Markets Are Rewarding Companies That Pay Dividends : Slow economic growth. Whipsawing volatility. In an environment like this, it is little wonder investors are piling into stocks with steady dividend payments.
Mutual funds specializing in dividend stocks have seen inflows of $12.6 billion so far this year, four times as much as in all of 2010—even as stock funds as a whole have posted outflows of nearly $25 billion, according to fund tracker Lipper.
But dividend stocks aren't a panacea—and buying them willy-nilly can lead to disappointment down the road. Dividend stocks are notorious laggards during big rallies, which often start when investors are most averse to risk. source online.wsj.com
Showing posts with label Best Mutual Funds. Show all posts
Showing posts with label Best Mutual Funds. Show all posts
Tuesday, August 30, 2011
Monday, August 29, 2011
best performing mutual funds in malaysia 2011
best performing mutual funds in malaysia 2011 ; Mutual funds are simply investment vehicles or packages of securities like stocks and bonds… that are designed and managed for people who want help managing their investments. The best funds for you will depend on your objectives.
Finding your best investment in funds for 2011 will be much like finding your best deal on a car. Every fund states its objective, characteristics, fees and charges up front – like the sticker on a new car. Here are your 4 basic types: stock, bond, money market, and hybrids. Let’s take a closer look under the hood and see if we can find your best investment. Read More www.sc.com.my List of Malaysian mutual funds
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Finding your best investment in funds for 2011 will be much like finding your best deal on a car. Every fund states its objective, characteristics, fees and charges up front – like the sticker on a new car. Here are your 4 basic types: stock, bond, money market, and hybrids. Let’s take a closer look under the hood and see if we can find your best investment. Read More www.sc.com.my List of Malaysian mutual funds
best investment in malaysia,best investment in malaysia, best index funds to invest in 2011, best no load mutual funds to invest in 2011, best fund in malaysia, best performing mutual funds in Malaysia, top mutual funds to invest in malaysia, top performing mutual fund malaysia 2011, best mutual funds to invest in 2011 malaysia , best mutual funds malaysia, best no load mutual fund 2011, , best performing mutual funds 2011 malaysia, the best investment in malaysia, best no load mutual funds 2011, top performing mutual funds 2011 malaysia.
Thursday, August 25, 2011
Best pension plans tips 2011- 2012
Best pension plans tips 2011-2012 : Suffice to say, then, if you plan to enjoy retirement, there's work to be done; a long and fulfilling life awaits many of us, but we're going to need to plan properly if we're to pay for it, pension tips to help you get – and stay – on the right track.
1. Seriously review; carefully re-plan
Retirement might seem aeons away, but that's no excuse to turn a blind eye and lapse into spendthrift ways.
If you don't know how much you've saved (via pensions, Isas, stock market investments, property etc.) then run a comprehensive review. Done on a regular basis – perhaps once or twice a year - this will help keep you on straight and narrow.
There are three essential boxes to tick before pension tinkering can begin, says Nick Lincoln, an independent financial adviser at Values to Vision Financial Planning.
First, work out when you want to retire and the income you'll need to live the retirement life you want. Calculate all your potential income streams in retirement (state pension, rental incomes, Isa investments, final salary benefits, employer pensions). Compare the two numbers. The shortfall figure should guide your action plan.
If you're not meeting your target, you'll have four main options: retiring later, saving more now, accepting less retirement income, or taking more risk to improve returns.
Steve Laird, an independent financial adviser at Carrington Wealth Management, has these top tips: 'If you have one or more existing pension plans, get a projection of what the benefits are likely to be at your chosen retirement age. If you have a company pension scheme you should be able to get this information from the scheme trustees.
'If it's a personal pension plan then write to the plan provider. Ask for a projection 'in today's money' – this will give you a much better idea of what you'll be able to buy with your pension fund.
'If there's a big shortfall between what you'll get and what you'll need then the time to take action is now – the longer that you leave it, the more it will cost you to make up the difference.
As a guide for how much to save, Alan Maxwell, a chartered financial planner at Corporate Benefits, says around 10% to 15% of your salary should be dedicated towards long-term planning - at all times.
2. Take advantage of Isas
Each year you can save up to £10,200 into an Isa (£5,100 in cash). Each year the allowance rises slightly (it's linked to inflation).Isas are simply investment 'wrappers' that shelter your cash from the long arm of the taxman. For basic rate taxpayers, this is a better saving solution than a pension (see below). The key difference with Isas is that you have access to your cash before age 55. If you're unsure which is right for you, check our Isa vs. Pension pros and cons round up.
Danny Cox, an adviser at Hargreaves Lansdown, says: 'Make full use of your Isa allowance. Less tax means the potential for much better returns from your savings and investments.'
Ian Lowes, of Lowes Financial Management, says: 'Despite the fact that Isas have been around for more than a decade, there is still a lot of misunderstanding surrounding them.
'An Isa is simply an annual allowance that everyone over 18 has to shelter some of their investments or savings from income tax and/or capital gains tax. They should be used by most investors each year in one form or another.
3. Use a pension to claw back tax
Pensions are the archetypal retirement savings product. It is more than possible to get all the way to retirement without them. But higher rate taxpayers should take note: a pension can help claw back some of the 40% or 50% tax you cough up each year.
Quite simply, the Government refunds your income tax when you store money in a pension. This is reward for being unable to use it until you're 55. Income tax is paid on the way out of the pension in retirement. But, the benefit is that you'll probably qualify within a lower income threshold – usually as a basic rate taxpayer – and so reduce your percentage liability from 40% or 50% to 20%. Additionally, you can claim a quarter of the pension pot direct as a tax-free lump sum – you'll never, ever have paid tax on this cash.
Ian Lowes says: 'Tax relief means a £1,000 contribution will cost a higher rate taxpayer just £600. The downside is that you can only have 25% of the fund back - and only once you're at least 55. The rest of the fund has to provide a taxable income (via an annuity or drawdown policy – see below).
4. Check how your pension is invested
This is one of the serious areas of concern for those already with a pension. Poor performance can leave you seriously under-funded in retirement. In particular, watch out for so-called 'zombie funds'. We warn about these at This is Money.
An estimated 11 million savers are trapped in failing pension funds that deny them thousands of pounds of yearly income in retirement.
Peter McGahan, an independent financial adviser at Worldwide Financial Planning, says: 'Make sure your money is being invested by the best fund managers. A decent investment-based IFA will know how to pick these.'
Alan Maxwell, a chartered financial planner at Corporate Benefits, says many people - particularly those with funds in very old pensions - never bother to check how their money is managed. They just presume solid returns are a given. They're not. With fund managers changing regularly and performance varying, it's a serious concern.
Nick Lincoln, independent financial adviser at Values to Vision Financial Planning recommends that younger investors with more than ten years to retirement make sure they're reaping the rewards of the stock markets.
