Fidelity Select Telecommunications Fund (FSTCX)

Fidelity Select Telecommunications Fund (FSTCX) is a sector stock fund. It invests mainly in technology companies which are engaged in communications services or equipment.

Fidelity Select Telecommunications Fund (FSTCX)

The investment aim of Fidelity Select Telecommunications Fund is to seek capital appreciation. The fund utilizes its assets to purchase common stocks of companies mainly engaged in the development, manufacture, or sale of communications services or communications equipment. The fund invests in domestic and foreign corporations. The fund is non-diversified.

Fund Profile

Fidelity fund

• Fund Inception Date: July 28, 1985
• Ticker Symbol: FSTCX
• CUSIP: 316390830
• Beta (3yr): 0.68
• Rank in category (YTD): 49%
• Category: Communications
• Yield: 2.11%
• Capital Gains: 0%
• Expense Ratio: 0.88%
• Net Assets: $ 412.7 million
• Number of Years Up: 21 years
• Number of Years Down: 6 years
• Annual Turnover Rate: 72%

Updated on June 5, 2013

Invesco Energy Fund (IENAX)

Invesco Energy Fund (IENAX) is a sector stock mutual fund. This energy equity mutual fund invests mainly in energy related companies such as oil, gas, and exploration business.

Invesco Energy Fund (Ticker: IENAX)

The Invesco Energy Fund objective is to provide long-term capital growth. The fund utilizes its assets to purchase a portfolio of securities of issuers engaged in energy-related industries. It invests predominantly in equity securities. The principal type of equity securities purchased by the fund is common stock. The fund may invest up to 100% of its net assets in foreign securities of issuers doing business in energy-related industries. It invests in issuers of all market capitalizations.

Invesco Fund Details

IENAX fund

• Fund Inception Date: 03/27/2002
• Ticker Symbol: IENAX
• CUSIP: 00142F204
• Beta (3yr): 1.38
• Rank in category (YTD): 68%
• Category: Equity Energy
• Distribution: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.12%
• Net Assets: $ 1.3 billion
• Number of Years Up: 7 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 61%

Updated on 6/5/2013

Fidelity Select Biotechnology Fund (FBIOX)

Fidelity Select Biotechnology Fund (FBIOX) is sector stock mutual fund. It focuses its assets in stocks of companies related to health or biotechnology.

Fidelity Select Biotechnology Fund (FBIOX)

The Fidelity Select Biotechnology Fund aim is to seek capital appreciation. The mutual fund invests mainly in common stocks. It uses its assets to purchase securities of companies principally engaged in the research, development, manufacture, and distribution of various biotechnological products, services, and processes. It also invests in companies that benefit significantly from scientific and technological advances in biotechnology. The fund invests in domestic and foreign issuers.

Fidelity fund details

Fund Details

• Fund Inception Date: 12/15/1985
• Ticker Symbol: FBIOX
• CUSIP: 316390772
• Beta (3yr): 0.88
• Rank in category (YTD): 7%
• Category: Health
• Yield: 0.00%
• Capital Gains: 0%
• Expense Ratio: 0.83%
• Net Assets: $ 4.2 billion
• Number of Years Up: 21 years
• Number of Years Down: 6 years
• Annual Turnover Rate: 106%

updated on 6/3/2013

Best Principal Mutual Funds 2013

Find best Principal mutual funds 2013. Check top stock, bond, balanced fund by Principal Funds. Discover the best Principal fund’s performance and review. The top funds are Principal Global Diversified Income fund.

Best Principal Funds

Best Mutual Funds 2013

Principal Financial Group (PFG) is a global financial services company.  It provides a wide range of financial services including retirement solutions, insurance, investment, planning center, financial, and banking products. It offers mutual funds, annuities, saving accounts, and certificates of deposit (CDs) in its investment business. The mutual funds are offered from its Principal Funds arm.

These best Principal mutual funds 2013 are selected based on its performance history and future performance. These top mutual funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information.

