July 24, 2012

Best No Load Emerging Markets Stock Mutual Funds 2012

Best no load diversified emerging markets stock mutual funds of 2012 are Eaton Vance Parametric Tax-Managed Emerging Markets I, DFA Emerging Markets I, Lazard Emerging Markets Equity, etc.

Top 10 mutual funds

These top emerging markets stock mutual funds are selected based on its performance and quality. These equity funds invest mainly in companies located in emerging markets countries such as Brazil, China, Russia, India, Taiwan, South Africa, etc. The investment risks include foreign investment risk, management risk, stock market risk, emerging markets risk, etc.
Best No Load Emerging Markets Stock Mutual Funds 2012
Top EM Stock Mutual Funds
Best no load diversified emerging markets stock mutual funds of 2012 are:
  1. Eaton Vance Parametric Tax-Managed Emerging Markets I (EITEX)
  2. DFA Emerging Markets I (DFEMX)
  3. Driehaus Emerging Markets Growth (DREGX)
  4. Lazard Emerging Markets Equity Open (LZOEX)
  5. Causeway Emerging Markets Investor (CEMVX)
  6. Schroder Emerging Market Equity Inv (SEMNX)
  7. Vanguard Emerging Markets Stock Index (VEIEX)
  8. Northern Emerging Markets Equity Index (NOEMX)
  9. T. Rowe Price Emerging Markets Stock (PRMSX)
  10. GMO Emerging Countries II (GMCEX)
updated on 7/23/2012

Note: These top emerging markets stock funds are suitable for 2013 investment as well.

July 23, 2012

YTD Top Performer Large Growth Stock Mutual Funds July 15 2012

The YTD Top Performer Large Growth Stock Mutual Funds up to July 15, 2012 are Matthew 25, SunAmerica Focused Growth, Hartford Growth Opportunities, etc.

Best Performing Mutual Funds

One of the U.S. domestic stock mutual fund categories is large growth equity fund. This large growth fund invests mainly in large companies with growth potential. You can find the fund review below.

The YTD Top Performer Large Growth Stock Mutual Funds up to July 15, 2012 are
Top Performer Large Growth Mutual Funds of 2012 logo
Top Performer Large Growth Funds
  1. Matthew 25 (MXXVX)
  2. SunAmerica Focused Growth A (SSAAX)
  3. Hartford Growth Opportunities A (HGOAX)
  4. SunAmerica Focused Alpha Growth A (FOCAX)
  5. Touchstone Sands Capital Select Growth A (TSNAX)
  6. VALIC Company I NASDAQ-100 Index (VCNIX)
  7. Janus Forty A (JDCAX)
  8. USAA NASDAQ-100 Index (USNQX)
  9. Rydex NASDAQ-100 Inv (RYOCX)
  10. Shelton Nasdaq-100 Index Direct (NASDX)
updated on 7/22/2012

July 21, 2012

Top 10 Technology Sector Stock Mutual Funds 2012 Review

The top 10 technology sector stock mutual funds of 2012 are Saratoga Technology & Communication, Berkshire Focus, Fidelity Select Computers, etc. The best funds provide opportunity to investors. More  fund review can be found below.

Top 10 Technology Mutual Funds of 2012 logo
Top 10 Technology Mutual Funds
Introduction

Technology sector funds are part of domestic stock mutual fund categories. Investing in technology sector mutual fund provide a great potential for investors, they also provide great risk too. We have observed a tech bubble burst in 1999. These technology mutual funds invest in various companies engaged in technology, communication, electronic, software, etc.

Note: Other sector mutual funds are communications, consumer discretionary, consumer staples, equity energy, financials, health care, industrials, natural resources, precious metals, real estate, and utilities.

Best Technology Sector Funds

These top technology sector funds are chosen based on its long term performance. You may find other fund information such as dividend yield, top holdings, expense ratio, sales load, fund manager, fund objective, etc.

The top 10 technology sector stock mutual funds of 2012 are:
  1. Saratoga Technology & Communication A (STPAX)
  2. Berkshire Focus (BFOCX)
  3. Fidelity Select Computers (FDCPX)
  4. Fidelity Select Software & Computers (FSCSX)
  5. T. Rowe Price Global Technology (PRGTX)
  6. Firsthand Technology Opportunities (TEFQX)
  7. Columbia Seligman Communications & Info A (SLMCX)
  8. Ivy Science & Technology A (WSTAX)
  9. Henderson Global Technology A (HFGAX)
  10. Wells Fargo Advantage Specialized Tech A (WFSTX)
Updated on 7/20/2012

July 20, 2012

YTD Top Performer High Yield Bond ETFs July 15 2012

The YTD top performer high yield bond ETFs up to July 15, 2012 are Peritus High Yield ETF, SPDR Barclays Capital High Yield Bond ETF, iShares iBoxx $ High Yield Corporate Bond Fund,  PIMCO 0-5 Year US High Yield Corporate Bond Index fund etc.

