DWS Strategic High Yield Tax Free A (NOTAX) Fund

One of the top rated high yield muni bond mutual funds is DWS Strategic High Yield Tax Free fund. This mutual fund invest in non investment grade municipal debt obligations. More review can be found below.

DWS Strategic High Yield Tax Free A (Ticker: NOTAX)

The investment objective of DWS Strategic High Yield Tax Free fund is to provide a high level of income exempt from regular federal income tax. This DWS fund invests most of net assets in municipalities bonds across the U.S. whose income is free from regular federal income tax. It invests some part of net assets (<20%) in bond whose income is subject to the federal alternative minimum tax (AMT). It invests about ½ of total assets in investment grade municipal securities and another half of assets in high yield debt securities.

Fund Profile

• Fund Inception Date: May 1, 2000
• Ticker Symbol: NOTAX
• CUSIP: 23337W105
• Beta (3yr): 1.54
• Rank in category (YTD): 34%
• Category: High Yield Muni
• Distribution Rate: 4.80%

Intrepid Small Cap Fund (ICMAX)

Intrepid Small Cap fund is classified as small value mutual fund. This small cap stock mutual fund has no sales load and rated among the best in its category. It also has a good long term performance. More review can be found as follows.

Intrepid Small Cap (MUTF: ICMAX)

The investment objective of Intrepid Small Cap fund is to seek long-term capital appreciation. This domestic stock fund uses its assets to purchase equity securities of undervalued small capitalization companies. It invests in small capitalization companies that comparable to companies in the Russell 2000 Index, the S&P Small Cap Index or the Dow Jones Wilshire US Small Cap Index.

Fund Profile

• Fund Inception Date: October 3, 2005
• Ticker Symbol: ICMAX
• CUSIP: 461195109
• Beta (3yr): 0.84
• Rank in category (YTD): 99%
• Category: Small Value
• Distribution: 0.00%
• Capital Gains: 0%

Tocqueville Gold Fund (TGLDX)

One of the popular and best precious metals mutual funds is Tocqueville Gold fund. This Tocqueville fund has been rated among the best gold mutual fund. Details about this fund review can be found below.

Tocqueville Gold (MUTF: TGLDX)

The investment aim of Tocqueville Gold fund is to provide long-term capital appreciation. This precious metals equity fund uses its assets to purchase gold and securities of companies engaged in mining or processing gold. The companies may be located around the world, either developed market or emerging markers. It may also invest in other precious metals.

Fund Profile

• Fund Inception Date: June 29, 1998
• Ticker Symbol: TGLDX
• CUSIP: 888894862
• Beta (3yr): 68.94
• Rank in category (YTD): 21%
• Category: Equity Precious Metals
• Yield: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.25%

Top 10 Financial Sector Stock Mutual Funds 2012

This post is about top 10 financial sector stock mutual funds of 2012. Best funds are Prudential Financial Services, Burnham Financial Industries, FBR Small Cap Financial,  Royce Financial Services, etc.

Best Financial Mutual Funds

Intro

U.S. domestic equity mutual fund may specialize in a specific sector of the stock market. These specialty categories are financials, communications, natural resources, real estate, utilities, technology, health care, and miscellaneous.

These sector equity funds invest in its specific sector according to the fund objective. For instance, the real estate sector stock mutual fund will invest its assets in companies operated in real estate industry, etc.

The financial sector stock fund typically uses its assets to purchase stocks of companies operated in financial or banking services. It may include brokerage, investment, insurance, credit services, and asset management business. More details can be found in its fund prospectus.

Best Financial Mutual Funds

These best financial sector equity funds are selected based on its long term performance. You may find information such as fund review, yield, performance, management, load, rating, top stocks, etc.