'It's too risky to invest in anything else (risk defined here as the likelihood of your fund not growing fast enough, which is the biggest risk of all),' he says. 'Divest back out of equities as you approach retirement.'
In your 50s, you must reconsider your 'risk profile'. This means opting out of riskier investments – shares – to lock in your gains. Instead, cash and bonds will provide a more consistent return.
Chris Wicks, a chartered financial planner at Bridgewater, explains: 'If you are retiring in the next couple of years you need to start to reduce the risk of your pension fund by moving to fixed interest and cash funds to avoid the impact of a last minute stock market drop on your retirement income.
5. Cut costs with a fund supermarket
To optimise your investments to the full, steer clear of dinosaur personal pension plans altogether. Instead, try a Self-Invested Personal Pensions (Sipp). These allow you to choose exactly how your cash is invested, whether in shares, funds, commercial property or something else. Created 21 years ago for high net wealth savers, they have become far more accessible in the 21st Century.
For the majority of mid-wealth investors, a fund supermarket-style Sipp – which is simply a low-cost platform for investing in different funds – could work perfectly.
Danny Cox says: 'Use a fund supermarket to reduce costs and simplify your investments. As the name suggests a fund supermarket is a one stop shop for Isas, Sipps, funds, shares, ETFs and investment trusts.
'They buy in bulk and pass those savings onto the investor, meaning you can invest in a unit trust saving as much as 5.5% on the cost when buying direct. Fund supermarkets enable you to consolidate your investments and pensions into one simple statement, view the value at anytime on line and deal on-line from the comfort of your own home.'
Some of the cheapest fund low-cost Sipps are run by Hargreaves Lansdown, James Hay, AJ Bell's Sippdeal, and Alliance Trust. Help on finding the cheapest low cost Sipp.
6. Get the right annuity
From April, some retirees will no longer need to purchase an annuity to convert their pots into an income. It will be possible, instead, to stay invested in the stock market and draw money slowly from your pot.
But the operative word here is 'some' people. Most will still find that the secure income stream from an annuity is necessary for a hassle-free old age. Others simply won't be allowed to opt out of annuity purchases because their funds won't be large enough. More on the new rules here.
When you hit retirement, it's absolutely essential to shop around for the best annuity rate. At the beginning of 2011, a £100,000 pot typically buys a pension of just £5,500 a year for a couple. But different insurance companies vary wildly - by as much as 20% - in the sort of income they'll pay in exchange for your pension pot.
This is particularly important if your health is poor as you may qualify for an enhanced rate - sometimes a huge 30% - 40% more. This applies to smokers, too, as their life expectancy is shorter.
Peter McGahan points out that some pension plans provide 'guaranteed' annuity rates that comprehensively beat the open market options. But he warns that even then, these they aren't always the best option.
He says: 'Check whether your pension offers a guaranteed annuity. As you retire you might see this is around 8% or 9% and that looks very attractive. But when you dig deeper, you'll find that these often have serious downsides. Firstly, most don't include spouses in the terms. That means that if you die, your partner won't benefit – the payments will stop. (source www.thisismoney.co.u )
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1. Seriously review; carefully re-plan
Retirement might seem aeons away, but that's no excuse to turn a blind eye and lapse into spendthrift ways.
If you don't know how much you've saved (via pensions, Isas, stock market investments, property etc.) then run a comprehensive review. Done on a regular basis – perhaps once or twice a year - this will help keep you on straight and narrow.
There are three essential boxes to tick before pension tinkering can begin, says Nick Lincoln, an independent financial adviser at Values to Vision Financial Planning.
First, work out when you want to retire and the income you'll need to live the retirement life you want. Calculate all your potential income streams in retirement (state pension, rental incomes, Isa investments, final salary benefits, employer pensions). Compare the two numbers. The shortfall figure should guide your action plan.
If you're not meeting your target, you'll have four main options: retiring later, saving more now, accepting less retirement income, or taking more risk to improve returns.
Steve Laird, an independent financial adviser at Carrington Wealth Management, has these top tips: 'If you have one or more existing pension plans, get a projection of what the benefits are likely to be at your chosen retirement age. If you have a company pension scheme you should be able to get this information from the scheme trustees.
'If it's a personal pension plan then write to the plan provider. Ask for a projection 'in today's money' – this will give you a much better idea of what you'll be able to buy with your pension fund.
'If there's a big shortfall between what you'll get and what you'll need then the time to take action is now – the longer that you leave it, the more it will cost you to make up the difference.
As a guide for how much to save, Alan Maxwell, a chartered financial planner at Corporate Benefits, says around 10% to 15% of your salary should be dedicated towards long-term planning - at all times.
2. Take advantage of Isas
Each year you can save up to £10,200 into an Isa (£5,100 in cash). Each year the allowance rises slightly (it's linked to inflation).Isas are simply investment 'wrappers' that shelter your cash from the long arm of the taxman. For basic rate taxpayers, this is a better saving solution than a pension (see below). The key difference with Isas is that you have access to your cash before age 55. If you're unsure which is right for you, check our Isa vs. Pension pros and cons round up.
Danny Cox, an adviser at Hargreaves Lansdown, says: 'Make full use of your Isa allowance. Less tax means the potential for much better returns from your savings and investments.'
Ian Lowes, of Lowes Financial Management, says: 'Despite the fact that Isas have been around for more than a decade, there is still a lot of misunderstanding surrounding them.
'An Isa is simply an annual allowance that everyone over 18 has to shelter some of their investments or savings from income tax and/or capital gains tax. They should be used by most investors each year in one form or another.
3. Use a pension to claw back tax
Pensions are the archetypal retirement savings product. It is more than possible to get all the way to retirement without them. But higher rate taxpayers should take note: a pension can help claw back some of the 40% or 50% tax you cough up each year.
Quite simply, the Government refunds your income tax when you store money in a pension. This is reward for being unable to use it until you're 55. Income tax is paid on the way out of the pension in retirement. But, the benefit is that you'll probably qualify within a lower income threshold – usually as a basic rate taxpayer – and so reduce your percentage liability from 40% or 50% to 20%. Additionally, you can claim a quarter of the pension pot direct as a tax-free lump sum – you'll never, ever have paid tax on this cash.
Ian Lowes says: 'Tax relief means a £1,000 contribution will cost a higher rate taxpayer just £600. The downside is that you can only have 25% of the fund back - and only once you're at least 55. The rest of the fund has to provide a taxable income (via an annuity or drawdown policy – see below).
4. Check how your pension is invested
This is one of the serious areas of concern for those already with a pension. Poor performance can leave you seriously under-funded in retirement. In particular, watch out for so-called 'zombie funds'. We warn about these at This is Money.
