August 26, 2012

Franklin Templeton Emerging Market Debt Opportunities Fund FEMDX

Franklin Templeton Emerging Market Debt Opportunities Fund (FEMDX) is an international taxable bond mutual fund. This emerging market bond fund objective is to achieve total return.

Franklin Templeton Emerg Mkt Debt Opp (Ticker: FEMDX)

The investment objective of Franklin Templeton Emerging Market Debt Opportunities fund is to provide high total return. This mutual fund invests >80% of net assets in debt securities of emerging market countries and developing countries recognized by the World Bank, the International Finance Corporation, and the United Nations. It may invest in below investment grade bonds and defaulted debt securities.

Fund Profile
Franklin Templeton Emerging Market Debt Opportunities Fund information
FT Emerg Mkt Debt Opp
  • Fund Inception Date: May 24, 2006
  • Ticker Symbol: FEMDX
  • CUSIP: 353533813
  • Beta (3yr): 0.41
  • Rank in category (YTD): 61%
  • Category: Emerging Markets Bond
  • Distribution Rate: 5.75%
  • Capital Gains: 0%
  • Expense Ratio: 1.00%
  • Net Assets: $ 445.27 million
  • Number of Years Up: 4 years
  • Number of Years Down: 1 year
  • Average Duration: 2.86 years
  • Annual Turnover Rate: 29%
updated on 8/23/2012

August 24, 2012

10 Best Long Government Bond Mutual Funds 2012

The following post provides the best long term government bond mutual funds. The top funds are Wasatch-Hoisington US Treasury, American Century Zero Coupon 2025, Vanguard Long-Term Treasury, etc.

Best Long Government Bond Bond Funds

Government bond mutual funds are one of the popular taxable bond mutual funds. These fixed income funds invests in U.S. treasuries and other U.S. government bonds. There are three types of government bond mutual funds such as short government, intermediate term government, and long government.

The long term government bond funds invest in long duration government bonds with maturity of 15 to 30 years. These top bond funds are sorted based on its expense ratio, turnover rate, performance, management, etc.

The 10 best long government bond mutual funds 2012 are:
Best Long Government Bond Mutual Funds image
Mutual Funds
  1. Wasatch-Hoisington US Treasury (WHOSX)
  2. American Century Zero Coupon 2025 Inv (BTTRX)
  3. Vanguard Long-Term Treasury Inv (VUSTX)
  4. American Century Zero Coupon 2020 Inv (BTTTX)
  5. Fidelity Spartan Long Term Treasury Bond Index Inv (FLBIX)
  6. PIMCO Extended Duration I (PEDIX)
  7. Vanguard Extended Duration Treasury Index Institutional (VEDTX)
  8. T. Rowe Price US Treasury Long-Term (PRULX)
  9. PIMCO Long-Term US Government A (PFGAX)
  10. Dreyfus US Treasury Long-Term (DRGBX)
updated on 8/23/2012

August 22, 2012

T. Rowe Price New Income Fund (PRCIX)

T. Rowe Price New Income fund (PRCIX) is a popular taxable bond mutual fund. This fixed income fund invests in income producing bonds such as government bonds, corporate bonds, etc.

T. Rowe Price New Income Fund

The investment objective of T. Rowe Price New Income fund is to provide the highest income level with the capital preservation. This fund utilizes its assets to purchase income-producing securities. These securities may include U.S. government and agency obligations, mortgage- and asset-backed securities, corporate bonds, foreign securities, collateralized mortgage obligations, Treasury inflation protected securities. It may invest, on occasion, in equities.

Fund Profile
T. Rowe Price New Income fund information
T. Rowe Price New Income
  • Fund Inception Date: August 31, 1973
  • Ticker Symbol: PRCIX
  • CUSIP: 779570100
  • Beta (3yr): 0.88
  • Rank in category (YTD): 71%
  • Category: Intermediate-Term Bond
  • Yield: 3.30%
  • Capital Gains: 0%
  • Expense Ratio: 0.59%
  • Net Assets: $ 17.97 billion
  • Number of Years Up: 36 years
  • Number of Years Down: 2 years
  • Average Maturity: 7.44 years
  • Average Duration: 4.77 years
  • Annual Turnover Rate: 110.70%
Updated on 8/22/2012

August 20, 2012

10 Best Small Cap Stock ETFs 2012

This post will provide the 10 best small cap stock exchange traded funds of 2012. The top funds are SPDR S&P 600 Small Cap Growth ETF, Vanguard Small Cap Growth ETF, iShares S&P SmallCap 600 Growth, etc.

