international stocks located in developed countries such as United Kingdom, Japan, France, Germany, Switzerland, Spain, etc. The blend style is assigned to portfolios where neither growth nor value characteristics predominate.

These top performers are sorted based on its 1 year return (up to February 2013). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The 20 top performing foreign large blend mutual funds February 2013 are:

1. Oakmark International I Fund
2. ProFunds Ultra International Fund
3. Oakmark International II Fund
4. Natixis Oakmark International Fund
5. PIMCO International StocksPLUS TR Strategy Fund
6. PIMCO Intl StkPLUS TR Strategy (Unhedged) Fund
7. Federated International Leaders Fund
8. Longleaf Partners International Fund
9. TIAA-CREF International Equity Fund
10. Artisan International Fund
11. ClearBridge International All Cap Opportunity Fund
12. Lazard Intl Strategic Equity Fund
13. Kinetics Global Fund
14. Artisan International Value Fund
15. Fidelity Overseas Fund
16. Forward International Dividend Fund
17. Munder International Core Equity Fund
18. Brown Capital Management International Equity Fund
19. MassMutual Select Overseas Fund
20. Goldman Sachs Concentrated International Equity Fund

Updated on 2/4/2013

25 Best Vanguard Mutual Funds 2013

The 25 best Vanguard mutual funds 2013 are Vanguard Dividend Growth Fund, Vanguard Equity-Income, Vanguard Wellesley Income, Vanguard Target Retirement 2010, etc.

Top Vanguard Mutual Funds

Vanguard Group Inc provides ton of options for investing. It offers retirement investing, ETFs, mutual funds, IRAs, 401(k) plan, brokerage, and more. As one of the largest mutual fund providers, it has more than $2.0 trillion in assets. There are more than 130 mutual funds to choose from.

These best Vanguard mutual funds for 2013 are selected based on its performance history and transaction fee. These Vanguard fund doesn’t have a sales load and transaction fee. The funds are ranked with 4 star rating or higher by Morningstar. You may find the fund review below and other fund information.

The 25 best Vanguard Mutual Funds for 2013 are:

1. Vanguard Dividend Growth Fund
2. Vanguard Energy Fund
3. Vanguard Dividend Appreciation Index Fund
4. Vanguard Equity-Income Fund
5. Vanguard Wellesley Income Fund
6. Vanguard Target Retirement Income Fund
7. Vanguard Wellington Fund
8. Vanguard High-Yield Tax-Exempt Fund
9. Vanguard Health Care Fund
10. Vanguard Balanced Index Fund
11. Vanguard PRIMECAP Fund
12. Vanguard Selected Value Fund
13. Vanguard Target Retirement 2010 Fund
14. Vanguard Target Retirement 2015 Fund

T. Rowe Price Mid-Cap Value Fund (TRMCX)

T. Rowe Price Mid-Cap Value Fund (TRMCX) is a domestic mutual fund. It focuses its investment in U.S. common stocks with midsize market capitalization.

T. Rowe Price Mid-Cap Value Fund (Ticker: TRMCX)

The investment aim of T. Rowe Price Mid-Cap Value Fund is to achieve long-term capital appreciation. The mutual fund will invest > 80% of its net assets in companies whose market capitalization is similar to the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index. It may invest in foreign stocks.

Fund Details

• Fund Inception Date: June 28, 1996
• Ticker Symbol: TRMCX
• CUSIP: 77957Y106
• Beta (3yr): 1.03
• Rank in category (YTD): 13%
• Category: Mid-Cap Value
• Yield: 0.92%
• Capital Gains: 0%
• Expense Ratio: 0.81%
• Net Assets: $ 9.29 billion
• Number of Years Up: 12 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 53.60%

Updated on 2/2/2013