An estimated 11 million savers are trapped in failing pension funds that deny them thousands of pounds of yearly income in retirement.
Peter McGahan, an independent financial adviser at Worldwide Financial Planning, says: 'Make sure your money is being invested by the best fund managers. A decent investment-based IFA will know how to pick these.'
Alan Maxwell, a chartered financial planner at Corporate Benefits, says many people - particularly those with funds in very old pensions - never bother to check how their money is managed. They just presume solid returns are a given. They're not. With fund managers changing regularly and performance varying, it's a serious concern.
Nick Lincoln, independent financial adviser at Values to Vision Financial Planning recommends that younger investors with more than ten years to retirement make sure they're reaping the rewards of the stock markets.
'It's too risky to invest in anything else (risk defined here as the likelihood of your fund not growing fast enough, which is the biggest risk of all),' he says. 'Divest back out of equities as you approach retirement.'
In your 50s, you must reconsider your 'risk profile'. This means opting out of riskier investments – shares – to lock in your gains. Instead, cash and bonds will provide a more consistent return.
Chris Wicks, a chartered financial planner at Bridgewater, explains: 'If you are retiring in the next couple of years you need to start to reduce the risk of your pension fund by moving to fixed interest and cash funds to avoid the impact of a last minute stock market drop on your retirement income.
5. Cut costs with a fund supermarket
To optimise your investments to the full, steer clear of dinosaur personal pension plans altogether. Instead, try a Self-Invested Personal Pensions (Sipp). These allow you to choose exactly how your cash is invested, whether in shares, funds, commercial property or something else. Created 21 years ago for high net wealth savers, they have become far more accessible in the 21st Century.
For the majority of mid-wealth investors, a fund supermarket-style Sipp – which is simply a low-cost platform for investing in different funds – could work perfectly.
Danny Cox says: 'Use a fund supermarket to reduce costs and simplify your investments. As the name suggests a fund supermarket is a one stop shop for Isas, Sipps, funds, shares, ETFs and investment trusts.
'They buy in bulk and pass those savings onto the investor, meaning you can invest in a unit trust saving as much as 5.5% on the cost when buying direct. Fund supermarkets enable you to consolidate your investments and pensions into one simple statement, view the value at anytime on line and deal on-line from the comfort of your own home.'
Some of the cheapest fund low-cost Sipps are run by Hargreaves Lansdown, James Hay, AJ Bell's Sippdeal, and Alliance Trust. Help on finding the cheapest low cost Sipp.
6. Get the right annuity
From April, some retirees will no longer need to purchase an annuity to convert their pots into an income. It will be possible, instead, to stay invested in the stock market and draw money slowly from your pot.
But the operative word here is 'some' people. Most will still find that the secure income stream from an annuity is necessary for a hassle-free old age. Others simply won't be allowed to opt out of annuity purchases because their funds won't be large enough. More on the new rules here.
When you hit retirement, it's absolutely essential to shop around for the best annuity rate. At the beginning of 2011, a £100,000 pot typically buys a pension of just £5,500 a year for a couple. But different insurance companies vary wildly - by as much as 20% - in the sort of income they'll pay in exchange for your pension pot.
This is particularly important if your health is poor as you may qualify for an enhanced rate - sometimes a huge 30% - 40% more. This applies to smokers, too, as their life expectancy is shorter.
Peter McGahan points out that some pension plans provide 'guaranteed' annuity rates that comprehensively beat the open market options. But he warns that even then, these they aren't always the best option.
He says: 'Check whether your pension offers a guaranteed annuity. As you retire you might see this is around 8% or 9% and that looks very attractive. But when you dig deeper, you'll find that these often have serious downsides. Firstly, most don't include spouses in the terms. That means that if you die, your partner won't benefit – the payments will stop. (source www.thisismoney.co.u )
Best pension plans tips 2011, best pension plans tips 2012, best pension plans help 2011, free pension plans tips 2011, best pension plans walkthrough 2011, best pension plans techniques 2011, How to sort out your pension in 2011, pension, pension plan, pension protection act, nj pension, pensions and investments, pension accounting, pension plan accounting, ifrs pension accounting, pension accounting basics, pension accounting 101, pension vs 401k, pension plan vs 401 k, pension plans vs 401k.
Saturday, August 20, 2011
Fidelity Select Pharmaceuticals (MUTF: FPHAX) review
Fidelity Select Pharmaceuticals (MUTF: FPHAX) review : The Fidelity Select Pharmaceuticals fund is seeking capital appreciation. This Fidelity investments fund usually invests majority of assets (>80%) in securities of companies principally engaged in the research, development, manufacture, sale, or distribution of pharmaceuticals and drugs of all types. It may invest in securities of foreign issuers. The fund is non-diversified mutual fund.
FPHAX Fund Details ;
* Fund Inception Date: June 18, 2001
* Ticker Symbol: FPHAX
* CUSIP: 316390442
* Beta (3yr): 0.68
* Rank in category (YTD): 18%
* Category: Health
* Distribution: 1.02%
* Capital Gains: N/A
* Number of Years Up: 7 years
* Number of Years Down: 2 years
* Total Net Assets: $583.25 million
This Fidelity fund is a no load fund (i.e. there is no sales load), it also has no management fee (i.e. 12b1 fee). The fund’s expense ratio is 0.94% per year. The fund has been managed by Andrew Oh since July 2006. This fund is classified in health category.
Morningstar has rated four stars rating for this Fidelity Select Pharmaceuticals fund. Based on load adjusted return, this FPHAX fund has returned 37.40% over the past year and 14.42% over the past three years. This top rated sector fund has its best performance year in 2009 with 25.41%. Its worst performance return occurred in 2002 with -23.37%. The past 5 years performance of this best rated fund is listed below:
* Year 2010: 16.36%
* Year 2009: 25.41%
* Year 2008: -22.71%
* Year 2007: 13.40%
* Year 2006: 12.49%
If you are interested in this fund, the minimum initial investment for brokerage account is $2,500 and only $500 for IRA account. There is no minimum subsequent investment needed. This fund is available to many investors. Investors can purchase this fund through 62 brokerages. Please check with your brokerage account for details about this fund.
This fund has a total of 114 holdings as of June 2011. The top ten holdings are Glaxosmithkline Plc Spons Adr, Johnson & Johnson, Sanofi Spon Adr, Merck & Co Inc New, Pfizer Inc, Valeant Pharmaceuticals Intl, Shire Plc Spon Adr, Novartis Ag Spon Adr, Novo-Nordisk As Cl B Adr and Allergan Inc. These ten holdings represent 45.77% of the total portfolio. As of June 2011, the asset allocation of this fund is Domestic Equities (59.27%), International Equities (39.27%) and Cash & Net Other Assets (1.46%).
