Best PIMCO Mutual Funds for 2013

Best PIMCO mutual funds for 2013; top bond, stock, balanced mutual funds by PIMCO Investments. Top PIMCO mutual funds for 2013 are PIMCO Income fund, PIMCO All Asset All Authority fund, PIMCO Investment Grade Corporate Bond, PIMCO Total Return, etc.

PIMCO Funds

PIMCO is a global investment management firm that manages investments for over 8 million people worldwide. Bill Gross is the founder of PIMCO or Pacific Investment Management Company, LLC. Bill Gross is also the Co-CIO (Co-Chief Investment Officer). Another Co-CIO is Mohamed A. El-Erian. El-Erian is also the CEO of PIMCO. The PIMCO funds are now exclusively distributed by Allianz Global Investors Funds.

These best PIMCO mutual funds for 2013 are selected based on its performance history. The funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information.

The class A funds do have the sales load. If you are investing in 401(k) account, you can choose institutional class of these funds. These institutional class funds don’t have the sales load; the expense ratio is lower than other classes as well. If you don’t have this choice in your retirement account or 401(k), you can select Class D for no load funds.

Best Mutual Funds

The 27 best PIMCO mutual funds for 2013 are:

1. PIMCO Income Fund
2. PIMCO All Asset All Authority Fund
3. PIMCO Investment Grade Corporate Bond Fund
4. PIMCO All Asset Fund
5. PIMCO Fundamental IndexPLUS TR Fund
6. PIMCO International StocksPLUS TR Strategy Fund
7. PIMCO Small Cap StocksPLUS TR Fund
8. PIMCO Real Income 2029 Fund
9. PIMCO Global Bond (USD-Hedged) Fund
10. PIMCO Foreign Bond (USD-Hedged) Fund

Top Performing Foreign Large Blend Mutual Funds February 2013

The 20 top performing foreign large blend mutual funds January 2013 are Oakmark International I, PIMCO International StocksPLUS TR Strategy Fund, TIAA-CREF International Equity, etc.

Top Performing Foreign Large Blend Mutual Funds 2013

This foreign large blend mutual fund invests mainly in various big international stocks located in developed countries such as United Kingdom, Japan, France, Germany, Switzerland, Spain, etc. The blend style is assigned to portfolios where neither growth nor value characteristics predominate.

These top performers are sorted based on its 1 year return (up to February 2013). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The 20 top performing foreign large blend mutual funds February 2013 are:

1. Oakmark International I Fund
2. ProFunds Ultra International Fund
3. Oakmark International II Fund
4. Natixis Oakmark International Fund
5. PIMCO International StocksPLUS TR Strategy Fund
6. PIMCO Intl StkPLUS TR Strategy (Unhedged) Fund
7. Federated International Leaders Fund
8. Longleaf Partners International Fund
9. TIAA-CREF International Equity Fund
10. Artisan International Fund
11. ClearBridge International All Cap Opportunity Fund
12. Lazard Intl Strategic Equity Fund
13. Kinetics Global Fund
14. Artisan International Value Fund
15. Fidelity Overseas Fund
16. Forward International Dividend Fund
17. Munder International Core Equity Fund
18. Brown Capital Management International Equity Fund
19. MassMutual Select Overseas Fund
20. Goldman Sachs Concentrated International Equity Fund

Updated on 2/4/2013

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