Best T. Rowe Price Mutual Funds 2015 & 2016

Find best T. Rowe Price mutual funds 2015 & 2016. Top TRP funds are T. Rowe Price Capital Appreciation Fund, T. Rowe Price Blue Chip Growth Fund, etc.

Top Performing TRP Mutual Funds

T. Rowe Price provides a wide selection of over 90 no load mutual funds to investors. It provides either actively managed funds, index funds, brokerages, retirement services, etc. Investors can choose these funds for asset diversification. It also offers low cost option for long term investment.

You can find these popular T. Rowe Price mutual funds for different sectors such as U.S. stock fund, sector stock fund, municipal bond fund, target date funds, etc. Depend on your risk tolerance; you may pick and choose from this best T. Rowe Price funds list.

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles.

Best T. Rowe Price mutual funds 2015 & 2016 are:

1. T. Rowe Price Capital Appreciation Fund (PRWCX) 16.00%
2. T. Rowe Price Blue Chip Growth Fund (TRBCX) 21.02%
3. T. Rowe Price Mid-Cap Growth Fund (RPMGX) 18.69%
4. T. Rowe Price Diversified Small Cap Growth Fund (PRDSX) 19.95%
5. T. Rowe Price Summit Municipal Income Fund (PRINX) 6.19%
6. T. Rowe Price Retirement 2005 Fund (TRRFX) 8.46%
7. T. Rowe Price Retirement 2010 Fund (TRRAX) 9.51%
8. T. Rowe Price Retirement 2015 Fund (TRRGX) 11.02%
9. T. Rowe Price Retirement 2020 Fund (TRRBX) 12.33%
10. T. Rowe Price Retirement 2025 Fund (TRRHX) 13.46%

Defensive Stocks Roar

Nothings are working during week 25, 2015 except defensive stocks. Should you rotate to these value stocks or wait for opportunity? Top stock market industries are apparel footwear & accessories textile, residential REIT.

Top Value Equities

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.16%. NASDAQ Composite has a weekly return of -2.01%. Dow Jones Industrials Average has a weekly return of -0.84%. The small cap (Russell 2000) has a return of -2.67%.

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

1. Tobacco Products, Other 6.63%
2. Textile - Apparel Footwear & Accessories 2.93%
3. Oil & Gas Refining & Marketing 2.39%
4. Office Supplies 1.85%
5. REIT – Residential 1.66%
6. Confectioners 1.62%
7. REIT - Hotel/Motel 1.53%
8. Resorts & Casinos 1.45%
9. Water Utilities 1.38%
10. Electric Utilities 1.34%
11. REIT - Healthcare Facilities 1.13%
12. Research Services 0.93%
13. Home Furnishing Stores 0.80%
14. Machine Tools & Accessories 0.66%
15. Industrial Equipment & Components 0.61%
16. Home Furnishings & Fixtures 0.58%
17. REIT – Retail 0.58%
18. Hospitals 0.58%
19. REIT – Industrial 0.51%
20. Entertainment – Diversified 0.47%

T Rowe Price Retirement 2025 Fund (TRRHX)

T Rowe Price Retirement 2025 Fund (TRRHX) 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 2025 Fund is managed based on the specific retirement year (target date 2025) included in its name and assumes a retirement age of 65. It may provide yield for income.

TRRHX Fund Profile

• Fund Inception Date: 02/27/2004
• Ticker Symbol: TRRHX
• CUSIP: 74149P788
• Beta (3yr): 1.26
• Rank in category (YTD): 4%
• Category: Target Date 2021-2025
• Yield: 1.50%
• Capital Gains: -
• Expense Ratio: 0.70%
• Net Assets: $ 17.74 billion
• Number of Years Up: 8 years
• Number of Years Down: 2 years

Best 12 World Bond Mutual Funds 2015

World bond mutual funds are investing in debts around the world. The debts are issued by government or corporation. Some of the best funds are rated among the top mutual funds by Morningstar or U.S. News.

Top Performing International Bond Funds

World bond funds invest >40% of their assets in foreign bonds. Some world bond funds follow a conservative approach. They invest in high-quality bonds from developed markets. Other funds may invest in some lower-quality bonds from developed or emerging markets (i.e. high yield bonds).

These top world bond mutual funds are sorted based on its 3 year performance up to May 17, 2015. You can find the fund review, management information, expense fee, sales load, etc. I also provide the table for the fund performance below.

Best 12 world bond mutual funds 2015 are:

1. Chou Income Fund (CHOIX)
2. Henderson Strategic Income Fund (HFAAX)
3. Templeton Global Total Return Fund (TGTRX)
4. Morgan Stanley Global Fixed Income Opportunities Fund (DINAX)
5. PIMCO Foreign Bond (US Dollar-Hedged) Fund (PFOAX)
6. Templeton Global Bond Fund (TPINX)
7. Dreyfus/Standish Global Fixed Income Fund (DHGAX)
8. Payden Global Fixed Income Fund (PYGFX)
9. PIMCO Global Bond (US Dollar-Hedged) Fund (PAIIX)
10. T. Rowe Price Strategic Income Fund (PRSNX)

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

• 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

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.

From 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)

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:

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%