The fund’s major market sectors as of June 2011 are Health Care (97.63%), Consumer Staples (0.54%), Industrials (0.21%) and Information Technology (0.16%).
Accodring to the fund’s prospectus, the principal investment risks include:
* Stock market volatility
* Foreign exposure
* Biotechnology industry concentration
* Issuer Specific Changes
FPHAX Fund Details ;
* Fund Inception Date: June 18, 2001
* Ticker Symbol: FPHAX
* CUSIP: 316390442
* Beta (3yr): 0.68
* Rank in category (YTD): 18%
* Category: Health
* Distribution: 1.02%
* Capital Gains: N/A
* Number of Years Up: 7 years
* Number of Years Down: 2 years
* Total Net Assets: $583.25 million
This Fidelity fund is a no load fund (i.e. there is no sales load), it also has no management fee (i.e. 12b1 fee). The fund’s expense ratio is 0.94% per year. The fund has been managed by Andrew Oh since July 2006. This fund is classified in health category.
Morningstar has rated four stars rating for this Fidelity Select Pharmaceuticals fund. Based on load adjusted return, this FPHAX fund has returned 37.40% over the past year and 14.42% over the past three years. This top rated sector fund has its best performance year in 2009 with 25.41%. Its worst performance return occurred in 2002 with -23.37%. The past 5 years performance of this best rated fund is listed below:
* Year 2010: 16.36%
* Year 2009: 25.41%
* Year 2008: -22.71%
* Year 2007: 13.40%
* Year 2006: 12.49%
If you are interested in this fund, the minimum initial investment for brokerage account is $2,500 and only $500 for IRA account. There is no minimum subsequent investment needed. This fund is available to many investors. Investors can purchase this fund through 62 brokerages. Please check with your brokerage account for details about this fund.
This fund has a total of 114 holdings as of June 2011. The top ten holdings are Glaxosmithkline Plc Spons Adr, Johnson & Johnson, Sanofi Spon Adr, Merck & Co Inc New, Pfizer Inc, Valeant Pharmaceuticals Intl, Shire Plc Spon Adr, Novartis Ag Spon Adr, Novo-Nordisk As Cl B Adr and Allergan Inc. These ten holdings represent 45.77% of the total portfolio. As of June 2011, the asset allocation of this fund is Domestic Equities (59.27%), International Equities (39.27%) and Cash & Net Other Assets (1.46%).
The fund’s major market sectors as of June 2011 are Health Care (97.63%), Consumer Staples (0.54%), Industrials (0.21%) and Information Technology (0.16%).
Accodring to the fund’s prospectus, the principal investment risks include:
* Stock market volatility
* Foreign exposure
* Biotechnology industry concentration
* Issuer Specific Changes
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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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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MFS International New Discovery A (MIDAX) mutual fund Review
MFS International New Discovery A (MIDAX) mutual funds Review ; 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. It generally focuses on companies with small- to medium-capitalizations although it may invest in companies of any size. The fund also invests in derivatives. It may also enter into short sales for the fund.
The lead manager of this MFS fund is David Antonelli. He has managed this fund since its inception in October 1997. Investor can invest in this fund by opening a brokerage account with $1,000 minimum initial investment and $250 for IRA account. The 12b1 of this fund is 0.25% and the front-end sales load fee is 5.75%. The expense ratio of this CCAFX fund is 1.44% per year. This fund is in the Foreign Small/ Mid Growth category.
Morningstar has rated this fund with 4 stars rating. This MFS mutual fund has performed in 10 years with positive return and 3 years with negative return. It has Year-to-Date return of 4.25%. This 4 stars rated fund has returned 11.32% over the past decade.
There are 98 brokerages that provide this fund, such as Merrill Lynch, JP Morgan, E Trade Financial, etc. This fund is available in many other classes like Class B (MIDBX), Class C (MIDCX), R1 Class (MIDGX), R2 Class (MIDRX), R3 Class (MIDHX), R4 Class (MIDJX), 529A Class (EAIDX), 529B (EBIDX) and 529C (ECIDX).
The top ten holdings of MFS fund as of June 2011 represent 10.9% of total net assets. They are Croda International PLC, Bunzl PLC, Swedish Match AB, Amadeus IT Holding SA, Christian Dior SA, JGC Corp, GEA Group AG, Hiscox Ltd, Iluka Resources Ltd and Miraca Holdings Inc.
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The lead manager of this MFS fund is David Antonelli. He has managed this fund since its inception in October 1997. Investor can invest in this fund by opening a brokerage account with $1,000 minimum initial investment and $250 for IRA account. The 12b1 of this fund is 0.25% and the front-end sales load fee is 5.75%. The expense ratio of this CCAFX fund is 1.44% per year. This fund is in the Foreign Small/ Mid Growth category.
Morningstar has rated this fund with 4 stars rating. This MFS mutual fund has performed in 10 years with positive return and 3 years with negative return. It has Year-to-Date return of 4.25%. This 4 stars rated fund has returned 11.32% over the past decade.There are 98 brokerages that provide this fund, such as Merrill Lynch, JP Morgan, E Trade Financial, etc. This fund is available in many other classes like Class B (MIDBX), Class C (MIDCX), R1 Class (MIDGX), R2 Class (MIDRX), R3 Class (MIDHX), R4 Class (MIDJX), 529A Class (EAIDX), 529B (EBIDX) and 529C (ECIDX).
The top ten holdings of MFS fund as of June 2011 represent 10.9% of total net assets. They are Croda International PLC, Bunzl PLC, Swedish Match AB, Amadeus IT Holding SA, Christian Dior SA, JGC Corp, GEA Group AG, Hiscox Ltd, Iluka Resources Ltd and Miraca Holdings Inc.
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Royce Opportunity Investment fund (MUTF: RYPNX) Review
Royce Opportunity Investment fund (MUTF: RYPNX) Review ; 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.
This investment fund is categorized in Small Value equity fund. Boniface Zaino has managed this Royce fund since April 1998. The fund has $2.15 billion net assets. The annual expense ratio is 1.17%. The fund has had 11 years in positive performance since its inception 14 years ago. This fund has returned 20.68% over the past year and 9.08% over the past ten years.
To start investing in this fund, you will need a minimum of $2,000 for the initial investment in regular brokerage account and $1,000 for retirement (IRA) account. You can choose from the other classes of Royce Opportunity fund, such as Service Class (RYOFX), Consultant Class (ROFCX), Institutional Class (ROFIX), R Class (ROFRX) and K Class (ROFKX). This fund has no 12b1 fee and no sales load fee. This RYPNX can be purchased from 82 brokerages.
As of June 2011, the top holdings of RYPNX fund are Haynes International (0.8%), OM Group (0.8%), Dilard’s Class A (0.8%), Carpenter Technology (0.8%), Century Aluminum (0.8%), Kaiser Aluminum (0.8%), Albany International (0.7%), Trinity Industries (0.7%), Nanometrics (0.7%) and Ferro Corporation (0.7%).
