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)

July 3, 2016

Best Large Growth Stock Mutual Funds in 2016

Find best large growth stock mutual funds in 2016. Top equity mutual funds are Madison Investors Fund, Davis Opportunity Fund, etc.

Large Growth Equities Mutual Funds

Large-growth mutual funds invest in large U.S. companies that are growing faster than other large-cap stocks. Typically the stocks are in the top 70% of the capitalization of the U.S. equity market. These stocks are defined as large-cap stocks.

Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these funds focus on businesses in rapidly expanding modes.

Best Large Cap Growth Funds

These top large growth stock mutual funds in 2016 is sorted based on its year to date return up to July 1, 2016. You can find the fund review details below. These large growth stock funds have been one of the top performing funds for the past 5 years.

Best large growth stock mutual funds in 2016 are:
    Best Large Growth Stock Mutual Funds in 2016
  1. Equinox EquityHedge U.S. Strategy Fund (EEHAX)
  2. Madison Investors Fund (MNVAX)
  3. Guggenheim RBP Large-Cap Defensive Fund (TVDAX)
  4. STAAR Larger Company Stock Fund (SITLX)
  5. AlphaMark Large Cap Growth Fund (AMLCX)
  6. Dreyfus U.S. Equity Fund (DPUAX)
  7. Guggenheim Directional Allocation Fund (TVRAX)
  8. Davis Opportunity Fund (RPEAX)
  9. Manning & Napier Equity Series Fund (EXEYX)
  10. Commerce Growth Fund (CFGRX)

June 25, 2016

Top Retirement Income Mutual Funds of 2016

Find top retirement income mutual funds of 2016. The best funds are Invesco Balanced-Risk Retirement Now Fund, PIMCO RealPath Blend Income Fund, etc.

Best Retirement Income Funds

Retirement income funds invest mainly in a mix of stocks, bonds, and cash. These funds are suitable for investors who already in or entering retirement. The fund style is managed with a conservative asset allocation strategy. The funds may provide steady income for retirement.

Top performing retirement income mutual funds of 2016 are:
    Top Retirement Income Mutual Funds of 2016
  1. AllianzGI Retirement Income Fund (AGRAX)
  2. Invesco Balanced-Risk Retirement Now Fund (IANAX)
  3. PIMCO RealPath Blend Income Fund (PBRAX)
  4. Vantagepoint Milestone Retirement Income Fund (VQRRX)
  5. BlackRock LifePath Active Retirement Fund Investor A (BAPBX)
  6. MFS Lifetime Income Fund (MLLAX)
  7. Wells Fargo Dow Jones Target Today Fund (STWRX)

June 18, 2016

Top Performing High Yield Municipal Closed End Funds of 2016

Find top performing high yield municipal closed end funds of 2016. These funds invest in high yield tax fee income funds. The best funds are MFS High Income Municipal Fund.

Best Bond Funds

Tax-free income funds invest mainly in municipal bonds. Municipal bonds are debt issued by a state, city, or other municipality. The debts are used for general governmental needs or to finance special public projects. Municipal bonds pay interest that is free from regular federal income tax, and state-specific bonds can provide residents of those states with income free from state and, in some cases, local income taxes as well.

Top performing high yield municipal closed end funds of 2016 are:
    Top Performing High Yield Municipal Closed End Funds of 2016
  1. MFS High Income Municipal Fund (CXE)
  2. Pioneer Municipal High Income Fund (MHI)
  3. MFS High Yield Municipal Trust Fund (CMU)
  4. MFS Municipal Income Fund (MFM)
  5. Nuveen Municipal High Income Opportunity Fund (NMZ)

June 12, 2016

Donald Trump Investment Funds

Donald Trump made his fortune the old-fashioned way through Real Estate. Other than real estate, Donald Trump invests in Baron Capital Management mutual funds and other alternative funds including hedge funds.

Donald Trump Background

Donald John Trump is one of the most popular American businessmen. He is the current nominee of Republican Party for President of the United States in the 2016 election. He became the host and executive producer of the NBC reality show The Apprentice, in which a group of competitors battled for a high-level management job in one of Trump's commercial enterprises in 2013.

Donald Trump Investment Funds List

The Donald Trump Investment Funds are listed in current Mr. Trump's financial disclosure report. According to the report, Mr. Trump lists a net worth of at least $1.35 billion in his companies and real estate holdings plus at least $70.5 million in liquid assets. Some of these funds are part of hedge funds.

Top Donald Trump’s mutual funds are:
    Donald Trump Investment Funds
  1. Baron Partners Fund (BPTRX) ($1 million-$5 million)
  2. Baron Growth Fund (BGRFX) ($1 million-$5 million)
  3. Baron Emerging Markets Fund (BEXFX) ($250,001-$500,000)
  4. Baron Energy and Resources Fund (BENFX) ($100,001-$250,000
  5. Baron Emerging Markets Fund Institutional (BEXFX) ($250,001-$500,000)

March 2, 2016

T. Rowe Price Dividend Growth Fund (PRDGX)

T. Rowe Price Dividend Growth Fund (PRDGX) is one of the best large blend mutual funds. This mutual fund provides dividend yield for investors.

T. Rowe Price Dividend Growth Fund (PRDGX) Profile

This T. Rowe Price Dividend Growth Fund objective is to provide dividend income and long-term capital growth primarily through investments in stocks. This mutual fund invests mainly in stocks, with an emphasis on stocks that have a strong track record of paying dividends or that are expected to increase their dividends over time.

The fund is managed by Thomas J. Huber since 2000. It provides dividend yield of 1.42%.

Fund Details

    T. Rowe Price Dividend Growth Fund (PRDGX)
  • Fund Inception Date: December 29, 1992
  • Ticker Symbol: PRDGX
  • CUSIP: 779546100
  • Fund Manager: Thomas J. Huber
  • Net Assets: $7.5 Billion
  • Beta (3yr): 0.92
  • Category: Large Blend
  • Yield: 1.42%
  • Expense Fee: 0.64%
  • Min to Invest: $2,500

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