Top Performing Mid Cap Blend Mutual Funds January 2013

The top performing mid cap blend mutual funds January 2013 are Keeley Small-Mid Cap Value fund, Fidelity Leveraged Company Stock, Gabelli Focus Five, etc.

Top Performing Mid Cap Blend Mutual Funds 2013

As one of domestic stock fund categories, mid cap blend portfolio invests in U.S. companies stocks with various sizes and styles. It invests in growth and value equities or mix of them. The U.S. mid-cap companies have market capitalization range between $1 billion-$10 billion. These funds currently represent 20% of total capitalization of the U.S. equity market.

The list is compiled based on the fund performance in 2012. The top fund means it managed to rank in top 1% in this mid-cap blend category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

The top performing mid cap blend mutual funds January 2013 are:

1. Keeley Small-Mid Cap Value A
2. Fidelity Leveraged Company Stock
3. Fidelity Value Strategies
4. Gabelli Focus Five A
5. Dreyfus MidCap Core A
6. Huntington Situs A
7. Longleaf Partners Small-Cap
8. RS Investors A
9. First Eagle Fund of America A

Updated on 1/6/2013

American Funds Capital World Bond Fund (CWBFX)

American Funds Capital World Bond Fund (CWBFX) is a taxable bond mutual fund. It focuses on corporate and government bonds around the world including emerging markets.

American Funds Capital World Bond Fund (CWBFX)

The investment aim of American Funds Capital World Bond Fund is to achieve a high level of total return. The mutual fund invests majority of its assets in debt securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars. The fund may invest substantially in emerging market and developing countries bonds. It may also invest < 25% of its assets in lower quality, higher yielding debt securities. The fund is non-diversified.

Fund Details

• Fund Inception Date: 08/03/1987
• Ticker Symbol: CWBFX
• CUSIP: 140541103
• Beta (3yr): 0.79
• Rank in category (YTD): 42%
• Category: World Bond
• Distribution: 2.51 %
• Capital Gains: 0%
• Expense Ratio: 0.87%
• Net Assets: $ 13.78 billion
• Number of Years Up: 19 years
• Number of Years Down: 5 years
• Average Duration: 5.2 years
• Average Life: 6.9 years
• Annual Turnover Rate: 95%

updated on 1/6/2013

Best Performing World Bond Mutual Funds December 2012

The 10 best performing world bond mutual funds December 2012 are Chou Income fund, Templeton Global Total Return fund, Matthews Asia Strategic Income Fund, etc.

Top Performer World Bond Mutual Funds

World bond mutual fund utilizes its assets to purchase investment grade foreign debt securities and U.S. It may invest in lower quality bonds from developed and emerging markets countries. This fixed income mutual fund provides higher income to investors.

This top performer bond mutual fund list is sorted based on its performance in 2012 up to December 31st. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

The 10 best performing world bond mutual funds December 2012 are:

1. Chou Income (CHOIX)
2. Templeton Global Total Return Fund (TGTRX)
3. Nuveen Global Total Return Bond Fund (NGTAX)
4. Templeton Global Bond Fund (TPINX)
5. Legg Mason BW International Opportunities Bond Fund (LWOAX)
6. Matthews Asia Strategic Income Fund (MAINX)
7. Templeton International Bond Fund (TBOAX)
8. Legg Mason BW Global Opportunities Bond Fund (GOBAX)
9. Prudential Global Total Return Fund (GTRAX)
10. TCW Global Bond Fund (TGGFX)

Updated on 1/1/2013

Vanguard Long-Term Investment-Grade Fund (VWESX) Investor Shares

Vanguard Long-Term Investment-Grade Fund (VWESX) is a popular taxable bond mutual fund. It invests in long term bonds such as corporate or government. It provides higher yield as well.

Vanguard Long-Term Investment-Grade Fund(Ticker: VWESX)

The Vanguard Long-Term Investment-Grade fund aim is to seek a high and sustainable level of current income. The mutual fund uses its assets to purchase a variety of high-quality and medium-quality fixed income securities. It invests mainly in intermediate- and long-term investment-grade bonds. These high-quality fixed incomes are rated A3 or better by Moody’s Investors Service; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.

