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

October 29, 2018

Best Mutual Funds for 2019 and 2020

The best mutual funds to buy for 2019 and 2020 will contain a various set of types. Smart, passive, and active investors don't try to time the market by jumping in and out of investments in the short-term. We should instead employ a buy and hold strategy for periods of more than one year. With this investing thinking in mind, we can define funds which are the best mutual funds to buy and hold for 2019 and 2020.

Typically, when we choose the best funds to buys, investors are smart to choose among the top low-cost, no-load funds (mutual funds, exchange traded funds, or closed end funds). Investors are interested in long run for higher returns.

Way to Choose the Best Mutual Funds for Long Term

Best Mutual Funds for 2019 and 2020This website has successful to diversify the best mutual funds selections:
  • Always diversify selections. Selections may include bond funds, stock funds, and international stock funds.
  • Choose low cost index mutual funds if available .These index funds typically has low expense ratio fees.
  • Don’t choose best mutual funds because of the fund manager. Sometimes the best of portfolio managers know that they may perform below market averages like their indices.

May 23, 2017

Popular Mutual Funds in 2017

Find the popular mutual funds in 2017. This mutual fund include stock, bond, and hybrid funds.

Invest in Popular Mutual Funds

As a prospective investor, you need to ask whether you should invest in the biggest and most popular mutual funds. Can you get the extra return with these popular mutual funds? You can find many companies which provide ratings on mutual funds including Morningstar, US News, Lipper, Forbes, Money, Kiplinger, etc.

Index Funds

Popular Mutual Funds in 2017Index funds are popular funds in 401k plan or retirement account (IRA). Some of the best index mutual funds are provided by Vanguard & Fidelity.

Pros:
  • Index funds are cheaper than actively managed stock funds in term of expenses.
  • The funds may provide diverse selection of US companies than funds tracking the index such as S&P 500, etc.

April 27, 2017

Best No Load Mutual Funds

The top 8 MEPB Financial is a list of our best no load mutual funds. We prefer funds run by seasoned managers who take a long vision and have established themselves. We also like index funds. We also prefer no sales load fund and has low average fees.

Top Mutual Funds

To invest in mutual fund, my advice is simple. Find the no load and low expense fee mutual funds, and ignore the stock market. Also, you may need to diversify through different market sectors such as bond or stock funds. I have chosen these best mutual funds for long term investing. Whether it is a bear market or bull market, these top funds should provide great return for 2017 and beyond.

The 8 best no load mutual funds are:
    Best No Load Mutual Funds
  1. DoubleLine Total Return Bond Fund (DLTNX)
  2. Vanguard Total Stock Market Index Fund (VTSMX)
  3. Dodge & Cox Stock Fund (DODGX)
  4. Vanguard Total International Stock Index Fund (VGTSX)
  5. T. Rowe Price Blue Chip Growth Fund (TRBCX)

April 23, 2017

Top 5 High Yield Bond Mutual Funds for 2017

Are you ready to invest in top 5 high yield bond mutual funds for 2017? You will find details of best fixed income funds in this article.

What is High Yield Bond Mutual Funds?

Top 5 High Yield Bond Mutual Funds for 2017High-yield bond funds invest mainly in lower-quality bonds, which are riskier than those of higher-quality companies. These mutual funds typically offer higher yields than other types of funds. These funds are also more vulnerable to economic and credit risk.

High yield bond funds mainly invest in U.S. high-income debt securities where at least 65% or more of bond assets are not rated or are rated by a major rating agency such as Standard & Poor's or Moody's at the level of BB (considered speculative for taxable bonds) and below.

Best High Yield Bond Mutual Funds 2017

Top 5 high yield bond mutual funds for 2017 are:
  1. Artisan High Income Fund (ARTFX)
  2. Fairholme Focused Income Fund (FOCIX)
  3. Fidelity Capital & Income Fund (FAGIX)

January 27, 2016

Best Large Company Stock Mutual Funds in 2015

Find best large company stock mutual funds in 2015. The funds in this list are sorted based on 1 year return in 2015. Should you invest in these mutual funds for 2016? Find more details below.

Large Cap Stock Funds

Large cap stock funds invest mainly in large companies or corporations. The companies typically have market capitalization value of more than $10 billion. Some of the large companies are well known among businesses or customers such as Wal-Mart, General Electric, Google, and Microsoft.

