John Hancock Regional Bank Fund (FRBAX)

John Hancock Regional Bank Fund (FRBAX) is a financial sector stock fund. This mutual fund focuses on equities of financial related companies including banks.

John Hancock Regional Bank Fund (FRBAX)

The investment objective of John Hancock Regional Bank Fund seeks long-term capital appreciation. Its second objective is to seek moderate income. This stock mutual fund uses its assets to buy equities of regional banks and lending companies such as commercial and industrial banks, savings and loan associations and bank holding companies. It may also invest in other U.S. and foreign financial services companies or lending companies and money center banks. It may invest < 5% of assets in non-financial services sectors and < 5% of net assets in junk bonds.

Fund Details

• Fund Inception Date: 01/2/1992
• Ticker Symbol: FRBAX
• CUSIP: 409905106
• Beta (3yr): 0.97
• Rank in category (YTD): 34%
• Category: Financial
• Distribution: 0.45%
• Capital Gains: 0%
• Expense Ratio: 1.36%
• Net Assets: $ 592.87 million
• Number of Years Up: 14 years
• Number of Years Down: 5 years
• Annual Turnover Rate: 16.00%

Updated on 2/19/2013

Best Performing Intermediate Government Mutual Funds February 2013

The best performing intermediate government mutual funds February 2013 are Morgan Stanley Mortgage Securities, Western Asset Mortgage Backed Securities Fund, etc.

Best Performing Intermediate Government Funds 2013

The intermediate government mutual fund is part of taxable bond mutual fund. It invests mainly in debts or bonds backed by the US government or its agencies. It may invest in U.S. treasuries, GNMA, and other government bonds. Typically, this fund has durations between 3.5 and 6 years. The volatility is moderate (between short government and long government bonds).

This top performer bond mutual fund list is sorted based on its 1 year total return performance up to February 4th. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

The best performing intermediate government mutual funds February 2013 are:

1. Morgan Stanley Mortgage Securities A
2. Western Asset Mortgage Backed Securities A
3. Columbia US Government Mortgage A
4. Goldman Sachs US Mortgage A
5. Invesco US Mortgage A
6. JHancock Government Income A
7. Principal Government & High Quality Bond A
8. BlackRock GNMA Inv A
9. Putnam US Government Income A
10. Morgan Stanley US Government Securities A
11. Dupree Intermediate Government

Best T. Rowe Price Mutual Funds for 2013

Best T. Rowe Price mutual funds for 2013; top bond, stock, balanced fund by T. Rowe Price. Top 30 funds for 2013 are T. Rowe Price Capital Appreciation Fund, T. Rowe Price New Horizons, T. Rowe Price New Income, T. Rowe Price Retirement Income, etc.

Best T. Rowe Price Mutual Funds for 2013

T. Rowe Price is founded by Thomas Rowe Price, Jr in 1937. It is one of the oldest investment firms in the United States. T. Rowe Price has over $556 billion of assets under management. It offers a wide selection of mutual funds, sub-advisory, and account management services. It also provides 401(k) account, retirement account, and brokerage account. It offers services for individuals, businesses, and corporations.

These best T. Rowe Price mutual funds for 2013 are selected based on its performance history and transaction fee. These TRP funds don’t have 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. I also have selected my favorite funds below.

The 30 best T. Rowe Price mutual funds for 2013 are:

1. T. Rowe Price Capital Appreciation Fund
2. T. Rowe Price New Horizons Fund
3. T. Rowe Price Health Sciences Fund
4. T. Rowe Price Media & Telecommunications Fund
5. T. Rowe Price Summit Municipal Income Fund
6. T. Rowe Price Retirement 2055 Fund
7. T. Rowe Price Diversified Small Cap Growth Fund
8. T. Rowe Price Global Real Estate Fund
9. T. Rowe Price Growth Stock Fund
10. T. Rowe Price Equity Income Fund

Top Performing Europe Stock Mutual Funds February 2013

The top performing Europe stock mutual funds February 2013 are DFA United Kingdom Small Company fund, Invesco European Small Company, T. Rowe Price Emerging Europe Fund, etc.

