Showing posts with label Best Funds. Show all posts
Showing posts with label Best Funds. Show all posts

September 29, 2015

Top 10 MultiSector Bond Closed End Funds for 2016: Part 3

This is part 3 of top 10 multisector bond closed end funds for 2016 article. The top funds are TCW Strategic Income Fund (TSI), AGIC Convertible & Income Fund (NCV), etc.

Best Fixed Income Funds

As discussed before, multisector bond funds are part of taxable bond fund category. These investment funds invest in various fixed-income sectors. Some may invest in dividend producing stocks. These funds use its assets to purchase US Treasuries, U.S. corporate bonds, foreign bonds, and high-yield bonds. These closed end funds have high yield for income.

Whether you should invest in these top performing multisector bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc.

These close end funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its net asset value returns for the past 3 years (up to September 6, 2015). Interested in part 1 and part 2 of this article; please check top 10 multisector bond closed end funds for 2016 articles.
Top 10 MultiSector bond closed end funds for 2016 are:
    Top 10 MultiSector Bond Closed End Funds for 2016: Part 3
  1. PIMCO Dynamic Income Fund (PDI)
  2. PIMCO Global StocksPLUS & Income Fund (PGP)
  3. PIMCO High Income Fund (PHK)
  4. PIMCO Income Strategy Fund II (PFN)
  5. PIMCO Income Opportunity (PKO)
  6. PIMCO Income Strategy Fund (PFL)
  7. Doubleline Opportunistic Credit Fund (DBL)
  8. TCW Strategic Income Fund (TSI)

September 27, 2015

10 Best MultiSector Bond Closed End Funds for 2016: Part 2

This is part 2 of the 10 best multisector bond closed end funds for 2016 article. The top funds are PIMCO Income Opportunity Fund, Doubleline Opportunistic Credit Fund, etc.

Best Taxable Bond Funds

As part of taxable bond funds, multisector bond funds invest in various fixed-income sectors. These funds use its assets to buy US Treasuries, U.S. corporate bonds, foreign bonds, and high-yield bonds. This closed end fund may produce high yield for income.

Whether you should invest in these top performing multisector bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc.

These investment funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its net asset value returns for the past 3 years (up to September 6, 2015). Interested in part 1 of this article, please check top 10 multisector bond closed end funds for 2016 article.

The 10 best multisector bond closed end funds for 2016 are:
    10 Best MultiSector Bond Closed End Funds for 2016: Part 2
  1. PIMCO Dynamic Income Fund (PDI)
  2. PIMCO Global StocksPLUS & Income Fund (PGP)
  3. PIMCO High Income Fund (PHK)
  4. PIMCO Income Strategy Fund II (PFN)
  5. PIMCO Income Opportunity Fund (PKO)
  6. PIMCO Income Strategy Fund (PFL)
  7. Doubleline Opportunistic Credit Fund (DBL)
  8. TCW Strategic Income Fund (TSI)

September 25, 2015

Top 10 MultiSector Bond Closed End Funds for 2016

Find top 10 multisector bond closed end funds for 2016. The best funds are PIMCO Dynamic Income Fund, PIMCO High Income Fund, etc.

Best Fixed Income Funds

Multisector bond funds seek income by diversifying their assets among several fixed-income sectors. These funds utilize its assets to purchase U.S. government obligations, U.S. corporate bonds, foreign bonds, and high-yield U.S. debt securities.

Whether you should invest in these top performing multisector bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc.

These investment funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its net asset value returns for the past 3 years (up to September 6, 2015).

Top 10 MultiSector bond closed end funds for 2016 are:
    Top 10 MultiSector Bond Closed End Funds for 2016
  1. PIMCO Dynamic Income Fund (PDI)
  2. PIMCO Global StocksPLUS & Income Fund (PGP)
  3. PIMCO High Income Fund (PHK)
  4. PIMCO Income Strategy Fund II (PFN)
  5. PIMCO Income Opportunity (PKO)
  6. PIMCO Income Strategy Fund (PFL)
  7. Doubleline Opportunistic Credit Fund (DBL)
  8. TCW Strategic Income Fund (TSI)

September 17, 2015

Top 10 High Yield Closed End Funds for 2016

Find 10 best high yield closed end funds for 2016. These top funds are Eaton Vance Tax-Advantaged Global Dividend Income Fund, DoubleLine Income Solutions Fund, etc.