Top 10 Financial Sector Stock Mutual Funds of 2012 are:

1. Prudential Financial Services A (PFSAX)
2. Burnham Financial Industries A (BURFX)
3. Kinetics Market Opportunities Advisor A (KMKAX)
4. FBR Small Cap Financial Investor (FBRSX)
5. Royce Financial Services Service (RYFSX)

First Investors Tax-Exempt II Fund (EIITX) Class A

This next article you will find the fund review of First Investors Tax Exempt II fund which is one of national municipal bond mutual funds. If you want a tax free income, you should choose municipal bond. Using mutual fund, investors can diversify their investment in this muni bond.

First Investors Tax-Exempt II A (MUTF: EIITX)

The First Investors Tax Exempt II fund objective is to provide a high level of interest income exempt from federal income tax and the Alternative Minimum Tax. This fixed income fund typically invests only in high quality municipal securities that are rated as investment grade at the time of purchase. The fund will purchase bonds with maturities of 15 years or more.

First Investors Tax Exempt II

Fund Profile

• Fund Inception Date: July 26, 1990
• Ticker Symbol: EIITX
• CUSIP: 30157P300
• Beta (3yr): 1.27
• Rank in category (YTD): 10%
• Category: Muni National Interm
• Yield: 3.59%
• Capital Gains: 0%
• Expense Ratio: 1.01%
• Net Assets: $ 240.82 million
• Number of Years Up: 18 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 91%

Updated on 5/26/2012

Best Fidelity Mutual Funds 2012

The top 10 best Fidelity Mutual Funds of 2012 are Fidelity Mega Cap Stock, Fidelity Total Bond, Fidelity Small Cap Discovery, etc. This post will provide each fund review (stock and bond).

Intro

Mutual funds are one type of the investment funds. Mutual funds combine money from various investors and invest the money in stocks, bonds, money market, or the combination. These mutual funds may be managed by a portfolio manager or passively managed based on index.

One of the popular mutual fund families is Fidelity Investments. Fidelity offers wide selection of mutual funds. There are several of categories to choose from. Some of the categories are domestic stock fund, international stock fund, municipal bond fund, emerging market stock fund, real estate equity fund, diversified bond fund, high yield bond, and balanced fund. There are 263 Fidelity mutual funds; currently there are 238 mutual funds that are open to new investors.

Best Fidelity Mutual Funds

These best Fidelity mutual funds are selected based on the following criteria:

• It has no transaction fees or sales load
• It provides diversification into variety of asset allocation
• It has good performance history
• It has low minimum initial investment requirement of $2,500

You will find other fund information and review such as fund management, expense ratio fee, Morningstar rating, fund performance, top holdings, etc. You can buy these best Fidelity mutual funds by opening Fidelity brokerage account online. They also offers 30 free commission iShares exchange traded funds (ETFs).

Top 10 Best Fidelity Mutual Funds of 2012 are:

1. Fidelity Mega Cap Stock Fund (FGRTX)
2. Fidelity Small Cap Discovery Fund (FSCRX)
3. Fidelity International Discovery Fund (FIGRX)

Nuveen Tradewinds Value Opportunities A (NVOAX) Fund

Having large cap US stock mutual funds can be very essential for many investors. One of the best large cap US stock mutual funds are Nuveen Tradewinds Value Opportunities mutual fund.

Nuveen Tradewinds Value Opportunities A (NVOAX)

The investment objective of Nuveen Tradewinds Value Opportunities fund is to seek long-term capital growth. This large blend US stock mutual fund invests mainly in equity securities of US companies with varying market capitalizations (small-, mid-, and large-capitalization companies). It may invest in non-U.S equity securities and in emerging market countries companies stocks.

Fund Profile

• Fund Inception Date: 12/9/2004
• Ticker Symbol: NVOAX
• CUSIP: 67064Y669
• Beta (3yr): 0.86
• Rank in category (YTD): 9%
• Category: Large Blend
• Distribution: 2.19%
• Capital Gains: 0%
• Expense Ratio: 1.20%  
• Net Assets: $ 3.25 billion
• Number of Years Up: 5 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 77%

Updated on 4/20/2012