Top Performing Large Value Mutual Funds January 2013

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Top performing large value mutual funds January 2013 are Fairholme Fund, DFA US Large Cap Value Fund, Dodge & Cox Stock Fund, Vanguard Windsor Fund, etc.

Top Performing Large Value Mutual Funds 2013

The large value mutual fund is part of domestic stock fund. This large mutual fund utilizes its assets to purchase common stocks of U.S. large companies which are considered undervalue. These undervalued companies are less expensive or growing more slowly than other large-cap companies.

The top performing list is sorted based on its past 1 year performance up to January 2013. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

The top performing large value mutual funds January 2013 are:
  1. Fairholme Fund (FAIRX)
  2. JHancock2 Fundamental Large Cap Value Fund (JFVAX)
  3. DFA Tax-Managed US Marketwide Value Fund (DTMMX)
  4. DFA US Large Cap Value Fund (DFLVX)
  5. Dodge & Cox Stock Fund (DODGX)
  6. Lord Abbett Calibrated Large Cap Value Fund (LCAAX)
  7. Vanguard Windsor Fund (VWNDX)
  8. TCW Dividend Focused Fund (TGIGX)
  9. LSV Value Equity Fund (LSVEX)
  10. Boyar Value Fund (BOYAX)
Updated on 1/19/2013

Columbia Seligman Communications & Information Fund (SLMCX)

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Columbia Seligman Communications & Information fund is a domestic stock mutual fund. It focuses its investment in equities of technology companies.

Columbia Seligman Communications & Information Fund (MUTF: SLMCX)

The Columbia Seligman Communications & Information fund objective is to seek capital appreciation. Under normal market conditions, the mutual fund invests majority of its net assets (>80%) in securities of companies operating in the communications, information and related industries. Accordingly, it invests in companies operating in the information technology, telecommunications sectors, and media industry. The fund may invest up to 25% of its net assets in foreign investments.

Fund Profile
    Columbia Seligman Communications & Information Fund
  • Fund Inception Date: June 23, 1983
  • Ticker Symbol: SLMCX
  • CUSIP: 19766H429
  • Beta (3yr): 1.02
  • Rank in category (YTD): 89%
  • Category: Technology
  • Distribution: 0.00%
  • Capital Gains: 0%
  • Expense Ratio: 1.34%
  • Net Assets: $ 3.32 billion
  • Number of Years Up: 22 years
  • Number of Years Down: 6 years
  • Annual Turnover Rate: 38%
Update on 1/29/2012

Best Performing Mid Cap Value Mutual Funds January 2013

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Best performing mid cap value mutual funds January 2013 are Legg Mason Cap Management Opportunity, Oceanstone Fund, Fidelity Value, etc.

Best Performing Mid Cap Value Mutual Funds 2013Best Performing Mid Cap Value Mutual Funds 2013

These mid cap value mutual funds may invest in undervalued medium size companies or a mix of small-, mid-, and large-cap value stocks. The U.S. mid cap market capitalization range falls between $1 billion-$10 billion. Value stocks mean that the stocks are less expensive than the market based on the valuation and slow growth.

This top performer list is sorted based on its 1 year performance up to January 2013. You can find the fund review and information. Other data such as expense ratio, yield, management, top stocks, top sectors, sales load, and risks can be found below.

Best performing mid cap value mutual funds January 2013 are:
  1. Legg Mason Cap Management Opportunity Fund (LGOAX)
  2. Hotchkis and Wiley Mid-Cap Value Fund (HWMAX)
  3. Oceanstone Fund (OSFDX)
  4. Putnam Equity Spectrum Fund (PYSAX)
  5. Hartford Mid Cap Value Fund (HMVAX)
  6. Fidelity Value Fund (FDVLX)
  7. Rydex S&P 500 Pure Value Fund (RYLVX)
  8. VALIC Company II Mid Cap Value Fund (VMCVX)
  9. RidgeWorth Mid-Cap Value Equity Fund (SAMVX)
Updated on 1/26/2013

Best Fidelity Mutual Funds 2013

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Best Fidelity mutual funds 2013; top stock, bond, balanced mutual funds by Fidelity Investments. The 26 top mutual funds 2013 include Fidelity GNMA Fund, Fidelity Capital Appreciation, Fidelity Small Cap Discovery, Fidelity Municipal Income Fund, etc.

