Best American Funds Mutual Funds 2012

The top 10 American Funds mutual funds of 2012 are American Funds Fundamental Investors, American Funds EuroPacific Growth, etc. You can find the best funds’ review in this post.

American Funds

American Funds have been around the investment world since 1931. Their objective is to provide assistance for investors to achieve long term investing success. There are several advantages in choosing American Funds such as they provides consistent approach with team  of portfolio managers, they have a good system with diverse portfolio, and they have great long-term track record especially equity funds.

Top Mutual Funds

These best mutual funds are selected based on its long term track record. They may include growth fund, domestic stock fund, international stock fund, growth and income fund, equity income fund, balanced fund, high yield bond fund, taxable bond fund, municipal bond fund, etc.

Top 10 American Funds Mutual Funds of 2012 are:

1. American Funds Fundamental Investors A (ANCFX)
2. American Funds EuroPacific Growth A (AEPGX)
3. American Funds New World A (NEWFX)
4. American Funds SMALLCAP World A (SMCWX)
5. American Funds Bond Fund of Amer A (ABNDX)
6. American Funds Capital World Bond A (CWBFX)
7. American Funds American Hi Inc Tr A (AHITX)
8. American Funds Tax-Exempt Bond A (AFTEX)
9. American Funds Income Fund of Amer A (AMECX)
10. American Funds Capital Inc Bldr A (CAIBX)

updated on 7/1/2012

New: Best American Funds Mutual Funds for 2013

American Funds EuroPacific Growth Fund (AEPGX) Class A

American Funds EuroPacific Growth fund (AEPGX) is one of best international stock mutual funds. This foreign large blend fund focusses its assets in Europe stocks and Pacific stocks.

American Funds EuroPacific Growth A (Ticker: AEPGX)

The American Funds EuroPacific Growth fund is seeking to provide long-term capital appreciation. This equity fund invests mainly in common stocks of issuers in Europe and the Pacific Basin which have growth potential. It may invest a portion of its assets in common stocks and other securities of companies in countries with developing or emerging markets economies.

Fund Details

• Fund Inception Date: April 16, 1984
• Ticker Symbol: AEPGX
• CUSIP: 298706102
• Beta (3yr): 0.97
• Rank in category (YTD): 36%
• Category: Foreign Large Blend
• Distribution/ Yiels: 1.1%
• Capital Gains: 0%
• Expense Ratio: 0.83%
• Net Assets: $ 137.8 billion

Fidelity Diversified International Fund (FDIVX)

Another popular fidelity mutual fund is Fidelity Diversified International fund. This mutual fund is categorized as international stock fund. It invests in foreign companies around the world.

Fidelity Diversified International (FDIVX)

The investment aim of Fidelity Diversified International fund is to seek capital growth. This equity fund utilizes its assets to purchase non-U.S. companies’ securities. It diversifies investments across different countries and regions.

Fund Profile

• Fund Inception Date: December 27, 1991
• Ticker Symbol: FDIVX
• CUSIP: 315910802
• Beta (3yr): 1.00
• Rank in category (YTD): 29%
• Category: Foreign Large Blend
• Yield: 1.70%
• Capital Gains: 0%
• Expense Ratio: 0.87%
• Net Assets: $ 23.78 billion
• Number of Years Up: 14 years
• Number of Years Down: 6 years
• Annual Portfolio Turnover: 45%

Best No Load Municipal Bond Mutual Funds 2012

The best no load municipal bond mutual funds of 2012 are Wells Fargo Advantage Municipal Bond fund, Fidelity Tax-Free Bond, Wells Fargo Advantage Municipal Bond, BMO Intermediate Tax Free, etc.  You can find the fund review.

Intro

As part of bond mutual fund, municipal bond fund provides an attractive opportunity for investors who seek tax free income or yield. This muni bond mutual fund invests mainly in investment grade fixed income obligation issued by various states, cities, towns, transportation authorities and public utilities.

Top 6 municipal bond mutual funds

These top diversified municipal funds are selected based on its long term performance. These mutual funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

The 6 best no load municipal bond mutual funds of 2012 are:

1. Wells Fargo Advantage Municipal Bond Inv (SXFIX)
2. Fidelity Tax-Free Bond (FTABX)
3. T. Rowe Price Summit Municipal Income (PRINX)
4. BMO Intermediate Tax-Free Y (MITFX)
5. Commerce National Tax Free Intermediate Bond (CFNLX)
6. DWS Managed Municipal Bonds S (SCMBX)

YTD Worst Performer Bond Mutual Funds in 2012

This post is about worst performer bond mutual funds including taxable and municipal bond funds. The worst performers are YieldQuest Total Return Bond, Federated Municipal Ultrashort, etc. You can find the fund review below.