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This investment fund is categorized in Small Value equity fund. Boniface Zaino has managed this Royce fund since April 1998. The fund has $2.15 billion net assets. The annual expense ratio is 1.17%. The fund has had 11 years in positive performance since its inception 14 years ago. This fund has returned 20.68% over the past year and 9.08% over the past ten years.
To start investing in this fund, you will need a minimum of $2,000 for the initial investment in regular brokerage account and $1,000 for retirement (IRA) account. You can choose from the other classes of Royce Opportunity fund, such as Service Class (RYOFX), Consultant Class (ROFCX), Institutional Class (ROFIX), R Class (ROFRX) and K Class (ROFKX). This fund has no 12b1 fee and no sales load fee. This RYPNX can be purchased from 82 brokerages.
As of June 2011, the top holdings of RYPNX fund are Haynes International (0.8%), OM Group (0.8%), Dilard’s Class A (0.8%), Carpenter Technology (0.8%), Century Aluminum (0.8%), Kaiser Aluminum (0.8%), Albany International (0.7%), Trinity Industries (0.7%), Nanometrics (0.7%) and Ferro Corporation (0.7%).
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Wells Fargo Advantage Small Cap Value Investor (SSMVX) Review
Wells Fargo Advantage Small Cap Value Investor (SSMVX) Review : 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.
This Wells Fargo fund’s manager is I. Charles Rinaldi. He has been managing this Wells Fargo Advantage mutual fund since its inception in December 1997. The expense ratio of this fund is 1.35% annualy. This fund has no 12b1 fee and no front-end sales load fee. This fund has net assets of $4.11 billion.
This SSMVX fund has gotten with 4-stars rating from Morningstar. The fund total net assets are $4.1 billion. Since its inception, this fund has achieved 11 years with positive 1-year total return with the best performance in 2009 with 51.90%. It has returned 15.84% over the past year and 5.49% over the past five years. This SSMVX fund has -1.32% YTD return.
The minimum balance needed to open either brokerage account of this fund is $2,500. For the next minimum subsequent investment, you will need $100 or more. This Wells Fargo Advantage Small Cap Value Investor fund is available for purchase from a wide selection of 81 brokerages like Merrill Lynch, JP Morgan, T Rowe Price, etc.
The top sectors of this Wells Fargo fund are Energy (25.0%), Financials (18%), Materials (17%), Industrials (12%) and Information Technology (9%). The top ten holdings of this fund are Randgold Resources Limited (6.62%), Interoil Corporation (6.14%), Chimera Investment Corporation (3.25%), McMoRan Exploration Co (2.86%), Range Resources Corporation (2.59%), Chicago Bridge & Iron Company (2.43%), United Continental Holdings (1.96%), Newpark Resources Incorporated (1.58%), Ion Geophysical Corporation (1.47%) and Carpenter Technology common (1.44%).
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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.
This Wells Fargo fund’s manager is I. Charles Rinaldi. He has been managing this Wells Fargo Advantage mutual fund since its inception in December 1997. The expense ratio of this fund is 1.35% annualy. This fund has no 12b1 fee and no front-end sales load fee. This fund has net assets of $4.11 billion.
This SSMVX fund has gotten with 4-stars rating from Morningstar. The fund total net assets are $4.1 billion. Since its inception, this fund has achieved 11 years with positive 1-year total return with the best performance in 2009 with 51.90%. It has returned 15.84% over the past year and 5.49% over the past five years. This SSMVX fund has -1.32% YTD return.
The minimum balance needed to open either brokerage account of this fund is $2,500. For the next minimum subsequent investment, you will need $100 or more. This Wells Fargo Advantage Small Cap Value Investor fund is available for purchase from a wide selection of 81 brokerages like Merrill Lynch, JP Morgan, T Rowe Price, etc.
The top sectors of this Wells Fargo fund are Energy (25.0%), Financials (18%), Materials (17%), Industrials (12%) and Information Technology (9%). The top ten holdings of this fund are Randgold Resources Limited (6.62%), Interoil Corporation (6.14%), Chimera Investment Corporation (3.25%), McMoRan Exploration Co (2.86%), Range Resources Corporation (2.59%), Chicago Bridge & Iron Company (2.43%), United Continental Holdings (1.96%), Newpark Resources Incorporated (1.58%), Ion Geophysical Corporation (1.47%) and Carpenter Technology common (1.44%).
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Rydex / SGI Mid Cap Value A fund (SEVAX) Review
Rydex / SGI Mid Cap Value A fund (SEVAX) Review : 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.
This SEVAX fund has $1.53 billion net assets. This fund is in the Small Value category. The annual expense ratio of this fund is 1.37%. The fund dividend yield is 0.22%. This fund does have 0.25% management fee and 5.75% front-end sales load fee. This fund is currently managed by James P. Schier. He has been with this fund since its inception in May 1997. The benchmark of this fund is Russell 2500 Value Index.
This fund has received 4 stars rating from Morningstar. It has a YTD return of 2.41%. This Rydex fund has returned 17.25% over the past year, 9.62% over the past 3 year, 6.06% over the past five year, and 10.55% over the past decade. The best 1-year total return was achieved in 2003 with 51.83%. The 3-years beta of this fund is 0.99.
The minimum balanced to invest in the regular brokerage account of this SEVAX fund is $100. This fund can be purchased from a selection of 83 brokerages, include JP Morgan, Schwab Retail, Td Ameritrade, etc. This fund has performed in 11 years of positive achievement and 2 years of negative return. The other classes of this fund are Class B (SVSBX) and Class C (SEVSX) that was introduced to public in January 1999.
As of June 2011, the top sectors of this Rydex fund are Industrials (20.23%), Financials (17.17%), Consumer Discretionary (10.84%), Utilities (10.4%) and Energy (10.34%). The top ten holdings as of June 2011 are Hanover Insurance Group (2.90%), Cabela’s Inc (2.78%), Computer Sciences Corporation (2.76%), IXYS Corporation (2.36%), Bemis Company Inc (2.29%), American Financial Group Inc (2.11%), GeoEye Inc (2.09%), Berkley Corporation (2.01%), SandRidge Energy Inc (2.00%) and JM Smucker Company (1.98%).
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This SEVAX fund has $1.53 billion net assets. This fund is in the Small Value category. The annual expense ratio of this fund is 1.37%. The fund dividend yield is 0.22%. This fund does have 0.25% management fee and 5.75% front-end sales load fee. This fund is currently managed by James P. Schier. He has been with this fund since its inception in May 1997. The benchmark of this fund is Russell 2500 Value Index.