Fund Profile

• Fund Inception Date: July 8, 1973
• Ticker Symbol: VWESX
• CUSIP: 922031109
• Beta (3yr): 2.31
• Rank in category (YTD): 49%
• Category: Long-Term Bond
• Distribution: 4.57%
• Capital Gains: 0%
• Expense Ratio: 0.22%
• Net Assets: $ 13.58 billion
• Number of Years Up: 34 years
• Number of Years Down: 4 years
• Average maturity: 24.5 years
• Average duration: 14.1 years
• Annual Turnover Rate: 29%

Updated on 01/02/2013

Fidelity Series International Value Fund (Ticker: FINVX)

Fidelity Series International Value Fund (Ticker: FINVX) is an international stock mutual fund. It focuses its assets in non-U.S. companies including emerging markets. It provides diversification opportunity.

Fidelity Series International Value Fund (Ticker: FINVX)

The Fidelity Series International Value Fund investment aim is to seek capital appreciation. The mutual fund invests mainly in non-U.S. securities especially in common stocks, including securities of issuers located in emerging markets. The fund invests in securities of companies that are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. It allocates investments across different countries and regions and uses fundamental analysis of factors.

Fund Details

• Fund Inception Date: December 2, 2009
• Ticker Symbol: FINVX
• CUSIP: 31618H770
• Beta (3yr): N/A
• Rank in category (YTD): 18%
• Category: Foreign Large Value
• Distribution rate: 2.48%
• Capital Gains: 0%
• Expense Ratio: 0.93%
• Net Assets: $ 9.09 billion
• Number of Years Up: 1 year
• Number of Years Down: 1 year
• Annual Turnover Rate: 78%

Updated on 1/2/2013

Best Performing Mid Cap Growth Mutual Funds December 2012

Best performing mid cap growth mutual funds December 2012 are Aquila Three Peaks Opportunity Growth fund, Kinetics Internet fund, Harbor Mid Cap Growth, etc.

Mid Cap Growth Funds

Mid cap growth mutual funds may invest in equities of all sizes or in equities of midsize companies with high potential growth. They invest mainly in U.S. companies or corporation. These companies have market capitalization between $2 billion - $10 billion. The fund managers may use different matrices such as high growth rate for earnings, sales, book value, and cash flow) and high valuation (high price ratios and low dividend yield).

These top performers are sorted based on its year to date performance in 2012 (up to December 28, 2012). You can find the fund review and other fund information such as expense ratio, Morningstar rating, fund’s market price, managers, fund’s holdings, yield, etc.

Best Performing Mutual Funds

The 10 best performing mid cap growth mutual funds December 2012 are:

1. Aquila Three Peaks Opportunity Growth Fund (ATGAX)
2. Kinetics Internet No Load (WWWFX)
3. Davenport Equity Opportunities (DEOPX)
4. PRIMECAP Odyssey Aggressive Growth (POAGX)
5. Harbor Mid Cap Growth Fund (HIMGX)
6. Touchstone Mid Cap Growth Fund (TEGAX)
7. Legg Mason ClearBridge Mid Cap Growth Fund (LBGAX)
8. Hartford Midcap Fund (HFMCX)
9. Goldman Sachs Small/Mid Cap Growth Fund (GSMAX)
10. Artisan Mid Cap Fund (ARTMX)

Updated on 12/30/2012

ING Global Real Estate Fund (IGLAX)

ING Global Real Estate fund (Ticker: IGLAX) is an international stock mutual fund. It focuses its investment in real estate companies around the world.

ING Global Real Estate A (MUTF: IGLAX)

The investment objective of ING Global Real Estate fund is to provide high total return, consisting of capital appreciation and current income. The mutual fund utilizes its net assets to purchase a portfolio of equity securities of companies that are principally engaged in the real estate industry. It may invest in companies located in countries with emerging securities markets. The fund may invest in other investment companies, including exchange-traded funds (ETFs).

Fund Profile

• Fund Inception Date: 11/4/2001
• Ticker Symbol: IGLAX
• CUSIP: 44980R326
• Beta (3yr): 0.98
• Rank in category (YTD): %
• Category: Global Real Estate
• Distribution: 2.02%
• Capital Gains: 0%
• Expense Ratio: 1.31%
• Net Assets: $ 4.48 billion
• Number of Years Up: 7 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 37.99%

Updated on 12/29/2012