Vanguard REIT Index Fund (VGSIX)

Vanguard REIT Index Fund (Ticker: VGSIX) is a real estate mutual fund. This sector fund focuses its investment in stock of real estate companies. You can find the fund review below.

Vanguard REIT Index Fund (MUTF: VGSIX)

The investment aim of Vanguard REIT Index Fund is to provide a high level of income and moderate long-term capital appreciation. It tracks the performance of the publicly traded equity REITs index, the MSCI US REIT Index. The fund will replicate the index by investing all, or majority, of its assets in the stocks that make up the index. The fund may hold each stock in approximately the same proportion as its weighting in the index.

Fund Details

• Fund Inception Date: 05/12/1996
• Ticker Symbol: VGSIX
• CUSIP: 921908703
• Beta (3yr): 0.90
• Rank in category (YTD): 34%
• Category: Real Estate
• Distribution: 3.26%
• Capital Gains: 0%
• Expense Ratio: 0.24%
• Net Assets: $ 28.29 billion
• Number of Years Up: 11 years
• Number of Years Down: 4 years
• Annual Turnover Rate: 10.00%

Updated on 1/16/2013

Top Performing World Stock Mutual Funds January 2013

The top performing world stock mutual funds January 2013 are Artisan Global Equity fund, Third Avenue Value fund, Wasatch Global Opportunities, etc.

Best Performing World Stock Funds 2013

World stock mutual funds invest mainly in equities of companies around the world. The fund invests mostly in companies located in developed countries such as U.S., German, United Kingdom, Japan, Spain, Italy, France, Switzerland, etc. It may invest in other globe’s smaller markets including emerging markets, and developing countries.

The top performing list is sorted based on its YTD performance in 2012. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

The top performing world stock mutual funds January 2013 are:

1. Artisan Global Equity Fund
2. Artisan Global Opportunities Fund
3. Third Avenue Value Fund
4. Wasatch Global Opportunities Fund
5. MFS Global New Discovery Fund
6. Alpine Global Infrastructure Fund
7. Oakmark Global Select Fund
8. Beck Mack & Oliver Global Fund
9. MFS Global Equity Fund
10. USAA World Growth Fund
11. Hartford Global Growth Fund
12. MFS Global Leaders Fund

Updated on 1/6/2013

Matthews China Fund (MCHFX)

Matthews China Fund (Ticker: MCHFX) is an international stock mutual fund. The mutual fund focuses its investment in Chinese and Taiwanese companies.

Matthews China Fund (Ticker: MCHFX)

The investment objective of Matthews China Fund is to seek long-term capital appreciation. The fund utilizes its assets to buy the common and preferred stocks of companies located in China and Taiwan. It seeks to invest in companies capable of sustainable growth based on the fundamental characteristics of those companies. The current shares price is $23.05.

Fund Profile

• Fund Inception Date: 02/18/1998
• Ticker Symbol: MCHFX
• CUSIP: 577-130-701
• Beta (3yr): 0.81
• Rank in category (YTD): 84%
• Category: China Region
• Yield: 1.16%
• Capital Gains: 0%
• Expense Ratio: 1.13%
• Net Assets: $ 1.93 billion
• Annual Turnover Rate: 8.43%

Updated on 1/12/2013

Fidelity Latin America Fund (FLATX)

Fidelity Latin America Fund (Ticker: FLATX) is a popular international stock. This equity mutual fund focuses on investing in equities of companies located in Latin America.

Fidelity Latin America Fund (FLATX)

The investment objective of Fidelity Latin America Fund is to provide long-term growth of capital. The fund invests >80% of assets in securities of Latin American issuers and other investments that are economically related to Latin America. It typically invests in common stocks and allocates investment across different Latin American countries. It uses fundamental analysis of factors such as each company’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Fund Details

• Fund Inception Date: April 19, 1993
• Ticker Symbol: FLATX
• CUSIP: 315910844
• Beta (3yr): 1.01
• Rank in category (YTD): 76%
• Category: Latin America Stock
• Distribution: 1.67%
• Capital Gains: 0%
• Expense Ratio: 1.00%
• Net Assets: $ 2.48 billion
• Number of Years Up: 10 years
• Number of Years Down: 8 years
• Annual Turnover Rate: 11.00%

Updated on 1/11/2013

Top Performer Inflation Protected Bond Mutual Funds January 2013

The top performer inflation protected bond mutual funds January 2013 are PIMCO Real Return Asset Fund, GMO Inflation Indexed Plus Bond III, Lord Abbett Inflation Focused A, etc.

Best Performing Inflation Protected Bond Funds

The inflation protected bond mutual funds invest mainly in bonds that adjust their principal values in line with the inflation rate. Most of the inflation protected bonds are issued by U.S. Treasury. Some other foreign governments have issued inflation protected bonds as well. Investor may receive an interest income from this mutual fund.

You can find this top performer list is sorted based on its performance in 2012. You may find the fund review information such as expense ratio, turnover rate, dividend yield, average maturity, management, fund’s NAV, etc.

The top performer inflation protected bond mutual funds January 2013 are:

1. PIMCO Real Return Asset Fund (PRAIX)
2. GMO Inflation Indexed Plus Bond III fund (GMITX)
3. Lord Abbett Inflation Focused Fund (LIFAX)
4. PIMCO Real Return Fund (PRTNX)
5. Harbor Real Return Fund (HARRX)
6. VALIC Company I Inflation Protected Fund (VCTPX)
7. Columbia Inflation Protected Securities Fund (APSAX)
8. DFA Inflation-Protected Securities I (DIPSX)
9. Transamerica Partners Institutional Inflation Protected Securities (DIIGX)
10. Vanguard Inflation-Protected Securities Fund (VIPSX)

Updated on 1/10/2013

Franklin Utilities Fund (FKUTX)

Franklin Utilities Fund (Ticker: FKUTX) is a U.S. domestic stock mutual fund. This equity sector fund focuses its investment in public utilities companies.

Franklin Utilities Fund (MUTF: FKUTX)

The investment objective of Franklin Utilities Fund is to seek capital appreciation and current income. The mutual fund typically invests >80% of its net assets in the securities of public utilities companies. These are companies that provide electricity, natural gas, water and communications services to the public and companies that provide services to public utilities companies. It may concentrate in companies operating in the utilities industry, especially their common stocks.

Fund Details

• Fund Inception Date: 09/30/1948
• Ticker Symbol: FKUTX
• CUSIP: 353496409
• Beta (3yr): 0.32
• Rank in category (YTD): 39%
• Category: Utilities
• Distribution: 3.22%
• Capital Gains: 0%
• Expense Ratio: 0.76%
• Net Assets: $ 4.51 billion
• Number of Years Up: 47 years
• Number of Years Down: 16 years
• Annual Turnover Rate: 5.21%

Updated on 1/9/2013

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