What is Closed End Funds?

Closed-end funds (CEFs) are different from mutual funds in some significant ways. For example, CEFs trade on market exchanges during the day, just like exchange-traded funds (ETFs). However, mutual funds and ETFs issue and redeem shares at their net asset value (NAV), so the number of shares fluctuates due to demand.

On the other hand, CEFs have a fixed number of shares. The price of a CEF is determined by supply and demand in the secondary market. The fund’s shares can trade at a persistent premium or discount to the underlying NAV (Net Asset Value).

Best High Dividend Funds

When we invest, we face with investing problem. Typically we have to sacrifice current yield. One of the choices to boost income is by investing in closed end funds. These funds may provide high dividend yield for income. Some of the funds may provide yield as high as 7-9%.
Top 10 High Yield Closed End Funds for 2016
These top 10 high yield closed end funds for 2016 are selected based on its performance, yield, and discount. These funds include several different classes such as bond funds, and stock funds. From this best 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.

Top 10 high yield closed end funds for 2016 are:
  1. DoubleLine Income Solutions Fund (DSL)
  2. Nuveen Premium Income Municipal Fund 4 Inc (NPT)
  3. PIMCO Dynamic Income Fund (PDI)
  4. BlackRock Corporate High Yield Fund Inc (HYT)
  5. Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG)

September 2, 2015

Top Large Cap Stocks Mutual Funds 2015: YTD Performance

Find top large cap stocks mutual funds in 2015 based on its YTD performance. Find best funds for large growth, large blend, and large value mutual fund.

Equity Funds

Large cap stock funds are investing mainly in U.S. companies with big market capitalization, 10 billion or more of assets. Depending on the management style, the fund may invest in value stocks or growth stocks or mix of both stocks. They may provide some dividend yield for income.
Top Large Cap Stocks Mutual Funds 2015

From this best performing funds list, you may find each individual fund review. The fund is sorted based on its year to date returns (up to August 9, 2015). Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Large Growth

Large-growth mutual funds invest in big U.S. companies or corporations that are projected to grow faster than other large-cap stocks.

August 28, 2015

Top 8 Mutual Funds for 2016 & 2017

Find top 8 mutual funds for 2016 & 2017. The best mutual funds are DoubleLine Total Return Bond Fund, Vanguard Balanced Index fund, etc.

Best Mutual Funds

Not all mutual funds make good investments; you need to select the right funds. Based on my research and experience, I believe the following 8 mutual funds are good choice for your 2016 investment. Out of over 22,000 mutual funds that I have searched, I consider these 8 funds to be the best. You may wish to consider these mutual funds as part of a balanced investment portfolio.

You can find different categories of mutual funds such as bond, stock, and balanced fund. I also provide each fund review for your information. Other information such as expense ratio, yield, sector, category, fund performance, fund ranking, top holdings, and bond rating can be found below. All of these best mutual funds are no load mutual funds.

Top 8 Mutual Funds for 2016 & 2017The top 8 mutual funds for 2016 & 2017 are:
  1. DoubleLine Total Return Bond Fund (DLTNX)
  2. Vanguard Total Stock Market Index Fund (VTSMX) 
  3. USAA Tax Exempt Intermediate-Term (USATX)
  4. T. Rowe Price International Discovery Fund (PRIDX)
  5. DoubleLine Emerging Markets Fixed Income Fund (DLENX)
  6. Vanguard Emerging Markets Stock Index (VEIEX)

August 18, 2015

Top 8 Preferred Stock ETFs in 2015

Find top 8 preferred stock ETFs in 2015. These best exchange traded funds are First Trust Preferred Securities and Income ETF, PowerShares Financial Preferred fund.

