YTD Top Performing Investment Funds 2013: Mutual Funds, ETFs, CEFs

You may find the YTD top performing investment funds in 2013. You will find mutual funds, exchange traded funds (ETFs), and Closed End Funds (CEFs).

Best Performing Funds

Best Performing Investment Funds

There are three types of investment funds. The investment funds are mutual funds, exchange traded funds (ETFs), and closed end funds (CEFs). This article provides you with the top performing investment funds. From the list, you may find sector funds are among the top performers. The sector funds include Japan stock fund, health sector fund, real estate sector fund, high yield bond fund, etc.

This top performer bond mutual fund list is sorted based on its total return performance in 2013 up to April 21st, 2013. You can find the fund list review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

Top Mutual Funds

The 12 best performing mutual funds of 2013 are:

1. Fidelity Japan Smaller Companies fund (FJSCX) – 38.37%
2. Kinetics Medical fund (MEDRX) – 24.64%
3. Fidelity Select Biotechnology fund (FBIOX) – 23.41%
4. GMO Flexible Equities III fund (GFEFX) – 23.18%
5. Franklin Biotechnology Discovery fund (FBDIX) – 21.68%
6. Matthews Japan fund (MJFOX) – 21.03%
7. EP Asia Small Companies fund (EPASX) – 20.98%
8. BlackRock Health Sciences Opportunities fund (SHSAX) – 20.27%
9. Eventide Healthcare & Life Sciences fund (ETAHX) – 20.04%
10. Hartford Healthcare fund (HGHAX) – 19.56%
11. Vanguard Health Care Index fund (VHCIX) – 19.41%
12. Delaware Healthcare fund (DLHAX) – 19.18%

American Beacon Small Cap Value Fund (ABSAX)

American Beacon Small Cap Value Fund (ABSAX) is a small value mutual fund. This American Beacon Small Cap Value Fund invests mainly in equities of small companies.

American Beacon Small Cap Value Fund (ABSAX)

The investment objective of American Beacon Small Cap Value fund is to provide long-term capital appreciation and current income. This stock fund utilizes its assets to buy equity securities of small market capitalization U.S. companies. Its investments may include common stocks, preferred stocks, securities convertible into common stocks, real estate investment trusts (REITs), American Depositary Receipts (ADRs) and U.S. dollar-denominated foreign stocks trading on U.S. exchanges.

Fund Profile

American Beacon Fund

• Fund Inception Date: May 16, 2010
• Ticker Symbol: ABSAX
• CUSIP: 024524845
• Beta (3yr): 1.32
• Rank in category (YTD): 24%
• Category: Small Value
• Yield: 0.86%
• Capital Gains: 0%
• Expense Ratio: 1.34%
• Net Assets: $ 4.1 billion
• Number of Years Up: 1 year
• Number of Years Down: 1 year
• Annual Turnover Rate: 51.00%

Updated on 4/20/2013

Top Performing Commodities Broad Basket Mutual Funds 2013

The top performing commodities broad basket mutual funds 2013 are TCW Enhanced Commodity Strategy Fund, Harbor Commodity Real Return Strategy Institutional, etc.

Top Performing Commodities funds

Commodities Broad Basket Funds

Commodities broad basket fund invests in a diversified basket of commodity goods. The commodity goods include oils, minerals, metals, livestock, cotton, sugar, cocoa, grains, and coffee. The fund management invests in physical assets or derivative instruments including swap agreements / futures. This fund can be riskier than other fund types such as bond mutual fund or large cap stock fund. Some may provide high dividend yield for investors.

The list is sorted based on the 1 year performance. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, sales load, and shares price can be found as well.

Top Commodity Funds

The top performing commodities broad basket mutual funds 2013 are:

1. TCW Enhanced Commodity Strategy Fund (TGABX)
2. Harbor Commodity Real Return Strategy Fund (HACMX)
3. PIMCO Commodity Real Return Strategy Fund (PCRAX)
4. Direxion Monthly Commodity Bull 2X Fund (DXCLX)
5. PIMCO CommoditiesPLUS Strategy Fund (PCLAX)
6. DFA Commodity Strategy Fund (DCMSX)
7. MFS Commodity Strategy Fund (MCSAX)
8. Eaton Vance Commodity Strategy Fund (EACSX)
9. Kottke Commodity Strategies Fund (KCFIX)
10. Fidelity Series Commodity Strategy Fund (FCSSX)

Eaton Vance Floating Rate Fund (EVBLX)

Eaton Vance Floating Rate Fund (EVBLX) is another popular taxable bond mutual fund. It focuses its assets in floating rate loans. It provides high yield for income.

Eaton Vance Floating Rate Fund (MUTF: EVBLX)

This Eaton Vance Floating Rate Fund objective is to provide a high current income level. The fund typically invests >80% of total assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers. The fund may invest up to 25% of total assets in foreign Senior Loans.

