Fidelity Select Energy Service Fund (FSESX)

Fidelity Select Energy Service Fund (FSESX) is top stock mutual fund by Fidelity. This mutual fund invests mainly in equities of companies operate in energy sector such as oil, gas, etc.

Top Fidelity Mutual Fund

The Fidelity Select Energy Service Fund objective is to achieve capital appreciation. This mutual fund uses its assets to purchase securities of companies mainly engaged in the energy service field, including those that provide services and equipment to the conventional areas of oil, gas, electricity, and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power.

This top Fidelity fund invests in domestic and foreign stocks. It invests mainly in common stocks. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Fund Profile

• Fund Inception Date: 12/15/1985
• Ticker Symbol: FSESX
• CUSIP: 316390764
• Beta (3yr): 1.52
• Rank in category (YTD): 25%
• Category: Equity Energy
• Yield: 0.00%
• Capital Gains: 0%
• Expense Ratio: 0.81%
• Net Assets: $ 1.1 billion
• Number of Years Up: 18 years
• Number of Years Down: 9 years
• Annual Turnover Rate: 49%

Updated on October 13, 2013

PIMCO Mutual Funds Ad: Income in the Age of Investment Defense

Find income in the age of investment defense, a PIMCO mutual funds ad. Find 4 income and dividend mutual funds for your financial or brokerage account.

PIMCO Ad

Ad

If you have read Barron’s newspaper, you will notice new PIMCO ad about Income in the Age of Investment Defense. You can find it at page S12 in Barron’s financial newspaper on August 26, 2013. PIMCO provides 4 top ranked mutual funds for your investing choice. You can invest in these funds through your brokerage account or retirement account or 401(k) account.

While it is convincing ad, you as an investor should do research about these best funds. I have provided each fund review below. Through this review, I would also suggest you to read the fund profile and prospectus to understand the prospects of them for your financial account.

The ad is as follow:

INCOME IN THE AGE OF INVESTMENT DEFENSE. 

Look to PIMCO for 40 years of income expertise. 

It’s a new era for investors seeking income. From government bonds to global credit markets to dividend-paying stocks, it will be more challenging to find income and protect capital. PIMCO draws upon its four decades of expertise and sophisticated risk management strategies in an effort to generate a reliable stream of income for our clients. Harness our thinking at pimco.com/income. 

A range of award-winning income strategies for investors’ complex needs

• Income Fund (PIMIX) – 5 stars rating by Morningstar| Multisector Bond Category (212 funds)

Dreyfus Greater China Fund (DPCAX)

Dreyfus Greater China Fund (DPCAX) is a popular international stock mutual fund for financial investment. It invests mainly in companies or business located in China region.

Top Investment Fund Review

Dreyfus Greater China Fund (DPCAX) seeks long-term capital growth. The mutual fund uses its assets to purchase stocks of companies that (i) are principally traded in China, Hong Kong or Taiwan (Greater China), (ii) derive at least 50% of their revenues from Greater China, or (iii) have at least 50% of their assets in Greater China. The portfolio managers generally seek companies with accelerated earnings outlooks and whose share prices appear to be reasonably valued relative to their growth potential. The fund is non-diversified.

Fund Profile

• Fund Inception Date: May 11, 1998
• Ticker Symbol: DPCAX
• CUSIP: 261986-50-9
• Beta (3yr): 1.15
• Rank in category (YTD): 35%
• Category: China Region
• Distribution: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.88%
• Net Assets: $ 332.2 million
• Number of Years Up: 10 years
• Number of Years Down: 4 years
• Annual Turnover Rate: 141.37%

Updated on October 9, 2013

Lowest Cost Best US Stock Mutual Funds for 2014 Investing

Lowest cost best US stock mutual funds 2014, top US stock mutual funds with low fees. The five star mutual funds are GMO US Equity Allocation fund, Vanguard Dividend Growth fund, Vanguard Equity-Income fund.

Top US Stock Mutual Funds

US stock mutual fund utilizes its assets to purchase equities of U.S. companies. Depending on its investment objective, it may invest in large cap, mid cap, and small cap corporations. The investment style can be value fund, growth fund or mix of both (blend fund).

These lowest cost five star mutual funds are sorted based on its expense ratio and top star rating. You can invest this mutual fund in your brokerage account and retirement account (Roth IRA, traditional IRA or 401k). These best mutual funds may provide high yield and high capital appreciation for investors.

