Best Convertible Bond Securities Mutual Funds 2012

For conservative investors, convertible securities mutual funds can provide an attractive investment choice. These mutual funds provide income and opportunity for capital appreciation. Some of the best convertible bond mutual funds are: Allianz AGIC Convertible A, Vanguard Convertible Securities Inv, Invesco Convertible Securities A, etc.

Best Convertible Bond Mutual Funds

Intro

Investing in convertible securities can be very attractive due to its hybrids in nature. Generally, these convertible bonds are interest-paying bonds (but sometimes preferred stock) that can be swapped for shares of the issuing company's stock at a predated price. The bond-like yield aspect of a convertible protects against stock declines, while the ability to convert into stock offers shelter against falling bond prices.

Investor can start investing in these convertible securities through mutual funds, etf, cef, individual convertible. Convertible mutual funds have a long term track record and can be used as diversification tools for investors. Convertible securities tend to have credit ratings that are below investment-grade.

Top 10 Best Emerging Markets Bond Mutual Funds 2012

Investing in emerging markets bond mutual funds has been attractive for investors. This article will look into the best emerging markets bond mutual funds. The best emerging markets debt mutual funds include: TCW Emerging Markets Income N, PIMCO Emerging Local Bond A, Fidelity New Markets Income, and more.

Intro

Based on past 10 years historical data, investment in debt of developing countries has managed to provide high annualized returns of 12%. This EM bond is also less volatile than the U.S. stock. Considering other mutual funds category, this emerging markets bond funds also can be fairly inexpensive to own.

Investing in debt of emerging markets countries means investor will invest in government bonds from such places as Russia, China, India, Turkey, Indonesia and Mexico. As part of investment diversification, emerging markets debt mutual funds have had a great run over the past decade, as many developing nations have improved their fiscal situations and instituted the rule of law in economic matters. Some of these mutual funds also invest in corporate bond located in these emerging markets countries.

Best Ranked Commodities Broad Basket Mutual Funds 2012

Global economy is always linked through various commodities. This article will look into best commodities broad basket mutual funds. The funds include PIMCO Commodity Real Return Strategy A, DWS Enhanced Commodity Strategy A, Goldman Sachs Commodity Strategy A, and more.

Commodities Broad Basket

Investing in commodities has received a lot of attention from investor and media (newspaper, internet, and TV). The price of gold, silver, oil, diamond, corn, soy, sugar, cotton, livestock, coffee, cocoa, and hogs are in the news every day. To invest in the commodities markets, it may take a very sophisticated endeavor. One of the easiest ways is using commodity mutual funds. These commodity mutual funds provide an opportunity for almost any investor to get a piece of the action.

There are several types of commodity mutual funds such as: true commodity funds, commodities funds that hold futures, natural resource funds, and combination funds. Other ways to invest in commodity is using exchange traded funds (ETFs), and exchange traded notes (ETNs).

Top Commodities Funds

Most of these commodities broad basket mutual funds are also rated among the best mutual funds by various financial websites such as Morningstar, US News, Smart Money, etc. Please check details about its sales load, initial investment requirement, performance, risk, top holdings, turnover rate, yield, expense ratio, etc.

The 7 Best Ranked Commodities Broad Basket Mutual Funds of 2012 are:

1. PIMCO Commodity Real Return Strategy A (PCRAX)
2. DWS Enhanced Commodity Strategy A (SKNRX)
3. Goldman Sachs Commodity Strategy A (GSCAX)
4. Credit Suisse Commodity Return Strategy A (CRSAX)
5. Oppenheimer Commodity Strategy Total Return A (QRAAX)
6. Invesco Commodities Strategy A (COAAX)
7. Rydex Commodities Strategy A (RYMEX)

Updated on 3/18/2012

Federated Bond Fund (FDBAX)

To reach a full asset diversification, investors need to invest in bond or fixed income sector. Diversified bond mutual fund can provide less risk and low cost option for investment. One of the best diversified bond mutual funds is Federated Bond fund.

Federated Bond A (FDBAX)

The Federated Bond mutual fund objective is to provide as high a level of current income with consistent capital preservation. This bond mutual fund invests mainly in a diversified portfolio of investment-grade fixed-income securities. It may invest minority of its assets (<35%) in junk bonds or high yield bonds. This fixed income mutual fund may also invest in government securities.

