October 19, 2012

Best Ultrashort Bond Mutual Funds 2012

The best ultrashort bond mutual funds 2012 are Calvert Ultra-Short Income Fund, PIMCO Short-Term Fund, TCW Short Term Bond Fund, etc.

best bond fundsBest Ultrashort Bond Mutual Funds 2012

This ultrashort bond fund is an investment fund which invests only in fixed income securities with very short term maturities (less than 1 year). This ultra-short bond fund provides higher yield than typical money market fund. It has lower risk than other bond fund.

Mutual funds in this article are being selected based on its long term performance, load, management, expense rate, etc. You will also find the full fund review below including turnover rate, fund performance, table comparison, ticker, initial investment information, etc.

The 6 best ultrashort bonds mutual funds 2012 are:
  1. Calvert Ultra-Short Income Fund (CULAX)
  2. Wells Fargo Advantage Adjusted Rate Government Fund (ESAAX)
  3. PIMCO Short-Term Fund (PSHAX)
  4. TCW Short Term Bond Fund (TGSMX)
  5. DFA One-Year Fixed-Income Fund (DFIHX)
  6. Managers Short Duration Government Fund (MGSDX)
Updated on 10/19/2012

October 17, 2012

Janus Triton Fund (JGMAX)

Janus Triton Fund (JGMAX) is a small growth mutual fund. This equity fund invests mainly in small and mid-cap companies.

Janus Triton A (Ticker: JGMAX)

The investment aim of Janus Triton fund is to achieve long-term capital growth. It utilizes its assets to purchase portfolio of common stocks with growth potential. It invests in equity securities of small- and medium-sized companies. The companies typically have a market capitalization of less than $10 billion. The fund may invest in foreign equity and debt securities, and in emerging markets.

Fund Profile
    Janus Triton fund
  • Fund Inception Date: July 6, 2009
  • Ticker Symbol: JGMAX
  • CUSIP: 47103C373
  • Beta (3yr): 0.99
  • Rank in category (YTD): 54%
  • Category: Small Growth
  • Distribution: 0.00%
  • Capital Gains: 0%
  • Expense Ratio: 1.01%
  • Net Assets: $ 3.16 billion
  • Number of Years Up: 2 years
  • Number of Years Down: 0 years
  • Annual Turnover Rate: 42%
Updated on 10/17/2012

October 15, 2012

Franklin Gold and Precious Metals Fund FKRCX

Franklin Gold and Precious Metals Fund is one of the top performing gold mutual funds. It invests in precious metals companies.

Franklin Gold and Precious Metals Fund (FKRCX)

The investment aim of Franklin Gold and Precious Metals Fund is to seek capital appreciation; current income is a secondary objective. This investment fund utilizes its net assets to buy stocks of gold and precious metals operation companies. It may invest around the world.

Fund Details
    Franklin Gold and Precious Metals Fund
  • Fund Inception Date: May 19, 1969
  • Ticker Symbol: FKRCX
  • CUSIP: 353 535 107
  • Beta (3yr): 1.10
  • Rank in category (YTD): 75%
  • Category: Equity Precious Metals
  • Distribution: 2.47%
  • Capital Gains: 0%
  • Expense Ratio: 0.91%
  • Net Assets: $ 2.72 billion
  • Number of Years Up: 24 years
  • Number of Years Down: 18 years
  • Annual Turnover Rate: 8.06%
Updated on 10/15/2012

October 13, 2012

Best Communications Mutual Funds 2012

The best communications mutual funds 2012 are T. Rowe Price Media & Telecommunications Fund, Fidelity Select Multimedia, etc.

Top Communications Stock Mutual FundsTop Communications Stock Mutual Funds 2012

The communications mutual fund is part of domestic stock mutual fund. This sector fund invests primarily in stocks of telecommunications and media companies. The companies may include cable television, wireless-communications, communications-equipment corporations, traditional phone companies. It may also include entertainment firms, broadcasters, film studios, publishers, and on-line service providers.

These top communications mutual funds are selected based on its expense ratio fee, turnover rate, management, fund performance, etc. You can find the fund review and fund performance or return below.

