Fidelity Select Defense & Aerospace Fund (FSDAX)

Fidelity Select Defense & Aerospace Fund (FSDAX) is an industrial sector mutual fund. This domestic stock fund focuses its assets in defense or aerospace companies.

Fidelity Select Defense & Aerospace Fund (FSDAX)

The investment objective of Fidelity Select Defense & Aerospace Fund is to seek capital appreciation. The mutual fund utilizes its assets to purchase common stocks of companies engaged in the research, manufacture, or sale of products or services related to the defense or aerospace industries. It may invest in domestic and foreign companies.

Fund Details

• Fund Inception Date: May 8, 1984
• Ticker Symbol: FSDAX
• CUSIP: 316390806
• Beta (3yr): 0.94
• Rank in category (YTD): 68%
• Category: Industrials
• Distribution: 0.63%
• Capital Gains: 0%
• Expense Ratio: 0.86%
• Net Assets: $ 603.20 million
• Number of Years Up: 22 years
• Number of Years Down: 4 years
• Annual Turnover Rate: 0.86%

Updated on 3/23/2013

Best Wells Fargo Mutual Funds for 2013

Best Wells Fargo Mutual Funds for 2013; Top stock, bond, balanced mutual fund by Wells Fargo Advantage Funds. The 25 best mutual funds for 2013 are Wells Fargo Advantage Growth fund, Wells Fargo Advantage Municipal Bond, Wells Fargo Advantage Emerging Markets Equity, etc.

TopWells Fargo Mutual Fund 2013

Wells Fargo is one of the 4 largest financial banks in the U.S.A. It is the second largest bank in term deposit and debit cards. It provides services such as banking, loans & credit, insurance, and investing. It manages more than $1.2 trillion in assets around the world.

Wells Fargo offers mutual funds through its Wells Fargo Advantage funds. It provides services such as individual/joint accounts, personal trust, retirement account, Traditional IRAs, Roth IRAs, Rollover IRA, and IRA transfer. There are 40 no load funds in Wells Fargo Advantage funds.

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

Best Wells Fargo Funds 2013

The 25 best Wells Fargo mutual funds for 2013 are:

1. Wells Fargo Advantage Growth fund
2. Wells Fargo Advantage Short Term Municipal Bond fund
3. Wells Fargo Advantage Municipal Bond fund
4. Wells Fargo Advantage Intermediate Tax/AMT-Free fund
5. Wells Fargo Advantage Emerging Markets Equity fund
6. Wells Fargo Advantage Common Stock fund
7. Wells Fargo Advantage Index Asset Allocation fund
8. Wells Fargo Advantage Omega Growth fund
9. Wells Fargo Advantage Strategic Municipal Bond fund
10. Wells Fargo Advantage Precious Metals fund

Vanguard Health Care Fund (VGHCX)

Vanguard Health Care Fund (VGHCX) is one of the popular sector stock mutual funds. Invest in top Vanguard sector stock fund in your financial account. This investment fund focuses its assets in companies which operate in health care industry.

Vanguard Health Care Fund (Ticker: VGHCX)

The investment objective of Vanguard Health Care fund is to provide long-term capital appreciation. The mutual fund invests majority of its assets (>80%) in the stocks of companies mainly engaged in the development, production, or distribution of products and services related to the health care industry. These companies may include pharmaceutical firms, medical supply companies, and businesses that operate hospitals and other health care facilities. It may invest in companies engaged in medical, diagnostic, biochemical, and other research and development activities. The fund may invest in domestic and foreign stocks.

Fund Profile

• Fund Inception Date: May 22, 1984
• Ticker Symbol: VGHCX
• CUSIP: 921908307
• Beta (3yr): 0.52
• Category: Health
• Distribution/ Yield: 0.88%
• Capital Gains: 0%
• Expense Ratio: 0.37%
• Net Assets: $ 46.4 billion
• Number of Years Up: 22 years
• Number of Years Down: 5 years

Best Columbia Mutual Funds for 2013

Best Columbia mutual funds for 2013; top stock, bond, balanced fund by Columbia Management Investment Advisers. The best mutual funds for 2013 are Columbia Dividend Opportunity Fund, Columbia Income Builder Fund, Columbia Tax-Exempt, etc.

Best Columbia Mutual Funds 2013

Top 22 Columbia Mutual Funds for 2013

As part of Ameriprise Financial, Columbia Management Group is among the nation’s largest asset management. Established in 1894, it is currently managing more than $300 billion in assets for individual and institutional investors. It ranks as the top 10 largest asset managers in the U.S. Columbia Management offers products such as mutual funds, closed end funds, exchange traded funds (ETFs), 529 plans, variable products, and offshore funds.