Best Preferred Equity Funds

Preferred stock funds invest mainly in preferred stocks and perpetual bonds. These portfolios tend to have more credit risk than government or agency backed bonds. The fund has an effective duration longer than other bond portfolios. These portfolios hold more than 65% of assets in preferred stocks and perpetual bonds.

These top ETFs are sorted based on its year to date return performance (up to July 19, 2015). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top 8 preferred stock ETFs in 2015 are:
    Top 8 Preferred Stock ETFs in 2015
  1. First Trust Preferred Securities and Income ETF (FPE)
  2. PowerShares Financial Preferred ETF (PGF)
  3. PowerShares Variable Rate Preferred ETF (VRP)
  4. PowerShares Preferred ETF (PGX)
  5. SPDR Wells Fargo Preferred Stock ETF (PSK)
  6. iShares US Preferred Stock ETF (PFF)
  7. Market Vectors Preferred Securities ex Financials ETF (PFXF)

August 11, 2015

Top 6 High Yield Municipal Bond Closed End Funds 2015

Find top 6 high yield municipal bond closed end funds 2015. These best muni bond funds are Nuveen Muni High Income Opportunity Fund, MFS High Yield Municipal Trust.

Best High Yield Muni Funds

High yield municipal bond funds invest mainly in low quality municipal debts. These bond funds may provide high yield income for you. The yield may be tax free from federal income tax and possibly state income tax.

Whether you should invest in these top performing municipal bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc.

These investment funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its performance in 2015 (up to August 7, 2015).

Top 6 high yield municipal bond closed end funds 2015 are:
    High Yield Municipal Bond Closed End Funds
  1. Nuveen Muni High Income Opportunity Fund (NMZ)
  2. MFS High Yield Municipal Trust (CMU)
  3. MFS Municipal Income Fund (MFM)
  4. MFS High Income Municipal Fund (CXE)
  5. Pioneer Municipal High Income Fund (MHI)

August 8, 2015

Top 10 Inflation Protected Bond ETFs in 2015

Find top 10 inflation protected bond ETFs in 2015. These best exchange traded funds are FlexShares iBoxx 5-Year Target Duration TIPS Index Fund, SPDR Barclays 1-10 Year TIPS ETF.

Best Debt Funds

These inflation protected bond ETFs own Treasury Inflation Protected Securities. Treasury bonds and notes typically involve principal and coupon payments step up with the cost of living. Depending on the funds, some ETFs are index ETFs.

These top inflation protected bond funds are selected based on its YTD performance in 2015. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

Top 10 inflation protected bond ETFs in 2015 are:
    Top 10 Inflation Protected Bond ETFs 2015
  1. FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF)
  2. SPDR Barclays 1-10 Year TIPS ETF (TIPX)
  3. Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
  4. FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT)
  5. iShares 0-5 Year TIPS Bond ETF (STIP)
  6. PIMCO 1-5 Year US TIPS ETF (STPZ)
  7. SPDR Barclays 0-5 Year TIPS ETF (SIPE)
  8. iShares TIPS Bond ETF (TIP)

August 5, 2015

Top 15 US Stocks Mutual Funds in 2015

Find top 15 US stocks mutual funds in 2015. Best funds are Driehaus Micro Cap Growth fund, Turner Small Cap Growth Fund.

Best US Equity Funds

US stock mutual funds invest in US companies. The funds may invest in small cap, mid cap, and large cap stocks.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top US stock mutual funds in 2015 are sorted based on its year to date performance in 2015 (up to July 19, 2015). You can find the fund review below as well.

Top 15 US stocks mutual funds in 2015 are:
    Top 15 US Stocks Mutual Funds in 2015
  1. Driehaus Micro Cap Growth Fund (DMCRX)
  2. Turner Small Cap Growth Fund (TSCEX)
  3. Meyers Capital Aggressive Growth Fund (MAGFX)
  4. Federated Kaufmann Small Cap Fund (FKASX)
  5. Tocqueville Opportunity Fund (TOPPX)
  6. Oberweis Small-Cap Opportunities Fund (OBSOX)
  7. Emerald Growth A (HSPGX)
  8. Tanaka Growth Fund (TGFRX)
  9. Morgan Stanley Institutional Opportunity Fund (MEGPX)
  10. Lazard US Small Cap Equity Growth Open (GRWOX)

July 31, 2015

10 Best Option Strategies Closed End Funds in 2015

Find 10 best option strategies closed end funds in 2015. Top CEFs are Columbia Seligman Premium Technology Growth Fund, Eaton Vance Enhanced Equity Income Fund.

