YTD Top Performing Investment Funds 2013: Mutual Funds, ETFs, CEFs

You may find the YTD top performing investment funds in 2013. You will find mutual funds, exchange traded funds (ETFs), and Closed End Funds (CEFs).

Best Performing Funds

Best Performing Investment Funds

There are three types of investment funds. The investment funds are mutual funds, exchange traded funds (ETFs), and closed end funds (CEFs). This article provides you with the top performing investment funds. From the list, you may find sector funds are among the top performers. The sector funds include Japan stock fund, health sector fund, real estate sector fund, high yield bond fund, etc.

This top performer bond mutual fund list is sorted based on its total return performance in 2013 up to April 21st, 2013. You can find the fund list review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

Top Mutual Funds

The 12 best performing mutual funds of 2013 are:

1. Fidelity Japan Smaller Companies fund (FJSCX) – 38.37%
2. Kinetics Medical fund (MEDRX) – 24.64%
3. Fidelity Select Biotechnology fund (FBIOX) – 23.41%
4. GMO Flexible Equities III fund (GFEFX) – 23.18%
5. Franklin Biotechnology Discovery fund (FBDIX) – 21.68%
6. Matthews Japan fund (MJFOX) – 21.03%
7. EP Asia Small Companies fund (EPASX) – 20.98%
8. BlackRock Health Sciences Opportunities fund (SHSAX) – 20.27%
9. Eventide Healthcare & Life Sciences fund (ETAHX) – 20.04%
10. Hartford Healthcare fund (HGHAX) – 19.56%
11. Vanguard Health Care Index fund (VHCIX) – 19.41%
12. Delaware Healthcare fund (DLHAX) – 19.18%

Fidelity Japan Smaller Companies fund (FJSCX)

Fidelity Japan Smaller Companies fund utilizes its assets to purchase small market capitalization Japanese companies. It has $260 million of total assets. The current yield is 0.74%. The fund’s shares price is $12.55. The annual expense ratio is 1.02%. The fund manager is Nick Price.

More: Best Mutual Funds for 2013

Ranked with 3 stars rating by Morningstar, this top performing mutual fund has returned 14.20%, 5.93% over the past 5 year, and 9.11% over the past decade. In 2013, the year-to-date return is 38.37%. The top 3 stocks in its holdings are Kakaku.com Inc, Pigeon Corporation, and Orix Corporation.

Popular Exchange Traded Funds

The top performing ETFs of 2013 are:

1. Market Vectors Biotech ETF (BBH) – 32.07%
2. db X-trackers MSCI Japan Hedged Equity ETF (DBJP) – 31.46%
3. Market Vectors Indonesia Small-Cap ETF (IDXJ) – 30.55%
4. WisdomTree Japan Hedged Equity (DXJ) – 27.30%
5. United States Natural Gas (UNG) – 26.98%
6. iShares Nasdaq Biotechnology (IBB) – 25.77%
7. First Trust NYSE Arca Biotech Index (FBT) – 24.35%
8. PowerShares Dynamic Biotech & Genome (PBE) – 22%
9. First Trust Consumer Staples AlphaDEX (FXG) – 21.52%
10. JPMorgan Alerian MLP Index ETN (AMJ) – 21.08%
11. Guggenheim S&P 500 Eq Wt Cons Staples (RHS) – 20.50%
12. SPDR S&P Biotech (XBI) – 20.49%

Market Vectors Biotech ETF (BBH)

Market Vectors Biotech ETF is an index ETF. This exchange traded fund is tracking Market Vectors US Listed Biotech 25 Index (MVBBHTR). It favors the largest biotechnology companies in the industry. The current assets are $280 million. The fund’s NAV is $70.57%. In 2013, the YTD return is 32.07%.

More: Best ETFs for 2013

This top performing exchange traded fund has 26 holdings in its assets This Van Eck ETF is introduced to investors on 12/20/2011. The top 5 stocks are Amgen Inc, Gilead Sciences Inc, Celgene Corp, Biogen Idec Inc, and Life Technologies Corp.

Best Closed End Funds

The 15 best performing closed end funds of 2013 are:

1. LMP Real Estate Income fund (RIT) – 34.28%
2. PIMCO Global StocksPLUS & Income Fund (PGP) – 30.28%
3. Salient Midstream & MLP fund (SMM) – 30.02%
4. Cornerstone Strategic Value fund (CLM) – 26.23%
5. PIMCO High Income fund (PHK) – 25.35%
6. H&Q Healthcare Investors fund (HQH) – 25.33%
7. H&Q Life Sciences Investors fund (HQL) – 24.39%
8. Tortoise Energy Infrastructure Corp (TYG) – 24.02%
9. Cornerstone Total Return fund (CRF) – 23.89%
10. Clearbridge Energy MLP Total Return Fund (CTR) – 23.79%
11. Cornerstone Progressive Return fund (CFP) – 22.89%
12. Nuveen Real Estate Income fund (JRS) – 22.78%
13. Kayne Anderson Energy Total Return Fund (KYE) – 22.13%
14. Kayne Anderson MLP Investment Co fund (KYN) – 22.06%
15. Kayne Anderson Midstream Energy Fund (KMF) – 21.67%

LMP Real Estate Income fund (RIT)

LMP Real Estate Income fund is a closed end fund. It is traded like stock. It is listed in New York Stock Exchange (NYSE). As part of Legg Mason Partners Fund, its objective is to provide high current income and capital growth. It utilizes its assets to purchase income producing common, preferred and convertible preferred shares and debt securities issued by real estate companies.

This best performing closed end fund has a high dividend yield of 4.98%. This yield is distributed monthly to investors. The share price is $14.35. The portfolio manager is Matthew A. Troxell. The net assets are totaling $196 million. The effective leverage is 21.02%. The past 3 years performance is listed as below:

• Year 2012: 34.27%
• Year 2011: -1.36%
• Year 2010: 35.93%