This fund has received 4 stars rating from Morningstar. It has a YTD return of 2.41%. This Rydex fund has returned 17.25% over the past year, 9.62% over the past 3 year, 6.06% over the past five year, and 10.55% over the past decade. The best 1-year total return was achieved in 2003 with 51.83%. The 3-years beta of this fund is 0.99.
The minimum balanced to invest in the regular brokerage account of this SEVAX fund is $100. This fund can be purchased from a selection of 83 brokerages, include JP Morgan, Schwab Retail, Td Ameritrade, etc. This fund has performed in 11 years of positive achievement and 2 years of negative return. The other classes of this fund are Class B (SVSBX) and Class C (SEVSX) that was introduced to public in January 1999.
As of June 2011, the top sectors of this Rydex fund are Industrials (20.23%), Financials (17.17%), Consumer Discretionary (10.84%), Utilities (10.4%) and Energy (10.34%). The top ten holdings as of June 2011 are Hanover Insurance Group (2.90%), Cabela’s Inc (2.78%), Computer Sciences Corporation (2.76%), IXYS Corporation (2.36%), Bemis Company Inc (2.29%), American Financial Group Inc (2.11%), GeoEye Inc (2.09%), Berkley Corporation (2.01%), SandRidge Energy Inc (2.00%) and JM Smucker Company (1.98%).
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Wasatch Micro Cap fund (MUTF: WMICX) Review
Wasatch Micro Cap fund (MUTF: WMICX) Review : 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.
As one of the small growth stock fund, this Wasatch fund’s manager is Daniel Chace since 2004. The fund has annual expense ratio of 2.18%. This fund has no 12b1 fee and no front-end sales load fee. Morningstar has rated this WMICX fund with 3-stars rating. This fund is currently on the 8th rank in the Small Growth category. The fund total net assets are $329.24 million.
Since its inception, this fund has recorded 13 years positive performance with the best total return in 2001 with 49.99%. It has returned 28.71% over the past year and 8.17% over the past ten years. This WMICX fund has 1.13% YTD return. There is no other class of this fund. This fund is currently open to all investors. The benchmarks of this fund are Russell Microcap Index and Russell 2000 Index.
The minimum balance needed to open either brokerage account or IRA account of this fund is $2,000 with the $100 for the minimum subsequent investment for both accounts. WMICX is available for purchase from a wide selection of 77 brokerages like JP Morgan, Schwab Retail, Td Ameritrade Inc, etc.
The top five holdings of this Wasatch Micro Cap fund as of March 2011 are State Street/ Ficc Repo (3.63%), Power Integrations Inc (2.95%), CorVel Corporation (2.63%), Hibbett Sports Inc (2.51%) and Interactive Intelligence Inc (2.47%).
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As one of the small growth stock fund, this Wasatch fund’s manager is Daniel Chace since 2004. The fund has annual expense ratio of 2.18%. This fund has no 12b1 fee and no front-end sales load fee. Morningstar has rated this WMICX fund with 3-stars rating. This fund is currently on the 8th rank in the Small Growth category. The fund total net assets are $329.24 million.Since its inception, this fund has recorded 13 years positive performance with the best total return in 2001 with 49.99%. It has returned 28.71% over the past year and 8.17% over the past ten years. This WMICX fund has 1.13% YTD return. There is no other class of this fund. This fund is currently open to all investors. The benchmarks of this fund are Russell Microcap Index and Russell 2000 Index.
The minimum balance needed to open either brokerage account or IRA account of this fund is $2,000 with the $100 for the minimum subsequent investment for both accounts. WMICX is available for purchase from a wide selection of 77 brokerages like JP Morgan, Schwab Retail, Td Ameritrade Inc, etc.
The top five holdings of this Wasatch Micro Cap fund as of March 2011 are State Street/ Ficc Repo (3.63%), Power Integrations Inc (2.95%), CorVel Corporation (2.63%), Hibbett Sports Inc (2.51%) and Interactive Intelligence Inc (2.47%).
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BlackRock International Opportunities Investor A (MUTF: BREAX) Review
BlackRock International Opportunities Investor A (MUTF: BREAX) Review : 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.
This BREAX fund is in the category of Foreign Large Blend fund. It has $2.30 billion net assets. The yearly expense ratio of this fund is 1.59%. This expense ratio is higher than the average expense in the category of 1.35%. The fund dividend yield is 0. 80% and it is distributed annually. This fund does have 0.25% management fee and 5.25% front-end sales load fee. This fund is managed by Thomas P. Callan since and Michael Carey. The CUSIP of this fund is 091929307.
This 4 stars rated fund currently has 4.21% YTD return. As one of the best rated fund, this Blackrock fund has returned 19.95% over the past year, 4.94% over the past 5 year and 12.15% over the past ten years. The best performance was achieved in 1999 with 150.50%.
The minimum balanced to invest in the regular brokerage account of this BREAX fund is $1,000. This fund can be purchased from 101 brokerages, include JP Morgan, Merrill Lynch, Schwab Retail, etc. Since its inception, this fund has performed in 9 years of positive achievement and 4 years of negative return. The other classes of this fund are Class Investor B (BREBX), Class Investor C (BRECX) and Institutional Class (BISIX). Among all, the BISIX has the lowest expense ratio of 1.35%.
As of June 2011, the top ten equity holdings of BREAX fund are Royal Dutch Shell (2.3%), HSBC (1.6%), Banco Bradesco (1.3%), Xstrata (1.2%), IHI (1.1%), Siemens (1.1%), Telefonica (1.1%), Zeon (1.1%), Fresenius Medical Care (1.0%) and Hyundai Engineering and Construction (1.0%).
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This BREAX fund is in the category of Foreign Large Blend fund. It has $2.30 billion net assets. The yearly expense ratio of this fund is 1.59%. This expense ratio is higher than the average expense in the category of 1.35%. The fund dividend yield is 0. 80% and it is distributed annually. This fund does have 0.25% management fee and 5.25% front-end sales load fee. This fund is managed by Thomas P. Callan since and Michael Carey. The CUSIP of this fund is 091929307.
This 4 stars rated fund currently has 4.21% YTD return. As one of the best rated fund, this Blackrock fund has returned 19.95% over the past year, 4.94% over the past 5 year and 12.15% over the past ten years. The best performance was achieved in 1999 with 150.50%.
The minimum balanced to invest in the regular brokerage account of this BREAX fund is $1,000. This fund can be purchased from 101 brokerages, include JP Morgan, Merrill Lynch, Schwab Retail, etc. Since its inception, this fund has performed in 9 years of positive achievement and 4 years of negative return. The other classes of this fund are Class Investor B (BREBX), Class Investor C (BRECX) and Institutional Class (BISIX). Among all, the BISIX has the lowest expense ratio of 1.35%.
