25 Best Vanguard Mutual Funds 2013

The 25 best Vanguard mutual funds 2013 are Vanguard Dividend Growth Fund, Vanguard Equity-Income, Vanguard Wellesley Income, Vanguard Target Retirement 2010, etc.

Top Vanguard Mutual Funds

Vanguard Group Inc provides ton of options for investing. It offers retirement investing, ETFs, mutual funds, IRAs, 401(k) plan, brokerage, and more. As one of the largest mutual fund providers, it has more than $2.0 trillion in assets. There are more than 130 mutual funds to choose from.

These best Vanguard mutual funds for 2013 are selected based on its performance history and transaction fee. These Vanguard fund doesn’t have a sales load and transaction fee. The funds are ranked with 4 star rating or higher by Morningstar. You may find the fund review below and other fund information.

The 25 best Vanguard Mutual Funds for 2013 are:

1. Vanguard Dividend Growth Fund
2. Vanguard Energy Fund
3. Vanguard Dividend Appreciation Index Fund
4. Vanguard Equity-Income Fund
5. Vanguard Wellesley Income Fund
6. Vanguard Target Retirement Income Fund
7. Vanguard Wellington Fund
8. Vanguard High-Yield Tax-Exempt Fund
9. Vanguard Health Care Fund
10. Vanguard Balanced Index Fund
11. Vanguard PRIMECAP Fund
12. Vanguard Selected Value Fund
13. Vanguard Target Retirement 2010 Fund
14. Vanguard Target Retirement 2015 Fund

T. Rowe Price Mid-Cap Value Fund (TRMCX)

T. Rowe Price Mid-Cap Value Fund (TRMCX) is a domestic mutual fund. It focuses its investment in U.S. common stocks with midsize market capitalization.

T. Rowe Price Mid-Cap Value Fund (Ticker: TRMCX)

The investment aim of T. Rowe Price Mid-Cap Value Fund is to achieve long-term capital appreciation. The mutual fund will invest > 80% of its net assets in companies whose market capitalization is similar to the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index. It may invest in foreign stocks.

Fund Details

• Fund Inception Date: June 28, 1996
• Ticker Symbol: TRMCX
• CUSIP: 77957Y106
• Beta (3yr): 1.03
• Rank in category (YTD): 13%
• Category: Mid-Cap Value
• Yield: 0.92%
• Capital Gains: 0%
• Expense Ratio: 0.81%
• Net Assets: $ 9.29 billion
• Number of Years Up: 12 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 53.60%

Updated on 2/2/2013

Top Performing Large Value Mutual Funds January 2013

Top performing large value mutual funds January 2013 are Fairholme Fund, DFA US Large Cap Value Fund, Dodge & Cox Stock Fund, Vanguard Windsor Fund, etc.

Top Performing Large Value Mutual Funds 2013

The large value mutual fund is part of domestic stock fund. This large mutual fund utilizes its assets to purchase common stocks of U.S. large companies which are considered undervalue. These undervalued companies are less expensive or growing more slowly than other large-cap companies.

The top performing list is sorted based on its past 1 year performance up to January 2013. 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 large value mutual funds January 2013 are:

1. Fairholme Fund (FAIRX)
2. JHancock2 Fundamental Large Cap Value Fund (JFVAX)
3. DFA Tax-Managed US Marketwide Value Fund (DTMMX)
4. DFA US Large Cap Value Fund (DFLVX)
5. Dodge & Cox Stock Fund (DODGX)
6. Lord Abbett Calibrated Large Cap Value Fund (LCAAX)
7. Vanguard Windsor Fund (VWNDX)
8. TCW Dividend Focused Fund (TGIGX)
9. LSV Value Equity Fund (LSVEX)
10. Boyar Value Fund (BOYAX)

Updated on 1/19/2013

Columbia Seligman Communications & Information Fund (SLMCX)

Columbia Seligman Communications & Information fund is a domestic stock mutual fund. It focuses its investment in equities of technology companies.

Columbia Seligman Communications & Information Fund (MUTF: SLMCX)

The Columbia Seligman Communications & Information fund objective is to seek capital appreciation. Under normal market conditions, the mutual fund invests majority of its net assets (>80%) in securities of companies operating in the communications, information and related industries. Accordingly, it invests in companies operating in the information technology, telecommunications sectors, and media industry. The fund may invest up to 25% of its net assets in foreign investments.

Fund Profile

• Fund Inception Date: June 23, 1983
• Ticker Symbol: SLMCX
• CUSIP: 19766H429
• Beta (3yr): 1.02
• Rank in category (YTD): 89%
• Category: Technology
• Distribution: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.34%
• Net Assets: $ 3.32 billion
• Number of Years Up: 22 years
• Number of Years Down: 6 years
• Annual Turnover Rate: 38%

Update on 1/29/2012

Best Performing Mid Cap Value Mutual Funds January 2013

Best performing mid cap value mutual funds January 2013 are Legg Mason Cap Management Opportunity, Oceanstone Fund, Fidelity Value, etc.

Best Performing Mid Cap Value Mutual Funds 2013

These mid cap value mutual funds may invest in undervalued medium size companies or a mix of small-, mid-, and large-cap value stocks. The U.S. mid cap market capitalization range falls between $1 billion-$10 billion. Value stocks mean that the stocks are less expensive than the market based on the valuation and slow growth.

This top performer list is sorted based on its 1 year performance up to January 2013. You can find the fund review and information. Other data such as expense ratio, yield, management, top stocks, top sectors, sales load, and risks can be found below.

Best performing mid cap value mutual funds January 2013 are:

1. Legg Mason Cap Management Opportunity Fund (LGOAX)
2. Hotchkis and Wiley Mid-Cap Value Fund (HWMAX)
3. Oceanstone Fund (OSFDX)
4. Putnam Equity Spectrum Fund (PYSAX)
5. Hartford Mid Cap Value Fund (HMVAX)
6. Fidelity Value Fund (FDVLX)
7. Rydex S&P 500 Pure Value Fund (RYLVX)
8. VALIC Company II Mid Cap Value Fund (VMCVX)
9. RidgeWorth Mid-Cap Value Equity Fund (SAMVX)

Updated on 1/26/2013

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