The 22 best Principal mutual funds 2013 are:

1. Principal Global Diversified Income fund (PGBAX)
2. Principal MidCap fund (PEMGX)
3. Principal High Yield fund (CPHYX)
4. Principal Preferred Securities fund (PPSAX)
5. Principal Equity Income fund (PQIAX)
6. Principal Income fund (CMPIX)
7. Principal Global Real Estate Securities fund (POSAX)
8. Principal SAM Balanced fund (SABPX)
9. Principal SAM Conservative Growth fund (SAGPX)
10. Principal SAM Strategic Growth fund (SACAX)
11. Principal SAM Flexible Income fund (SAUPX)
12. Principal Capital Appreciation fund (CMNWX)

JPMorgan Mid Cap Value Fund (JAMCX)

JPMorgan Mid Cap Value Fund (JAMCX) invests mainly in stock of U.S. mid cap companies. This domestic stock fund also invests in REITs.

JPMorgan Mid Cap Value Fund (JAMCX)

The investment aim of JPMorgan Mid Cap Value Fund is to seek growth from capital appreciation. This mutual fund uses its assets to buy equity securities of mid cap companies. Mid cap companies are corporations with market capitalizations between $1 billion and $20 billion at the time of purchase. In implementing its main strategies, it invests primarily in common stocks and real estate investment trusts (REITs). It may use futures contracts to enhance its portfolio.

Fund Profile

JAMCX fund

• Fund Inception Date: April 29, 2001
• Ticker Symbol: JAMCX
• CUSIP: 339128308
• Beta (3yr): 0.95
• Rank in category (YTD): 60%
• Category: Mid-Cap Value
• Yield: 0.97%
• Capital Gains: 0%
• Expense Ratio: 1.24%
• Net Assets: $ 12.4 billion
• Number of Years Up: 10 years
• Number of Years Down: 1 year
• Annual Turnover Rate: -

updated on 5/28/2013

Top Performing Large Cap Stock ETFs May 2013

Looking for the top performing large cap stock exchange traded funds 2013? The top funds are First Trust Morningstar Dividend Leaders Index, PowerShares Dynamic Large Cap Value, etc.

Top ETFs

Large cap stock funds invest mainly in common stocks of U.S. large companies. The large cap or large capitalization or big cap means the companies has a market capitalization value of more than $10 billion. Investing in these companies is typically less risky than investing in mid cap or small cap. You can invest in the large cap companies through 2 main investment funds: mutual funds and exchange traded funds (ETFs).

These top performing ETFs are sorted based on its 1 year return (up to May 2013). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The top performing large cap stock exchange traded funds 2013 are:

Top ETFs

1. First Trust Morningstar Dividend Leaders Index (FDL)
2. PowerShares Dynamic Large Cap Value (PWV)
3. PowerShares Fundamental Pure Large Value (PXLV)
4. SPDR S&P Dividend (SDY)
5. PowerShares S&P 500 Low Volatility (SPLV)
6. Guggenheim Defensive Equity (DEF)
7. WisdomTree Equity Income (DHS)
8. Vanguard Russell 1000 Value Index ETF (VONV)
9. iShares Russell 1000 Value Index (IWD)
10. iShares Russell 3000 Value Index (IWW)

Oppenheimer International Bond Fund (OIBAX)

Oppenheimer International Bond Fund (OIBAX) is a popular world bond mutual fund. It invests mainly in developed and emerging markets countries debts. It provides income for investors.

Oppenheimer International Bond Fund (OIBAX)

The investment objective of Oppenheimer International Bond Fund is to provide total return. The mutual fund uses majority of its assets in foreign debt securities. This taxable bond fund invests in debt securities of issuers in both developed and emerging markets throughout the world. It invests mainly in debt securities of foreign government and corporate issuers. The fund may buy securities issued by companies of any size or market capitalization range and at times might emphasize securities of issuers in a particular capitalization range. It is non-diversified.

Fund Details

OIBAC fund

• Fund Inception Date: June 14, 1995
• Ticker Symbol: OIBAX
• CUSIP: 68380T103
• Beta (3yr): 0.34
• Rank in category (YTD): 31%
• Category: World Bond 
• Distribution: 3.68%
• Capital Gains: 0%
• Expense Ratio: 1.02%
• Net Assets: $ 13.1 billion
• Number of Years Up: 14 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 111% 

Updated on May 24, 2013