Showing posts with label mutual fund. Show all posts
Showing posts with label mutual fund. Show all posts

FMI International Fund (FMIJX)

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FMI International Fund (FMIJX) is one of the best stock mutual funds. This mutual fund has delivered consistent performance. This equity mutual fund is popular among investors.

FMI International Fund (FMIJX) Profile

This FMI International Fund objective is to provide capital appreciation. The fund manager will invest mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies).

This FMI fund typically invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. The fund is non-diversified.

FMIJX Fund Details

    FMI International Fund (FMIJX)
  • Fund Inception Date: December 2010
  • Ticker Symbol: FMIJX
  • CUSIP: 302933304
  • Fund Manager: FMI Funds Inc
  • Net Assets: $7.9 Billion
  • Beta (3yr): 0.47
  • Category: Foreign Large Blend
  • Yield: 2.81%
  • Expense Fee: 0.94%
  • Min to Invest: $2,500
  • Capital Gains: N/A
  • Number of Years Up: 5 years

Fidelity International Growth Fund (FIGFX)

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Fidelity International Growth Fund (FIGFX) is a popular international stock mutual fund. This mutual fund is provide a decent dividend yield to investors.

Fidelity International Growth Fund (FIGFX) Profile

This Fidelity International Growth Fund (FIGFX) objective is to provide long-term capital growth. This mutual fund invests mainly in non-U.S. companies with growth potential. It also invests in emerging markets.

FIGFX Fund Profile

    Fidelity International Growth Fund (FIGFX)
  • Fund Inception Date: October 31, 2007
  • Ticker Symbol: FIGFX
  • CUSIP: 06828M884
  • Fund Manager: Jed Weiss
  • Net Assets: $1.9 Billion
  • Beta (3yr): 0.78
  • Category: Foreign Large Blend
  • Yield: 1.09%
  • Expense Fee: 0.99%
  • Min to Invest: $2,500

Popular Mutual Funds in 2017

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Find the popular mutual funds in 2017. This mutual fund include stock, bond, and hybrid funds.

Invest in Popular Mutual Funds

As a prospective investor, you need to ask whether you should invest in the biggest and most popular mutual funds. Can you get the extra return with these popular mutual funds? You can find many companies which provide ratings on mutual funds including Morningstar, US News, Lipper, Forbes, Money, Kiplinger, etc.

Index Funds

Popular Mutual Funds in 2017Index funds are popular funds in 401k plan or retirement account (IRA). Some of the best index mutual funds are provided by Vanguard & Fidelity.

Pros:
  • Index funds are cheaper than actively managed stock funds in term of expenses.
  • The funds may provide diverse selection of US companies than funds tracking the index such as S&P 500, etc.

Baron Emerging Markets Fund (BEXFX)

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Baron Emerging Markets Fund (BEXFX) is one of the best emerging markets stock mutual funds. This mutual fund is popular among investors.

Baron Emerging Markets Fund (BEXFX) Profile

This Baron Emerging Markets Fund objective is to provide long-term capital appreciation. This mutual fund invests mainly in non-U.S. companies of all sizes with significant growth potential.
The majority of investments are in companies domiciled in developing countries, and the Fund may invest up to 20% in companies in developed and frontier countries. It is a diversified mutual fund.

BEXFX Profile

    Baron Emerging Markets Fund (BEXFX)
  • Fund Inception Date: December 30, 2010
  • Ticker Symbol: BEXFX
  • CUSIP: 06828M884
  • Fund Manager: Michael Kass
  • Net Assets: $3.3 Billion
  • Beta (3yr): 0.77
  • Category: Diversified Emerging Markets
  • Yield: 0.13%
  • Expense Fee: 1.38%
  • Min to Invest: $2,000
  • Capital Gains: N/A
  • Number of Years Up: 4 years

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)

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T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) is one of top rated US stock mutual fund. It invests mainly in small growth companies.

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) Profile

This T. Rowe Price QM U.S. Small-Cap Growth Equity Fund objective is to provide long-term growth of capital by investing primarily in common stocks of small growth companies. This stock fund invests most of its assets in equity securities issued by small-cap U.S. growth companies.

This T. Rowe Price fund seeks to invest in a broadly diversified portfolio of securities to minimize the effects of individual security selection on fund performance.

PRDSX Fund Profile

    T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
  • Fund Inception Date: 05/24/2001
  • Ticker Symbol: PRDSX
  • CUSIP: 779917103
  • Rank in category (YTD): 67%
  • Category: Small Growth
  • Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 0.81%

Parnassus Mid Cap Fund (PARMX)

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Parnassus Mid Cap Fund (PARMX) is one of the top rated stock mutual fund. This equity fund has delivered consistent returns. This fund invests in mid-sized companies.

