Top Performing Target Date 2011-2015 Mutual Funds March 2013

The top performing target date 2011-2015 mutual funds March 2013 are T. Rowe Price Retirement 2015, Americans Funds Target Date Retirement 2015 Fund, etc.

Top Performer Funds

Best Performing Target Date 2011-2015 Mutual Funds 2013

Target date 2011 2015 mutual funds invest mainly in diversified portfolio of stocks, bonds, and cash or money market fund. The portfolio is adjusted based on the retirement or another goal. It will adjust risk and return based on its target date, 2011-2015. People who retire around this target date should choose this balanced fund. Over time, the fund manager(s) will add more conservative assets such as cash or bonds.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 1 year total return up to March 1, 2013.

The top performing target date 2011-2015 mutual funds March 2013 are:

1. T. Rowe Price Retirement 2015 (TRRGX)
2. JHancock2 Retire Living through 2015 A (JLBAX)
3. American Funds Target Date Ret 2015 A (AABTX)
4. MassMutual RetireSMART 2015 A (MMJAX)
5. Vanguard Target Retirement 2015 Investor (VTXVX)
6. JPMorgan SmartRetirement 2015 A (JSFAX)
7. Harbor Target Retirement 2015 Investor (HARIX)
8. Schwab Target 2015 (SWGRX)
9. Nationwide Destination 2015 A (NWEAX)
10. American Century LIVESTRONG 2015 Investor (ARFIX)
11. BlackRock LifePath Active 2015 Investor A (BAPBX)
12. Vantagepoint Milestone 2015 Investor M (VPRPX)

Updated on 3/1/2013

PIMCO Long-Term US Government Fund (PFGAX)

PIMCO Long-Term US Government Fund focuses its investment in U.S. government bonds. It currently has a yield of 2.25%. You can find the fund review in this post.

PIMCO Long-Term US Government Fund (PFGAX)

The investment aim of PIMCO Long-Term US Government Fund is to seek maximum total return, consistent with capital preservation and prudent investment management. The mutual fund utilizes its assets to invest in a diversified portfolio of bonds or debts issued by U.S. government, its agencies or government-sponsored enterprises. It may use options, futures contracts or swap agreements or mortgage- or asset-backed securities.

Fund Details

• Fund Inception Date: January 19, 1997
• Ticker Symbol: PFGAX
• CUSIP: 693391187
• Beta (3yr): 3.81
• Rank in category (YTD): 39%
• Category: Long Government
• Distribution Rate: 2.25%
• Capital Gains: 0%
• Expense Ratio: 0.82%
• Net Assets: $ 1.8 billion
• Number of Years Up: 13 years
• Number of Years Down: 2 years
• Effective Duration: 16.46 years
• Effective Maturity: 22.78 years
• Annual Turnover Rate: 426%

updated on 3/23/2013

Best JPMorgan Mutual Funds for 2013

Find the 22 best JPMorgan mutual funds for 2013. The top funds are JPMorgan Small Cap Equity Fund, JPMorgan Mid Cap Value Fund, JPMorgan Large Cap Growth, etc.

Best JPMorgan Mutual Funds

Top JPMorgan Mutual Funds

JPMorgan is one of the top world financial management companies with $1.3 trillion worth of assets under management. The company is the top 5 largest mutual fund firm in the U.S. It has over than 110 mutual funds under its JPMorgan fund family. JP Morgan also offers retirement account, managed wealth management, institutional products, private banking, treasury & securities services, etc.

As part of JPMorgan Chase & Co, it offers wide selections of investment choices, especially mutual funds. These best JPMorgan mutual funds for 2013 are selected based on its performance history. These JP Morgan 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 JPMorgan mutual funds for 2013 are:

1. JPMorgan Small Cap Equity Fund
2. JPMorgan Mid Cap Value Fund
3. JPMorgan Large Cap Growth Fund
4. JPMorgan Income Builder Fund
5. JPMorgan Equity Income Fund
6. JPMorgan Value Advantage Fund
7. JPMorgan Growth Advantage Fund
8. JPMorgan Tax Aware High Income Fund
9. JPMorgan Latin America Fund
10. JPMorgan Core Bond Fund

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