Top Covered Call Funds

Covered call closed end funds are also known as buy write funds. The vast majority of funds are devoted to owning common shares and writing calls against their holdings. In general these funds write call options against 40-95% of their portfolios.

These top closed end funds are selected based on its year to date performance in 2015 (up to July 26, 2015). You may find other information such as expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.

The 10 best option strategies closed end funds in 2015 are:
    Best Option Strategies Closed End Funds in 2015
  1. Columbia Seligman Premium Technology Growth Fund (STK)
  2. Eaton Vance Enhanced Equity Income Fund II (EOS)
  3. Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)
  4. Voya Global Advantage and Premium Opportunity Fund (IGA)
  5. Eaton Vance Tax-Managed Buy-Write Income Fund (ETB)
  6. Nuveen S&P 500 Buy-Write Income Fund (BXMX)
  7. Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
  8. BlackRock Enhanced Capital & Income Fund (CII)

July 27, 2015

Top 15 American Funds Mutual Funds in 2015

See top 15 American Funds mutual funds in 2015. These best mutual funds are American Funds SMALLCAP World Fund, American Funds Growth Fund, etc.

Best American Funds

These best American mutual funds in 2015 are selected based on its performance history for the past 1 year. The funds may be ranked by other financial websites such as Morningstar, US News, Forbes, etc. You may find the fund review below and other fund information.

Top 15 American FundsTop 15 American Funds Mutual Funds in 2015 are:
  1. American Funds SMALLCAP World Fund (SMCWX)
  2. American Funds Growth Fund (AGTHX)
  3. American Funds AMCAP Fund (AMCPX)
  4. American Funds New Economy Fund (ANEFX)
  5. American Funds Fundamental Investments Fund (ANCFX)
  6. American Funds American Mutual Fund (AMRMX)
  7. American Funds New Perspective Fund (ANWPX)
  8. American Funds Investment Company of America Fund (AIVSX)
  9. American Funds Washington Mutual Fund (AWSHX)
  10. American Funds High-Income Municipal Bond Fund (AMHIX)

July 17, 2015

Top 14 Closed End Funds in 2015

See top 14 closed end funds in 2015. These best funds are Cornerstone Total Return, Tekla Life Sciences Investors, etc.

Best Funds

Closed end funds are similar to exchange traded funds. They may offer value for investors though yield and discounted value from its NAV (Net Asset Value). These funds are traded like stock.

These best performing closed end funds are sorted based on its year to date return in 2015 (up to July, 13 2015). You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Top 14 closed end funds in 2015 are:
    Top 14 Closed End Funds in 2015
  1. Cornerstone Total Return (CRF)
  2. Tekla Life Sciences Investors (HQL)
  3. Tekla Healthcare Investors (HQH)
  4. Cornerstone Strategic Value (CLM)
  5. JH Financial Opportunities (BTO)
  6. Aberdeen Japan Equity Fund (JEQ)
  7. Japan Smaller Capitalization (JOF)
  8. New Ireland Fund (IRL)
  9. Herzfeld Caribbean Basin (CUBA)
  10. EV Tax-Managed Global Buy Write Opportunities (ETW)
  11. BlackRock International Growth & Income (BGY)
  12. Aberdeen Israel (ISL)

July 14, 2015

Top 12 Vanguard ETFs in 2015

Find top 12 vanguard ETFs in 2015 based on its year-to-date performance. These best exchange traded funds are among leaders sectors.

Best Vanguard Funds

These best Vanguard ETFs in 2015 are selected based on its performance in 2015 (up to July 11, 2015). These Vanguard funds have low expense fee. You can buy these index funds from your brokerages. Some of the funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information.