Best Fidelity Mutual Funds 2013Popular Mutual Funds

Fidelity Investments is one of the popular mutual fund providers. It has more than $1.3 trillion in assets. There are more than 430 funds to choose from. It also offers exchange traded funds, brokerage service, financial management, stocks, etc.

These best Fidelity mutual funds for 2013 are selected based on its performance history and transaction fee. These Fidelity fund don’t have a sales load and transaction fee. The funds are ranked with 5 star rating by Morningstar. You may find the fund review below and other fund information.

You can buy these funds for your retirement account (401k or IRA) and regular brokerage account. The minimum initial investment is typically $2,500.

Fidelity Funds

The 26 best Fidelity Mutual Funds 2013 are:
  1. Fidelity GNMA Fund
  2. Fidelity Select Chemicals Fund
  3. Fidelity Select IT Services Fund
  4. Fidelity Select Materials Fund
  5. Fidelity Select Retailing Fund
  6. Fidelity Focused Stock Fund
  7. Fidelity Capital Appreciation Fund
  8. Fidelity Growth Company Fund
  9. Fidelity Select Biotechnology Fund
  10. Fidelity Small Cap Discovery Fund
  11. Fidelity Contrafund
  12. Fidelity Intermediate Municipal Income Fund
  13. Fidelity Floating Rate High Income Fund
  14. Fidelity Real Estate Income Fund

Top Performing Emerging Markets Bond Mutual Funds January 2013

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Top performing emerging markets bond mutual funds January 2013 are GMO Emerging Country Debt III, Transamerica Emerging Markets Debt fund, etc.

Top Performing Emerging Markets Bond Mutual Funds 2013Top Performing Emerging Markets Bond Mutual Funds 2013

Emerging markets bond mutual fund is part of taxable bond fund category. This fund invests mostly in foreign bonds from emerging market or developing countries. The emerging markets bond market mostly comes from Latin America, Eastern Europe, Africa, Middle East, and Asia. It provides higher yield in term of interest income for investors than typical domestic bond fund.

These best performing emerging markets bond mutual funds are sorted based on its performance in 2012. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The top performing emerging markets bond mutual funds January 2013 are:
  1. GMO Emerging Country Debt III
  2. Transamerica Emerging Markets Debt Fund
  3. TCW Emerging Markets Income Fund
  4. Hartford Emerging Markets Local Debt Fund
  5. Ashmore Emerging Markets Corporate Debt Fund
  6. Goldman Sachs Local Emerging Markets Debt Fund
  7. Columbia Emerging Markets Bond Fund
  8. JPMorgan Emerging Markets Debt Fund
  9. Fidelity New Markets Income Fund
  10. BlackRock Emerging Market Local Debt Fund
Updated on 1/24/2013

Best Mutual Funds for 2013

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The 8 best mutual funds for 2013 are Vanguard Equity-Income Fund, DoubleLine Total Return Bond Fund, T. Rowe Price New Horizons, Harbor Real Return Fund, etc.

Top Mutual Funds

To invest in mutual fund, my advice is simple. Find the no load and low expense fee mutual funds, and ignore the stock market. Also, you may need to diversify through different market sectors such as bond or stock funds. I have chosen these best mutual funds for 2013. Whether it is a bear market or bull market, these top funds should provide great return for 2013 and beyond.

Previous: 10 Best Mutual Funds for 2012 & 2013

You can choose these best mutual funds for your brokerage account or retirement account. Some of these funds may be good retirement income source as well. The minimum requirement to invest is as little as $1,000. If you have limited funding, I would suggest investing in the balanced funds such as Mairs & Power Balanced Fund or Vanguard Target Retirement 2015 Fund. These balanced funds invest in equities, fixed income, and money market fund.

The 8 best mutual funds for 2013 are:
    Best Mutual Funds for 2013
  1. Vanguard Equity-Income Fund (VEIPX)
  2. DoubleLine Total Return Bond Fund (DLTNX)
  3. T. Rowe Price New Horizons Fund (PRNHX)
  4. Fidelity New Markets Income Fund (FNMIX)
  5. Vanguard Total International Stock Index Fund (VGTSX)
  6. Harbor Real Return Fund (HARRX)
  7. Mairs & Power Balanced Fund (MAPOX)
  8. Vanguard Target Retirement 2015 Fund (VTXVX)
Updated on 1/20/2013

Best Performing Large Blend Mutual Funds January 2013

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The best performing large blend mutual funds January 2013 are Smead Value fund, PIMCO Fundamental IndexPLUS TR, Janus Contrarian, Vanguard Capital Value, etc.