Parnassus Mid Cap Fund (PARMX) Profile

This Parnassus Mid Cap Fund objective is to provide capital growth. The fund invests mainly in medium-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index measured at the time of purchase. The Russell Midcap Index contains about 800 of the smallest companies in the Russell 1000 Index. The fund may also invest up to 20% of its net assets in smaller- and larger-capitalization companies.

PARMX Profile

    Parnassus Mid Cap Fund (PARMX)
  • Fund Inception Date: April 29, 2005
  • Ticker Symbol: PARMX
  • CUSIP: 701765885
  • Fund Manager: Matthew D. Gershuny and Lori A. Keith
  • Net Assets: $2.3 Billion
  • Beta (3yr): 0.84
  • Category: Mid-Cap Blend
  • Yield: 0.35%
  • Expense Fee: 0.99%

Mairs & Power Growth Fund (MPGFX)

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Mairs & Power Growth Fund (MPGFX) is one of the best large blend mutual funds. This mutual fund is popular among investors. It is one of Kiplinger’s best 25 mutual funds, Kip 25.

Mairs & Power Growth Fund (MPGFX) Profile

This Mairs & Power Growth Fund objective is to provide shareholders with a diversified portfolio of common stocks, which have the potential for above-average, long-term appreciation. This mutual fund invests mainly in US stock companies. I may also invest in securities of foreign issuers which are listed on a United States stock exchange or are represented by American Depositary Receipts.

The fund invests in high quality companies, which are characterized by earnings that are reasonably predictable, have a return on equity that is above average, hold market dominance and have financial strength.

Profile

    Mairs & Power Growth Fund (MPGFX)
  • Fund Inception Date: November 6, 1958
  • Ticker Symbol: MPGFX
  • CUSIP: 560636102
  • Fund Manager: Mark L. Henneman and Andrew R. Adams
  • Net Assets: $4.6 Billion
  • Beta (3yr): 0.94
  • Category: Large Blend

Fidelity New Millennium Fund (FMILX)

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Find details about Fidelity New Millennium Fund (FMILX). As one of the best stock mutual funds, it has delivered consistent performance. This equity mutual fund is popular among investors.

Fidelity New Millennium Fund (FMILX) Profile

This Fidelity New Millennium Fund objective is to provide capital growth. The fund manager will try to identify early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.

Profile
    Fidelity New Millennium Fund (FMILX)
  • Fund Inception Date: November 1992
  • Ticker Symbol: FMILX
  • CUSIP: 316200302
  • Fund Manager: John D. Roth
  • Net Assets: $3.2 Billion
  • Beta (3yr): 1.01
  • Category: Large Growth
  • Yield: 1.07%
  • Expense Fee: 0.57%

Best No Load Mutual Funds

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The top 8 MEPB Financial is a list of our best no load mutual funds. We prefer funds run by seasoned managers who take a long vision and have established themselves. We also like index funds. We also prefer no sales load fund and has low average fees.

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 long term investing. Whether it is a bear market or bull market, these top funds should provide great return for 2017 and beyond.

The 8 best no load mutual funds are:
    Best No Load Mutual Funds
  1. DoubleLine Total Return Bond Fund (DLTNX)
  2. Vanguard Total Stock Market Index Fund (VTSMX)
  3. Dodge & Cox Stock Fund (DODGX)
  4. Vanguard Total International Stock Index Fund (VGTSX)
  5. T. Rowe Price Blue Chip Growth Fund (TRBCX)

Top 5 High Yield Bond Mutual Funds for 2017

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Are you ready to invest in top 5 high yield bond mutual funds for 2017? You will find details of best fixed income funds in this article.

What is High Yield Bond Mutual Funds?

Top 5 High Yield Bond Mutual Funds for 2017High-yield bond funds invest mainly in lower-quality bonds, which are riskier than those of higher-quality companies. These mutual funds typically offer higher yields than other types of funds. These funds are also more vulnerable to economic and credit risk.

High yield bond funds mainly invest in U.S. high-income debt securities where at least 65% or more of bond assets are not rated or are rated by a major rating agency such as Standard & Poor's or Moody's at the level of BB (considered speculative for taxable bonds) and below.

Best High Yield Bond Mutual Funds 2017

Top 5 high yield bond mutual funds for 2017 are:
  1. Artisan High Income Fund (ARTFX)
  2. Fairholme Focused Income Fund (FOCIX)
  3. Fidelity Capital & Income Fund (FAGIX)

Best Large Growth Stock Mutual Funds in 2016

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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:
    Best Large Growth Stock Mutual Funds in 2016
  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

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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:
    Top Retirement Income Mutual Funds of 2016
  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)

T. Rowe Price Dividend Growth Fund (PRDGX)

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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

    T. Rowe Price Dividend Growth Fund (PRDGX)
  • 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

Best Large Company Stock Mutual Funds in 2015

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Find best large company stock mutual funds in 2015. The funds in this list are sorted based on 1 year return in 2015. Should you invest in these mutual funds for 2016? Find more details below.