The 5 best communications mutual funds 2012 are:
  1. T. Rowe Price Media & Telecommunications Fund (PRMTX)
  2. Fidelity Select Multimedia Fund (FBMPX)
  3. Fidelity Select Wireless Fund (FWRLX)
  4. Fidelity Select Communications Equipment Fund (FSDCX)
  5. Wireless Fund (WIREX)
Updated on 10/13/2012

October 11, 2012

Janus International Equity Fund (JAIEX)

Janus International Equity Fund (Ticker: JAIEX) is a foreign large blend stock mutual fund. This international stock fund invests in non-U.S. companies.

Janus International Equity Fund (Ticker: JAIEX)

The Janus International Equity Fund seeks long-term capital growth. It invests >80% of net assets in equity securities. It typically invests in 60 to 100 stocks from different countries located throughout the world, excluding the United States. It may invest in emerging markets and in foreign debt securities.

Fund Profile
    Janus International Equity Fund
  • Fund Inception Date: November 28, 2006
  • Ticker Symbol: JAIEX
  • CUSIP: 47103A559
  • Beta (3yr): 1.00
  • Rank in category (YTD): 19%
  • Category: Foreign Large Blend
  • Yield: 1.11%
  • Capital Gains: 0%
  • Expense Ratio: 1.22%
  • Net Assets: $ 225.74 million
  • Number of Years Up: 3 years
  • Number of Years Down: 2 years
  • Annual Turnover Rate: 77.00%
Updated on 10/11/2012

October 9, 2012

Fidelity Convertible Securities Fund FCVSX

This Fidelity Convertible Securities fund (Ticker: FCVSX) is a no load balanced mutual fund. It focuses its investment in convertible securities. The fund review is described in this post.

Fidelity Convertible Securities (FCVSX)

The investment aim of Fidelity Convertible Securities fund is to achieve a high level of total return through a mixture of current income and capital appreciation. It typically invests >80% of assets in convertible securities, which are often lower-quality debt securities. This convertible securities act like a stock when the share price is high and more like a bond when the share price is low. It may invest in common stocks, domestic, and foreign issuers.

Fund Profile
Fidelity Convertible Securities fund information
Fidelity Convertible Securities
  • Fund Inception Date: January 4, 1987
  • Ticker Symbol: FCVSX
  • CUSIP: 316145200
  • Beta (3yr): 1.54
  • Rank in category (YTD): 1%
  • Category: Convertibles
  • Distribution: 3.22%
  • Capital Gains: 0%
  • Expense Ratio: 0.61%
  • Net Assets: $ 2.06 billion
  • Number of Years Up: 19 years
  • Number of Years Down: 5 years
  • Annual Turnover Rate: 0.61%
updated on 10/9/2012

October 6, 2012

Best Performing High Yield Mutual Funds 2012

The best performing high yield mutual funds 2012 are JHancock High-Yield funds, Loomis Sayles High Income, Federated High-Yield, etc.

High Yield Bond Funds

Best Performing High Yield Mutual FundsHigh yield mutual funds invest most of its assets in lower rated corporate bonds or junk bonds. It may invest in U.S. corporate or foreign corporate debts. These bond funds provide high yield income for investors. It also paid the distribution yield either monthly or quarterly. They have higher risk than investment grade bond funds.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its year to date performance in 2012 (up to September 29, 2012).

Best Performing Mutual Funds

The 10 best performing high yield mutual funds 2012 are:
  1. JHancock High-Yield A (JHHBX)
  2. Loomis Sayles High Income A (NEFHX)
  3. Federated High-Yield Service (FHYTX)
  4. Waddell & Reed High-Income A (UNHIX)
  5. American Beacon SiM High Yield Opportunities Inv (SHYPX)
  6. Invesco High-Yield Securities A (HYLAX)
  7. MainStay High Yield Opportunities A (MYHAX)
  8. Fidelity Advisor High Income Advantage A (FAHDX)
  9. Western Asset Global High Yield Bond A (SAHYX)

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