Best Performing World Bond Mutual Funds July 2013

Check best performing world bond mutual funds July 2013 for investment. The top international bond funds are Chou Income fund, Templeton Global Total Return fund, etc.

World Bond Funds

World bond mutual fund utilizes its assets to purchase high quality non-US bonds and U.S. debts. It may invest in foreign government or corporate debts of developed countries including U.S. Some world bond funds may invest in lower quality bonds from developed or emerging markets.

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

Top Mutual Funds

Best performing world bond mutual funds July 2013 are:

1. Chou Income fund (CHOIX)
2. Templeton Global Total Return fund (TGTRX)
3. Templeton Global Bond fund (TPINX)
4. GMO Currency Hedged International Bond fund (GMHBX)
5. Great-West Templeton Global Bond Initial Fund (MXGBX)
6. Matthews Asia Strategic Income fund (MAINX)
7. Templeton International Bond fund (TBOAX)
8. PIMCO Foreign Bond (USD-Hedged) fund (PFOAX)
9. Dreyfus Global Dynamic Bond fund (DGDAX)
10. BlackRock World Income fund (MDWIX)
11. Legg Mason BW International Opportunities Bond MDWIX (LWOAX)

Updated on July 2013

Vanguard International Value Fund (VTRIX)

Find Vanguard International Value Fund (VTRIX) review by MEPB Financial. It is an international stock mutual fund.

Vanguard International Value Fund

The investment aim of this fund is to achieve long-term capital appreciation. This Vanguard International Value fund utilizes its assets to purchase a portfolio of undervalued common stocks of companies located outside the United States. These undervalued stocks, called value stocks, often are out of favor in periods when investors are drawn to companies with strong prospects for growth.

This Vanguard fund invests in large-, mid-, and small-capitalization companies. It is expected to diversify its assets across developed and emerging markets in Europe, the Far East, and Latin America. The fund uses multiple investment advisors.

Fund Profile

• Fund Inception Date: May 15, 1983
• Ticker Symbol: VTRIX
• CUSIP: 921939203
• Beta (3yr): 1.03
• Rank in category (YTD): 62%
• Category: Foreign Large Value
• Distribution: 2.49%
• Capital Gains: 0%
• Expense Ratio: 0.40%
• Net Assets: $ 7.2 billion
• Number of Years Up: 20 years
• Number of Years Down: 9 years
• Annual Turnover Rate: 53%

updated on July 28, 2013

Best Nuveen Investments Mutual Funds 2014

Discover best Nuveen mutual funds. These top mutual funds by Nuveen Investments provide good opportunities for investors.

Top Mutual Funds by Nuveen Investments

Nuveen Investments provides financial products such as mutual funds, closed end funds, separately managed accounts, commodity exchange traded products (ETPs), and defined portfolio. Known for its top closed end funds, it also provides high rank stock and bond mutual funds. It offers different style of mutual funds. You can find municipal bond fund, taxable fixed income fund, global and international fund, value fund, asset allocations, index fund and more.

In 2013, they have 15 mutual funds rated as best fund by Lipper fund awards. Some of the top funds are Nuveen High Yield Municipal Bond fund, Nuveen All-American Municipal Bond fund.

Best Funds

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

The best Nuveen mutual funds are:

1. Nuveen Real Estate Securities (FREAX)
2. Nuveen Limited Term Municipal Bond (FLTDX)
3. Nuveen All-American Municipal Bond (FLAAX)
4. Nuveen Santa Barbara Dividend Growth (NSBAX)
5. Nuveen Dividend Value (FFEIX)
6. Nuveen Strategic Income (FCDDX)
7. Nuveen Ohio Municipal Bond (FOHTX)
8. Nuveen Tradewinds Value Opportunities (NVOAX)
9. Nuveen Global Infrastructure (FGIAX)
10. Nuveen Missouri Municipal Bond (FMOTX)
11. Nuveen High Yield Municipal Bond (NHMAX)
12. Nuveen Intermediate Duration Municipal Bond (NMBAX)

Updated on July 26, 2013

Van Eck Global Hard Assets Fund (GHAAX)

Van Eck Global Hard Assets Fund (GHAAX) is a sector stock mutual fund. Van Eck Global Hard Assets Fund invests mainly in natural resources companies.