These best Columbia mutual funds for 2013 are selected based on its performance history. These Columbia funds do have a sales load. 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 22 best Columbia mutual funds for 2013 are:

1. Columbia Dividend Opportunity Fund
2. Columbia Seligman Communications & Information Fund
3. Columbia Dividend Income Fund
4. Columbia Income Builder Fund
5. Columbia US Government Mortgage Fund
6. Columbia Small Cap Index Fund
7. Columbia Contrarian Core Fund
8. Columbia Limited Duration Credit Fund
9. Columbia Mid Cap Index Fund
10. Columbia Corporate Income Fund

DFA One-Year Fixed-Income Fund (DFIHX)

DFA One-Year Fixed-Income Fund (DFIHX) is a popular taxable bond mutual fund. It invests mainly in short duration bonds.

DFA One-Year Fixed-Income Fund (DFIHX)

The investment objective of DFA One-Year Fixed-Income Fund is to seek a stable real return in excess of the rate of inflation with a minimum of risk. The mutual fund utilizes its assets to purchase a diversified of high quality fixed income securities that typically mature in one year or less. It invests in U.S. government obligations, dollar-denominated obligations of foreign issuers issued in the U.S., foreign government, and bank obligations.

The fund mainly invests in certificates of deposit (CD), commercial paper, bankers' acceptances, notes and bonds. It may concentrate its investments in obligations of U.S. and foreign banks and bank holding companies.

Fund Details

DFIHX fund

• Fund Inception Date: July 24, 1983
• Ticker Symbol: DFIHX
• CUSIP: 233-203-603
• Beta (3yr): 0.07
• Rank in category (YTD): 34%
• Category: Ultrashort Bond
• Distribution: 0.51%
• Capital Gains: 0%
• Expense Ratio: 0.17%
• Net Assets: $ 7.9 billion
• Number of Years Up: 29 years
• Number of Years Down: 0 years
• Average Duration: 0.86 years
• Average Maturity: 0.87 years
• Annual Turnover Rate: 77.00%

Updated on 3/9/2013

Top Performing Intermediate Term Bond Mutual Funds March 2013

The top performing intermediate term bond mutual funds march 2013 are Principal Preferred Securities fund, GMO Domestic Bond III, PIMCO Investment Grade Corporate Bond, etc.

Top Performers

Top Performing Intermediate Term Bond Mutual Funds March 2013

Intermediate term bond mutual fund is part of taxable bond mutual fund. It invests mainly in investment grade government or corporate bonds with durations of 3 to 6 years. The average maturity of bonds in its holdings may vary from 4 to 10 years. This bond fund is less sensitive to interest rates than long duration fund. The yield is higher than short duration bond fund.

This top performer bond mutual fund list is sorted based on its 1 year total return performance up to March 9th, 2013. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

The top performing intermediate term bond mutual funds march 2013 are:

1. Principal Preferred Securities A (PPSAX)
2. GMO Domestic Bond III (GMDBX)
3. PIMCO Investment Grade Corporate Bond A (PBDAX)
4. Guggenheim Total Return Bond A (GIBAX)
5. TCW Total Return Bond N (TGMNX)
6. Delaware Corporate Bond A (DGCAX)
7. Nuveen Strategic Income A (FCDDX)
8. Leader Total Return Investor (LCTRX)
9. PIMCO Fundamental Advantage Total Return Strategy A (PTFAX)
10. Putnam Income A (PINCX)

10 Great 401k Mutual Funds for 2013 & 2014

The 10 great 401k mutual funds for 2013 & 2014 are PIMCO Total Return Fund, Vanguard 500 Index fund, DoubleLine Total Return Bond fund, Vanguard Wellington, etc.

401k Plan

Finding the right mutual funds for your 401k account is important. Many funds charge high fees, underperform the bond or stock market, no growth, and little yield for appreciation. The mutual funds offered to investors in 401(k) plans or accounts can be worse than regular brokerage account or traditional IRA or Roth IRA.

Best Mutual Funds for 401(k)

Due to its limitation funds offering, 401(k) plans are different from one company to another. Some companies offer flexibility to add additional funds with ease, but some may have limited option to choose from. One of the best choices is to invest the portion of your income that is being match by your company. Some companies may offer 1 to 1 match, and others may offer 2 to 1 match (up to 10% of your income).

Best Mutual Funds

Another best option is choosing a low cost index fund. This fund has low expense fee and there is no sales load. The following are some of the best mutual funds for your 401(k) account. You can find the fund review in details below. I have included the shares price, yield, expense fee, return, top holdings, etc.

Note: There are two type of 401k accounts: Roth 401k and traditional 401k.

The 10 great 401k mutual funds for 2013 & 2014 are:

1. Vanguard Total Stock Market Index Fund (VTSMX)
2. PIMCO Total Return Fund (PTTAX)
3. Vanguard 500 Index Fund (VFINX)
4. DoubleLine Total Return Bond Fund (DLTNX)