YTD Top Performer Vanguard Mutual Funds July 3, 2012

The year-to-date top performer Vanguard Mutual Funds of 2012 are Vanguard REIT Index, Vanguard U.S. Growth, Vanguard Small-Cap Growth Index, etc. You can find the fund review.

Best Performing Vanguard Funds

These YTD top performer Vanguard funds are sorted based on its performance up to July 3rd, 2012. Most of the top performers are equity mutual funds especially U.S. domestic stock funds. Other classes of top performers are real estate sector, large growth, small cap, equity income, growth stock, etc.

YTD Top Performer Vanguard Mutual Funds 2012

The YTD Top Performer Vanguard Mutual Funds up to July 5, 2012 are:

1. Vanguard Global ex-U.S. Real Estate Index (VGXRX)
2. Vanguard REIT Index (VGSIX)
3. Vanguard U.S. Growth (VWUSX)
4. Vanguard Small-Cap Growth Index (VISGX)
5. Vanguard Growth Index (VIGRX)
6. Vanguard Growth Equity (VGEQX)
7. Vanguard Small-Cap Index (NAESX)
8. Vanguard Growth and Income (VQNPX)
9. Vanguard Morgan Growth (VMRGX)
10. Vanguard Mid-Cap Growth (VMGRX)

1. Vanguard Global ex-U.S. Real Estate Index (VGXRX)

This Vanguard Global ex-U.S. Real Estate Index fund utilizes its assets to purchase equities that track performance of international real estate stocks in both developed and emerging markets. Gerard C. O'Reilly is the fund manager. The yield is 2.67%. The expense ratio is 0.50%.

Best No Load High Yield Bond Mutual Funds 2012

The best high yield bond mutual funds of 2012 are Fidelity High Income, TIAA-CREF High-Yield Retail, Neuberger Berman High Income, etc. You can find the top fund review.

Introduction

High yield bond fund is part of taxable bond mutual fund. This fixed income fund provides high regular income to investors. It invests in non-investment grade bonds and other high income-producing debts or obligations.

Top High Yield Mutual Funds

Top 6 High Yield Bond Funds

These top high yield bond mutual funds are selected based on its long term track record and its sales load. There is no sales load for these best bond mutual funds. You can find the fund review and other fund information such as fund management, track record, expenses, yield, top holding, etc.

The 6 best high yield bond mutual funds of 2012 are:

1. Fidelity High Income (SPHIX)
2. TIAA-CREF High-Yield Retail (TIYRX)
3. Neuberger Berman High Income (NHINX)
4. Fidelity Capital & Income (FAGIX)
5. Metropolitan West High Yield M (MWHYX)
6. USAA High Income (USHYX)

T. Rowe Price Growth Stock Fund (PRGFX)

T. Rowe Price Growth Stock Fund (PRGFX) is one of the best rated domestic stock mutual funds. This large growth fund focuses its investment in companies with large capitalization. Additional fund review can be found below.

T. Rowe Price Growth Stock (Ticker: PRGFX)

The investment aim of T. Rowe Price Growth Stock fund is to provide long-term capital growth and increasing dividend income. This stock fund utilizes its assets to purchase the common stocks of a diversified group of growth companies. It may invest in other securities including foreign stocks, futures, and options.

Fund Details

• Fund Inception Date: April 11, 1950
• Ticker Symbol: PRGFX
• CUSIP: 741479109
• Beta (3yr): 1.10
• Rank in category (YTD): 10%
• Category: Large Growth
• Distribution: 0.02%
• Capital Gains: 0%
• Expense Ratio: 0.70%
• Net Assets: $ 29.90 billion
• Number of Years Up: 47 years
• Number of Years Down: 14 years
• Annual Turnover Rate: 29.50%

Updated on 7/2/2012

YTD Top Performer Balanced Mutual Funds in 2012

The year-to-date top performer balanced mutual funds up to July 1, 2012 are Fairholme Allocation, Columbia Marsico Flexible Capital, Harbor Flexible Capital, etc. Each fund review can be found in this post.

Best Performing Balanced Funds

These top hybrid funds are sorted based on its year to date performance up to July 1, 2012. Balanced funds invest in stocks, bonds, and cash. It may include common stocks, preferred stocks, convertibles, taxable bonds, municipal bonds, and short term instruments. The categories of balanced funds are world allocation, conservative allocation, moderate allocation, and aggressive allocation.

The YTD Top Performer Balanced Mutual Funds up to July 1, 2012 are:

1. Fairholme Allocation (FAAFX)
2. Columbia Marsico Flexible Capital A (CCMAX)
3. Harbor Flexible Capital Inv (HIFLX)
4. Strategic Latin America A (SLATX)
5. Putnam Capital Spectrum A (PVSAX)
6. Villere Balanced Inv (VILLX)
7. JHancock3 Leveraged Companies A (JVCAX)
8. AmericaFirst Quantitative Strategies A (AFIAX)
9. Camelot Premium Return A (CPRFX)
10. SEI Institutional Investment Trust Dynamic Asset Allocation A (SDLAX)

YTD Top Performer Balanced Funds of 2012

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%