Top Performing Large Growth Mutual Funds February 2013

The top performing large growth mutual funds February 2013 are Matthew 25 fund, Hartford Growth Opportunities, Parnassus, Federated Kaufmann Large Cap, etc.

Top Performing Large Growth Funds 2013

Large growth funds focus its investment in huge U.S. companies with higher grow potential than other large cap stocks. These large growth stocks have higher growth rates for earnings, sales, book value and cash flow. The stock prices have high valuations as well in term of high price ratios and low dividend yields.

The list is sorted based on the 1 year total return up to February 1, 2013. You can find fund review below. Other information such as expense ratio, management, top holdings, top sector, sales load, and shares price can be found as well.

The top performing large growth mutual funds February 2013 are:

1. Matthew 25 Fund (MXXVX)
2. Hartford Growth Opportunities Fund (HGOAX)
3. Parnassus Fund (PARNX)
4. Federated Kaufmann Large Cap Fund (KLCAX)
5. Vulcan Value Partners Fund (VVPLX)
6. American Funds New Economy Fund (ANEFX)
7. Janus Forty Fund (JDCAX)
8. Touchstone Sands Capital Select Growth Fund (TSNAX)

Updated on 2/13/2013

Vanguard Short-Term Federal Fund (VSGBX)

Vanguard Short-Term Federal Fund is a no load taxable bond mutual fund. It focuses its investment in short-term bonds issued by the U.S. government.

Vanguard Short-Term Federal Fund (MUTF: VSGBX)

The Vanguard Short-Term Federal Fund objective is to seek current income while maintaining limited price volatility. The mutual fund invests >80% of assets in short-term bonds issued by the U.S. government and its agencies and instrumentalities. It is expected to maintain a dollar-weighted average maturity of 1 to 4 years.

Fund Profile

• Fund Inception Date: 12/30/1987
• Ticker Symbol: VSGBX
• CUSIP: 922031604
• Beta (3yr): 0.43
• Rank in category (YTD): 57%
• Category: Short Government
• Distribution: 0.55%
• Capital Gains: 0%
• Expense Ratio: 0.20%
• Net Assets: $ 5.7 billion
• Number of Years Up: 24 years
• Number of Years Down: 1 year
• Average Duration: 2.3 years
• Average Maturity: 2.4 years
• Annual Turnover Rate: 411.00%

Updated on 2/22/2013

Best BlackRock Mutual Funds for 2013

Best BlackRock mutual funds for 2013; top stock, bond funds by BlackRock Inc. The 20 best mutual funds for 2013 are BlackRock US Mortgage Portfolio, BlackRock Equity Dividend fund, BlackRock High Yield Bond, BlackRock National Municipal, etc.

Popular BlackRock Mutual Funds

BlackRock is not only famous for its iShares ETFs. It is one of the world’s biggest asset management firms. It currently has more than $3.6 trillion of assets in its management. It offers services in >60 countries to individuals, corporations, and governments around the world. Larry Fink is the current BlackRock CEO.

These best BlackRock mutual funds for 2013 are selected based on its performance history. The class A funds do have sales load. You might want to select other classes which don’t have any sales load and lower expense ratio fee. The funds are ranked with 3 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 20 best BlackRock mutual funds for 2013 are:

1. BlackRock US Mortgage Portfolio Fund
2. BlackRock Equity Dividend Fund
3. BlackRock High Yield Bond Fund
4. BlackRock National Municipal Fund
5. BlackRock Health Sciences Opportunities Fund
6. BlackRock Multi-Asset Income Fund
7. BlackRock Global Dividend Income Fund
8. BlackRock GNMA Fund
9. BlackRock PA Municipal Bond Fund
10. BlackRock Global Allocation Fund

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