Van Eck Global Fund

The investment aim of Van Eck Global Hard Assets Fund is to seek long-term capital appreciation; income is secondary. This mutual fund uses its assets to purchase securities of “hard asset” companies and instruments that derive their value from “hard assets”. Hard assets include precious metals (including gold), base and industrial metals, energy, natural resources and other commodities. This Van Eck Global fund may also invest up to 20% of its net assets in securities issued by other investment companies, including exchange-traded funds. The fund is non-diversified.

Van Eck Global Hard Assets Fund Profile

GHAAX fund

• Fund Inception Date: 11/1/1994
• Ticker Symbol: GHAAX
• CUSIP: 921075750
• Beta (3yr): 1.34
• Rank in category (YTD): 68%
• Category: Natural Resources
• Distribution: 0.56%
• Capital Gains: 0%
• Expense Ratio: 1.38%
• Net Assets: $ 4.0 billion
• Number of Years Up: 14 years
• Number of Years Down: 4 years
• Annual Turnover Rate: 27%

Updated on July 25, 2013

Best Municipal Bond ETFs 2014

Find best municipal bond exchange traded funds (ETFs) 2014. These top muni bond funds are great for investors hence they provide tax free income from federal income tax.

Top Muni Bond ETFs

ETFs or exchange traded funds are traded like stock. They also provide choice for investment. Investing in individual municipal bond is difficult for small investors. Using ETFs, investor can pick and choose certain sector of municipal bond funds.

Municipal bond ETFs invest mainly in investment grade fixed income securities issued by states, cities, town, and public utilities in USA. The high yield municipal bond funds invest in lower quality municipal debts. Income provided by the funds is exempted from federal income tax. If you are in high tax bracket, investing in municipal bond ETFs can provide higher total return through capital appreciation and tax free income.

Best Municipal Debt ETFs

These best ETFs for 2013 are selected based several things such as future performance, low cost, and growth opportunity. The funds are ranked with among the best in municipal bond ETFs. You may find the fund review below and other fund information.

The 10 best municipal bond ETFs 2014 are:

1. iShares S&P National Municipal Bond Fund (MUB)
2. PIMCO Intermediate Municipal Bond Exchange-Traded Fund (MUNI)
3. iShares S&P Short Term National Municipal Bond Fund (SUB)
4. SPDR Nuveen S&P High Yield Municipal Bond ETF (HYMB)
5. Market Vectors Short Municipal Index ETF (SMB)
6. SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)

T. Rowe Price Japan Fund (PRJPX)

T. Rowe Price Japan Fund (PRJPX) invests mainly in stocks of Japanese companies. This equity fund is part of international stock mutual fund.

T. Rowe Price Fund

This T Rowe Price Japan Fund investment objective is to achieve long-term growth of capital through investment in the common stocks of companies located, or with primary operations, in Japan. This equity fund utilizes its assets to purchase a wide range of Japanese companies and industries. It seeks to identify company that can achieve as well as sustain above-average and long-term earnings growth.

T. Rowe Price Japan Fund Profile

PRJPX fund

• Fund Inception Date: 12/30/1991
• Ticker Symbol: PRJPX
• CUSIP: 77956H708
• Beta (3yr): 0.57
• Rank in category (YTD): 32%
• Category: Japan Stock
• Distribution: 0.71%
• Capital Gains: 0%
• Expense Ratio: 1.14%
• Net Assets: $ 259.3 million
• Number of Years Up: 10 years
• Number of Years Down: 11 years
• Annual Turnover Rate: 55.10%

Updated on July 5, 2013

Best Target Date 2016-2020 Mutual Funds

Discover best target date 2016-2020 mutual funds for your investment. You can invest these top mutual funds in your retirement account, 401(k) account or regular brokerage account.

Top Retirement Mutual Funds

The target date 2016-2020 mutual fund utilizes its assets to purchase a portfolio of bonds, stocks, and short term cash. It is suitable for investors who have the years 2016-2020 date for retirement or other goal. The mutual fund will adjust its risk and return based on this target date. Over time, the fund will become more conservative as the target date approaches.