Best Small Cap Stock ETFs

These top small cap stock exchange traded funds are selected based on its expense ratio fee, portfolio turnover rate, management, performance, etc. There are about 30 ETFs in this small cap category. The expense ratios are ranging from 0.10% to 0.70%. The ETFs issuers are Invesco PowerShares, iShares, RBS, State Street, Vanguard, First Trust, Russell, Rydex, WisdomTree, etc.
Best Small Cap Stock ETFs image
Best Small Cap Stock ETFs 2012
The 10 best small cap stock exchange traded funds of 2012 are:
  1. Vanguard Small Cap Growth ETF (VBK)
  2. iShares Morningstar Small Value Index (JKL)
  3. SPDR S&P 600 Small Cap Growth ETF (SLYG)
  4. Vanguard Small Cap ETF (VB)
  5. iShares S&P SmallCap 600 Growth (IJT)

August 18, 2012

Dreyfus International Stock Fund (DISAX)

Dreyfus International Stock A (DISAX) fund is part of international stock mutual fund. This foreign large growth fund focuses its assets in non-U.S. companies in developed markets.

Dreyfus International Stock Fund

The Dreyfus International Stock fund objective is to seek long-term total return. This equity fund invests majority of net assets (>80%) in stocks of foreign companies located in the developed markets. It usually invests in >3 countries around the world.

Fund Details
  • Fund Inception Date: December 26, 2006
  • Ticker Symbol: DISAX
  • CUSIP: 86271F-78-4
  • Beta (3yr): 0.78
  • Rank in category (YTD): 69%
  • Category: Foreign Large Growth
  • Distribution: 0.85%
  • Capital Gains: 0%
  • Expense Ratio: 1.27%
  • Net Assets: $ 1.61 billion
  • Number of Years Up: 3 years
  • Number of Years Down: 2 years
  • Annual Turnover Rate: 5.07%
Updated on 8/17/2012

August 16, 2012

10 Best Large Growth Mutual Funds 2012

Some of the best large growth stock mutual funds of 2012 are Shelton Nasdaq-100 Index, Monetta Young Investor, Fidelity Growth Company, etc. You can compare the top funds in this post.

Best Large Growth Mutual Funds 2012

One of the domestic stock mutual fund sectors is large growth stock fund. This large growth fund invests in equity securities of U.S. companies with high growth potential. The top funds are selected based on its performance, management, fees, top holdings, turnover rate, etc. You can find the fund comparison in details as well.

The 10 best large growth mutual funds of 2012 are:
Best Large Growth Stock Mutual Funds 2012 logo
Large Growth
  1. Shelton Nasdaq-100 Index Direct (NASDX)
  2. Monetta Young Investor (MYIFX)
  3. USAA NASDAQ-100 Index (USNQX)
  4. Touchstone Sands Capital Select Growth Z (PTSGX)
  5. Vanguard Growth Index Inv (VIGRX)
  6. Marsico Flexible Capital (MFCFX)
  7. Reynolds Blue Chip Growth (RBCGX)
  8. Fidelity Growth Company (FDGRX)
  9. Wells Fargo Advantage Growth Inv (SGROX)
  10. Delaware Select Growth A (DVEAX)
updated on 8/15/2012

August 15, 2012

Neuberger Berman High Income Bond Fund (NHINX) Investor Class

Neuberger Berman High Income Bond fund (NHINX) is a high yield bond mutual fund. It provides high yield income for investors. The fund review can be found in this article.

Neuberger Berman High Income Bond Investor (Ticker: NHINX)

The investment aim of Neuberger Berman High Income Bond fund is to seek high total return consistent with capital preservation. The fund typically invests >80% of its net assets in High-Yield Bonds. It normally expects to have a weighted average maturity between 5 and 10 years. Ann Benjamin has been managing this fund since October 2005. She is assisted by Thomas O’Reilly and Russ Covode.

Fund Profile
Neuberger Berman High Income Bond fund details
Neuberger Berman High Income Bond
  • Fund Inception Date: January 30, 1992
  • Ticker Symbol: NHINX
  • CUSIP: 64128K850
  • Beta (3yr): -0.05
  • Rank in category (YTD): 65%
  • Category: High Yield Bond
  • Yield: 6.46%
  • Capital Gains: 0%
  • Expense Ratio: 0.86%
  • Net Assets: $ 2.83 billion
  • Number of Years Up: 18 years
  • Number of Years Down: 1 year
  • Average maturity: 6.6 years
  • Average Duration: 4.0 years
  • Annual Turnover Rate: 88.00%
updated on 8/14/2012

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