Best Fidelity Mutual Funds 2013

Best Fidelity mutual funds 2013; top stock, bond, balanced mutual funds by Fidelity Investments. The 26 top mutual funds 2013 include Fidelity GNMA Fund, Fidelity Capital Appreciation, Fidelity Small Cap Discovery, Fidelity Municipal Income Fund, etc.

Popular Mutual Funds

Fidelity Investments is one of the popular mutual fund providers. It has more than $1.3 trillion in assets. There are more than 430 funds to choose from. It also offers exchange traded funds, brokerage service, financial management, stocks, etc.

These best Fidelity mutual funds for 2013 are selected based on its performance history and transaction fee. These Fidelity fund don’t have a sales load and transaction fee. The funds are ranked with 5 star rating by Morningstar. You may find the fund review below and other fund information.

You can buy these funds for your retirement account (401k or IRA) and regular brokerage account. The minimum initial investment is typically $2,500.

Fidelity Funds

The 26 best Fidelity Mutual Funds 2013 are:

1. Fidelity GNMA Fund
2. Fidelity Select Chemicals Fund
3. Fidelity Select IT Services Fund
4. Fidelity Select Materials Fund
5. Fidelity Select Retailing Fund
6. Fidelity Focused Stock Fund
7. Fidelity Capital Appreciation Fund
8. Fidelity Growth Company Fund
9. Fidelity Select Biotechnology Fund
10. Fidelity Small Cap Discovery Fund
11. Fidelity Contrafund
12. Fidelity Intermediate Municipal Income Fund
13. Fidelity Floating Rate High Income Fund
14. Fidelity Real Estate Income Fund

Top Performing Emerging Markets Bond Mutual Funds January 2013

Top performing emerging markets bond mutual funds January 2013 are GMO Emerging Country Debt III, Transamerica Emerging Markets Debt fund, etc.

Top Performing Emerging Markets Bond Mutual Funds 2013

Emerging markets bond mutual fund is part of taxable bond fund category. This fund invests mostly in foreign bonds from emerging market or developing countries. The emerging markets bond market mostly comes from Latin America, Eastern Europe, Africa, Middle East, and Asia. It provides higher yield in term of interest income for investors than typical domestic bond fund.

These best performing emerging markets bond mutual funds are sorted based on its performance in 2012. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The top performing emerging markets bond mutual funds January 2013 are:

1. GMO Emerging Country Debt III
2. Transamerica Emerging Markets Debt Fund
3. TCW Emerging Markets Income Fund
4. Hartford Emerging Markets Local Debt Fund
5. Ashmore Emerging Markets Corporate Debt Fund
6. Goldman Sachs Local Emerging Markets Debt Fund
7. Columbia Emerging Markets Bond Fund
8. JPMorgan Emerging Markets Debt Fund
9. Fidelity New Markets Income Fund
10. BlackRock Emerging Market Local Debt Fund

Updated on 1/24/2013

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