You may find the individual fund review from this best mutual funds list. Check the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on fees, yield, fund returns, and potential for growth.

Best target date 2016-2020 mutual funds are:

1. Vanguard Target Retirement 2020 Fund (VTWNX)
2. T. Rowe Price Retirement 2020 Fund (TRRBX)
3. TIAA-CREF Lifecycle Index 2020 Fund (TLWIX)
4. Schwab Target 2020 Fund (SWCRX)
5. American Funds Target Date Retirement 2020 Fund (AACTX)
6. TIAA-CREF Lifecycle 2020 Retirement Fund (TCLTX)
7. Vantagepoint Milestone 2020 Fund (VPROX)
8. JPMorgan SmartRetirement 2020 Fund (JTTAX)
9. American Century Asset Allocation Portfolios One ChoiceSM 2020 Portfolio (ARBMX)
10. MFS Lifetime 2020 Fund (MFLAX)

Updated on July 19, 2013

Vanguard Explorer Fund (VEXPX)

Vanguard Explorer Fund (VEXPX) is a domestic stock fund. This Vanguard fund invests in equities of companies with small capitalization.

Vanguard Fund

The investment objective of Vanguard Explorer Fund is to achieve long-term capital appreciation. The mutual fund invests mainly in the stocks of small companies. These companies tend to be unseasoned but are considered by the fund’s advisors to have superior growth potential. Most of these companies often provide little or no dividend income. The fund uses multiple investment advisors.

Vanguard Explorer Fund Profile

Vanguard fund

• Fund Inception Date: December 11, 1967
• Ticker Symbol: VEXPX
• CUSIP: 921926101
• Beta (3yr): 1.25
• Rank in category (YTD): 16%
• Category: Small Growth
• Distribution: 0.28%
• Capital Gains: 0%
• Expense Ratio: 0.49%
• Net Assets: $ 10.4 billion
• Number of Years Up:  34years
• Number of Years Down: 11 years
• Annual Turnover Rate: 59%

Updated on July 17, 2013

Best Performing Emerging Markets CEFs July 2013

Find best performing emerging markets CEFs July 2013 for the past year. These closed end funds invests mainly in companies stocks that are located in emerging markets countries.

Top Emerging Markets Stock Funds

These emerging markets stock CEFs utilizes its assets to purchase a companies located in emerging markets countries. The companies are located in Brazil, China, Russia, Taiwan, India, Mexico, Malaysia, Indonesia, Thailand, etc. Closed end funds are traded like stocks and ETFs (Exchange Traded Funds). They may provide opportunity for growth, value and income.

These best performing closed end funds are sorted based on its 1 year total return up to July 15, 2013. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, premium/discount, top holdings, etc.

The best performing emerging markets CEFs July 2013 are:

1. Mexico Fund (MXF)
2. Mexico Equity & Income (MXE)
3. Herzfeld Caribbean Basin (CUBA)
4. Turkish Investment Fund (TKF)
5. Morgan Stanley Eastern Europe (RNE)
6. Aberdeen Emerging Markets Smaller Company Opportunities (ETF)
7. India Fund (IFN)
8. Morgan Stanley Emerging Markets (MSF)
9. Central Euro Russia & Turkey (CEE)
10. First Trust/Aberdeen Emerging Op (FEO)
11. Aberdeen Latin America (LAQ)
12. Templeton Emerging Markets (EMF)
13. ING Emerging Markets High Dividend Equity (IHD)
14. Morgan Stan India Investment (IIF)

Updated on July 15, 2013

T. Rowe Price International Stock Fund (PRITX)

T. Rowe Price International Stock Fund (PRITX) invests in non-U.S. company equities. As part of T. Rowe Price, T. Rowe Price International Stock Fund is very popular among investors.

T. Rowe Price Fund

The investment aim of T. Rowe Price International Stock Fund is to provide long-term capital growth through investments primarily in the common stocks of established, non-U.S. companies. The fund expects to invest substantially all of its assets in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It may purchase the stocks of any size companies, but its focus is on large-sized companies and medium-sized companies.

