YTD Top Performer Fidelity Mutual Funds up to July 8, 2012

The year-to-date top performer Fidelity Mutual Funds up to July 8th, 2012 are Fidelity Select Biotechnology Portfolio, Fidelity Select Retailing Portfolio, etc. The fund review is described in this post.

Best Performing Fidelity Mutual Funds

These best performing fidelity mutual funds are sorted based on its year to date performance up to July 3, 2012. Most of these top performers are sector equity mutual funds. You can find the following sector mutual funds: Health, Consumer Cyclical, Financial, Technology, and Communications. This list also provides other fund categories such as growth stocks.

Top Performer Fidelity Mutual Funds

The 10 YTD Top Performer Fidelity Mutual Funds up to July 8, 2012 are

1. Fidelity Select Biotechnology Portfolio (FBIOX)
2. Fidelity Select Retailing Portfolio (FSRPX)
3. Fidelity Select Consumer Finance Portfolio (FSVLX)
4. Fidelity Capital Appreciation Fund (FDCAX)
5. Fidelity Select Banking Portfolio (FSRBX)
6. Fidelity Select Consumer Discretionary Portfolio (FSCPX)
7. Fidelity Select Construction and Housing Portfolio (FSHOX)
8. Fidelity Select Chemicals Portfolio (FSCHX)
9. Fidelity Select Financial Services Portfolio (FIDSX)
10. Fidelity Select Computers Portfolio (FDCPX)

Updated on 7/8/2012

YTD Top Performer Taxable Bond Closed End Funds up to July 8th, 2012

The year-to-date top performer taxable bond closed end funds (CEFs) up to July 8th, 2012 are PIMCO High Income, Nuveen Mortgage Opportunity Term, Helios High Income, etc.

Top Performer CEFs

These best performing taxable bond CEFs are sorted based on its YTD performance up to July 8th, 2012. Most of these top performers are high yield bond, mortgage bond, bank loan, and general bond. You can find the fund review below.

YTD Top Performer Taxable Bond Closed End Funds up to July 8th, 2012 are

1. PIMCO High Income (PHK)
2. Nuveen Mortgage Opportunity Term 2 (JMT)
3. Nuveen Mortgage Opportunity Term (JLS)
4. First Trust High Income Long/Short (FSD)
5. Helios High Income (HIH)
6. PIMCO Income Strategy II (PFN)
7. PIMCO Income Strategy (PFL)
8. Nuveen Credit Strategy Income (JQC)
9. Western Asset Mortgage Defined Opportunity (DMO)
10. Western Asset High Yield Defined Opportunity (HYI)

updated on 7/8/2012

Best No Load Real Estate Mutual Funds 2012

The 6 best no load real estate mutual funds of 2012 are PIMCO Real Estate Real Return Strategy, Neuberger Berman Real Estate, Vanguard REIT Index, etc. You can find the fund review in this post.

Best Real Estate Funds 2012

Introduction

One of the domestic stock mutual fund sectors are real estate. This real estate fund invests mainly in equities of companies related with real estate properties and other real-estate investment trusts (REITs). There are different classes of real estate such as apartment, industrial, mortgage, office, factory-outlet, health-care, shopping center, hotel, etc.

Top REIT Mutual funds

These top real estate sector stock mutual funds have no sales load and good long term track record. You can find the fund review, fund management, top holding, top sector, yield, expense ratio, etc.

The 6 Best No Load Real Estate Mutual Funds of 2012 are

1. PIMCO Real Estate Real Return Strategy D (PETDX)
2. Neuberger Berman Real Estate Tr (NBRFX)
3. Managers Real Estate Securities (MRESX)
4. Vanguard REIT Index Inv (VGSIX)
5. Fidelity Real Estate Investment (FRESX)
6. T. Rowe Price Real Estate (TRREX)

updated on 7/5/2012

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