Lowest cost best US stock mutual funds for 2014 are:

1. GMO US Equity Allocation III (GUSAX)
2. Vanguard Dividend Growth Investor (VDIGX)
3. Vanguard Equity-Income Investor (VEIPX)
4. Schwab Fundamental US Large Company Index (SFLNX)
5. Johnson Enhanced Return (JENHX)
6. JPMorgan Disciplined Equity Institutional (JPIEX)
7. TIAA-CREF Growth & Income Institutional (TIGRX)
8. GMO US Growth III (GMGWX)
9. GMO Quality III (GQETX)
10. Shelton Nasdaq-100 Index Direct (NASDX)
11. Vanguard PRIMECAP Core Investor (VPCCX)
12. ING Corporate Leaders Trust Series B (LEXCX)
13. VALIC Company I NASDAQ-100 Index (VCNIX)
14. PIMCO StocksPLUS Long Duration Institutional (PSLDX)
15. T. Rowe Price Institutional Mid-Cap Equity Grade (PMEGX)

Fidelity Real Estate Investment Fund (FRESX)

Fidelity Real Estate Investment Fund (FRESX), top REIT stock mutual fund. This mutual fund invests mainly in equities of real estate companies or real estate investment trusts (REITs).

Top Fidelity Mutual Fund

The investment aim of Fidelity Real Estate Investment Fund is to achieve above-average income and long-term capital growth with reasonable investment risk. The mutual fund utilizes its assets to purchase common stocks of companies principally engaged in the real estate industry and other real estate related investments.

This sector stock fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Fidelity Real Estate Investment Fund Profile

• Fund Inception Date: 11/16/1986
• Ticker Symbol: FRESX
• CUSIP: 316138205
• Beta (3yr): 0.91
• Rank in category (YTD): 25%
• Category: Real Estate
• Distribution: 1.39%
• Capital Gains: 0%
• Expense Ratio: 0.84%
• Net Assets: $ 4.0 billion
• Number of Years Up: 20 years
• Number of Years Down: 6 years
• Annual Turnover Rate: 26%

Updated on October 5, 2013

Aberdeen Emerging Markets Debt Local Currency Fund (ADLAX) Ad

Find sensible doesn’t need to be boring ad by Aberdeen about mutual fund. It features Aberdeen Emerging Markets Debt Local Currency Fund in Barron’s financial newspaper.

Aberdeen Ad

Source: Barron's

Recently, Aberdeen advertised in Barron’s financial newspaper about “Sensible Doesn’t Need to be Boring”. You can find this ad in Barron’s page S2 on August 26, 2013. They provide 1 mutual fund for your investment or brokerage account: Aberdeen Emerging Markets Debt Local Currency Fund (ADLAX).

While the ad looks promising, you should do more research before investing in this mutual fund. Whether the investment is for your brokerage or retirement account, it is important to understand the risk and investment strategy of this mutual fund. I have provided a fund review below.

The ad is as follow:

Sensible doesn’t need to be boring. 

Aberdeen Emerging Markets Debt Local Currency Fund (ADLAX) 

To help achieve a diversified portfolio, it may pay to be adventures. Aberdeen’s global presence helps you diversify into some of the world’s most dynamic bond markets. 

Supported by 70 emerging market investment professionals covering both debt and equities and a track record of nearly two decades, we seek out potential opportunities across the world. A bit unusual? Yes. Sensible? We think so.

John Hancock Fund Ad of Approach to Investing: Give Backstage Pass

Investing advice on “Our Approach to Investing: We Give You a Backstage Pass,” a John Hancock Ad. Find this fund information in financial newspaper.

Investment Ad

Source: Barron's

There is lot of investment ad if you read financial newspaper. To understand it, you need to review and research the fund in the advertisement. John Hancock advertised in Barron’s newspaper page 9 with title “Our Approach to Investing: We Give You a Backstage Pass.” on August 12, 2013. JHancock provides 1 mutual fund for you investment account: John Hancock Alternative Asset Allocation Fund.

This multialternative mutual fund is ranked among the top mutual fund in its category. I have provided the fund review below. You can find the information about the fund returns and fund profile. You should also read the fund prospectus and visit the fund website to understand more.

The advertisement is as follow:

Our approach to investing: We give you a backstage pass. 

John Hancock Alternative Asset Allocation Fund 

Morningstar Proprietary Ratings for Class I Shares as of 6/30/2013
Overall Rating: 5 stars (out of 131 multialternative funds) 

The fund provides unique access to 15 experienced asset managers and invests in 19 different alternative investments including key asset classes like currencies, natural resourcesm and commodities, plus unique strategies like absolute return and long/short.