Fund Details

T Rowe Price fund

• Fund Inception Date: May 8, 1980
• Ticker Symbol: PRITX
• CUSIP: 77956H203
• Beta (3yr): 0.99
• Rank in category (YTD): 74%
• Category: Foreign Large Growth
• Distribution: 1.26%
• Capital Gains: 0%
• Expense Ratio: 0.85%
• Net Assets: $ 11.0 billion
• Number of Years Up: 22 years
• Number of Years Down: 10 years
• Annual Turnover Rate: 33.50%

Updated on July 13, 2013

Best Muni California Intermediate Mutual Funds 2013

Discover best Muni California Intermediate mutual funds 2013. These California intermediate municipal bond mutual funds provide tax free income for investors.

Top Municipal Bond Funds

Municipal California intermediate mutual fund invests mainly in California municipal debts. This fixed income fund provides tax free income from federal taxes and California state taxes. It is attractive to residents of California. It invests in several bond sectors such as general obligation, local municipal, health, education, etc. This municipal California fund has durations of less than 7 years.

From this best mutual funds list, you may find each individual fund review. Check the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on fees, yield, fund returns, and potential for growth.

Best Muni California Intermediate Mutual Funds 2013 are:

1. Vanguard California Intermediate Term Tax Exempt Fund (VCAIX)
2. Franklin California Intermediate-Term Tax-Free Income Fund (FKCIX)
3. Schwab California Long Term Tax Free Bond Fund (SWCAX)
4. Managers California Intermediate Tax Free Fund (MCATX)
5. Northern California Intermediate Tax-Exempt Fund (NCITX)
6. Shelton Capital Management California Tax-Free Income Fund (CFNTX)
7. Columbia California Intermediate Municipal Bond Fund (NACMX)
8. Western Asset Intermediate Maturity CA Municipals Fund (ITCAX)
9. SEI Tax-Exempt California Municipal Bond Fund (SBDAX)
10. American Century California Intermediate-Term Tax-Free Bond Fund (BCIAX)

Updated on July 11, 2013

Russell Global Real Estate Securities Fund (RREAX)

Russell Global Real Estate Securities Fund (RREAX) is a sector stock mutual fund. It invests mainly in real estate companies including REITs.

Russell Global Real Estate Securities Fund (RREAX)

The Russell Global Real Estate Securities Fund objective is to seek current income and long-term capital growth. This mutual fund uses its assets to buy real estate securities. It seeks to achieve its objective by concentrating its investments in equity securities of real estate companies economically tied to a number of countries around the world, including the U.S., in a globally diversified manner. The fund invests principally in securities of companies, known as real estate investment trusts and other REIT-like entities that own interests in real estate or real estate-related loans.

Fund Profile

Russell Fund

• Fund Inception Date: 02/ 27/ 2007
• Ticker Symbol: RREAX
• CUSIP: 782494405
• Beta (3yr): 0.93
• Rank in category (YTD): 41%
• Category: Global Real Estate
• Distribution: 4.90%
• Capital Gains: 0%
• Expense Ratio: 1.35%
• Net Assets: $ 1.9 billion
• Number of Years Up: 3 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 64.00% 

updated on July 9, 2013

Top Performer Convertible Securities CEFs 2013

Find top performer convertible securities CEFs June 2013. These closed end funds are hybrid of bond and stock funds.

Convertible Bond Closed End Funds

Convertible bond closed end funds utilizes its assets to purchase portfolio of bonds that can be converted into stocks at a set price. These bonds typically have lower credit quality or unrated. The main risk of investing in this fund is liquidity risk due to low demand. It also has a high yield for income. You can invest in regular investment account, retirement account, 401(k) account, etc.

These best performing closed end funds are sorted based on its 1 year total return up to July, 1 2013. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

The top performer convertible securities closed end funds July 2013 are:

1. Gabelli Convertible & Income Securities (GCV)
2. AllianzGI Convertible & Income II (NCZ)
3. AllianzGI Convertible & Income (NCV)
4. Advent Claymore Convertible & Income Securities (AVK)
5. AllianzGI Equity & Convertible Inc (NIE)
6. Advent Claymore Convertible Securities & Income (AGC)
7. Ellsworth Fund Ltd (ECF)
8. Bancroft Fund Ltd (BCV)
9. Calamos Convertible Opportunities & Income (CHI)
10. Calamos Convertible & High Income (CHY)
11. Putnam High Income Securities (PCF)

Updated on July 6, 2013

Prudential Jennison Utility Fund (PRUAX)

Prudential Jennison Utility Fund (PRUAX) is a sector stock mutual fund. Prudential Jennison Utility Fund invests mainly in securities of utility companies.