As of June 2011, the top ten equity holdings of BREAX fund are Royal Dutch Shell (2.3%), HSBC (1.6%), Banco Bradesco (1.3%), Xstrata (1.2%), IHI (1.1%), Siemens (1.1%), Telefonica (1.1%), Zeon (1.1%), Fresenius Medical Care (1.0%) and Hyundai Engineering and Construction (1.0%).
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Bruce Fund (MUTF: BRUFX) Review
Bruce Fund (MUTF: BRUFX) Review : 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.Rated forth in the best funds of Forbes list, this Bruce fund has been managed by Robert B. Bruce since its inception in October 1983. He has been president of Bruce & Company since 1974. This moderate allocation balanced fund is categorized in Moderate Allocation category. The fund has no management fee and no front-end sales load fee.
The minimum amount needed to open a brokerage account in this fund is $1,000 with $500 minimum subsequent investment. No retirement (IRA) account is available. Please note as information from the fund’s website, this fund is currently not available for sale in Nebraska or Texas. For 2011 year-to-date, this BRUFX fund has returned 9.49%. This 5 stars rated fund has returned 23.93% over the past year, and 17.19% over the past decade. There is no other class available for this best rated fund.
The top holdings of this equity mutual fund as of June 2011 represent 35.34% of the total portfolio. The assets allocation of BRUFX fund is 40.33% in Stock, 25.73% in Bond, 16.95% in Cash and 16.99% in Other. The top sectors of Bruce Fund are Healthcare (17.14%), Consumer Cyclical (14.94%), Industrials (13.32%), Technology (12.22%) and Utilities (11.92%).
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CGM Focus fund (MUTF: CGMFX) Review
CGM Focus fund (MUTF: CGMFX) Review : 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).
G. Kenneth Heebner has managed this fund since September 1997. This CGM fund has $2.58 billion net assets. The annual expense ratio is 1.03%. Morningstar has rated this fund with 2-stars rating. It has 1.29% beta for over the last three years. The annual holdings turnover of this rate is quite high (363.0%) compared to the average in Large Growth category which is 87.49%. This CGMFX is a no load fund, there is no 12b1 fee and no sales load fee as well.
This CGM fund has -8.45% YTD return. This large growth stock fund has returned 16.23% over the past year and 10.25% over the past ten years. The previous year performance of this fund is as follow:
* Year 2010: 16.94%
* Year 2009: 10.42%
* Year 2008: -48.18%
* Year 2007: 79.97%
Since its inception in 1997, this fund has achieved 11 years in positive return and 2 years in negative return. If you are interested in investing in this CGM Focus fund, you will need a minimum of $2,500 for the initial investment in regular brokerage account and $1,000 for retirement (IRA) account with $50 minimum subsequent investment applicable for both accounts. This CGMFX can be bought from a limited of 26 brokerages.
As of March 2011, the top five holdings of this CGMFX fund represent 31.83% of total portfolio. They are Priceline.com Inc (7.06%), National Oilwell Varco Inc (6.78%), Tata Motors Ltd (6.25%), ASML Holding NV (6.05%) and CBS Corporation B (5.68%). The top sectors of this fund are Technology (24.32%), Energy (21.45%), Consumer Cyclical (19.17%), Basic Materials (16.71%) and Industrials (14.64%). Almost all of the CGMFX asset is allocated in stocks (99.08%), only a small part of 0.92% is allocated in cash.
According to the fund’s prospectus, investing in this fund involves Principal Risks such as Non-diversification risk, Market risk, Industry/ sector exposure risk, Short sale risk, Small and medium-sized companies risk, Fixed income investments risk, Lower rated debt securities risk, Foreign securities risk, Key personnel risk, etc.
CGMFX asset is allocated in stocks predicctions 2011- 2012, CGMFX stock prices 2011, ASML Holding NV, CGMFX shares prices forecast 2012.
G. Kenneth Heebner has managed this fund since September 1997. This CGM fund has $2.58 billion net assets. The annual expense ratio is 1.03%. Morningstar has rated this fund with 2-stars rating. It has 1.29% beta for over the last three years. The annual holdings turnover of this rate is quite high (363.0%) compared to the average in Large Growth category which is 87.49%. This CGMFX is a no load fund, there is no 12b1 fee and no sales load fee as well.
This CGM fund has -8.45% YTD return. This large growth stock fund has returned 16.23% over the past year and 10.25% over the past ten years. The previous year performance of this fund is as follow:
* Year 2010: 16.94%
* Year 2009: 10.42%
* Year 2008: -48.18%
* Year 2007: 79.97%
Since its inception in 1997, this fund has achieved 11 years in positive return and 2 years in negative return. If you are interested in investing in this CGM Focus fund, you will need a minimum of $2,500 for the initial investment in regular brokerage account and $1,000 for retirement (IRA) account with $50 minimum subsequent investment applicable for both accounts. This CGMFX can be bought from a limited of 26 brokerages.
As of March 2011, the top five holdings of this CGMFX fund represent 31.83% of total portfolio. They are Priceline.com Inc (7.06%), National Oilwell Varco Inc (6.78%), Tata Motors Ltd (6.25%), ASML Holding NV (6.05%) and CBS Corporation B (5.68%). The top sectors of this fund are Technology (24.32%), Energy (21.45%), Consumer Cyclical (19.17%), Basic Materials (16.71%) and Industrials (14.64%). Almost all of the CGMFX asset is allocated in stocks (99.08%), only a small part of 0.92% is allocated in cash.
According to the fund’s prospectus, investing in this fund involves Principal Risks such as Non-diversification risk, Market risk, Industry/ sector exposure risk, Short sale risk, Small and medium-sized companies risk, Fixed income investments risk, Lower rated debt securities risk, Foreign securities risk, Key personnel risk, etc.
CGMFX asset is allocated in stocks predicctions 2011- 2012, CGMFX stock prices 2011, ASML Holding NV, CGMFX shares prices forecast 2012.
Bernstein Emerging Markets (Ticker: SNEMX) Review
Bernstein Emerging Markets (Ticker: SNEMX) Review ; 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.
This AllianceBernstein fund is managed by Seth Masters since its inception in December 1995. This is a no load fund, it means there is no 12b1 fee as well no sales load fee (either front-end sales load or deferred sales load). It has an annual holdings turnover of 67% as of July 2011. This fund has total net assets of $1.79 billion.
This fund is currently positioned on the rank 52nd in the Diversified Emerging Markets category. The SNEMX fund has -1.14% YTD return. The performance of this fund is as below:
* 1-year: 14.66%
* 3-year: 3.66%
* 5-year: 8.32%
* 10-year: 18.21%
So far, this Bernstein fund has with 10 years positive returns and 5 years negative returns. The best achievement was in year 2009 with 87.40%. Morningstar has provided this fund with 4-stars return rating. The minimum initial investment for this SNEMX fund is $25,000 for brokerage account. This diversified emerging markets stock fund is currently available for purchase from a limited of 4 brokerages. They are Northwestern Mutual Inv Srvc, LLC, DailyAccess Corporation RTC, Trade PMR Transaction Fee, and Waddell & Reed Choice MAP Flex.