Best Performing ETFs

These best performing high yield bond exchange traded funds are sorted based on its year to date performance up to July 15th, 2012. The issuers of these high yield bond ETFs include AdvisorShares, Guggenheim, Invesco PowerShares, iShares, PIMCO, State Street, and Van Eck. The funds have expense ratio ranging from 0.30% to 1.35%.
Top Performer High Yield Bond ETFs logo
Top Performer High Yield Bond ETFs

The YTD top performer high yield bond ETFs up to July 15, 2012 are:
  1. Peritus High Yield ETF (HYLD)
  2. SPDR Barclays Capital High Yield Bond ETF (JNK)
  3. Guggenheim BulletShares 2015 High Yield Corporate Bond ETF (BSJF)
  4. iShares iBoxx $ High Yield Corporate Bond Fund (HYG)
  5. Guggenheim BulletShares 2014 High Yield Corporate Bond ETF (BSJE)
  6. PIMCO 0-5 Year US High Yield Corporate Bond Index Fund (HYS)
  7. PowerShares High Yield Corporate Bond Portfolio (PHB)
  8. Guggenheim BulletShares 2013 High Yield Corporate Bond ETF (BSJD)
  9. Guggenheim BulletShares 2012 High Yield Corporate Bond ETF (BSJC)
updated on 7/19/2012

July 19, 2012

T. Rowe Price Mid-Cap Growth Fund (RPMGX)

T. Rowe Price Mid-Cap Growth Fund is a no load domestic stock mutual fund. This mid cap growth equity fund focuses its assets in mid-cap companies with faster growth rate. The following is the fund review.

T. Rowe Price Mid-Cap Growth (Ticker: RPMGX)

The investment aim of T. Rowe Price Mid-Cap Growth fund is to provide long-term capital appreciation. This fund utilizes its net assets to purchase a diversified portfolio of common stocks of mid-cap companies with a faster rate earning. It uses the S&P MidCap 400 Index or the Russell Midcap Growth Index as its benchmark.

Fund Profile
     T. Rowe Price Mid-Cap Growth Fund information
  • Fund Inception Date: June 29, 1992
  • Ticker Symbol: RPMGX
  • CUSIP: 779556109
  • Beta (3yr): 1.09
  • Rank in category (YTD): 67%
  • Category: Mid-Cap Growth
  • Distribution Rate: 0.00%
  • Capital Gains: 0%
  • Expense Ratio: 0.80%
  • Net Assets: $ 19.31 billion
  • Number of Years Up: 15 years
  • Number of Years Down: 4 years
  • Annual Turnover Rate: 30.60%
updated on 7/19/2012

July 18, 2012

YTD Top Performer Convertible Securities CEFs July 15 2012

The YTD top performer convertible securities closed end funds up to July 15, 2012 are AGIC Convertible & Income, Calamos Convertible & High Income, Putnam High Income Secs, etc.

Top Performer Convertible Securities CEFs logo
Top Convertible Securities CEFs
Best Performing CEFs

These best performing convertible securities CEFs may provide opportunity to investors. Convertible bonds offer investor to the opportunity to convert a bond into the company’s stock. These convertible funds carry potential risks and advantages similar to bonds.

Like stock, the closed end fund can be bought from stock market like NYSE, NASDAQ, AMEX, etc. You can choose your brokerage to purchase these closed-end funds.

The YTD top performer convertible securities closed end funds up to July 15, 2012 are
  1. AGIC Convertible & Income (NCV)
  2. AGIC Convertible & Income II (NCZ)
  3. Calamos Convertible & High Income (CHY)
  4. Gabelli Convertible & Income Securities (GCV)
  5. Putnam High Income Securities (PCF)
  6. AGIC Equity & Convertible Income (NIE)
  7. Advent Claymore Convertible Securities (AVK)
  8. Ellsworth Fund Ltd (ECF)
updated on 7/15/2012

July 17, 2012

TCW Emerging Markets Income N (TGINX) Fund

TCW Emerging Markets Income fund is another best bond mutual fund. This emerging markets bond fund invests in emerging markets countries: Brazil, Mexico, Russia, China, Peru, Venezuela, UAE, Indonesia, India, etc.

TCW Emerging Markets Income N (Ticker: TGINX)

The TCW Emerging Markets Income fund objective is to achieve high total return from current income and capital appreciation. This fund focuses its investment in bond offered by companies, financial institutions and government entities in Emerging Market Countries. It may invest in high yield, unrated, and defaulted corporate securities.

TGINX fund
Fund Profile
  • Fund Inception Date: March 1, 2004
  • Ticker Symbol: TGINX
  • CUSIP: 87234N-351
  • Beta (3yr): 0.16
  • Rank in category (YTD): 31%
  • Category: Emerging Markets Bond
  • Distribution: 6.43%
  • Capital Gains: 0%
  • Expense Ratio: 1.15%
  • Net Assets: $ 3.41 billion
  • Number of Years Up: 6 years
  • Number of Years Down: 1 year
  • Annual Turnover Rate: 137.87%
updated on 7/15/2012

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