Top 12 Real Estate Mutual Funds 2015

By // No comments:
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)

Rotate to Banks and Hospitals Stocks

By // No comments:
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%

Vanguard Target Retirement 2030 Fund (VTHRX)

By // No comments:
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%.

Top Government Bond Closed End Funds 2015

By // No comments:
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)

T Rowe Price Retirement 2020 Fund (TRRBX)

By // No comments:
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.

Top Performing Financial Mutual Funds 2015

By // No comments:
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)

T Rowe Price Small Cap Stock Fund (OTCFX)

By // No comments:
T Rowe Price Small Cap Stock Fund (OTCFX) is one of popular mutual funds. This equity fund invests mainly in stocks of small U.S. companies. A small company is defined as having a market capitalization that similar to the companies in the Russell 2000 Index or S&P Small-Cap 600.

The fund objective is to provide long term capital appreciation. The current yield is only 0.10%.

OTCFX Fund Profile

    T Rowe Price Small Cap Stock Fund (OTCFX)
  • Fund Inception Date: 06/02/1956
  • Ticker Symbol: OTCFX
  • CUSIP: 779572106
  • Beta (3yr): 1.04
  • Rank in category (YTD): 83%
  • Category: Small Growth
  • Distribution Yield: 0.10%
  • Capital Gains: -
  • Expense Ratio: 0.91%
  • Net Assets: $ 9.48 billion
  • Number of Years Up: 44 years
  • Number of Years Down: 14 years
  • Annual Turnover Rate: 18.20%
This small growth mutual fund is managed by Gregory A. McCrickard since 1992. It has $9.5 billion of assets. The expense ratio is 0.91%. There is no sales load. The portfolio turnover rate is quite low, only 18%.

7 Best Multicurrency Mutual Funds 2015

By // No comments:
Find best multicurrency mutual funds 2015. Top currency funds are FX Strategy Fund, Columbia Absolute Return Currency and Income Fund, etc. Will these funds be the right choice in 2016 for your investment account?

Top Performing Currency Funds

Top Currency FundsCurrency mutual funds invest in US and foreign currencies. The fund may invest in short term money market instruments; derivative instruments, including and not limited to, forward currency contracts, index swaps and options; and cash deposits.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top currency mutual funds 2015 are sorted based on its 3 years performance up to May 2015. You can find the fund review below as well.

7 Best currency mutual funds 2015 are:
  1. FX Strategy Fund (FXFIX)
  2. Columbia Absolute Return Currency and Income Fund (RARAX)
  3. ProFunds Rising U.S. Dollar Fund (RDPIX)
  4. Merk Asian Currency Fund (MEAFX)
  5. Eaton Vance Diversified Currency Income Fund (EAIIX)
  6. John Hancock Funds Absolute Return Currency Fund (JCUAX)

PowerShares Dynamic Energy Exploration & Production ETF (PXE)

By // No comments:
PowerShares Dynamic Energy Exploration & Production ETF (PXE) is an equity energy exchange traded fund. This energy sector fund invests in energy related companies.

These companies are engaged principally in exploration, extraction and production of crude oil and natural gas from land-based or offshore wells. These companies include petroleum refineries that process the crude oil into finished products, such as gasoline and automotive lubricants, and companies involved in gathering and processing natural gas, and manufacturing natural gas liquid.

It is tracking the Dynamic Energy Exploration & Production Intellidex Index. It has an expense fee of 0.64%. The current yield is 1.65%. With assets of $111 million, the 52 week price range is $24.47 - $40.08.

PXE Fund Profile

    PowerShares Dynamic Energy Exploration & Production ETF (PXE)
  • Fund Inception Date: 10/26/2005
  • Ticker Symbol: PXE
  • CUSIP: 73935X658
  • Rank in category (YTD): 1%
  • Category: Equity Energy
  • Yield: 1.65%
  • Capital Gains: -
  • Expense Ratio: 0.64%
  • Total Assets: $ 111.53 million

Rotate to Bank and Healthcare Stocks

By // No comments:
Every investor is still interested in bank and healthcare stocks. Should you move back to bank and healthcare stocks? Top stock market industries are Home Health Care, Regional - Southeast Banks.