Large Cap Stock Funds

Large cap stock funds invest mainly in large companies or corporations. The companies typically have market capitalization value of more than $10 billion. Some of the large companies are well known among businesses or customers such as Wal-Mart, General Electric, Google, and Microsoft.

These top performing mutual funds are sorted based on its total return in 2015. Will the funds outperform the competition again 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 large company stock mutual funds in 2015 are:
    Best Large Company Stock Mutual Funds in 2015
  1. Polen Growth Fund (POLRX)
  2. Prudential Jennison Select Growth Fund (SPFAX)
  3. Morgan Stanley Instl Fund Advantage Portfolio Fund (MAPPX)
  4. TCW Select Equities Fund (TGCEX)
  5. Janus Forty Fund (JACTX)
  6. Dunham Focused Large Cap Growth Fund (DAFGX)
  7. Transamerica Capital Growth Fund (IALAX)
  8. Morgan Stanley Institutional Growth Portfolio Fund (MSEGX)

T. Rowe Price’s Best 401k Funds: Part 3

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Find part 3 article of T. Rowe Price’s best 401k funds. These mutual funds are popular among investor in retirement account such as 401(k) accounts.

Top 401k Mutual Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s Best 401k Funds: Part 3T. Rowe Price’s best 401k funds are:
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)

Top Large Growth Mutual Funds 2015

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Find top large growth mutual funds in 2015. Large growth mutual funds invest mainly in U.S. companies with high growth potential. The funds are sorted based on its performance return in 2015.

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 return up to November 21, 2015.

Best Funds

Top large growth mutual funds in 2015 are:
    Top Large Growth Mutual Funds 2015
  1. Morgan Stanley Institutional Fund, Inc. Opportunity Portfolio Fund
  2. Polen Growth Fund
  3. Prudential Jennison Select Growth Fund
  4. Dunham Focused Large Cap Growth Fund
  5. Brown Advisory Sustainable Growth Fund
  6. Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Fund
  7. Janus Forty Fund
  8. Prudential Jennison Growth Fund

T. Rowe Price’s Best 401k Funds: Part 2

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Find part 2 article of T. Rowe Price’s best 401k funds. These mutual funds are popular among investor in retirement account such as 401(k) accounts.

Top 401k Mutual Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s best 401k funds are:
    T. Rowe Price’s Best 401k Funds: Part 2
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)

Fidelity’s Best 401k Funds: Part 3

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This post is part 3 of Fidelity’s best 401k funds article. The top mutual funds are Fidelity Blue Chip Growth Fund, Fidelity Capital & Income Fund, etc.

Best Fidelity Funds

Fidelity Investments is one of the largest asset management firms in the world. It manages more than $2 trillion of investment assets. As one of the largest players in 401(k) plans, Fidelity also has lot of high rated mutual funds for your 401k account.

As described in my part 1 & part 2 articles, these best Fidelity’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds: Part 3
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)
  7. Fidelity Blue Chip Growth Fund (FBGRX)
  8. Fidelity Spartan International Index Fund Investor (FSIIX)

Fidelity’s Best 401k Funds: Part 2

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This post is part 2 of Fidelity’s best 401k funds article. The top mutual funds are Fidelity Low-Priced Stock Fund, Fidelity Puritan Fund, etc.

Top Fidelity Funds

Fidelity Investments is one of the largest asset management firms in the world. It manages more than $2 trillion of investment assets. As one of the largest players in 401(k) plans, Fidelity also has lot of high rated mutual funds for your 401k account.

As described in my part 1 article, these best Fidelity’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds: Part 2
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)
  7. Fidelity Blue Chip Growth Fund (FBGRX)
  8. Fidelity Spartan International Index Fund Investor (FSIIX)

Fidelity’s Best 401k Funds

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Find Fidelity’s best 401k funds. The top mutual funds are Fidelity Contrafund, Fidelity Balanced Fund, and Fidelity International Discovery Fund.

Top Mutual Funds

Fidelity Investments provides vast selection of mutual funds. As one of the largest American multinational financial corporations, it provides mutual funds, ETFs (Exchange Traded Funds), and index funds for investment.

Fidelity Funds cover all asset classes of mutual funds. The funds provide investment in domestic equity, foreign stocks, bonds, and balanced funds. You can also invest in specialized sectors, so you can find the mix of funds that helps you to achieve your strategic investment goals.

These best 401k funds are selected based on its performance, management, expense fee, and future potential. We also scan through various financial websites for your research.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)