These worst performer bond funds are sorted based on its year to date performance up to June 24, 2012. You can find the worst performer for taxable bond fund and municipal bond fund. You will also get the fund details such as top holdings, fund manager, sales load, yield, expense ratio, etc.

Taxable Bond Mutual Funds

These taxable bond mutual funds can invest in corporate bond, U.S. treasury, emerging market bond, international bond, and government bond. They can be categorized as intermediate term bond, high yield bond, world bond, emerging market bond, government bond, etc.

The YTD worst performer taxable bond mutual funds of 2012 are:

1. YieldQuest Total Return Bond Inv (YTRIX)
2. Capstone Church Capital (XCBFX)
3. Guggenheim Long Short Interest Rate Strategy A (RYBSX)
4. American Independence Absolute Return Bull/Bear Bond A (AABBX)
5. Federated Prudent DollarBear A (PSAFX)
6. Steel Path MLP and Infrastructure Debt A (MLPUX)
7. American Independence Active Interest Rate Management A (AATMX)
8. Brown Advisory Tactical Bond Advisor (BATBX)
9. Northern Global Fixed Income (NOIFX)
10. BlackRock International Bond Inv A (BIIAX)

YTD Worst Performer Stock Mutual Funds of 2012

This article provides the YTD worst performer stock mutual funds including domestic stock fund and international stock fund. The worst performers are Westcore Select, The USX China A, etc. The following is the fund review details.

These worst performer funds are sorted based on its year to date performance up to June 24, 2012. You can find the worst performer for U.S. domestic stock fund and international stock fund. You will also get the fund details such as fund performance, fund manager, yield, expense ratio, etc.

Domestic Stock Mutual Funds

Domestic stock mutual funds invest mainly in U.S. companies’ stocks. There are various domestic stock funds. They are large blend, large growth, large value, mid cap value, mid cap blend, mid cap growth, small blend, small value, small growth, technology, sector funds, etc.

The YTD worst performer domestic stock mutual funds of 2012 are:

1. Integrity Williston Basin/Mid-North America Stock A (ICPAX)
2. Nysa (NYSAX)
3. Westcore Select (WTSLX)
4. ING Value Choice A (PAVAX)
5. Pacific Advisors Mid Cap Value A (PAMVX)
6. Nuveen Tradewinds Value Opportunities A (NVOAX)
7. Cambiar Aggressive Value Investor (CAMAX)
8. Huntington Technical Opportunities A (HTOAX)
9. WesMark Small Company Growth (WMKSX)
10. Allianz AGIC Focused Opportunity A (AFOAX)

1. Integrity Williston Basin/Mid-North America Stock A (ICPAX)

The Integrity Williston Basin/Mid-North America Stock is rated with 2 star rating. The fund objective is to provide long term capital growth. It invests in foreign and domestic companies stocks. It has an expense ratio of 1.42%. The total assets are $451 million. The sales load is 5%.

This fund has a year to date return of -16.79%. The annualized 5 year return is 3.02%. You can buy this mid-cap growth stock fund with $1,000 initial investment. The top 2 holdings are National Oilwell Varco Inc, and Kodiak Oil & Gas Corp.

Best No Load Moderate Allocation Balanced Mutual Funds 2012

The best moderate allocation balanced mutual funds of 2012 are RiverNorth Core Opportunity, Intrepid Capital, FBR Balanced fund, etc. You can find these top funds review in this post.

Introduction

As we know, there are 4 main balanced mutual funds. They are aggressive allocation, moderate allocation, conservative allocation, and world allocation. The moderate allocation fund typically has higher assets in stocks or equities (about 50%-70%). The rest of assets are invested in bonds or fixed income & cash.

Top moderate allocation funds

These top moderate allocation balanced funds are selected based on its long term performance. All of these mutual funds don’t have a sales load. You can find the fund review and other fund information below such as the track record, expense ratio, fund manager, top holdings, etc.

The 6 best no load moderate allocation balanced mutual funds of 2012 are:

1. RiverNorth Core Opportunity (RNCOX)
2. Intrepid Capital (ICMBX)
3. Villere Balanced Inv (VILLX)
4. ASTON/Montag & Caldwell Balanced N (MOBAX)
5. FBR Balanced Investor (AFSAX)
6. Buffalo Flexible Income (BUFBX)