Top Rotation Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.12%. NASDAQ Composite has a weekly return of -0.34%. Dow Jones Industrials Average has a weekly return of 0.35%. The small cap (Russell 2000) has a return of 0.36%.

Top performing stock industries in week 24, 2015 (June 8, 2015 to June 14, 2015) are:
    Bank and Healthcare Stocks
  1. Tobacco Products, Other 9.11%
  2. Synthetics 4.60%
  3. Home Health Care 4.30%
  4. Cement 3.38%
  5. Regional - Southwest Banks 2.65%
  6. Gaming Activities 2.63%
  7. Textile Industrial 2.55%
  8. Mortgage Investment 2.41%
  9. Trucks & Other Vehicles 2.39%
  10. Aerospace/Defense - Major Diversified 2.37%
  11. Education & Training Services 2.11%
  12. Regional - Southeast Banks 2.00%
  13. Drug Stores 1.99%
  14. Regional - Midwest Banks 1.90%
  15. Regional - Pacific Banks 1.86%
  16. Meat Products 1.84%
  17. Regional - Northeast Banks 1.76%
  18. Machine Tools & Accessories 1.76%

Vanguard S&P 500 ETF (VOO)

By // No comments:
Vanguard S&P 500 ETF (VOO) is one of the popular exchange traded funds. This index fund uses its assets to purchase large-capitalization stocks. This equity fund is tracking the performance of the S&P 500 index. The fund objective is to provide long term goals for capital growth.

Note: The S&P 500 Index is representing 500 of the largest U.S. companies.

VOO Fund Profile

    Vanguard S&P 500 ETF (VOO)
  • Fund Inception Date: 09/07/2010
  • Ticker Symbol: VOO
  • CUSIP: 922908363
  • Rank in category (YTD): 34%
  • Category: Large Blend
  • Yield: 1.81%
  • Capital Gains: -
  • Expense Ratio: 0.05%
  • Total Assets: $ 31.21 billion
  • Annual Turnover Rate: 3%
This U.S. stock fund has a low expense fee of 0.05% per year. It has $31 billion of assets. The 52 week range of share price is $166.11 - $194.65. The current dividend yield is 1.81%.

Best 14 Moderate Allocation Mutual Funds 2015

By // No comments:
See best 14 moderate allocation mutual funds 2015. Can these top funds be the contender for 2016? Top mutual funds are Villere Balanced Fund, Bruce Fund, etc.

Top Performing Balanced Mutual Funds

Best Moderate Allocation Mutual Funds 2015Moderate allocation mutual funds invest in stocks and bonds. These funds normally have higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $100 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 5 year performance in 2011-2015. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The 14 best moderate allocation mutual funds 2015 are:
  1. Villere Balanced Fund (VILLX)
  2. SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)
  3. Bruce Fund (BRUFX)
  4. T. Rowe Price Capital Appreciation Fund (PRWCX)
  5. SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)
  6. Transamerica Multi-Managed Balanced Fund (IBALX)
  7. Dodge & Cox Balanced Fund (DODBX)
  8. American Funds American Balanced Fund (ABALX)
  9. Fidelity Balanced Fund (FBALX)
  10. Fidelity Puritan (FPURX)

Money Center Banks Stocks

By // No comments:
Money center banks stocks are part of financial stock sector. Money center banks are banks that raise most of their funds from the domestic and international money marks. They may rely less on depositors for funds. Typically, money center banks borrow from and lends to corporations, governments, and other banks. Some may offer funds to consumers.

Money Center Banks Companies List

A money-center is a bank located in a financial center such as New York or San Francisco. This bank deals in national and international financial markets. Money center banks include JPMorgan Chase, Citigroup and Wells Fargo.

Money Center Banks companies are:
    Money Center Banks Stocks
  • Wells Fargo & Company (WFC)
  • JPMorgan Chase & Co. (JPM)
  • Bank of America Corporation (BAC)
  • Citigroup Inc. (C)
  • Mitsubishi UFJ Financial Group, Inc. (MTU)
  • Royal Bank of Canada (RY)
  • The Toronto-Dominion Bank (TD)
  • The Bank of Nova Scotia (BNS)
  • The PNC Financial Services Group, Inc. (PNC)
  • Bank of Montreal (BMO)
  • Canadian Imperial Bank of Commerce (CM)
  • ICICI Bank Ltd. (IBN)
  • SunTrust Banks, Inc. (STI)
  • Credicorp Ltd. (BAP)
  • Banco Santander-Chile (BSAC)
  • Comerica Incorporated (CMA)

USAA Science & Technology Fund (USSCX)

By // No comments:
USAA Science & Technology Fund (USSCX) is a sector stock mutual fund. This USAA fund invests in US and foreign stocks. The companies are expected to benefit from the development and use of scientific and technological advances and improvements.

