Saturday, August 20, 2011

Best Mutual Funds 2011 by Forbes Magazine August edition

Best Mutual Funds 2011 by Forbes Magazine August edition : Top mutual funds list which I followed is the Forbes magazine recommendation. This ten great mutual funds details can be found below. Most of these investment funds are part of equity mutual funds or stock funds. Some may be classified as domestic stock fund, international stock fund, emerging market stock funds, small cap stock fund, multi sector equity fund, balanced fund, bond fund, etc.



Note: International stock funds and small cap stock funds could be more volatile than regular large cap domestic stock funds. The Top 10 Best Mutual Funds 2011 per Forbes Magazine on August 2011 edition are:



Turner Emerging Growth Investor

The Turner Emerging Growth Investor investment seeks capital appreciation. This Turner Investment Partners fund invests mainly in equity securities of U.S. companies with small and very small market capitalizations and also in securities of companies that are diversified across economic sectors. Its exposure is generally <5% of assets in any single stock, subject to exceptions for the most heavily weighted securities in the 2000 Growth Index. Read More...



Bernstein Emerging Markets

The Bernstein Emerging Markets fund objective is to provide long-term capital growth. The fund normally invests at least 80% of assets in securities of companies in emerging markets. It invests approximately 50% of assets in emerging markets value stocks and 50% of assets in emerging markets growth stocks. The fund may invest in more developed country markets. Read More...



CGM Focus (MUTF: CGMFX)

The CGM Focus fund is seeking long-term growth of capital. This fund normally invests in the stock of between 20-100 companies at any one time. It may invest in companies of any size, but primarily invests in companies with market capitalizations of more than $5 billion. The fund may also invest in debt and fixed income securities (investment grade & non-investment grade or junk bonds). Read More...



Bruce fund investment (MUTF: BRUFX)

The Bruce fund investment seeks long-term capital appreciation. The fund invests primarily in domestic common stocks and bonds, including convertible bonds and zero coupon treasury government bonds. This Bruce fund invests in domestic common stocks of any capitalization where the overriding strategy is long-term capital appreciation. It may also invest in foreign securities. Read More...



BlackRock International Opportunities Investor A (MUTF: BREAX)

This BlackRock International Opportunities Investor fund is to provide long-term capital appreciation. The fund generally invests majority of net assets (>80%) in equity securities issued by foreign companies of any market capitalization. This BlackRock mutual fund may invest <30% of net assets in stocks of issuers in emerging market countries. The fund primarily buys common stock but can also invest in preferred stock and convertible securities. From time to time it may invest in shares of companies through initial public offerings or IPOs. Read More...



Wasatch Micro Cap (MUTF: WMICX)

The Wasatch Micro Cap fund objective is to seek long-term growth of capital. It also has a secondary objective which is to provide income. The fund invests at least 80% of net assets in the equity securities of micro-cap companies with market capitalizations of less than $1 billion. It may invest up to 30% of total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets. Read More...



Rydex / SGI Mid Cap Value A (SEVAX)

The Rydex / SGI Mid Cap Value fund is seeking long-term growth of capital. The fund generally invests >80% of net assets in equity securities of companies that, when purchased, have market capitalizations that are similar to those of companies in the Russell 2500 Value Index. This Rydex|SGI fund may invest a portion of its assets in options and futures contracts. Read More...



Wells Fargo Advantage Small Cap Value Investor (SSMVX)

The Wells Fargo Advantage Small Cap Value fund investment seeks long-term capital appreciation. The fund invests at least 80% of net assets in equity securities of small-capitalization companies, which are defined as companies with market capitalizations within the range of the Russell 2500TM Index. It can invest up to 30% of total assets in equity securities of foreign issuers through ADRs and similar investments. Furthermore, the fund can use futures, options, repurchase or reverse repurchase agreements or swap agreements, as well as other derivatives, to manage risk or to enhance return. Read More...



Royce Opportunity Investment (MUTF: RYPNX)

The Royce Opportunity fund objective is to seek long-term growth of capital. The fund invests mainly in the equity securities of small- and micro-cap companies, those with market capitalizations <$2.5 billion. Although the fund typically focuses on the securities of companies with market capitalizations up to $2.5 billion, it may, in certain market environments, invest an equal or greater percentage of its assets in securities of larger-cap companies and may invest <10% of its assets in foreign stocks. Read More...



MFS International New Discovery A (MIDAX) mutual fund

The MFS International New Discovery fund objective is to provide capital appreciation. The fund generally invests in foreign equity securities, including emerging-market equity securities. Read More...



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