Best Mutual Funds for 2013

The 8 best mutual funds for 2013 are Vanguard Equity-Income Fund, DoubleLine Total Return Bond Fund, T. Rowe Price New Horizons, Harbor Real Return Fund, etc.

Top Mutual Funds

To invest in mutual fund, my advice is simple. Find the no load and low expense fee mutual funds, and ignore the stock market. Also, you may need to diversify through different market sectors such as bond or stock funds. I have chosen these best mutual funds for 2013. Whether it is a bear market or bull market, these top funds should provide great return for 2013 and beyond.

Previous: 10 Best Mutual Funds for 2012 & 2013

You can choose these best mutual funds for your brokerage account or retirement account. Some of these funds may be good retirement income source as well. The minimum requirement to invest is as little as $1,000. If you have limited funding, I would suggest investing in the balanced funds such as Mairs & Power Balanced Fund or Vanguard Target Retirement 2015 Fund. These balanced funds invest in equities, fixed income, and money market fund.

The 8 best mutual funds for 2013 are:

1. Vanguard Equity-Income Fund (VEIPX)
2. DoubleLine Total Return Bond Fund (DLTNX)
3. T. Rowe Price New Horizons Fund (PRNHX)
4. Fidelity New Markets Income Fund (FNMIX)
5. Vanguard Total International Stock Index Fund (VGTSX)
6. Harbor Real Return Fund (HARRX)
7. Mairs & Power Balanced Fund (MAPOX)
8. Vanguard Target Retirement 2015 Fund (VTXVX)

Updated on 1/20/2013

Best Performing Large Blend Mutual Funds January 2013

The best performing large blend mutual funds January 2013 are Smead Value fund, PIMCO Fundamental IndexPLUS TR, Janus Contrarian, Vanguard Capital Value, etc.

Large Blend Funds

As one of the domestic stock fund categories, large blend mutual fund invests mainly in equities of U.S. companies with large capitalization. It invests in neither growth nor value characteristics. The U.S. large-cap companies have market capitalization range more than $10 billion. It is similar to those of the S&P 500 Index.

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 expense ratio, review, management, risk, top holdings, fund sector, etc.

Top Stock Mutual Funds

Best performing large blend mutual funds January 2013 are:

1. Smead Value Investor
2. PIMCO Fundamental IndexPLUS TR A
3. PIMCO StocksPLUS Total Return A
4. Janus Contrarian A
5. Vanguard Capital Value Inv
6. Mairs & Power Growth Inv
7. Touchstone Focused A
8. Oakmark Select I
9. Metropolitan West AlphaTrak 500
10. Oakmark Select II

Updated on 1/19/2013

Prudential Jennison Natural Resources Fund (PGNAX)

Prudential Jennison Natural Resources Fund (Ticker: PGNAX) is one of the best equity sector mutual funds. It invests mainly in stock of natural resource companies.

Prudential Jennison Natural Resources Fund (PGNAX)

The investment objective of Prudential Jennison Natural Resources Fund is to seek long-term capital growth. The mutual fund utilizes its assets to purchase equity securities of natural resource companies and in asset-based securities. Natural resource companies are U.S. and foreign (non-U.S. based) companies that own, explore, mine, process or otherwise develop, or provide goods and services with respect to, natural resources. Asset-based securities are stocks, the values of which are related to the market value of a natural resource. It mainly invests in common stocks. It is non-diversified.

Fund Profile

• Fund Inception Date: 10/21/1990
• Ticker Symbol: PGNAX
• CUSIP: 74441K107
• Beta (3yr): 1.36
• Rank in category (YTD): 84%
• Category: Natural Resources
• Distribution: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.16%
• Net Assets: $ 4.59 billion
• Number of Years Up: 15 years
• Number of Years Down: 6 years
• Annual Turnover Rate: 34%

Updated on 1/19/2013

Top Performing Bank Loan Mutual Funds January 2013

Top performing bank loan mutual funds January 2013 are Pyxis Floating Rate Opportunities fund, ING Senior Income fund, Invesco Senior Loan A, etc.

Top Performing Bank Loan Mutual Funds 2013

A bank loan mutual fund is one of the taxable bond mutual fund categories. This bank loan fund utilizes its assets to purchase a floating-rate bank loans instead of bonds. This bond fund provides high interest income for investors. It does have a higher investment risk than typical short term bond fund.

The list is sorted based on the funds’ YTD performance in 2012. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, sales load, and shares price can be found as well.

Top performing bank loan mutual funds January 2013 are:

1. Pyxis Floating Rate Opportunities A (HFRAX)
2. ING Senior Income A (XSIAX)
3. Invesco Senior Loan A (VSLAX)
4. Loomis Sayles Senior Floating Rate and Fixed Income A (LSFAX)
5. Guggenheim Floating Rate Strategies A (GIFAX)
6. Fidelity Series Floating Rate High Inc (FFHCX)
7. Nuveen Symphony Floating Rate Income A (NFRAX)
8. PL Floating Rate Income A (PLFLX)
9. Eaton Vance Floating-Rate Advantage A (EAFAX)
10. Columbia Floating Rate A (RFRAX)

Updated on 1/5/2013

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