Top Performing Financial Mutual Funds 2015

Find top financial mutual funds in 2015. Best funds are Fidelity Select Brokerage & Investment Management Portfolio, T. Rowe Price Financial Services Fund, etc.

Top Bank Funds

Financial mutual funds objective is to seek capital appreciation. The funds use its assets to purchase equity securities of U.S. or non-U.S. financial-services companies. The financial companies include banks, brokerage firms, insurance companies, and consumer credit providers.

From this best performing funds list, you may find each individual fund review. The fund is sorted based on its past 3 year performance (up to June 2015). Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Top performing financial mutual funds 2015 are:

1. Fidelity Select Brokerage & Investment Management Portfolio (FSLBX)
2. T. Rowe Price Financial Services Fund (PRISX)
3. Emerald Banking and Finance Fund (FFBFX)
4. John Hancock Financial Industries Fund (FIDAX)
5. Royce Financial Services Fund (RYFSX)
6. Fidelity Select Insurance Portfolio (FSPCX)
7. Hennessy Large Cap Financial Fund (HLFNX)
8. John Hancock Regional Bank Fund (FRBAX)
9. Schwab Financial Services Fund (SWFFX)
10. Diamond Hill Financial Long Short Fund (BANCX)

T Rowe Price Small Cap Stock Fund (OTCFX)

T Rowe Price Small Cap Stock Fund (OTCFX) is one of popular mutual funds. This equity fund invests mainly in stocks of small U.S. companies. A small company is defined as having a market capitalization that similar to the companies in the Russell 2000 Index or S&P Small-Cap 600.

The fund objective is to provide long term capital appreciation. The current yield is only 0.10%.

OTCFX Fund Profile

• Fund Inception Date: 06/02/1956
• Ticker Symbol: OTCFX
• CUSIP: 779572106
• Beta (3yr): 1.04
• Rank in category (YTD): 83%
• Category: Small Growth
• Distribution Yield: 0.10%
• Capital Gains: -
• Expense Ratio: 0.91%
• Net Assets: $ 9.48 billion
• Number of Years Up: 44 years
• Number of Years Down: 14 years
• Annual Turnover Rate: 18.20%

This small growth mutual fund is managed by Gregory A. McCrickard since 1992. It has $9.5 billion of assets. The expense ratio is 0.91%. There is no sales load. The portfolio turnover rate is quite low, only 18%.

7 Best Multicurrency Mutual Funds 2015

Find best multicurrency mutual funds 2015. Top currency funds are FX Strategy Fund, Columbia Absolute Return Currency and Income Fund, etc. Will these funds be the right choice in 2016 for your investment account?

Top Performing Currency Funds

Currency mutual funds invest in US and foreign currencies. The fund may invest in short term money market instruments; derivative instruments, including and not limited to, forward currency contracts, index swaps and options; and cash deposits.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top currency mutual funds 2015 are sorted based on its 3 years performance up to May 2015. You can find the fund review below as well.

7 Best currency mutual funds 2015 are:

1. FX Strategy Fund (FXFIX)
2. Columbia Absolute Return Currency and Income Fund (RARAX)
3. ProFunds Rising U.S. Dollar Fund (RDPIX)
4. Merk Asian Currency Fund (MEAFX)
5. Eaton Vance Diversified Currency Income Fund (EAIIX)
6. John Hancock Funds Absolute Return Currency Fund (JCUAX)

PowerShares Dynamic Energy Exploration & Production ETF (PXE)

PowerShares Dynamic Energy Exploration & Production ETF (PXE) is an equity energy exchange traded fund. This energy sector fund invests in energy related companies.

These companies are engaged principally in exploration, extraction and production of crude oil and natural gas from land-based or offshore wells. These companies include petroleum refineries that process the crude oil into finished products, such as gasoline and automotive lubricants, and companies involved in gathering and processing natural gas, and manufacturing natural gas liquid.

It is tracking the Dynamic Energy Exploration & Production Intellidex Index. It has an expense fee of 0.64%. The current yield is 1.65%. With assets of $111 million, the 52 week price range is $24.47 - $40.08.

PXE Fund Profile

• Fund Inception Date: 10/26/2005
• Ticker Symbol: PXE
• CUSIP: 73935X658
• Rank in category (YTD): 1%
• Category: Equity Energy
• Yield: 1.65%
• Capital Gains: -
• Expense Ratio: 0.64%
• Total Assets: $ 111.53 million

Rotate to Bank and Healthcare Stocks

Every investor is still interested in bank and healthcare stocks. Should you move back to bank and healthcare stocks? Top stock market industries are Home Health Care, Regional - Southeast Banks.

Top Rotation Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.12%. NASDAQ Composite has a weekly return of -0.34%. Dow Jones Industrials Average has a weekly return of 0.35%. The small cap (Russell 2000) has a return of 0.36%.

Top performing stock industries in week 24, 2015 (June 8, 2015 to June 14, 2015) are:

1. Tobacco Products, Other 9.11%
2. Synthetics 4.60%
3. Home Health Care 4.30%
4. Cement 3.38%
5. Regional - Southwest Banks 2.65%
6. Gaming Activities 2.63%
7. Textile Industrial 2.55%
8. Mortgage Investment 2.41%
9. Trucks & Other Vehicles 2.39%
10. Aerospace/Defense - Major Diversified 2.37%
11. Education & Training Services 2.11%
12. Regional - Southeast Banks 2.00%
13. Drug Stores 1.99%
14. Regional - Midwest Banks 1.90%
15. Regional - Pacific Banks 1.86%
16. Meat Products 1.84%
17. Regional - Northeast Banks 1.76%
18. Machine Tools & Accessories 1.76%

Vanguard S&P 500 ETF (VOO)

Vanguard S&P 500 ETF (VOO) is one of the popular exchange traded funds. This index fund uses its assets to purchase large-capitalization stocks. This equity fund is tracking the performance of the S&P 500 index. The fund objective is to provide long term goals for capital growth.

Note: The S&P 500 Index is representing 500 of the largest U.S. companies.

VOO Fund Profile

• Fund Inception Date: 09/07/2010
• Ticker Symbol: VOO
• CUSIP: 922908363
• Rank in category (YTD): 34%
• Category: Large Blend
• Yield: 1.81%
• Capital Gains: -
• Expense Ratio: 0.04%
• Total Assets: $ 68.62 billion
• Annual Turnover Rate: 3%

Updated on May 2017

This U.S. stock fund has a low expense fee of 0.05% per year. It has $31 billion of assets. The 52 week range of share price is $166.11 - $194.65. The current dividend yield is 1.81%.

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)