Best Performing Real Estate Mutual Funds 2012

The best performing real estate mutual funds 2012 are Baron Real Estate fund, PIMCO Real Estate Real Return Strategy fund, etc.

Top Performer REIT Mutual Funds

Real estate mutual fund has been the top performing equity sector funds for the past 3 years. This real estate fund invests in companies which involve real estate. It may invest in real estate investment trusts (REITs). This equity mutual fund may invest companies which operate office buildings, shopping malls, hotels and even self-storage facilities. This mutual fund has also higher yield than typical 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 year to date performance in 2012 (up to October 1, 2012).

The 10 best performing real estate mutual funds 2012 are:

1. Baron Real Estate Fund
2. PIMCO Real Estate Real Return Strategy Fund
3. Lazard U.S. Realty Income Fund
4. Lazard U.S. Realty Equity Fund
5. TIAA-CREF Real Estate Securities fund
6. Rydex Real Estate Fund
7. REMS Real Estate Income 50/50 Fund
8. Dunham Real Estate Stock Fund
9. Stratton Real Estate Fund
10. Fidelity Real Estate Income Fund

Updated on 10/26/2012

Invesco Convertible Securities Fund CNSAX

Invesco Convertible Securities Fund (CNSAX) is a balanced mutual fund. It focuses its investment on convertible securities and high yield bonds.

Invesco Convertible Securities A (Ticker: CNSAX)

The investment objective of Invesco Convertible Securities Fund is to seek a high level of total return on its assets. It invests >80% of its net assets in convertible securities. It may invest in high yield bonds or junk bonds, common stocks, non-convertible preferred stock, and/or foreign securities. This balanced fund was first introduced to public market in July 1997. The fund’s manager is Ellen Gold.

Fund Details

• Fund Inception Date: Jul 27, 1997
• Ticker Symbol: CNSAX
• CUSIP: 00888W403
• Beta (3yr): 1.06
• Rank in category (YTD): 4%
• Category: Convertibles
• Distribution: 2.05%
• Capital Gains: 0%
• Expense Ratio: 0.97%
• Net Assets: $ 875.90 million
• Number of Years Up: 9 years
• Number of Years Down: 5 years
• Average Duration: 1.03 years
• Annual Turnover Rate: 38.00%

updated on 10/29/2012

Best Industrials Mutual Funds 2012

Best industrials mutual funds 2012 are Fidelity Select Industrials fund, Fidelity Select Defense & Aerospace, ICON Industrials, etc.

Top Industrials Mutual Funds 2012

As part of domestic stock mutual fund, industrials mutual fund invests mainly in stocks of companies that provide services related to cyclical industries. The industrial companies may include aerospace and defense, automotive, chemicals, construction, environmental services, machinery, paper and transportation.

These top industrials mutual funds are selected based on its expense ratio fee, turnover rate, management, fund performance, etc. You can find the fund review and fund performance or return below.

The 5 best industrials mutual funds 2012 are:

1. Fidelity Select Industrials (FCYIX)
2. Fidelity Select Industrial Equipment (FSCGX)
3. Fidelity Select Defense & Aerospace (FSDAX)
4. Fidelity Select Transportation (FSRFX)
5. ICON Industrials A (ICIAX)

Updated on 10/1/2012

PACE High Yield Fund (PHIAX) Class A

PACE High Yield fund is one of best high yield corporate bond mutual funds. This taxable fixed income fund also has a yield of 7.11%. You can find the fund review below.

PACE High Yield A (Ticker: PHIAX)

The PACE High Yield fund objective is to achieve total return by investing in a diversified portfolio of fixed income securities rated below investment grade or high yield bonds. It also may invest in US and/or non-US senior secured bank loans. It invests in different countries around the world, including the U.S.

Fund Details

• Fund Inception Date: May 2, 2006
• Ticker Symbol: PHIAX
• CUSIP: 69373W780
• Beta (3yr): -0.09
• Rank in category (YTD): 11%
• Category: High Yield Bond
• Yield: 7.11%
• Capital Gains: 0%
• Expense Ratio: 1.33%
• Net Assets: $ 286.62 million
• Number of Years Up: 3 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 36%

updated on 10/25/2012

Best Consumer Cyclical Mutual Funds 2012

Best consumer cyclical mutual funds 2012 are Fidelity Select Leisure fund, Fidelity Select Retailing, Rydex Retailing, etc.

Top Consumer Cyclical Mutual Funds 2012

The consumer cyclical mutual fund is also part of domestic stock mutual fund. This sector fund invests primarily in stocks of companies that involve on the business cycle and economic conditions. The consumer cyclical companies may include automotive industry, housing, entertainment, and retail. It can be classified into 2 main categories: durable goods and non-durable goods. Durable sections are hardware and vehicle or auto. The non-durables are movie or hotel services.

These top consumer cyclical mutual funds are selected based on its expense ratio fee, turnover rate, management, fund performance, etc. You can find the fund review and fund performance or return below.

The 5 best consumer cyclical mutual funds 2012 are:

1. Fidelity Select Leisure Fund (FDLSX)
2. Fidelity Select Retailing Fund (FSRPX)
3. Fidelity Select Consumer Discretionary Fund (FSCPX)
4. Rydex Retailing Fund (RYRIX)
5. ICON Consumer Discretionary Fund (ICCAX)

Updated on 10/23/2012

T. Rowe Price Value Fund (TRVLX)

T. Rowe Price Value Fund (Ticker: TRVLX) is a large value stock mutual fund. It focuses its investment in undervalued U.S companies’ equities.

T. Rowe Price Value Fund (Ticker: TRVLX)

The investment aim of T. Rowe Price Value Fund is to provide long-term capital appreciation and income. This fund utilizes its assets to buy portfolio of undervalued common stocks. It invests mainly in large-cap stocks, but may consist of mid-cap and small-cap companies.

Fund Details

• Fund Inception Date: September 29, 1994
• Ticker Symbol: TRVLX
• CUSIP: 779578103
• Beta (3yr): 1.12
• Rank in category (YTD): 15%
• Category: Large Value
• Distribution/ Yield: 1.56%
• Capital Gains: check fund details
• Expense Ratio: 0.82%
• Net Assets: $ 25.00 billion
• Number of Years Up: 14 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 106%

updated on May 2017

Best Ultrashort Bond Mutual Funds 2012

The best ultrashort bond mutual funds 2012 are Calvert Ultra-Short Income Fund, PIMCO Short-Term Fund, TCW Short Term Bond Fund, etc.

Best Ultrashort Bond Mutual Funds 2012

This ultrashort bond fund is an investment fund which invests only in fixed income securities with very short term maturities (less than 1 year). This ultra-short bond fund provides higher yield than typical money market fund. It has lower risk than other bond fund.

Mutual funds in this article are being selected based on its long term performance, load, management, expense rate, etc. You will also find the full fund review below including turnover rate, fund performance, table comparison, ticker, initial investment information, etc.

The 6 best ultrashort bonds mutual funds 2012 are:

1. Calvert Ultra-Short Income Fund (CULAX)
2. Wells Fargo Advantage Adjusted Rate Government Fund (ESAAX)
3. PIMCO Short-Term Fund (PSHAX)
4. TCW Short Term Bond Fund (TGSMX)
5. DFA One-Year Fixed-Income Fund (DFIHX)
6. Managers Short Duration Government Fund (MGSDX)

Updated on 10/19/2012