Fund Profile

EVBLX fund

• Fund Inception Date: May 4, 2003
• Ticker Symbol: EVBLX
• CUSIP: 277911129
• Beta (3yr): -0.50
• Rank in category (YTD): 85%
• Category: Bank Loan
• Distribution: 4.20%
• Capital Gains: 0%
• Expense Ratio: 1.02%
• Net Assets: $ 9.4 billion
• Number of Years Up: 8 years
• Number of Years Down: 1 year
• Average Duration: 0.14 years
• Average Maturity: 4.75 years
• Annual Turnover Rate: 42%

Updated on 4/10/2013

Top Performing Foreign Large Value Mutual Funds April 2013

Find the top performing foreign large value mutual funds of April 2013. Check the fund performance and rating of these best mutual funds.

Best Performing

Top Performing Foreign Large Value Mutual Funds 2013

Foreign large value mutual fund is part of international stock fund. It invests mainly in value stocks of non-U.S. big companies which are located around the world. Value stocks are less expensive or growing more slowly than other large cap stocks. This mutual fund focuses on developed countries such as Great Britain, Germany, Japan, France, Australia, etc.

The list is compiled based on the fund performance for the past 1 year. The top performing fund means it managed to rank in top in this foreign large value category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

The best performing foreign large value mutual funds of April 2013 are:

1. Oppenheimer International Value fund (QIVAX)
2. Domini International Social Equity fund (DOMAX)
3. Tweedy, Browne Global Value fund (TBGVX)
4. Pear Tree Polaris Foreign Value fund (QFVOX)
5. Mainstay International Opportunities fund (MYINX)
6. FPA International Value fund (FPIVX)
7. Fidelity International Value fund (FIVLX)
8. MFS International Value fund (MGIAX)
9. Dreyfus International Equity fund (DIEAX)
10. Tweedy, Browne Global Value fund II - Currency Unhedged (TBCUX)
11. American Century International Core Equity fund (ACIMX)
12. American Century International Core Equity fund (ACIQX)
13. Hartford International Value fund (HILAX)
14. Prudential International Equity fund (PJRAX)
15. Touchstone International Equity fund (TIEAX)
16. Thomas White International fund (TWWDX)

Updated on 4/13/2013

Cohen & Steers Preferred Securities & Income Fund (CPXAX)

Cohen & Steers Preferred Securities & Income Fund (CPXAX) is a long term bond mutual fund. This taxable bond fund invests in bonds and preferred stocks of U.S. and foreign companies.

Cohen & Steers Preferred Securities & Income Fund (CPXAX)

The investment objective of Cohen & Steers Preferred Securities & Income Fund is to seek total return. The mutual fund utilizes its assets to purchase a portfolio of preferred and debt securities issued by U.S. and non-U.S. companies. It also will invest >25% of its net assets in the financials sector including bank, diversified financials, real estate and real estate investment trusts (REITs), and insurance industries. The fund may invest without limit in securities of non-U.S. companies, which may be non-U.S. dollar denominated, including up to 15% of the fund's net assets in securities issued by companies domiciled in emerging market countries. It is non-diversified.

Fund Details

fund details

• Fund Inception Date: May 2, 2010
• Ticker Symbol: CPXAX
• CUSIP: 19248X109
• Beta (3yr): N/A
• Rank in category (YTD): 15%
• Category: Long-Term Bond
• Yield: 5.98%
• Capital Gains: 0%
• Expense Ratio: 1.10%
• Net Assets: $ 1.9 billion
• Number of Years Up: 2 years
• Number of Years Down: 0 years
• Average Duration: 7.4 years
• Annual Turnover Rate: 39%

Updated on 4/11/2013

Fidelity GNMA Fund (FGMNX)

Fidelity GNMA Fund (FGMNX) is an intermediate government mutual fund offered by Fidelity Investments. It focuses in bonds of Ginnie Maes.

Fidelity GNMA Fund (FGMNX)

The investment aim of Fidelity GNMA Fund is to seek a high level of current income consistent with prudent investment risk. Its secondary objective is capital gains. The fund normally invests >80% of assets in Ginnie Maes and its repurchase agreements. It invests in other U.S. government bond or securities. The fund invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury. It seeks to have similar overall interest rate risk to the Barclays GNMA Index.

Fund Details

Fidelity fund

• Fund Inception Date: November 7, 1985
• Ticker Symbol: FGMNX
• CUSIP: 31617K105
• Beta (3yr): 0.71
• Rank in category (YTD): 24%
• Category: Intermediate Government
• Dividend Yield: 2.20%
• Capital Gains: 0%
• Expense Ratio: 0.45%
• Net Assets: $ 10.3 billion
• Number of Years Up: 26 years
• Number of Years Down: 1 year
• Average Duration: 4.8 years
• Average Maturity: 3.2 years
• Annual Turnover Rate: 263%

Updated on 4/9/2013