July 21, 2013

T. Rowe Price Japan Fund (PRJPX)

T. Rowe Price Japan Fund (PRJPX) invests mainly in stocks of Japanese companies. This equity fund is part of international stock mutual fund.

T. Rowe Price Fund

This T Rowe Price Japan Fund investment objective is to achieve long-term growth of capital through investment in the common stocks of companies located, or with primary operations, in Japan. This equity fund utilizes its assets to purchase a wide range of Japanese companies and industries. It seeks to identify company that can achieve as well as sustain above-average and long-term earnings growth.

T. Rowe Price Japan Fund Profile
T. Rowe Price Japan Fund (PRJPX)
PRJPX fund
  • Fund Inception Date: 12/30/1991
  • Ticker Symbol: PRJPX
  • CUSIP: 77956H708
  • Beta (3yr): 0.57
  • Rank in category (YTD): 32%
  • Category: Japan Stock
  • Distribution: 0.71%
  • Capital Gains: 0%
  • Expense Ratio: 1.14%
  • Net Assets: $ 259.3 million
  • Number of Years Up: 10 years
  • Number of Years Down: 11 years
  • Annual Turnover Rate: 55.10%
Updated on July 5, 2013

July 19, 2013

Best Target Date 2016-2020 Mutual Funds

Discover best target date 2016-2020 mutual funds for your investment. You can invest these top mutual funds in your retirement account, 401(k) account or regular brokerage account.

Best Target Date 2016 - 2020 Mutual Funds | Top Mutual Funds Top Retirement Mutual Funds

The target date 2016-2020 mutual fund utilizes its assets to purchase a portfolio of bonds, stocks, and short term cash. It is suitable for investors who have the years 2016-2020 date for retirement or other goal. The mutual fund will adjust its risk and return based on this target date. Over time, the fund will become more conservative as the target date approaches.

You may find the individual fund review from this best mutual funds list. Check the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on fees, yield, fund returns, and potential for growth.

Best target date 2016-2020 mutual funds are:
    Target Date Mutual Funds
  1. Vanguard Target Retirement 2020 Fund (VTWNX)
  2. T. Rowe Price Retirement 2020 Fund (TRRBX)
  3. TIAA-CREF Lifecycle Index 2020 Fund (TLWIX)
  4. Schwab Target 2020 Fund (SWCRX)
  5. American Funds Target Date Retirement 2020 Fund (AACTX)
  6. TIAA-CREF Lifecycle 2020 Retirement Fund (TCLTX)
  7. Vantagepoint Milestone 2020 Fund (VPROX)
  8. JPMorgan SmartRetirement 2020 Fund (JTTAX)
  9. American Century Asset Allocation Portfolios One ChoiceSM 2020 Portfolio (ARBMX)
  10. MFS Lifetime 2020 Fund (MFLAX)
Updated on July 19, 2013

July 17, 2013

Vanguard Explorer Fund (VEXPX)

Vanguard Explorer Fund (VEXPX) is a domestic stock fund. This Vanguard fund invests in equities of companies with small capitalization.

Vanguard Fund

The investment objective of Vanguard Explorer Fund is to achieve long-term capital appreciation. The mutual fund invests mainly in the stocks of small companies. These companies tend to be unseasoned but are considered by the fund’s advisors to have superior growth potential. Most of these companies often provide little or no dividend income. The fund uses multiple investment advisors.

Vanguard Explorer Fund Profile
Vanguard Explorer Fund - VEXPX | Top Small Growth Mutual Fund
Vanguard fund
  • Fund Inception Date: December 11, 1967
  • Ticker Symbol: VEXPX
  • CUSIP: 921926101
  • Beta (3yr): 1.25
  • Rank in category (YTD): 16%
  • Category: Small Growth
  • Distribution: 0.28%
  • Capital Gains: 0%
  • Expense Ratio: 0.49%
  • Net Assets: $ 10.4 billion
  • Number of Years Up:  34years
  • Number of Years Down: 11 years
  • Annual Turnover Rate: 59%
Updated on July 17, 2013

July 15, 2013

Best Performing Emerging Markets CEFs July 2013

Find best performing emerging markets CEFs July 2013 for the past year. These closed end funds invests mainly in companies stocks that are located in emerging markets countries.

Best Performing Emerging Markets CEFs July 2013 Top Emerging Markets Stock Funds

These emerging markets stock CEFs utilizes its assets to purchase a companies located in emerging markets countries. The companies are located in Brazil, China, Russia, Taiwan, India, Mexico, Malaysia, Indonesia, Thailand, etc. Closed end funds are traded like stocks and ETFs (Exchange Traded Funds). They may provide opportunity for growth, value and income.

These best performing closed end funds are sorted based on its 1 year total return up to July 15, 2013. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, premium/discount, top holdings, etc.