These top performing mutual funds are sorted based on its total return in 2015. Will the funds outperform the competition again in 2016? 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 10 best large company stock mutual funds in 2015 are:
    Best Large Company Stock Mutual Funds in 2015
  1. Polen Growth Fund (POLRX)
  2. Prudential Jennison Select Growth Fund (SPFAX)
  3. Morgan Stanley Instl Fund Advantage Portfolio Fund (MAPPX)
  4. TCW Select Equities Fund (TGCEX)
  5. Janus Forty Fund (JACTX)
  6. Dunham Focused Large Cap Growth Fund (DAFGX)
  7. Transamerica Capital Growth Fund (IALAX)
  8. Morgan Stanley Institutional Growth Portfolio Fund (MSEGX)

November 29, 2015

T. Rowe Price’s Best 401k Funds: Part 3

Find part 3 article of T. Rowe Price’s best 401k funds. These mutual funds are popular among investor in retirement account such as 401(k) accounts.

Top 401k Mutual Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s Best 401k Funds: Part 3T. Rowe Price’s best 401k funds are:
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)

November 21, 2015

Top Large Growth Mutual Funds 2015

Find top large growth mutual funds in 2015. Large growth mutual funds invest mainly in U.S. companies with high growth potential. The funds are sorted based on its performance return in 2015.

From 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 year to date return up to November 21, 2015.

Best Funds

Top large growth mutual funds in 2015 are:
    Top Large Growth Mutual Funds 2015
  1. Morgan Stanley Institutional Fund, Inc. Opportunity Portfolio Fund
  2. Polen Growth Fund
  3. Prudential Jennison Select Growth Fund
  4. Dunham Focused Large Cap Growth Fund
  5. Brown Advisory Sustainable Growth Fund
  6. Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Fund
  7. Janus Forty Fund
  8. Prudential Jennison Growth Fund

November 8, 2015

T. Rowe Price’s Best 401k Funds: Part 2

Find part 2 article of T. Rowe Price’s best 401k funds. These mutual funds are popular among investor in retirement account such as 401(k) accounts.

Top 401k Mutual Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s best 401k funds are:
    T. Rowe Price’s Best 401k Funds: Part 2
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)

November 1, 2015

T. Rowe Price’s Best 401k Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

Top 401k Funds

Most T. Rowe Price retirement plan products are actively mutual funds. According to Morningstar, it has over 85% of mutual funds that beat their Lipper average for the 10-year period. T Rowe Price believes in actively managing their mutual funds. There are over 100 funds with no loads and low fees to meet specific investing needs.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s best 401k funds are:
    T. Rowe Price’s Best 401k Funds
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)
  7. T. Rowe Price Small-Cap Stock Fund (OTCFX)
  8. T. Rowe Price Spectrum Income Fund (RPSIX)

October 17, 2015

Fidelity’s Best 401k Funds: Part 3

This post is part 3 of Fidelity’s best 401k funds article. The top mutual funds are Fidelity Blue Chip Growth Fund, Fidelity Capital & Income Fund, etc.

Best Fidelity Funds

Fidelity Investments is one of the largest asset management firms in the world. It manages more than $2 trillion of investment assets. As one of the largest players in 401(k) plans, Fidelity also has lot of high rated mutual funds for your 401k account.

As described in my part 1 & part 2 articles, these best Fidelity’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds: Part 3
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)
  7. Fidelity Blue Chip Growth Fund (FBGRX)
  8. Fidelity Spartan International Index Fund Investor (FSIIX)

October 15, 2015

Fidelity’s Best 401k Funds: Part 2

This post is part 2 of Fidelity’s best 401k funds article. The top mutual funds are Fidelity Low-Priced Stock Fund, Fidelity Puritan Fund, etc.

Top Fidelity Funds

Fidelity Investments is one of the largest asset management firms in the world. It manages more than $2 trillion of investment assets. As one of the largest players in 401(k) plans, Fidelity also has lot of high rated mutual funds for your 401k account.