Large Blend Funds


Best Performing Large Blend Mutual Funds January 2013
As one of the domestic stock fund categories, large blend mutual fund invests mainly in equities of U.S. companies with large capitalization. It invests in neither growth nor value characteristics. The U.S. large-cap companies have market capitalization range more than $10 billion. It is similar to those of the S&P 500 Index.

The list is compiled based on the fund performance in 2012. The top fund means it managed to rank in top 1% in this mid-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top Stock Mutual Funds

Best performing large blend mutual funds January 2013 are:
  1. Smead Value Investor
  2. PIMCO Fundamental IndexPLUS TR A
  3. PIMCO StocksPLUS Total Return A
  4. Janus Contrarian A
  5. Vanguard Capital Value Inv
  6. Mairs & Power Growth Inv
  7. Touchstone Focused A
  8. Oakmark Select I
  9. Metropolitan West AlphaTrak 500
  10. Oakmark Select II
Updated on 1/19/2013

Prudential Jennison Natural Resources Fund (PGNAX)

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Prudential Jennison Natural Resources Fund (Ticker: PGNAX) is one of the best equity sector mutual funds. It invests mainly in stock of natural resource companies.

Prudential Jennison Natural Resources Fund (PGNAX)

The investment objective of Prudential Jennison Natural Resources Fund is to seek long-term capital growth. The mutual fund utilizes its assets to purchase equity securities of natural resource companies and in asset-based securities. Natural resource companies are U.S. and foreign (non-U.S. based) companies that own, explore, mine, process or otherwise develop, or provide goods and services with respect to, natural resources. Asset-based securities are stocks, the values of which are related to the market value of a natural resource. It mainly invests in common stocks. It is non-diversified.

Fund Profile
    Prudential Jennison Natural Resources Fund
  • Fund Inception Date: 10/21/1990
  • Ticker Symbol: PGNAX
  • CUSIP: 74441K107
  • Beta (3yr): 1.36
  • Rank in category (YTD): 84%
  • Category: Natural Resources
  • Distribution: 0.00%
  • Capital Gains: 0%
  • Expense Ratio: 1.16%
  • Net Assets: $ 4.59 billion
  • Number of Years Up: 15 years
  • Number of Years Down: 6 years
  • Annual Turnover Rate: 34%
Updated on 1/19/2013

Top Performing Bank Loan Mutual Funds January 2013

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Top performing bank loan mutual funds January 2013 are Pyxis Floating Rate Opportunities fund, ING Senior Income fund, Invesco Senior Loan A, etc.

Top Performing Bank Loan Mutual Funds 2013

A bank loan mutual fund is one of the taxable bond mutual fund categories. This bank loan fund utilizes its assets to purchase a floating-rate bank loans instead of bonds. This bond fund provides high interest income for investors. It does have a higher investment risk than typical short term bond fund.

The list is sorted based on the funds’ YTD performance in 2012. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, sales load, and shares price can be found as well.

Top performing bank loan mutual funds January 2013 are:
  1. Pyxis Floating Rate Opportunities A (HFRAX)
  2. ING Senior Income A (XSIAX)
  3. Invesco Senior Loan A (VSLAX)
  4. Loomis Sayles Senior Floating Rate and Fixed Income A (LSFAX)
  5. Guggenheim Floating Rate Strategies A (GIFAX)
  6. Fidelity Series Floating Rate High Inc (FFHCX)
  7. Nuveen Symphony Floating Rate Income A (NFRAX)
  8. PL Floating Rate Income A (PLFLX)
  9. Eaton Vance Floating-Rate Advantage A (EAFAX)
  10. Columbia Floating Rate A (RFRAX)
Updated on 1/5/2013

Vanguard REIT Index Fund (VGSIX)

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Vanguard REIT Index Fund (Ticker: VGSIX) is a real estate mutual fund. This sector fund focuses its investment in stock of real estate companies. You can find the fund review below.

Vanguard REIT Index Fund (MUTF: VGSIX)

The investment aim of Vanguard REIT Index Fund is to provide a high level of income and moderate long-term capital appreciation. It tracks the performance of the publicly traded equity REITs index, the MSCI US REIT Index. The fund will replicate the index by investing all, or majority, of its assets in the stocks that make up the index. The fund may hold each stock in approximately the same proportion as its weighting in the index.

