Best 14 Moderate Allocation Mutual Funds 2015

See best 14 moderate allocation mutual funds 2015. Can these top funds be the contender for 2016? Top mutual funds are Villere Balanced Fund, Bruce Fund, etc.

Top Performing Balanced Mutual Funds

Moderate allocation mutual funds invest in stocks and bonds. These funds normally have higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $100 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 5 year performance in 2011-2015. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The 14 best moderate allocation mutual funds 2015 are:

1. Villere Balanced Fund (VILLX)
2. SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)
3. Bruce Fund (BRUFX)
4. T. Rowe Price Capital Appreciation Fund (PRWCX)
5. SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)
6. Transamerica Multi-Managed Balanced Fund (IBALX)
7. Dodge & Cox Balanced Fund (DODBX)
8. American Funds American Balanced Fund (ABALX)
9. Fidelity Balanced Fund (FBALX)
10. Fidelity Puritan (FPURX)

Money Center Banks Stocks

Money center banks stocks are part of financial stock sector. Money center banks are banks that raise most of their funds from the domestic and international money marks. They may rely less on depositors for funds. Typically, money center banks borrow from and lends to corporations, governments, and other banks. Some may offer funds to consumers.

Money Center Banks Companies List

A money-center is a bank located in a financial center such as New York or San Francisco. This bank deals in national and international financial markets. Money center banks include JPMorgan Chase, Citigroup and Wells Fargo.

Money Center Banks companies are:

• Wells Fargo & Company (WFC)
• JPMorgan Chase & Co. (JPM)
• Bank of America Corporation (BAC)
• Citigroup Inc. (C)
• Mitsubishi UFJ Financial Group, Inc. (MTU)
• Royal Bank of Canada (RY)
• The Toronto-Dominion Bank (TD)
• The Bank of Nova Scotia (BNS)
• The PNC Financial Services Group, Inc. (PNC)
• Bank of Montreal (BMO)
• Canadian Imperial Bank of Commerce (CM)
• ICICI Bank Ltd. (IBN)
• SunTrust Banks, Inc. (STI)
• Credicorp Ltd. (BAP)
• Banco Santander-Chile (BSAC)
• Comerica Incorporated (CMA)

USAA Science & Technology Fund (USSCX)

USAA Science & Technology Fund (USSCX) is a sector stock mutual fund. This USAA fund invests in US and foreign stocks. The companies are expected to benefit from the development and use of scientific and technological advances and improvements.

This investment fund objective is to provide long term capital growth. The current yield is 1.28%. With assets of 857 million, it has an expense fee of 1.24%. The portfolio turnover rate is 91%. The current share price is $22.73.

USSCX Fund Profile

• Fund Inception Date: 08/01/1997
• Ticker Symbol: USSCX
• CUSIP: 903288876
• Beta (3yr): 0.86
• Rank in category (YTD): 4%
• Category: Technology
• Yield: 1.28%
• Capital Gains: -
• Expense Ratio: 1.24%
• Net Assets: $ 857 million
• Number of Years Up: 12 years
• Number of Years Down: 5 years

Bank Stocks Soar with Interest Rate

With interest rate is rising, bank stocks have one of the biggest gain in 2015. Should you move back to bank stocks? Top stock market industries are Pacific regional banks, southwest regional banks, etc.

Top Financial Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.65%. NASDAQ Composite has a weekly return of -0.03%. Dow Jones Industrials Average has a weekly return of -0.87%. The small cap (Russell 2000) has a return of 1.18%.

Top performing stock industries in week 23, 2015 (June 1, 2015 to June 7, 2015) are:

1. Photographic Equipment & Supplies 7.11%
2. Beverages - Wineries & Distillers 4.44%
3. Resorts & Casinos 4.17%
4. Regional - Pacific Banks 4.16%
5. Regional - Southwest Banks 4.14%
6. Auto Dealerships 3.91%
7. Investment Brokerage – Regional 3.72%
8. Gaming Activities 3.46%
9. Textile - Apparel Clothing 3.44%
10. Trucking 3.26%
11. Regional - Mid-Atlantic Banks 3.03%
12. Investment Brokerage – National 2.99%
13. Regional - Southeast Banks 2.94%
14. Air Delivery & Freight Services 2.92%
15. Tobacco Products, Other 2.88%

Dodge & Cox Global Bond Fund (DODLX)

Dodge & Cox Global Bond Fund (DODLX) is a new taxable bond mutual fund. This mutual fund invests mainly in international bonds. It uses its assets to purchase securities of non-U.S. issuers and invests at least 80% of its total assets in debt instruments. This fund may use derivatives such as forwards, futures contracts, swap agreements, or options.

The fund normally invests in an array of securities with short, intermediate, and long maturities in varying proportions.

DODLX Fund Profile

• Fund Inception Date: 12/05/2012
• Ticker Symbol: DODLX
• CUSIP: 256206301
• Beta (3yr): -
• Rank in category (YTD): 61%
• Category: World Bond
• Distribution Yield: 1.41%
• Capital Gains: -
• Expense Ratio: 0.60%
• Net Assets: $ 68.30 million
• Number of Years Up: 2 years
• Number of Years Down: 0 year

Best Oppenheimer Mutual Funds 2015 & 2016

Find best Oppenheimer mutual funds 2015 & 2016. Top Oppenheimer funds are Oppenheimer International Small Company Fund, Oppenheimer Developing Markets Fund, etc.

OppenheimerFunds Inc has grown to become one of the largest investment management firms in U.S. As part of MassMutual (Massachusetts Mutual Life Insurance Company), OppenheimerFunds offer a broad array of products and services to individuals, institutional investors and corporations worldwide.

The product offerings include mutual funds, separate accounts, institutional products, 529 plans and retirement accounts. The investment firm offer Equities (Global, Growth, Core and Value), Fixed Income (Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds) and Alternatives (Commodities and MLPs) for investors.

Top Performing Oppenheimer Mutual Funds

You can find these best Oppenheimer funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, and taxable bond fund. Depend on your risk tolerance; you may pick and choose from this top funds list. Typically, these Janus funds have no sales load.

Best Oppenheimer mutual funds 2015 & 2016 are:

• Oppenheimer International Small Company Fund (OSMAX)
• Oppenheimer Main Street Small Cap Fund (OSCAX)
• Oppenheimer Rochester California Municipal Fund (OPCAX)
• Oppenheimer Rochester Limited Term California Municipal Fund (OLCAX)
• Oppenheimer Developing Markets Fund (ODMAX)
• Oppenheimer Global Fund (OPPAX)

Artisan International Fund (ARTIX)

Artisan International Fund (ARTIX) is a popular international stock mutual fund. This equity fund invests in non US stocks located in developed markets. It may invest in emerging and less developed markets.

This best fund is managed by Mark L. Yockey, Andrew J. Euretig, and Charles-Henri Hamker. The current dividend yield is 0.73%. The annual expense ratio fee is 1.17%. The portfolio turnover rate is 46%. The current total net assets are $19 billion.

ARTIX Fund Profile

• Fund Inception Date: 12/28/195
• Ticker Symbol: ARTIX
• CUSIP: 04314H204
• Beta (3yr): 0.87
• Rank in category (YTD): 83%
• Category: Foreign Large Growth
• Distribution Yield: 0.73%
• Capital Gains: -
• Expense Ratio: 1.17%
• Net Assets: $ 19.58 billion
• Number of Years Up: 13 years
• Number of Years Down: 6 years