Vanguard Target Retirement 2030 Fund (VTHRX)

Vanguard Target Retirement 2030 Fund (VTHRX) is a popular target date mutual fund. This Vanguard fund objective is to provide capital appreciation and current income consistent with its current asset allocation.

This mutual fund invests mainly in other Vanguard mutual funds according to an asset allocation strategy. This Vanguard fund is designed for investors planning to retire and leave the workforce in or within a few years of 2030.

VTHRX Fund Profile

• Fund Inception Date: 06/07/2006
• Ticker Symbol: VTHRX
• CUSIP: 92202E888
• Beta (3yr): 1.23
• Rank in category (YTD): 40%
• Category: Target Date 2026-2030
• Distribution Yield: 1.85%
• Capital Gains: -
• Expense Ratio: 0.17%
• Net Assets: $ 25.8 billion
• Number of Years Up: 6 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 7%

This Vanguard Target Retirement 2030 Fund is managed Michael H. Buek, William Coleman, and Walter Nejman. It has 12-month dividend yield of 1.85%. This Vanguard fund has $25.8 billion of assets. Its annual holdings turnover is quite low, only 7%.

Top Government Bond Closed End Funds 2015

Find top performing government bond closed end funds 2015. Best funds are AllianceBernstein Income Fund, Federated Enhanced Treasury Income Fund, etc.

Best Performing Closed End Funds in 2015

These best performing value stock closed end funds are sorted based on its 1 year total return up to May, 1 2015. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

These bond funds may be rated among the best by variety of sites. Popular financial sites are Morningstar, US News, Yahoo Finance, etc.

Top performing government bond closed end funds 2015 are:

1. AllianceBernstein Income Fund (ACG)
2. Federated Enhanced Treasury Income Fund (FTT)
3. EV Tax-Advantaged Bond & Option Fund (EXD)
4. Western/Claymore Inflation-Linked Securities (WIA)

T Rowe Price Retirement 2020 Fund (TRRBX)

T Rowe Price Retirement 2020 Fund (TRRBX) is a popular target date mutual fund. This balanced fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds. It may invest in various asset classes and sectors.

This T Rowe Price Retirement 2020 Fund is managed based on the specific retirement year (target date 2020) included in its name and assumes a retirement age of 65. It may provide yield for income.

TRRBX Fund Profile

• Fund Inception Date: 09/30/2002
• Ticker Symbol: TRRBX
• CUSIP: 74149P200
• Beta (3yr): 1.15
• Rank in category (YTD): 4%
• Category: Target Date 2016-2020
• Yield: 1.64%
• Capital Gains: -
• Expense Ratio: 0.67%
• Net Assets: $ 25.25 billion
• Number of Years Up: 10 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 14%

This T Rowe Price fund has total net assets of $25 billion. The dividend yield is 1.64%. This target date fund is ranked with 5-stars and gold rating by Morningstar.

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