As described in my part 1 article, these best Fidelity’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds: Part 2
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)
  7. Fidelity Blue Chip Growth Fund (FBGRX)
  8. Fidelity Spartan International Index Fund Investor (FSIIX)

October 13, 2015

Fidelity’s Best 401k Funds

Find Fidelity’s best 401k funds. The top mutual funds are Fidelity Contrafund, Fidelity Balanced Fund, and Fidelity International Discovery Fund.

Top Mutual Funds

Fidelity Investments provides vast selection of mutual funds. As one of the largest American multinational financial corporations, it provides mutual funds, ETFs (Exchange Traded Funds), and index funds for investment.

Fidelity Funds cover all asset classes of mutual funds. The funds provide investment in domestic equity, foreign stocks, bonds, and balanced funds. You can also invest in specialized sectors, so you can find the mix of funds that helps you to achieve your strategic investment goals.

These best 401k funds are selected based on its performance, management, expense fee, and future potential. We also scan through various financial websites for your research.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)

October 5, 2015

Vanguard’s Best 401k Funds: Part 2

This post is part 2 of Vanguard’s best 401k funds article. The top funds are Vanguard 500 Index Fund, Vanguard Wellington Fund, etc.

Top Vanguard Funds

Vanguard Group is a popular asset management firm. It manages more than $3 trillion of investment assets. As one of the largest players in 401(k) plans, Vanguard has lot of high rated mutual funds for your 401k account.

As described in my part 1 article, these best Vanguard’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Vanguard’s best 401k funds are:
    Vanguard’s Best 401k Funds: Part 2
  1. Vanguard PrimeCap Fund (VPMCX)
  2. Vanguard Balanced Index Fund (VBINX)
  3. Vanguard Total International Stock Index Fund (VGTSX)
  4. Vanguard Total Bond Market Index Fund (VBMFX)
  5. Vanguard 500 Index Fund (VFINX)
  6. Vanguard Wellington Fund (VWELX)

October 3, 2015

Vanguard’s Best 401k Funds

Vanguard Group is a popular asset management firm. It manages more than $3 trillion of investment assets. As one of the largest players in 401(k) plans, Vanguard has lot of high rated mutual funds for your 401k account.

Top Mutual Funds

Most Vanguard retirement plan products are index funds. The funds are passively managed and tracking its indices such as S&P 500 index, bond index, etc. Vanguard also provides many actively managed funds; you can find some the best active mutual funds in this list as well.

Like all Vanguard funds, these actively managed funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them.

Vanguard’s best 401k funds are:
    Vanguard’s Best 401k Funds
  1. Vanguard PrimeCap Fund (VPMCX)
  2. Vanguard Balanced Index Fund (VBINX)
  3. Vanguard Total International Stock Index Fund (VGTSX)
  4. Vanguard Total Bond Market Index Fund (VBMFX)
  5. Vanguard 500 Index Fund (VFINX)
  6. Vanguard Wellington Fund (VWELX)

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 14, 2015

Top 10 Equity Precious Metals Mutual Funds in 2015

Find best equity precious metals mutual funds in 2015. The top funds are U.S. Global Investors Gold and Precious Metals Fund, First Eagle Gold Fund.

Gold & Silver Funds

Precious metals sector has been performing poorly for the past 4 years. In 2015, this sector has been lagging other sectors. Whether it is a bear market again, investors need to observe this sector more closely. As one of the precious metals, gold is among the top investment for most investors. The other precious metals include silver, palladium, and platinum.
Top 10 Equity Precious Metals Mutual Funds in 2015

The following top performing gold mutual funds are sorted based on its year to date performance in 2015. You can buy these funds for your investment brokerage account or retirement account (traditional IRA or Roth IRA). You may also invest in 401k plan if this gold fund is available for investing.

Top 10 equity precious metals mutual funds in 2015 are:
  1. U.S. Global Investors Gold and Precious Metals Fund (USERX)
  2. U.S. Global Investors World Precious Minerals Fund (UNWPX)
  3. First Eagle Gold Fund Class A (SGGDX)
  4. Fidelity Select Gold Portfolio Fund (FSAGX)
  5. Franklin Gold and Precious Metals Fund Class A (FKRCX)
  6. Vanguard Precious Metals And Mining Fund (VGPMX)
  7. Gabelli Gold Fund Class AAA (GOLDX)
  8. Gabelli Gold Fund Class A (GLDAX)

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 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 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)

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