Top 10 Best World Stock Mutual Funds 2012

Investing in world stock mutual fund is important for investor to participate in global expansion. Some of the best world stock mutual funds are: Nuveen Tradewinds Global All-Cap fund, Royce Global Select fund, Royce Global Value fund, etc.

Intro

Since 2000, big or small companies has prepared for globalization. Over the years, business operations and investment are moving throughout this world. International stock markets have managed to hold greater prominence and account for half of the world’s market capitalization.

To invest in these international stocks, investors can choose several ways such as individual stock, mutual fund, closed end fund, and exchange traded fund. Selecting individual companies stocks may be difficult for regular investors. Choosing mutual fund, investor can get diversification and reduce risk.

One of the popular international stock mutual fund categories is world stock fund. This world stock mutual fund invests in U.S. and Non-U.S. companies stocks.

Top Rated World Stock Funds

These world stock mutual funds are ranked based on its long term performance. You may find other fund review information such as fund management, dividend yield, sales load, expense ratio fee, top holding, top sectors, etc.

Harbor Capital Appreciation Investor (HCAIX) Fund

Harbor Capital Appreciation fund is part of domestic stock mutual fund. This US stock fund is classified as large growth mutual funds. This popular fund is managed by Spiros Segalas. More fund review can be found below.

Harbor Capital Appreciation Investor (HCAIX)

The investment aim of Harbor Capital Appreciation fund is o provide long-term capital growth. This stock mutual fund invests mainly in growth equity securities of U.S. companies with market capitalizations of more than $1 billion. It may invest in common stocks and preferred stocks. This HCAIX fund may invest small part of its total assets (<20%) in the securities of foreign issuers including emerging markets.

Calamos Convertible A (CCVIX) Fund

If you are unsure whether to invest in bond or stock mutual fund, you should consider convertible bond mutual fund. Convertible bond is a type of bond that the investor can convert into shares of company’s common stock at agreed-upon price. It also provides regular income stream. Using mutual fund, investor can easily diversify its choice in these convertible securities. One of the top rated convertible mutual funds is Calamos Convertible fund.

Calamos Convertible A (MUTF: CCVIX)

The Calamos Convertible fund’s objective is to provide current income. Its secondary objective is to provide growth. This mutual fund invests primarily in a diversified portfolio of convertible securities issued by both U.S. and foreign companies. It may invest in any market capitalization companies. The average maturity of the convertible securities purchased will usually range from 2 to 10 years.

Fund Profile

• Fund Inception Date: June 21, 1985
• Ticker Symbol: CCVIX
• CUSIP: 128119401
• Beta (3yr): 0.99
• Rank in category (YTD): 79%
• Category: Convertibles
• Yield: 1.17%

Top 10 Best Inflation Protected Bond Mutual Funds 2012

Inflation protected bond are another important fixed income tool for investor to diversify their investment portfolio. Using mutual fund, investor can instantly provide asset diversification and reduce risk. Some of the best inflation protected bond funds are: DFA Inflation-Protected Securities I, American Independence US Inflation-Indexed A, PIMCO Real Return A, etc.

Top Inflation Protected Bond Funds

Intro

Inflation protected bond fund is a mutual fund which mainly invests in US or foreign securities inflation protected securities. In the U.S., this inflation protected obligation securities is known as TIPS (Treasury Inflation Protected Securities). This TIPS bond is introduced by US government in 1997.

Many investment advisers are endorsing TIPS, both for their safety and because of widespread concern about the inflationary implications of record government deficits. These inflation protected bond funds can be used as a tool to provide real return of your investment asset. They are typically also less volatile than stock funds.

First Eagle US Value Fund (FEVAX) Class A

First Eagle US Value fund is one top rated US stock mutual funds. As of January 2012, this large blend stock mutual fund has Gold bullion as its top holding. More fund review can be found as follow.

First Eagle US Value A (FEVAX)

The First Eagle US Value fund seeks long-term capital growth. This US fund mainly invests majority of assets (>80%) in domestic equity and debt securities. It may invest small part of its asset in non-U.S. issuers. This large blend fund may invest in any size company, including large, medium and smaller companies. It may invest in fixed-income securities, short-term debt instruments, gold and other precious metals.

Fund Details

First Eagle US Value A fund

• Inception Date: 09/04/2001
• Ticker Symbol: FEVAX
• CUSIP: 32008F887
• Beta (3yr): 0.66
• Rank in category (YTD): 89%
• Category: Large Blend
• Distribution: 0.81%
• Capital Gains: 0%
• Expense Ratio: 1.18%  
• Net Assets: $ 2.37 billion
• Number of Years Up: 8 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 19.54%

Updated on 4/16/2012

Top 10 Best Government Bond Mutual Funds 2012

Bond mutual funds can be attractive for income seeking investors. There are various bond mutual funds. One of the safest bond funds is government bond mutual funds. Some of the best government bond mutual funds are: Wasatch-Hoisington US Treasury, PIMCO Long-Term US Government A, T. Rowe Price US Treasury Long-Term, etc. More fund review can be found below.

Intro

There are two major types of bond mutual funds. They are government bond funds and corporate bond funds. These bond funds can be either U.S. bond funds or foreign bond funds. Government bond mutual funds are considered to be the safest class of investments in this fixed income fund category. These funds mostly hold a portfolio of securities issued by the US Treasury and other government agencies. These government bonds are backed by the full faith and credit of the US government.

Compare to corporate bond funds, these government bond funds have low yields hence the associated risk is also much smaller. In addition, many of these fixed incomes are exempt from state and local taxes. Using mutual funds, investor can get a well-diversified portfolio and significantly reduce the risk associated with their investment.

Best Government Bond Mutual Funds

The following best performing mutual funds are sorted based on its long term performance. You can also find other fund review information such as: fund management, yield, expense ratio, investment objective, top sector, performance, etc.

ING Value Choice Fund (PAVAX) Class A

There are three types of large cap US stock mutual funds: large blend, large value, and large growth. Large Blend funds returns are often similar to those of the S&P 500 Index. One of the top large blend stock mutual funds is ING Value Choice fund. You can find the review below.

ING Value Choice A (PAVAX)

The investment aim of ING Value Choice fund is to achieve long-term capital appreciation. This U.S. stock fund invests mainly in undervalued equity securities of companies with varying market capitalizations of any size. It may invest include common and preferred stocks, depositary receipts, and convertible securities.

Fund Details

• Fund Inception Date: 02/01/2005
• Ticker Symbol: PAVAX
• CUSIP: 44980Q708
• Beta (3yr): 0.85
• Rank in category (YTD): 8%
• Category: Large Blend
• Yield: 0.76%
• Capital Gains: 0%
• Expense Ratio: 1.39%
• Net Assets: $ 832.83 million
• Number of Years Up: 4 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 66%

Updated on 4/10/2012