December 11, 2014

Best Mutual Funds Families 2015 List

Finding best mutual funds for 2015 is essential. The following will look into variety of best mutual funds by fund family such as Vanguard, Fidelity, T. Rowe Price, American, DoubleLine, PIMCO, and more.

Popular Mutual Funds Family

Top Mutual Fund Families 2015We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles. You can also find the 3 years average returns of these best mutual funds from this list. Will you invests in these funds for 2016?

Vanguard Mutual Funds

Vanguard is one of the world largest mutual fund companies. Known as the leader in low cost index fund including mutual funds, and exchange traded funds; Vanguard provides variety of selection for investor in 401k account.

Top Vanguard Mutual Funds for 2015 are:
  1. Vanguard Equity-Income Fund (VEIPX) 18.88%
  2. Vanguard Strategic Small-Cap Equity Fund (VSTCX) 20.94%
  3. Vanguard Capital Opportunity Fund (VHCOX) 24.09%
  4. Vanguard Wellesley Income Fund (VWINX) 9.40%
  5. Vanguard GNMA Fund (VFIIX) 2.30%
  6. Vanguard Wellington Fund (VWELX) 13.75%
  7. Vanguard High-Yield Tax-Exempt Fund (VWAHX) 6.22%
  8. Vanguard Managed Payout Fund (VPGDX) 10.56%
  9. Vanguard PRIMECAP Fund (VPMCX) 22.55%
  10. Vanguard Mid-Cap Value Index Fund (VMVIX) 21.14%
  11. Vanguard High Dividend Yield Index Fund (VHDYX) 19.46%
  12. Vanguard OH Long-Term Tax-Exempt Fund (VOHIX) 5.58%
  13. Vanguard CA Intermediate-Term Tax-Exempt Fund (VCAIX) 5.25%
  14. Vanguard Target Retirement 2020 Fund (VTWNX) 11.25%
  15. Vanguard NY Long-Term Tax-Exempt Fund (VNYTX) 5.21%
  16. Vanguard Mid Cap Growth Fund (VMGRX) 17.67%

Fidelity Funds

Fidelity Investments offers many mutual funds for investors. You can select a diversified portfolio of stocks, bonds, or short-term investments.

Top Fidelity mutual funds are:
  1. Fidelity Income Replacement 2040 Fund (FIRWX) 11.75%
  2. Fidelity Mid Cap Value Fund (FSMVX) 23.23%
  3. Fidelity Series Emerging Markets Debt Fund (FEDCX) 7.07%
  4. Fidelity Select Multimedia Portfolio Fund (FBMPX) 27.63%
  5. Fidelity Nasdaq Composite Index Fund (FNCMX) 21.26%
  6. Fidelity Income Replacement 2036 Fund (FIRUX) 11.15%
  7. Fidelity International Growth Fund (FIGFX) 12.00%
  8. Fidelity Select IT Services Portfolio Fund (FBSOX) 21.83%
  9. Fidelity Growth Company Fund (FDGRX) 20.50%
  10. Fidelity Select Transportation Fund (FSRFX) 27.07%
  11. Fidelity Capital & Income Fund (FAGIX) 10.51%
  12. Fidelity Income Replacement 2032 Fund (FIRRX) 10.68%
  13. Fidelity Mid Cap Enhanced Index Fund (FMEIX) 20.87%
  14. Fidelity Select Software & Computer Portfolio Fund (FSCSX) 21.85%
  15. Fidelity Income Replacement 2028 Fund (FIRPX) 10.10%
  16. Fidelity Blue Chip Growth Fund (FBGRX) 21.00%
  17. Fidelity Select Biotechnology Portfolio Fund (FBIOX) 45.37%
  18. Fidelity Income Replacement 2042 Fund (FIXRX) 12.13%
  19. Fidelity Massachusetts Municipal Income Fund (FDMMX) 4.91%
  20. Fidelity Large Cap Stock Fund (FLCSX) 22.75%
  21. Fidelity Income Replacement 2034 Fund (FIRSX) 10.91%
  22. Fidelity Select Materials Portfolio Fund (FSDPX) 12.99%
  23. Fidelity OTC Portfolio Fund (FOCPX) 20.73%
  24. Fidelity Series Floating Rate High Income Fund (FFHCX) 6.92%
  25. Fidelity GNMA Fund (FGMNX) 2.41%
  26. Fidelity Puritan Fund (FPURX) 14.08%
  27. Fidelity Income Replacement 2030 Fund (FIRQX) 10.41%
  28. Fidelity Contrafund (FCNTX) 18.22%
  29. Fidelity Pacific Basin Fund (FPBFX) 14.65%
  30. Fidelity Income Replacement 2022 Fund (FIRMX) 8.33%
  31. Fidelity Real Estate Hi-Income Fund (FIDELITYREAL) 11.42%
  32. Fidelity Advisor New Insights A Fund (FNIAX) 17.47%
  33. Fidelity Government Income Fund (FGOVX) 1.89%
  34. Fidelity Telecom and Utilities Fund (FIUIX) 16.42%
  35. Fidelity Value Discovery Fund (FVDFX) 21.13%