This investment fund objective is to provide long term capital growth. The current yield is 1.28%. With assets of 857 million, it has an expense fee of 1.24%. The portfolio turnover rate is 91%. The current share price is $22.73.

USSCX Fund Profile

    USAA Science & Technology Fund (USSCX)
  • Fund Inception Date: 08/01/1997
  • Ticker Symbol: USSCX
  • CUSIP: 903288876
  • Beta (3yr): 0.86
  • Rank in category (YTD): 4%
  • Category: Technology
  • Yield: 1.28%
  • Capital Gains: -
  • Expense Ratio: 1.24%
  • Net Assets: $ 857 million
  • Number of Years Up: 12 years
  • Number of Years Down: 5 years

Bank Stocks Soar with Interest Rate

By // No comments:
With interest rate is rising, bank stocks have one of the biggest gain in 2015. Should you move back to bank stocks? Top stock market industries are Pacific regional banks, southwest regional banks, etc.

Top Financial Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.65%. NASDAQ Composite has a weekly return of -0.03%. Dow Jones Industrials Average has a weekly return of -0.87%. The small cap (Russell 2000) has a return of 1.18%.

Top performing stock industries in week 23, 2015 (June 1, 2015 to June 7, 2015) are:
    Top Bank Stocks
  1. Photographic Equipment & Supplies 7.11%
  2. Beverages - Wineries & Distillers 4.44%
  3. Resorts & Casinos 4.17%
  4. Regional - Pacific Banks 4.16%
  5. Regional - Southwest Banks 4.14%
  6. Auto Dealerships 3.91%
  7. Investment Brokerage – Regional 3.72%
  8. Gaming Activities 3.46%
  9. Textile - Apparel Clothing 3.44%
  10. Trucking 3.26%
  11. Regional - Mid-Atlantic Banks 3.03%
  12. Investment Brokerage – National 2.99%
  13. Regional - Southeast Banks 2.94%
  14. Air Delivery & Freight Services 2.92%
  15. Tobacco Products, Other 2.88%

Dodge & Cox Global Bond Fund (DODLX)

By // No comments:
Dodge & Cox Global Bond Fund (DODLX) is a new taxable bond mutual fund. This mutual fund invests mainly in international bonds. It uses its assets to purchase securities of non-U.S. issuers and invests at least 80% of its total assets in debt instruments. This fund may use derivatives such as forwards, futures contracts, swap agreements, or options.

The fund normally invests in an array of securities with short, intermediate, and long maturities in varying proportions.

DODLX Fund Profile

    Dodge & Cox Global Bond Fund (DODLX)
  • Fund Inception Date: 12/05/2012
  • Ticker Symbol: DODLX
  • CUSIP: 256206301
  • Beta (3yr): -
  • Rank in category (YTD): 61%
  • Category: World Bond
  • Distribution Yield: 1.41%
  • Capital Gains: -
  • Expense Ratio: 0.60%
  • Net Assets: $ 68.30 million
  • Number of Years Up: 2 years
  • Number of Years Down: 0 year

Best Oppenheimer Mutual Funds 2015 & 2016

By // No comments:
Find best Oppenheimer mutual funds 2015 & 2016. Top Oppenheimer funds are Oppenheimer International Small Company Fund, Oppenheimer Developing Markets Fund, etc.

Best Oppenheimer Mutual Funds 2015 & 2016OppenheimerFunds Inc has grown to become one of the largest investment management firms in U.S. As part of MassMutual (Massachusetts Mutual Life Insurance Company), OppenheimerFunds offer a broad array of products and services to individuals, institutional investors and corporations worldwide.

The product offerings include mutual funds, separate accounts, institutional products, 529 plans and retirement accounts. The investment firm offer Equities (Global, Growth, Core and Value), Fixed Income (Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds) and Alternatives (Commodities and MLPs) for investors.