Fund Details
    Vanguard REIT Index Fund
  • Fund Inception Date: 05/12/1996
  • Ticker Symbol: VGSIX
  • CUSIP: 921908703
  • Beta (3yr): 0.90
  • Rank in category (YTD): 34%
  • Category: Real Estate
  • Distribution: 3.26%
  • Capital Gains: 0%
  • Expense Ratio: 0.24%
  • Net Assets: $ 28.29 billion
  • Number of Years Up: 11 years
  • Number of Years Down: 4 years
  • Annual Turnover Rate: 10.00%
Updated on 1/16/2013

Top Performing World Stock Mutual Funds January 2013

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The top performing world stock mutual funds January 2013 are Artisan Global Equity fund, Third Avenue Value fund, Wasatch Global Opportunities, etc.

Top Performing World Stock Mutual Funds 2013Best Performing World Stock Funds 2013

World stock mutual funds invest mainly in equities of companies around the world. The fund invests mostly in companies located in developed countries such as U.S., German, United Kingdom, Japan, Spain, Italy, France, Switzerland, etc. It may invest in other globe’s smaller markets including emerging markets, and developing countries.

The top performing list is sorted based on its YTD performance in 2012. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

The top performing world stock mutual funds January 2013 are:
  1. Artisan Global Equity Fund
  2. Artisan Global Opportunities Fund
  3. Third Avenue Value Fund
  4. Wasatch Global Opportunities Fund
  5. MFS Global New Discovery Fund
  6. Alpine Global Infrastructure Fund
  7. Oakmark Global Select Fund
  8. Beck Mack & Oliver Global Fund
  9. MFS Global Equity Fund
  10. USAA World Growth Fund
  11. Hartford Global Growth Fund
  12. MFS Global Leaders Fund
Updated on 1/6/2013

Matthews China Fund (MCHFX)

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Matthews China Fund (Ticker: MCHFX) is an international stock mutual fund. The mutual fund focuses its investment in Chinese and Taiwanese companies.

Matthews China Fund (Ticker: MCHFX)

The investment objective of Matthews China Fund is to seek long-term capital appreciation. The fund utilizes its assets to buy the common and preferred stocks of companies located in China and Taiwan. It seeks to invest in companies capable of sustainable growth based on the fundamental characteristics of those companies. The current shares price is $23.05.

Fund Profile
    Matthews China Fund
  • Fund Inception Date: 02/18/1998
  • Ticker Symbol: MCHFX
  • CUSIP: 577-130-701
  • Beta (3yr): 0.81
  • Rank in category (YTD): 84%
  • Category: China Region
  • Yield: 1.16%
  • Capital Gains: 0%
  • Expense Ratio: 1.13%
  • Net Assets: $ 1.93 billion
  • Annual Turnover Rate: 8.43%
Updated on 1/12/2013

Fidelity Latin America Fund (FLATX)

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Fidelity Latin America Fund (Ticker: FLATX) is a popular international stock. This equity mutual fund focuses on investing in equities of companies located in Latin America.

Fidelity Latin America Fund (FLATX)

The investment objective of Fidelity Latin America Fund is to provide long-term growth of capital. The fund invests >80% of assets in securities of Latin American issuers and other investments that are economically related to Latin America. It typically invests in common stocks and allocates investment across different Latin American countries. It uses fundamental analysis of factors such as each company’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Fidelity Latin America FundFund Details
  • Fund Inception Date: April 19, 1993
  • Ticker Symbol: FLATX
  • CUSIP: 315910844
  • Beta (3yr): 1.01
  • Rank in category (YTD): 76%
  • Category: Latin America Stock
  • Distribution: 1.67%
  • Capital Gains: 0%
  • Expense Ratio: 1.00%
  • Net Assets: $ 2.48 billion
  • Number of Years Up: 10 years
  • Number of Years Down: 8 years
  • Annual Turnover Rate: 11.00%
Updated on 1/11/2013

Top Performer Inflation Protected Bond Mutual Funds January 2013

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The top performer inflation protected bond mutual funds January 2013 are PIMCO Real Return Asset Fund, GMO Inflation Indexed Plus Bond III, Lord Abbett Inflation Focused A, etc.