Top Performing Europe Stock Mutual Funds 2013

Europe stock mutual funds invest primarily in stocks of European companies. They invest especially in developed countries such as Britain, the Netherlands, France, German, Spain, Italy, and Switzerland. It may invest in small European countries especially the emerging markets of Eastern Europe. Depending on the fund’s objective it may invest in large cap, mid cap, or small cap companies.

The top performing list is sorted based on its 1 year total return performance. 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 Europe stock mutual funds February 2013 are:

1. DFA United Kingdom Small Company I (DFUKX)
2. Invesco European Small Company Fund (ESMAX)
3. Virtus Greater European Opportunities Fund (VGEAX)
4. T. Rowe Price Emerging Europe Fund (TREMX)
5. JPMorgan Intrepid European Fund (VEUAX)
6. Fidelity Europe Capital Fund (FECAX)
7. BlackRock EuroFund Fund (MDEFX)
8. Fidelity Europe Fund (FIEUX)
9. Putnam Europe Equity Fund (PEUGX)
10. Columbia Acorn European Fund (CAEAX)

Updated on 2/10/2013

Best American Funds Mutual Funds for 2013

Best American Funds mutual funds for 2013; top stock, bond, balanced fund by American Funds. The top 27 American Funds for 2013 are American Funds American Mutual Fund, American Funds Income Fund of America, American Funds EuroPacific Growth, etc.

Top American Funds for 2013

American Funds is the second largest mutual fund family with over $1 trillion in assets under management, behind Vanguard Investment. It provides superb funds for investors; however some of the funds have been lagging behind their peers. This fund is managed by Capital Research and Management, part of the Capital Group Companies.

These best American Funds Mutual Funds for 2013 are selected based on its performance history. The class A fund has a front end sales load. If you want a no load fund, you may need to find other classes. It offers Class B, Class C, Class F-1, Class F-2, Class R1, Class R2, Class R3, Class R4, Class R5, Class R6, Class 529A, Class 529B, Class 529C, Class 529E, Class 529F, etc. Class R6 is typically has no sales load and lower expense ratio fee.

Most of the American Funds are offered in your retirement account through 401(k) account, Traditional IRA, Roth IRA, etc. You can invest in this fund from your regular brokerage as well. This American funds family has a low minimum initial investment requirement of $250.

27 best American Funds mutual funds for 2013 are:

1. American Funds American Mutual Fund
2. American Funds Income Fund of America Fund
3. American Funds EuroPacific Growth Fund
4. American Funds Tax-Exempt Bond Fund
5. American Funds New Perspective Fund
6. American Funds International Growth and Income Fund
7. American Funds New World Fund
8. American Funds AMCAP Fund
9. American Funds Tax-Exempt CA Fund
10. American Funds American Balanced Fund

Top Performing High Yield Bond Mutual Funds January 2013

The top performing high yield bond mutual funds January 2013 are John Hancock High-Yield Fund, MainStay High Yield Opportunities, Nuveen High Income Bond, etc.

Top High Yield Bond Mutual Funds

High bond mutual fund provides higher yield income to investors. It focuses its investment on lower-quality bonds, which are riskier than higher-quality companies bonds. This fund invests mainly in U.S. high income debts or also known as junk bonds. The bond assets are typically rated at the BB level or not rated.

You can find this top performer list is sorted based on its 1 year performance up to January 2013. You may find the fund review information such as expense ratio, turnover rate, yield rate, average duration, management, fund’s shares price, etc.

The top performing high yield bond mutual funds January 2013 are:

1. John Hancock High-Yield Fund
2. Loomis Sayles High Income Fund
3. American Beacon SiM High Yield Opportunities Fund
4. Waddell & Reed High-Income Fund
5. MainStay High Yield Opportunities Fund
6. Western Asset Global High Yield Bond fund
7. Nuveen High Income Bond Fund
8. PACE High Yield Fund
9. Third Avenue Focused Credit Fund
10. PIMCO High Yield Spectrum Fund

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