Prudential Jennison Utility Fund (PRUAX)

The investment objective of Prudential Jennison Utility Fund is to provide total return through a combination of capital appreciation and current income. The equity fund uses its assets to purchase equity and investment-grade debt securities of utility companies. The fund participates in the initial public offering (IPO) market. In deciding which stocks to buy, it uses what is known as a value investment style. The fund is non-diversified.

Fund Profile

Prudential Fund

• Fund Inception Date: January 21, 1990
• Ticker Symbol: PRUAX
• CUSIP: 74441P858
• Beta (3yr): 0.62
• Rank in category (YTD): 34%
• Category: Utilities
• Yield: 2.37%
• Capital Gains: 0%
• Expense Ratio: 0.87%
• Net Assets: $ 3.1 billion
• Number of Years Up: 18 years
• Number of Years Down: 4 years
• Annual Turnover Rate: 37%

Updated on July 5, 2013

Best Ultrashort Bond Mutual Funds 2013

Discover best ultrashort bond mutual funds 2013. These top bond funds are selected based on several criteria such as fees, management, performance, income, and potential appreciation.

Top Bond Mutual Funds

Ultrashort bond mutual funds invests mainly in high quality U.S. fixed incomes or debts with less than 1 year duration. The investment includes investment grade corporate or government ultrashort bonds. It doesn’t invest in international, convertible, multisector, and high yield bond securities. These bond funds are less sensitive to interest rate hike. It also has low risk and low total return potential.

As described, these best ultrashort bond mutual funds 2013 are selected based on its low fees, management, interest income, and growth opportunities. You can choose these best mutual funds for your brokerage account or retirement account including 401k, traditional IRA, or Roth IRA. Some are available to invest for as little as $1,000.

The 10 best ultrashort bond mutual funds 2013 are:

1. Metropolitan West Ultra Short Bond Fund (MWUSX)
2. TCW Short Term Bond Fund (TGSMX)
3. PIMCO Short-Term Fund (PSHAX)
4. William Blair Low Duration Fund (WBLNX)
5. Calvert Ultra-Short Income Fund (CULAX)
6. Western Asset Adjustable Rate Income Fund (ARMZX)
7. Federated Ultrashort Bond Fund (FULAX)
8. PIA Short Term Securities Fund (PIASX)
9. Managers Short Duration Government Fund (MGSDX)
10. Wells Fargo Advantage Adjusted Rate Government Fund (ESAAX)

Updated on July 5, 2013

Oppenheimer Senior Floating Rate Fund (OOSAX)

Oppenheimer Senior Floating Rate Fund (OOSAX) is a taxable bond mutual fund. This Oppenheimer Senior Floating Rate Fund provides high yield of 4.97%.

Oppenheimer Senior Floating Rate Fund (OOSAX)

The investment aim of Oppenheimer Senior Floating Rate Fund is to seek income. The mutual fund utilizes its assets to purchase floating rate loans that hold a senior position in the capital structure of U.S. and foreign corporations, partnerships or other business entities. It invests majority of assets (>80%) in Senior Loans. The fund may invest in securities of the group of industries in the financial services sector.

Fund Profile

Oppenheimer Funds

• Fund Inception Date: September 7, 1999
• Ticker Symbol: OOSAX
• CUSIP: 68381K101
• Beta (3yr): -0.48
• Rank in category (YTD): 30%
• Category: Bank Loan
• Yield: 4.97%
• Capital Gains: 0%
• Expense Ratio: 1.05%
• Net Assets: $ 9.7 billion
• Number of Years Up: 12 years
• Number of Years Down: 1 year
• Average Duration: 0.24 years
• Annual Turnover Rate: 54%

Updated on July 1, 2013