Best Performing Inflation Protected Bond FundsBest Performing Inflation Protected Bond Funds

The inflation protected bond mutual funds invest mainly in bonds that adjust their principal values in line with the inflation rate. Most of the inflation protected bonds are issued by U.S. Treasury. Some other foreign governments have issued inflation protected bonds as well. Investor may receive an interest income from this mutual fund.

You can find this top performer list is sorted based on its performance in 2012. You may find the fund review information such as expense ratio, turnover rate, dividend yield, average maturity, management, fund’s NAV, etc.

The top performer inflation protected bond mutual funds January 2013 are:
  1. PIMCO Real Return Asset Fund (PRAIX)
  2. GMO Inflation Indexed Plus Bond III fund (GMITX)
  3. Lord Abbett Inflation Focused Fund (LIFAX)
  4. PIMCO Real Return Fund (PRTNX)
  5. Harbor Real Return Fund (HARRX)
  6. VALIC Company I Inflation Protected Fund (VCTPX)
  7. Columbia Inflation Protected Securities Fund (APSAX)
  8. DFA Inflation-Protected Securities I (DIPSX)
  9. Transamerica Partners Institutional Inflation Protected Securities (DIIGX)
  10. Vanguard Inflation-Protected Securities Fund (VIPSX)
Updated on 1/10/2013

Franklin Utilities Fund (FKUTX)

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Franklin Utilities Fund (Ticker: FKUTX) is a U.S. domestic stock mutual fund. This equity sector fund focuses its investment in public utilities companies.

Franklin Utilities Fund (MUTF: FKUTX)

The investment objective of Franklin Utilities Fund is to seek capital appreciation and current income. The mutual fund typically invests >80% of its net assets in the securities of public utilities companies. These are companies that provide electricity, natural gas, water and communications services to the public and companies that provide services to public utilities companies. It may concentrate in companies operating in the utilities industry, especially their common stocks.

Fund Details
  • Fund Inception Date: 09/30/1948
  • Ticker Symbol: FKUTX
  • CUSIP: 353496409
  • Beta (3yr): 0.32
  • Rank in category (YTD): 39%
  • Category: Utilities
  • Distribution: 3.22%
  • Capital Gains: 0%
  • Expense Ratio: 0.76%
  • Net Assets: $ 4.51 billion
  • Number of Years Up: 47 years
  • Number of Years Down: 16 years
  • Annual Turnover Rate: 5.21%
Updated on 1/9/2013

Top Performing Mid Cap Blend Mutual Funds January 2013

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The top performing mid cap blend mutual funds January 2013 are Keeley Small-Mid Cap Value fund, Fidelity Leveraged Company Stock, Gabelli Focus Five, etc.

Top Performing Mid Cap Blend Mutual Funds 2013Top Performing Mid Cap Blend Mutual Funds 2013

As one of domestic stock fund categories, mid cap blend portfolio invests in U.S. companies stocks with various sizes and styles. It invests in growth and value equities or mix of them. The U.S. mid-cap companies have market capitalization range between $1 billion-$10 billion. These funds currently represent 20% of total capitalization of the U.S. equity market.

The list is compiled based on the fund performance in 2012. The top fund means it managed to rank in top 1% in this mid-cap blend category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

The top performing mid cap blend mutual funds January 2013 are:
  1. Keeley Small-Mid Cap Value A
  2. Fidelity Leveraged Company Stock
  3. Fidelity Value Strategies
  4. Gabelli Focus Five A
  5. Dreyfus MidCap Core A
  6. Huntington Situs A
  7. Longleaf Partners Small-Cap
  8. RS Investors A
  9. First Eagle Fund of America A
Updated on 1/6/2013

American Funds Capital World Bond Fund (CWBFX)

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American Funds Capital World Bond Fund (CWBFX) is a taxable bond mutual fund. It focuses on corporate and government bonds around the world including emerging markets.

American Funds Capital World Bond Fund (CWBFX)

The investment aim of American Funds Capital World Bond Fund is to achieve a high level of total return. The mutual fund invests majority of its assets in debt securities of governmental, supranational and corporate issuers denominated in various currencies, including U.S. dollars. The fund may invest substantially in emerging market and developing countries bonds. It may also invest < 25% of its assets in lower quality, higher yielding debt securities. The fund is non-diversified.

