Best Large Growth Stock Mutual Funds in 2016

Find best large growth stock mutual funds in 2016. Top equity mutual funds are Madison Investors Fund, Davis Opportunity Fund, etc.

Large Growth Equities Mutual Funds

Large-growth mutual funds invest in large U.S. companies that are growing faster than other large-cap stocks. Typically the stocks are in the top 70% of the capitalization of the U.S. equity market. These stocks are defined as large-cap stocks.

Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these funds focus on businesses in rapidly expanding modes.

Best Large Cap Growth Funds

These top large growth stock mutual funds in 2016 is sorted based on its year to date return up to July 1, 2016. You can find the fund review details below. These large growth stock funds have been one of the top performing funds for the past 5 years.

Best large growth stock mutual funds in 2016 are:

1. Equinox EquityHedge U.S. Strategy Fund (EEHAX)
2. Madison Investors Fund (MNVAX)
3. Guggenheim RBP Large-Cap Defensive Fund (TVDAX)
4. STAAR Larger Company Stock Fund (SITLX)
5. AlphaMark Large Cap Growth Fund (AMLCX)
6. Dreyfus U.S. Equity Fund (DPUAX)
7. Guggenheim Directional Allocation Fund (TVRAX)
8. Davis Opportunity Fund (RPEAX)
9. Manning & Napier Equity Series Fund (EXEYX)
10. Commerce Growth Fund (CFGRX)

Top Retirement Income Mutual Funds of 2016

Find top retirement income mutual funds of 2016. The best funds are Invesco Balanced-Risk Retirement Now Fund, PIMCO RealPath Blend Income Fund, etc.

Best Retirement Income Funds

Retirement income funds invest mainly in a mix of stocks, bonds, and cash. These funds are suitable for investors who already in or entering retirement. The fund style is managed with a conservative asset allocation strategy. The funds may provide steady income for retirement.

Top performing retirement income mutual funds of 2016 are:

1. AllianzGI Retirement Income Fund (AGRAX)
2. Invesco Balanced-Risk Retirement Now Fund (IANAX)
3. PIMCO RealPath Blend Income Fund (PBRAX)
4. Vantagepoint Milestone Retirement Income Fund (VQRRX)
5. BlackRock LifePath Active Retirement Fund Investor A (BAPBX)
6. MFS Lifetime Income Fund (MLLAX)
7. Wells Fargo Dow Jones Target Today Fund (STWRX)

Top Performing High Yield Municipal Closed End Funds of 2016

Find top performing high yield municipal closed end funds of 2016. These funds invest in high yield tax fee income funds. The best funds are MFS High Income Municipal Fund.

Best Bond Funds

Tax-free income funds invest mainly in municipal bonds. Municipal bonds are debt issued by a state, city, or other municipality. The debts are used for general governmental needs or to finance special public projects. Municipal bonds pay interest that is free from regular federal income tax, and state-specific bonds can provide residents of those states with income free from state and, in some cases, local income taxes as well.

Top performing high yield municipal closed end funds of 2016 are:

1. MFS High Income Municipal Fund (CXE)
2. Pioneer Municipal High Income Fund (MHI)
3. MFS High Yield Municipal Trust Fund (CMU)
4. MFS Municipal Income Fund (MFM)
5. Nuveen Municipal High Income Opportunity Fund (NMZ)

Donald Trump Investment Funds

Donald Trump made his fortune the old-fashioned way through Real Estate. Other than real estate, Donald Trump invests in Baron Capital Management mutual funds and other alternative funds including hedge funds.

Donald Trump Background

Donald John Trump is one of the most popular American businessmen. He is the current nominee of Republican Party for President of the United States in the 2016 election. He became the host and executive producer of the NBC reality show The Apprentice, in which a group of competitors battled for a high-level management job in one of Trump's commercial enterprises in 2013.

Donald Trump Investment Funds List

The Donald Trump Investment Funds are listed in current Mr. Trump's financial disclosure report. According to the report, Mr. Trump lists a net worth of at least $1.35 billion in his companies and real estate holdings plus at least $70.5 million in liquid assets. Some of these funds are part of hedge funds.

Top Donald Trump’s mutual funds are:

1. Baron Partners Fund (BPTRX) ($1 million-$5 million)
2. Baron Growth Fund (BGRFX) ($1 million-$5 million)
3. Baron Emerging Markets Fund (BEXFX) ($250,001-$500,000)
4. Baron Energy and Resources Fund (BENFX) ($100,001-$250,000
5. Baron Emerging Markets Fund Institutional (BEXFX) ($250,001-$500,000)

T. Rowe Price Dividend Growth Fund (PRDGX)

T. Rowe Price Dividend Growth Fund (PRDGX) is one of the best large blend mutual funds. This mutual fund provides dividend yield for investors.

T. Rowe Price Dividend Growth Fund (PRDGX) Profile

This T. Rowe Price Dividend Growth Fund objective is to provide dividend income and long-term capital growth primarily through investments in stocks. This mutual fund invests mainly in stocks, with an emphasis on stocks that have a strong track record of paying dividends or that are expected to increase their dividends over time.

The fund is managed by Thomas J. Huber since 2000. It provides dividend yield of 1.42%.

Fund Details

• Fund Inception Date: December 29, 1992
• Ticker Symbol: PRDGX
• CUSIP: 779546100
• Fund Manager: Thomas J. Huber
• Net Assets: $7.5 Billion
• Beta (3yr): 0.92
• Category: Large Blend
• Yield: 1.42%
• Expense Fee: 0.64%
• Min to Invest: $2,500

Hillary Clinton Investment Funds

Hillary Clinton is a former first lady. As a wife of Bill Clinton, Hillary is also a former United States senator from New York. She is also part of President Barrack Obama cabinet. She held a Secretary of State position.

Hillary Clinton has the mutual-fund portfolio of a politician. She is well known to be closed to well-known investors, Warren Buffet. As one of the democratic presidential candidates in 2016 election, she also invests in investment funds.

If you are interested in other presidential candidate portfolios, you can find my review in future date. Other presidential candidates for 2016 election are Donald Trump, Bernie Sander, Ted Cruz, Marco Rubio, Jeb Bush, etc. Whether you are Republican, Democrat or independent, you can learn from these politicians how to invest.

Clinton Portfolio

By looking at recent financial disclosure, Hillary only hold one investment fund.

Best Bond ETFs in 2016

Find best bond ETFs in 2016. These top exchange traded funds are sorted based on its year to date return in 2016.

Top Fixed Income Funds

Bond funds invest mainly in fixed income such as government debts (US Treasuries), and corporate bonds. These bond funds provide regular income through their yield. Some funds pay monthly yield to investors and some may pay quarterly yield.

These top performing ETFs are sorted based on its year to date return in 2016. Will the funds continue outperforming other sectors in 2016? You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The 10 best bond ETFs in 2016 are:

1. PIMCO 25+ Year Zero Coupon U.S. Treasury Index Fund (ZROZ)
2. Vanguard Extended Duration Treasury ETF (EDV)
3. iPath US Treasury 5-year Bull ETN (DFVL)
4. iShares 20+ Year Treasury Bond ETF (TLT)
5. Vanguard Long-Term Government Bond Index Fund (VGLT)
6. SPDR Barclays Long Term Treasury ETF (TLO)
7. iPath US Treasury 2-Year Bull ETN (DTUL)
8. iShares 10-20 Year Treasury Bond ETF (TLH)