Top Performing Oppenheimer Mutual Funds

You can find these best Oppenheimer funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, and taxable bond fund. Depend on your risk tolerance; you may pick and choose from this top funds list. Typically, these Janus funds have no sales load.

Best Oppenheimer mutual funds 2015 & 2016 are:
  • Oppenheimer International Small Company Fund (OSMAX)
  • Oppenheimer Main Street Small Cap Fund (OSCAX)
  • Oppenheimer Rochester California Municipal Fund (OPCAX)
  • Oppenheimer Rochester Limited Term California Municipal Fund (OLCAX)
  • Oppenheimer Developing Markets Fund (ODMAX)
  • Oppenheimer Global Fund (OPPAX)

Artisan International Fund (ARTIX)

By // No comments:
Artisan International Fund (ARTIX) is a popular international stock mutual fund. This equity fund invests in non US stocks located in developed markets. It may invest in emerging and less developed markets.

This best fund is managed by Mark L. Yockey, Andrew J. Euretig, and Charles-Henri Hamker. The current dividend yield is 0.73%. The annual expense ratio fee is 1.17%. The portfolio turnover rate is 46%. The current total net assets are $19 billion.

ARTIX Fund Profile

    Artisan International Fund (ARTIX)
  • Fund Inception Date: 12/28/195
  • Ticker Symbol: ARTIX
  • CUSIP: 04314H204
  • Beta (3yr): 0.87
  • Rank in category (YTD): 83%
  • Category: Foreign Large Growth
  • Distribution Yield: 0.73%
  • Capital Gains: -
  • Expense Ratio: 1.17%
  • Net Assets: $ 19.58 billion
  • Number of Years Up: 13 years
  • Number of Years Down: 6 years

Best Technology Mutual Funds 2015

By // No comments:
Find top technology stock mutual funds in 2015. Best funds are T. Rowe Price Global Technology Fund, Fidelity Select Electronics Portfolio, USAA Science & Technology Fund, etc.

Popular Tech Funds

Technology mutual funds utilize its assets to purchase high-tech businesses in the U.S. or outside of the U.S. The funds may invest on computer, semiconductor, software, networking, and Internet stocks. Some funds may buy medical-device and biotechnology stocks. Most of these mutual funds concentrate on a single technology industry.

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 3 year total returns up to May 25, 2015.

Best technology mutual funds 2015 are:
    Best Technology Mutual Funds 2015
  1. T. Rowe Price Global Technology Fund (PRGTX)
  2. Fidelity Select Electronics Portfolio (FSELX)
  3. USAA Science & Technology Fund (USSCX)
  4. Fidelity Select IT Services Portfolio (FBSOX)
  5. Waddell & Reed Advisor Science and Technology Fund (UNSCX)
  6. Columbia Global Technology Growth Fund (CTCAX)
  7. Ivy Science And Technology Fund (WSTAX)
  8. Rydex Electronics Fund (RYSIX)

Fidelity Select Electronics Portfolio Fund (FSELX)

By // No comments:
Fidelity Select Electronics Portfolio Fund (FSELX) is a popular sector equity mutual fund. This stock fund invests mainly in electronic components companies. Most of the companies are design, manufacture, or sale of electronic components (semiconductors, connectors, printed circuit boards and other components); equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors.

This mutual fund objective is to provide long term capital appreciation. The fund manager is Stephen Barwikowski since 2009. This fund has a little yield of 0.50%. The annual expense fee is 0.77%. With assets of $2.2 billion, this mutual fund has no sales load. It has a high portfolio turnover rate of 132%. This fund uses an investment style of large blend.

FSELX Fund Profile

    Fidelity Select Electronics Portfolio Fund (FSELX)
  • Fund Inception Date: 07/29/1985
  • Ticker Symbol: FSELX
  • CUSIP: 316390863
  • Beta (3yr): 0.89
  • Rank in category (YTD): 66%
  • Category: Technology
  • Yield: 0.50%
  • Capital Gains: -
  • Expense Ratio: 0.77%
  • Net Assets: $ 2.2 billion
  • Number of Years Up: 20 years
  • Number of Years Down: 9 years