The best performing emerging markets CEFs July 2013 are:
  1. Mexico Fund (MXF)
  2. Mexico Equity & Income (MXE)
  3. Herzfeld Caribbean Basin (CUBA)
  4. Turkish Investment Fund (TKF)
  5. Morgan Stanley Eastern Europe (RNE)
  6. Aberdeen Emerging Markets Smaller Company Opportunities (ETF)
  7. India Fund (IFN)
  8. Morgan Stanley Emerging Markets (MSF)
  9. Central Euro Russia & Turkey (CEE)
  10. First Trust/Aberdeen Emerging Op (FEO)
  11. Aberdeen Latin America (LAQ)
  12. Templeton Emerging Markets (EMF)
  13. ING Emerging Markets High Dividend Equity (IHD)
  14. Morgan Stan India Investment (IIF)
Updated on July 15, 2013

July 13, 2013

T. Rowe Price International Stock Fund (PRITX)

T. Rowe Price International Stock Fund (PRITX) invests in non-U.S. company equities. As part of T. Rowe Price, T. Rowe Price International Stock Fund is very popular among investors.

T. Rowe Price Fund

The investment aim of T. Rowe Price International Stock Fund is to provide long-term capital growth through investments primarily in the common stocks of established, non-U.S. companies. The fund expects to invest substantially all of its assets in stocks outside the U.S. and to diversify broadly among developed and emerging countries throughout the world. It may purchase the stocks of any size companies, but its focus is on large-sized companies and medium-sized companies.

Fund Details
T. Rowe Price International Stock Fund (PRITX)
T Rowe Price fund
  • Fund Inception Date: May 8, 1980
  • Ticker Symbol: PRITX
  • CUSIP: 77956H203
  • Beta (3yr): 0.99
  • Rank in category (YTD): 74%
  • Category: Foreign Large Growth
  • Distribution: 1.26%
  • Capital Gains: 0%
  • Expense Ratio: 0.85%
  • Net Assets: $ 11.0 billion
  • Number of Years Up: 22 years
  • Number of Years Down: 10 years
  • Annual Turnover Rate: 33.50%
Updated on July 13, 2013

July 11, 2013

Best Muni California Intermediate Mutual Funds 2013

Discover best Muni California Intermediate mutual funds 2013. These California intermediate municipal bond mutual funds provide tax free income for investors.

Best Muni California Intermediate Mutual Funds 2013 Top Municipal Bond Funds

Municipal California intermediate mutual fund invests mainly in California municipal debts. This fixed income fund provides tax free income from federal taxes and California state taxes. It is attractive to residents of California. It invests in several bond sectors such as general obligation, local municipal, health, education, etc. This municipal California fund has durations of less than 7 years.

From this best mutual funds list, you may find each individual fund review. Check the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on fees, yield, fund returns, and potential for growth.

Best Muni California Intermediate Mutual Funds 2013 are:
  1. Vanguard California Intermediate Term Tax Exempt Fund (VCAIX)
  2. Franklin California Intermediate-Term Tax-Free Income Fund (FKCIX)
  3. Schwab California Long Term Tax Free Bond Fund (SWCAX)
  4. Managers California Intermediate Tax Free Fund (MCATX)
  5. Northern California Intermediate Tax-Exempt Fund (NCITX)
  6. Shelton Capital Management California Tax-Free Income Fund (CFNTX)
  7. Columbia California Intermediate Municipal Bond Fund (NACMX)
  8. Western Asset Intermediate Maturity CA Municipals Fund (ITCAX)
  9. SEI Tax-Exempt California Municipal Bond Fund (SBDAX)
  10. American Century California Intermediate-Term Tax-Free Bond Fund (BCIAX)
Updated on July 11, 2013

July 9, 2013

Russell Global Real Estate Securities Fund (RREAX)

Russell Global Real Estate Securities Fund (RREAX) is a sector stock mutual fund. It invests mainly in real estate companies including REITs.

Russell Global Real Estate Securities Fund (RREAX)

The Russell Global Real Estate Securities Fund objective is to seek current income and long-term capital growth. This mutual fund uses its assets to buy real estate securities. It seeks to achieve its objective by concentrating its investments in equity securities of real estate companies economically tied to a number of countries around the world, including the U.S., in a globally diversified manner. The fund invests principally in securities of companies, known as real estate investment trusts and other REIT-like entities that own interests in real estate or real estate-related loans.

Fund Profile
Russell Global Real Estate Securities Fund - RREAX
Russell Fund
  • Fund Inception Date: 02/ 27/ 2007
  • Ticker Symbol: RREAX
  • CUSIP: 782494405
  • Beta (3yr): 0.93
  • Rank in category (YTD): 41%
  • Category: Global Real Estate
  • Distribution: 4.90%
  • Capital Gains: 0%
  • Expense Ratio: 1.35%
  • Net Assets: $ 1.9 billion
  • Number of Years Up: 3 years
  • Number of Years Down: 2 years
  • Annual Turnover Rate: 64.00% 
updated on July 9, 2013

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