Fund Details
    American Funds Capital World Bond Fund
  • Fund Inception Date: 08/03/1987
  • Ticker Symbol: CWBFX
  • CUSIP: 140541103
  • Beta (3yr): 0.79
  • Rank in category (YTD): 42%
  • Category: World Bond
  • Distribution: 2.51 %
  • Capital Gains: 0%
  • Expense Ratio: 0.87%
  • Net Assets: $ 13.78 billion
  • Number of Years Up: 19 years
  • Number of Years Down: 5 years
  • Average Duration: 5.2 years
  • Average Life: 6.9 years
  • Annual Turnover Rate: 95%
updated on 1/6/2013

Best Performing World Bond Mutual Funds December 2012

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The 10 best performing world bond mutual funds December 2012 are Chou Income fund, Templeton Global Total Return fund, Matthews Asia Strategic Income Fund, etc.

Top Performer World Bond Mutual FundsTop Performer World Bond Mutual Funds

World bond mutual fund utilizes its assets to purchase investment grade foreign debt securities and U.S. It may invest in lower quality bonds from developed and emerging markets countries. This fixed income mutual fund provides higher income to investors.

This top performer bond mutual fund list is sorted based on its performance in 2012 up to December 31st. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

The 10 best performing world bond mutual funds December 2012 are:
  1. Chou Income (CHOIX)
  2. Templeton Global Total Return Fund (TGTRX)
  3. Nuveen Global Total Return Bond Fund (NGTAX)
  4. Templeton Global Bond Fund (TPINX)
  5. Legg Mason BW International Opportunities Bond Fund (LWOAX)
  6. Matthews Asia Strategic Income Fund (MAINX)
  7. Templeton International Bond Fund (TBOAX)
  8. Legg Mason BW Global Opportunities Bond Fund (GOBAX)
  9. Prudential Global Total Return Fund (GTRAX)
  10. TCW Global Bond Fund (TGGFX)
Updated on 1/1/2013

Vanguard Long-Term Investment-Grade Fund (VWESX) Investor Shares

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Vanguard Long-Term Investment-Grade Fund (VWESX) is a popular taxable bond mutual fund. It invests in long term bonds such as corporate or government. It provides higher yield as well.

Vanguard Long-Term Investment-Grade Fund(Ticker: VWESX)

The Vanguard Long-Term Investment-Grade fund aim is to seek a high and sustainable level of current income. The mutual fund uses its assets to purchase a variety of high-quality and medium-quality fixed income securities. It invests mainly in intermediate- and long-term investment-grade bonds. These high-quality fixed incomes are rated A3 or better by Moody’s Investors Service; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.

Fund Profile
    Vanguard Long-Term Investment-Grade Fund
  • Fund Inception Date: July 8, 1973
  • Ticker Symbol: VWESX
  • CUSIP: 922031109
  • Beta (3yr): 2.31
  • Rank in category (YTD): 49%
  • Category: Long-Term Bond
  • Distribution: 4.57%
  • Capital Gains: 0%
  • Expense Ratio: 0.22%
  • Net Assets: $ 13.58 billion
  • Number of Years Up: 34 years
  • Number of Years Down: 4 years
  • Average maturity: 24.5 years
  • Average duration: 14.1 years
  • Annual Turnover Rate: 29%
Updated on 01/02/2013

Fidelity Series International Value Fund (Ticker: FINVX)

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Fidelity Series International Value Fund (Ticker: FINVX) is an international stock mutual fund. It focuses its assets in non-U.S. companies including emerging markets. It provides diversification opportunity.

Fidelity Series International Value Fund (Ticker: FINVX)

The Fidelity Series International Value Fund investment aim is to seek capital appreciation. The mutual fund invests mainly in non-U.S. securities especially in common stocks, including securities of issuers located in emerging markets. The fund invests in securities of companies that are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. It allocates investments across different countries and regions and uses fundamental analysis of factors.

Fund Details
    Fidelity Series International Value Fund
  • Fund Inception Date: December 2, 2009
  • Ticker Symbol: FINVX
  • CUSIP: 31618H770
  • Beta (3yr): N/A
  • Rank in category (YTD): 18%
  • Category: Foreign Large Value
  • Distribution rate: 2.48%
  • Capital Gains: 0%
  • Expense Ratio: 0.93%
  • Net Assets: $ 9.09 billion
  • Number of Years Up: 1 year
  • Number of Years Down: 1 year
  • Annual Turnover Rate: 78%
Updated on 1/2/2013