Top 12 Vanguard ETFs in 2015 are:
    Top 12 Vanguard ETFs in 2015
  1. Vanguard Health Care ETF (VHT)
  2. Vanguard Russell 2000 Growth ETF (VTWG)
  3. Vanguard S&P Small-Cap 600 Growth ETF (VIOG)
  4. Vanguard FTSE Europe ETF (VGK)
  5. Vanguard Consumer Discretionary ETF (VCR)
  6. Vanguard FTSE Developed Markets ETF (VEA)
  7. Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
  8. Vanguard FTSE Pacific ETF (VPL)
  9. Vanguard Small-Cap Growth ETF (VBK)
  10. Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)

July 7, 2015

Best T. Rowe Price Mutual Funds 2015 & 2016

Find best T. Rowe Price mutual funds 2015 & 2016. Top TRP funds are T. Rowe Price Capital Appreciation Fund, T. Rowe Price Blue Chip Growth Fund, etc.

Top Performing TRP Mutual Funds

T. Rowe Price provides a wide selection of over 90 no load mutual funds to investors. It provides either actively managed funds, index funds, brokerages, retirement services, etc. Investors can choose these funds for asset diversification. It also offers low cost option for long term investment.

You can find these popular T. Rowe Price mutual funds for different sectors such as U.S. stock fund, sector stock fund, municipal bond fund, target date funds, etc. Depend on your risk tolerance; you may pick and choose from this best T. Rowe Price funds list.

We 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.

Best T. Rowe Price mutual funds 2015 & 2016 are:
    Best T. Rowe Price Mutual Funds 2015 & 2016
  1. T. Rowe Price Capital Appreciation Fund (PRWCX) 16.00%
  2. T. Rowe Price Blue Chip Growth Fund (TRBCX) 21.02%
  3. T. Rowe Price Mid-Cap Growth Fund (RPMGX) 18.69%
  4. T. Rowe Price Diversified Small Cap Growth Fund (PRDSX) 19.95%
  5. T. Rowe Price Summit Municipal Income Fund (PRINX) 6.19%
  6. T. Rowe Price Retirement 2005 Fund (TRRFX) 8.46%
  7. T. Rowe Price Retirement 2010 Fund (TRRAX) 9.51%
  8. T. Rowe Price Retirement 2015 Fund (TRRGX) 11.02%
  9. T. Rowe Price Retirement 2020 Fund (TRRBX) 12.33%
  10. T. Rowe Price Retirement 2025 Fund (TRRHX) 13.46%

June 29, 2015

Top 12 Real Estate Mutual Funds 2015

Find top real estate mutual funds in 2015. Best funds are Baron Real Estate Fund, PIMCO RealEstateRealReturn Strategy Fund, etc.

Best Performing REIT Mutual Funds

Real estate mutual fund invests in businesses which involve real estate. It may invest in real estate investment trusts (REITs). This stock mutual fund may invest in companies which operate apartment complex, office buildings, shopping malls, hotels and even self-storage facilities. This mutual fund has higher yield than regular mutual fund.

Real Estate Mutual FundsFrom 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 5 year total returns up to May 17, 2015.

Top 12 real estate mutual funds 2015 are:
  1. Baron Real Estate Fund (BREFX)
  2. PIMCO Real Estate Real Return Strategy Fund (PETAX)
  3. Phocas Real Estate Fund (PHREX)
  4. American Century Real Estate Fund (REACX)
  5. Lazard US Realty Equity Portfolio Open Shares (LREOX)
  6. AMG Managers Real Estate Securities Fund (MRESX)
  7. Cohen & Steers Real Estate Securities Fund (CSEIX)
  8. American Century Real Estate Fund (AREEX)

June 25, 2015

Top Government Bond Closed End Funds 2015

Find top performing government bond closed end funds 2015. Best funds are AllianceBernstein Income Fund, Federated Enhanced Treasury Income Fund, etc.

Best Performing Closed End Funds in 2015

These best performing value stock closed end funds are sorted based on its 1 year total return up to May, 1 2015. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

These bond funds may be rated among the best by variety of sites. Popular financial sites are Morningstar, US News, Yahoo Finance, etc.

