July 1, 2015

Fidelity Small Cap Discovery Fund (FSCRX)

Fidelity Small Cap Discovery Fund (FSCRX) is a popular U.S. stock mutual fund. This Fidelity fund invests mainly in equity of small market capitalizations companies. The companies are similar to those companies with market capitalizations similar to companies in the Russell 2000 Index or the S&P SmallCap 600 Index.

This domestic stock fund has a yield of 0.25%. Its expense fee is 1.01%. This fund has no sales load. The portfolio turnover rate is only 17%. With assets of $6.1 billion, the fund manager is Charles L. Myers.

FSCRX Fund Profile

    Fidelity Small Cap Discovery Fund (FSCRX)
  • Fund Inception Date: 09/26/2000
  • Ticker Symbol: FSCRX
  • CUSIP: 315912600
  • Beta (3yr): 1.08
  • Rank in category (YTD): 46%
  • Category: Small Blend
  • Distribution Yield: 0.25%
  • Capital Gains: -
  • Expense Ratio: 1.01%
  • Net Assets: $ 6.1 billion
  • Number of Years Up: 11 years
  • Number of Years Down: 3 years

June 29, 2015

Top 12 Real Estate Mutual Funds 2015

Find top real estate mutual funds in 2015. Best funds are Baron Real Estate Fund, PIMCO RealEstateRealReturn Strategy Fund, etc.

Best Performing REIT Mutual Funds

Real estate mutual fund invests in businesses which involve real estate. It may invest in real estate investment trusts (REITs). This stock mutual fund may invest in companies which operate apartment complex, office buildings, shopping malls, hotels and even self-storage facilities. This mutual fund has higher yield than regular mutual fund.

Real Estate Mutual FundsFrom this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 5 year total returns up to May 17, 2015.

Top 12 real estate mutual funds 2015 are:
  1. Baron Real Estate Fund (BREFX)
  2. PIMCO Real Estate Real Return Strategy Fund (PETAX)
  3. Phocas Real Estate Fund (PHREX)
  4. American Century Real Estate Fund (REACX)
  5. Lazard US Realty Equity Portfolio Open Shares (LREOX)
  6. AMG Managers Real Estate Securities Fund (MRESX)
  7. Cohen & Steers Real Estate Securities Fund (CSEIX)
  8. American Century Real Estate Fund (AREEX)

June 28, 2015

Rotate to Banks and Hospitals Stocks

Greece is going to default next week. Should you stay in stock markets? Should you rotate to banks and hospital stocks? Top stock market industries are hospitals, pacific regional banks, etc.

Best Bank Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.37%. NASDAQ Composite has a weekly return of -0.71%. Dow Jones Industrials Average has a weekly return of -0.38%. The small cap (Russell 2000) has a return of -0.31%.

Top performing stock industries in week 26, 2015 (June 22, 2015 to June 28, 2015) are:
    hospitals banks stocks
  1. Hospitals 8.09%
  2. Office Supplies 3.65%
  3. Processing Systems & Products 3.63%
  4. Foreign Regional Banks 3.48%
  5. Residential Construction 3.27%
  6. Regional - Southwest Banks 3.01%
  7. Drug Related Products 2.89%
  8. Telecom Services – Foreign 2.61%
  9. Textile - Apparel Footwear & Accessories 2.47%
  10. General Entertainment 2.38%
  11. Regional - Pacific Banks 2.25%
  12. Regional - Northeast Banks 2.13%
  13. Savings & Loans 1.99%
  14. Conglomerates 1.98%
  15. Beverages – Brewers 1.97%

June 27, 2015

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

    Vanguard Target Retirement 2030 Fund (VTHRX)
  • 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%.

June 25, 2015

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:
    Top Government Bond Closed End Funds 2015
  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)

June 23, 2015

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

    T Rowe Price Retirement 2020 Fund (TRRBX)
  • 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.

June 21, 2015

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 Financial Mutual Funds 2015Top 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)

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