Fund Profile

• Fund Inception Date: 06/28/1995
• Ticker Symbol: FDBAX
• CUSIP: 31420F103
• Beta (3yr): 0.88
• Rank in category (YTD): 15%
• Category: Intermediate-Term Bond
• Yield: 5.38%
• Capital Gains: 0%
• Expense Ratio: 0.98%  
• Net Assets: $ 1.38 billion
• Number of Years Up: 14 years
• Number of Years Down: 2 years
• Average Duration: 5.4 years
• Average Maturity: 8.5 years
• Annual Turnover Rate: 13.00%

Updated on 2/23/2012

Top 10 International Large Cap Stock Mutual Funds 2012

Investing in international stock mutual funds is essential. From this article, investors may find some of the best international large cap stock mutual funds of 2012 such as: Calamos International Growth A, Sextant International, Turner International Growth Investor, Harding Loevner International Equity, etc.

Intro

For the past decade, global economy has been the focus for many investors. Investing in this globalization is important for investor portfolio. There are several ways to participate in global growth: investing in international stock mutual funds, buying some foreign individual stocks, purchasing foreign bond (government or corporate bond), etc. Some of the international equity markets, especially those of the emerging market economies are providing great opportunities for investors to diversify their investment portfolio.

By employing good management and international diversification, retail investors and institutional investors can achieve their investment objective. There are several reasons why international mutual funds provide a great opportunity to cash in on the rapid growth in the global equity space such as: higher growth due to young population, higher consumption in future because of higher income, improving infrastructure and transportation, etc. I’ll focus especially the foreign large cap stock mutual funds for this article. You can also find my previous article about Top Emerging Market Stocks Mutual Funds of 2012.

Note: From historical data, international stock mutual funds are more volatile than US stock mutual funds.

Kinetics Global No Load Fund (WWWEX)

Investing in international stocks is essential for investors who want to achieve portfolio diversification and higher return. Using international stock mutual funds, investor can achieve their goal faster than individual stock picking. One of the top rated international stock funds is Kinetics Global fund.

Kinetics Global No Load (WWWEX)

The Kinetics Global No Load fund’s objective is to provide long-term capital growth. This foreign large blend stock fund invests >65% of assets in common stocks, convertible securities, warrants and other  securities of foreign and U.S. companies around the world. It invests >40% of its net assets in companies located outside of the U.S. The fund may invest up to 20% of total assets in convertible and high yield bond.

Fund Details

Kinetics Global Fund

• Inception Date: 12/31/1999
• Ticker Symbol: WWWEX
• CUSIP: 494613805
• Beta (3yr): 0.97
• Rank in category (YTD): 4%
• Category: Foreign Large Blend
• Distribution: 0.71%
• Capital Gains: 0%
• Expense Ratio: 1.39%  
• Net Assets: $ 4.73 million
• Number of Years Up: 8 years
• Number of Years Down: 4 year
• Annual Turnover Rate: 122.00%

Updated on 3/3/2012

DFA Emerging Markets Value I Portfolio (DFEVX) Fund

Many economists and stock analysts have predicted the rise of emerging markets countries to support the world economy. Finding the right stock in this sector will be difficult; using mutual fund may be the better way to diversify your assets. One of best emerging markets stock funds is DFA Emerging Markets Value I fund.

DFA Emerging Markets Value I Portfolio (DFEVX)

The investment objective of this DFA Emerging Markets Value fund is to seek long-term capital appreciation. This equity fund invests most of its assets in emerging market equity securities that are deemed by the Advisor to be value stocks. It may also invests in frontier markets (emerging market countries in an earlier stage of development) and other markets approved by management.

Fund Details

DFA Emerging Markets Value I

• Fund Inception Date: April 1, 1998
• Ticker Symbol: DFEVX
• CUSIP: 233-203-587
• Beta (3yr): 1.24
• Rank in category (YTD): 12%
• Category: Diversified Emerging Markets
• Distribution: 2.35%
• Capital Gains: 0%
• Expense Ratio: 0.61%
• Net Assets: $ 13.17 billion
• Number of Years Up: 8 years
• Number of Years Down: 5 years
• Annual Turnover Rate: 15.00%

Updated on 3/09/2012