Top performing government bond closed end funds 2015 are:
    Top Government Bond Closed End Funds 2015
  1. AllianceBernstein Income Fund (ACG)
  2. Federated Enhanced Treasury Income Fund (FTT)
  3. EV Tax-Advantaged Bond & Option Fund (EXD)
  4. Western/Claymore Inflation-Linked Securities (WIA)

June 17, 2015

7 Best Multicurrency Mutual Funds 2015

Find best multicurrency mutual funds 2015. Top currency funds are FX Strategy Fund, Columbia Absolute Return Currency and Income Fund, etc. Will these funds be the right choice in 2016 for your investment account?

Top Performing Currency Funds

Top Currency FundsCurrency mutual funds invest in US and foreign currencies. The fund may invest in short term money market instruments; derivative instruments, including and not limited to, forward currency contracts, index swaps and options; and cash deposits.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top currency mutual funds 2015 are sorted based on its 3 years performance up to May 2015. You can find the fund review below as well.

7 Best currency mutual funds 2015 are:
  1. FX Strategy Fund (FXFIX)
  2. Columbia Absolute Return Currency and Income Fund (RARAX)
  3. ProFunds Rising U.S. Dollar Fund (RDPIX)
  4. Merk Asian Currency Fund (MEAFX)
  5. Eaton Vance Diversified Currency Income Fund (EAIIX)
  6. John Hancock Funds Absolute Return Currency Fund (JCUAX)

June 11, 2015

Best 14 Moderate Allocation Mutual Funds 2015

See best 14 moderate allocation mutual funds 2015. Can these top funds be the contender for 2016? Top mutual funds are Villere Balanced Fund, Bruce Fund, etc.

Top Performing Balanced Mutual Funds

Best Moderate Allocation Mutual Funds 2015Moderate allocation mutual funds invest in stocks and bonds. These funds normally have higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $100 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 5 year performance in 2011-2015. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The 14 best moderate allocation mutual funds 2015 are:
  1. Villere Balanced Fund (VILLX)
  2. SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)
  3. Bruce Fund (BRUFX)
  4. T. Rowe Price Capital Appreciation Fund (PRWCX)
  5. SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)
  6. Transamerica Multi-Managed Balanced Fund (IBALX)
  7. Dodge & Cox Balanced Fund (DODBX)
  8. American Funds American Balanced Fund (ABALX)
  9. Fidelity Balanced Fund (FBALX)
  10. Fidelity Puritan (FPURX)

June 5, 2015

Best Oppenheimer Mutual Funds 2015 & 2016

Find best Oppenheimer mutual funds 2015 & 2016. Top Oppenheimer funds are Oppenheimer International Small Company Fund, Oppenheimer Developing Markets Fund, etc.

Best Oppenheimer Mutual Funds 2015 & 2016OppenheimerFunds Inc has grown to become one of the largest investment management firms in U.S. As part of MassMutual (Massachusetts Mutual Life Insurance Company), OppenheimerFunds offer a broad array of products and services to individuals, institutional investors and corporations worldwide.

The product offerings include mutual funds, separate accounts, institutional products, 529 plans and retirement accounts. The investment firm offer Equities (Global, Growth, Core and Value), Fixed Income (Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds) and Alternatives (Commodities and MLPs) for investors.

Top Performing Oppenheimer Mutual Funds

You can find these best Oppenheimer funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, and taxable bond fund. Depend on your risk tolerance; you may pick and choose from this top funds list. Typically, these Janus funds have no sales load.

Best Oppenheimer mutual funds 2015 & 2016 are:
  • Oppenheimer International Small Company Fund (OSMAX)
  • Oppenheimer Main Street Small Cap Fund (OSCAX)
  • Oppenheimer Rochester California Municipal Fund (OPCAX)
  • Oppenheimer Rochester Limited Term California Municipal Fund (OLCAX)
  • Oppenheimer Developing Markets Fund (ODMAX)
  • Oppenheimer Global Fund (OPPAX)

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