Top American Funds

Best American Funds mutual funds 2015 are:
  1. American Funds New World Fund (NEWFX) 7.88%
  2. American Funds Tax-Exempt Bond Fund (AFTEX) 5.73%
  3. American Funds Global Balanced Fund (GBLAX) 11.46%
  4. American Funds 2030 Target Date Retirement Fund (AAETX) 15.31%
  5. American Funds International Growth and Income Fund (IGAAX) 10.90%
  6. American Funds American Balanced Fund (ABALX) 14.30%
  7. American Funds New Perspective Fund (ANWPX) 14.99%
  8. American Funds Europacific Growth Fund (AEPGX) 10.65%

T. Rowe Price Mutual Funds

T. Rowe Price is a global investment management firm. It provides products and services such as mutual fund, 401k account, brokerage, etc.

Best T. Rowe Price mutual funds for 2015 are:
  1. T. Rowe Price Retirement 2035 Fund (TRRJX) 15.10%
  2. T. Rowe Price Retirement 2040 Fund (TRRDX) 15.50%
  3. T. Rowe Price Retirement 2010 Fund (TRRAX) 9.51%
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX) 18.69%
  5. T. Rowe Price Retirement 2050 Fund (TRRMX) 15.48%
  6. T. Rowe Price Personal Strategy Income Fund (PRSIX) 9.29%
  7. T. Rowe Price Retirement 2005 Fund (TRRFX) 8.46%
  8. T. Rowe Price Health Sciences Fund (PRHSX) 37.19%
  9. T. Rowe Price Strategic Income Fund (PRSNX) 5.61%
  10. T. Rowe Price Retirement 2045 Fund (TRRKX) 15.49%
  11. T. Rowe Price MD Tax-Free Bond Fund (MDXBX) 5.12%
  12. T. Rowe Price Retirement 2025 Fund (TRRHX) 13.46%
  13. T. Rowe Price Capital Appreciation Fund (PRWCX) 16.00%
  14. T. Rowe Price Blue Chip Growth Fund (TRBCX) 21.02%
  15. T. Rowe Price Retirement 2015 Fund (TRRGX) 11.02%
  16. T. Rowe Price Diversified Small Cap Growth Fund (PRDSX) 19.95%
  17. T. Rowe Price Retirement 2030 Fund (TRRCX) 14.42%
  18. T. Rowe Price Summit Municipal Income Fund (PRINX) 6.19%
  19. T. Rowe Price Retirement 2020 Fund (TRRBX) 12.33%
  20. T. Rowe Price Retirement 2055 Fund (TRRNX) 15.48%

DoubleLine Funds

DoubleLine Funds is popular because of its CEO & CIO, Jeffrey Gundlach. He is known as one of the best bond guru. There are several popular mutual funds that are managed by him. Most of the top funds are bond mutual funds.

Top DoubleLine mutual funds are:
  1. DoubleLine Total Return Bond Fund (DLTNX) 4.98%
  2. DoubleLine Core Fixed Income Fund (DLFNX) 4.59%
  3. DoubleLine Emerging Markets Fixed Income Fund (DLENX) 6.74%
  4. DoubleLine Low Duration Bond Fund (DLSNX) 2.20%

Dodge & Cox Funds

Best Dodge & Cox mutual funds are:
  1. Dodge & Cox International Stock Fund (DODFX) 14.16%
  2. Dodge & Cox Balanced Fund (DODBX) 17.51%
  3. Dodge & Cox Stock Fund (DODGX) 22.68%
  4. Dodge & Cox Global Stock Fund (DODWX) 18.88%
  5. Dodge & Cox Income Fund (DODIX) 4.62%

PIMCO Funds

PIMCO Investments Llc is owned by Allianz. It provides investment funds such as mutual funds, exchange traded funds, and closed end funds.

Top PIMCO mutual funds 2015 are:
  1. PIMCO Income Fund (PONAX) 11.34%
  2. PIMCO StocksPLUS Absolute Return Fund (PTOAX) 23.00%
  3. PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
  4. PIMCO International StocksPLUS AR Strategy (USD-Hg) Fund (PIPAX) 17.81%
  5. PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
  6. PIMCO Intl StocksPLUS AR Strategy (Unhedged) Fund (PPUAX) 13.38%
  7. PIMCO Foreign Bond (USD-Hedged) Fund (PFOAX) 6.90%
  8. PIMCO International Fundamental IndexPLUS AR Strategy Fund (PTSOX) 12.72%
  9. PIMCO Fundamental Advantage Absolute Return Strategy Fund (PTFAX) 4.19%
  10. PIMCO Small Company Fundamental IndexPLUS AR Strategy Fund (PCFAX) 22.36%

Franklin Templeton

Franklin Templeton Investments are one of the oldest mutual funds company. It provides variety of popular mutual funds for investors.

Best Franklin Templeton mutual funds for 2015 are:
  1. Franklin CA High Yield Municipal Fund (FCAMX) 8.37%
  2. Templeton Global Bond Fund (TPINX) 5.85%
  3. Franklin Income Fund (FKINX) 11.30%
  4. Templeton Frontier Markets Fund (TFMAX) 11.34%
  5. Franklin Mutual Global Discovery Fund (TEDIX) 14.15%
  6. Franklin CA Intermediate-Term Tax-Free Income Fund (FKCIX) 5.17%
  7. Templeton Emerging Markets Small Cap Fund (TEMMX) 9.51%
  8. Franklin International Small Cap Growth Fund (FINAX) 14.99%
  9. Franklin Federal Tax-Free Income Fund (FKTIX) 5.47%
  10. Franklin Biotechnology Discovery Fund (FBDIX) 43.22%
  11. Franklin NY Intermediate T/F Income Fund (FKNIX) 4.11%
  12. Templeton Global Total Return Fund (TGTRX) 7.11%
  13. Franklin Mutual Quest Fund (TEQIX) 13.47%
  14. Franklin CA Tax-Free Income Fund (FKTFX) 6.91%
  15. Franklin Mutual European Fund (TEMIX) 11.69%

Artisan Partners

Artisan Partners is providing small selection of top mutual funds for investors. Some of the funds are ranked among the best in its category including Artisan Global Opportunities Fund and Artisan International Value Fund.

Top Artisan mutual funds are:
  1. Artisan Global Opportunities Fund (ARTRX) 17.21%
  2. Artisan International Value Fund (ARTKX) 15.88%
  3. Artisan Global Equity Fund (ARTHX) 19.85%
  4. Artisan Global Value Fund (ARTGX) 17.30%
  5. Artisan International Fund (ARTIX) 14.65%
  6. Artisan Mid Cap Fund (ARTMX) 17.81%
  7. Artisan Mid Cap Value Fund (ARTQX) 15.35%

Charles Schwab Funds

Schwab funds are another alternative for cost conscious investors. Charles Schwab provides not only brokerage services and asset managements. It also provides low cost index mutual funds and exchange traded funds.

Best Schwab mutual funds 2015 are:
  1. Schwab International Core Equity Fund (SICNX) 13.21%
  2. Schwab Target 2030 Fund (SWDRX) 13.34%
  3. Schwab Target 2040 Fund (SWERX) 15.14%
  4. Schwab Target 2035 Fund (SWIRX) 14.36%
  5. Schwab Fundamental US Large Company Index Fund (SFLNX) 20.06%
  6. Schwab Target 2025 Fund (SWHRX) 12.29%
  7. Schwab Total Stock Market Index Fund (SWTSX) 19.63%
  8. Schwab MarketTrack Growth Fund (SWHGX) 13.41%
  9. Schwab Fundamental US Small Company Index Fund (SFSNX) 19.35%
  10. Schwab Small-Cap Equity Fund (SWSCX) 21.41%
  11. Schwab Target 2020 Fund (SWCRX) 10.93%
  12. Schwab Balanced Fund (SWOBX) 11.96%
  13. Schwab S&P 500 Index Fund (SWPPX) 19.66%
  14. Schwab 1000 Index Fund (SNXFX) 19.39%
  15. Schwab GNMA Fund (SWGSX) 1.87%
  16. Schwab Hedged Equity Fund (SWHEX) 10.52%
  17. Schwab Monthly Income Mod Payout Fund (SWJRX) 7.66%
  18. Schwab Target 2015 Fund (SWGRX) 8.99%
  19. Schwab Dividend Equity Fund (SWDSX) 18.10%
  20. Schwab Core Equity Fund (SWANX) 19.15%

Aberdeen Funds

Aberdeen Asset Management is popular asset management in Europe. It also provides several top mutual funds for U.S. investors.

Popular Aberdeen mutual funds for 2015 are:
  1. Aberdeen Diversified Alternatives Fund (GASAX) 8.19%
  2. Aberdeen International Equity Fund (GIGAX) 7.20%
  3. Aberdeen Asia-Pacific Smaller Coms Fund (APCAX) 11.86%
  4. Aberdeen Global Natural Resources Fund (GGNAX) -0.69%
  5. Aberdeen Global Small Cap Fund (WVCCX) 12.46%
  6. Aberdeen China Opportunities Fund (GOPAX) 3.56%
  7. Aberdeen Global High Income Fund (BJBHX) 8.67%
  8. Aberdeen Dynamic Allocation Fund (GMMAX) 8.73%

Putnam Investments

Putnam Investments use 75 years of experience in asset management to provide product and services for investors.

Top Putnam mutual funds for 2015 are:
  1. Putnam Equity Spectrum Fund (PYSAX) 23.66%
  2. Putnam Multi-Cap Core Fund (PMYAX) 23.07%
  3. Putnam Income Fund (PINCX) 5.78%
  4. Putnam Equity Income Fund (PEYAX) 20.41%
  5. Putnam Capital Spectrum Fund (PVSAX) 22.36%
  6. Putnam Equity Income Fund (PEYAX) 20.41%
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