As of May 2011, the top holdings of this SNEMX fund are Samsung Electronics Co, Ltd (3.14%), Vales SA ADR (3.12%), OAO Gazprom ADR (3.04%), Lukoil Company ADR (1.91%) and CNOOC Ltd (1.85%). Majority of the assets are invested in stocks (98.85%). The top sectors are Financial Services (24.90%), Energy (16.13%), Technology (15.65%), Basic Materials (13.42%) and Consumer Cyclical (10.22%).
SNEMX prices forecast 2011- 2012, SNEMX stock prices forecast, Bernstein Emerging Markets (Ticker: SNEMX) , SNEMX fund forecast 2012,
This AllianceBernstein fund is managed by Seth Masters since its inception in December 1995. This is a no load fund, it means there is no 12b1 fee as well no sales load fee (either front-end sales load or deferred sales load). It has an annual holdings turnover of 67% as of July 2011. This fund has total net assets of $1.79 billion.
This fund is currently positioned on the rank 52nd in the Diversified Emerging Markets category. The SNEMX fund has -1.14% YTD return. The performance of this fund is as below:
* 1-year: 14.66%
* 3-year: 3.66%
* 5-year: 8.32%
* 10-year: 18.21%
So far, this Bernstein fund has with 10 years positive returns and 5 years negative returns. The best achievement was in year 2009 with 87.40%. Morningstar has provided this fund with 4-stars return rating. The minimum initial investment for this SNEMX fund is $25,000 for brokerage account. This diversified emerging markets stock fund is currently available for purchase from a limited of 4 brokerages. They are Northwestern Mutual Inv Srvc, LLC, DailyAccess Corporation RTC, Trade PMR Transaction Fee, and Waddell & Reed Choice MAP Flex.
As of May 2011, the top holdings of this SNEMX fund are Samsung Electronics Co, Ltd (3.14%), Vales SA ADR (3.12%), OAO Gazprom ADR (3.04%), Lukoil Company ADR (1.91%) and CNOOC Ltd (1.85%). Majority of the assets are invested in stocks (98.85%). The top sectors are Financial Services (24.90%), Energy (16.13%), Technology (15.65%), Basic Materials (13.42%) and Consumer Cyclical (10.22%).
SNEMX prices forecast 2011- 2012, SNEMX stock prices forecast, Bernstein Emerging Markets (Ticker: SNEMX) , SNEMX fund forecast 2012,
Turner Emerging Growth Investor (MUTF: TMCGX) Review
Turner Emerging Growth Investor (MUTF: TMCGX) Review ; 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. This small growth domestic stock fund is one of the fund in the top list of Forbes' best mutual funds. Frank L Sustersic has managed this fund since its inception in February 1998. This fund has expense ratio of 1.40% per yeary. This expense fee is a bit lower compared to the average in the Small Growth category (1.52%). The total net asset of this fund is $595.72 million. This TMCGX fund is under the management of Turner Investment Partners. Currently it is on 24th rank in the small growth category. The CUSIP of this fund is 872524301.
This Turner fund has been rated 4-star rating by Morningstar. Since 1998, it has performed 10 years of positive return and 2 years of negative return. The best achievement was in 1999 with 144.39%. This best fund has returned 33.55% over the past one year and 8.93% over the past decade. This TMCGX fund has 7.26% YTD return.
To start investing in this TMCGX fund, you will need a minimum of $2,500 for brokerage account and $2,000 for retirement (IRA) account. This is a no load fund, there is no 12b1 fee and no sales load fee. The minimum subsequent investment for both accounts is $50. This fund can be purchased from 82 brokerages, such as JP Morgan, T Rowe Price, Td Ameritrade Inc, E Trade Financial, etc. The other class of this Investor class is Institutional Class (TMCOX) that has 1.17% annual expense ratio.
As of June 2011, the top ten holdings of this fund are Blackrock Liq Fd Tempcash (5.62 %), Amerigroup Corporation (3.19 %), Ariba Inc. (2.59 %), Deckers Outdoor Corp (2.50 %), Triumph Group Inc. (2.35 %), Huntsman Corp. (1.75 %), Middleby Corp (1.75 %), Catalyst Health Solutions (1.74 %), Genesee & Wyoming Inc (1.71 %) and Clean Harbors, Inc. (1.60 %).
TMCGX fund, best achievement, retirement (IRA) account, Forbes' best mutual funds, brokerage account, TMCGX fund prediction, TMCGX fund forecast 2011, TMCGX fund prices predictions 2012.
This Turner fund has been rated 4-star rating by Morningstar. Since 1998, it has performed 10 years of positive return and 2 years of negative return. The best achievement was in 1999 with 144.39%. This best fund has returned 33.55% over the past one year and 8.93% over the past decade. This TMCGX fund has 7.26% YTD return.
To start investing in this TMCGX fund, you will need a minimum of $2,500 for brokerage account and $2,000 for retirement (IRA) account. This is a no load fund, there is no 12b1 fee and no sales load fee. The minimum subsequent investment for both accounts is $50. This fund can be purchased from 82 brokerages, such as JP Morgan, T Rowe Price, Td Ameritrade Inc, E Trade Financial, etc. The other class of this Investor class is Institutional Class (TMCOX) that has 1.17% annual expense ratio.
As of June 2011, the top ten holdings of this fund are Blackrock Liq Fd Tempcash (5.62 %), Amerigroup Corporation (3.19 %), Ariba Inc. (2.59 %), Deckers Outdoor Corp (2.50 %), Triumph Group Inc. (2.35 %), Huntsman Corp. (1.75 %), Middleby Corp (1.75 %), Catalyst Health Solutions (1.74 %), Genesee & Wyoming Inc (1.71 %) and Clean Harbors, Inc. (1.60 %).
TMCGX fund, best achievement, retirement (IRA) account, Forbes' best mutual funds, brokerage account, TMCGX fund prediction, TMCGX fund forecast 2011, TMCGX fund prices predictions 2012.
Thursday, July 21, 2011
best mutual funds for 2012
best mutual funds for 2012 : If you want to own one investment in 2011 and 2012 your foremost mutual fund investment is usually a traditional balanced fund. Alternatively, with somewhat effort it is possible to assemble the top investment portfolio if you also invest money in several additional funds. This will likely provide you with total portfolio balance, this means you should sleep better during the night in 2011 and 2012 it doesn’t matter what happens Get Motivated Seminars about the investment scene
Best Mutual Fund Investment Strategy For 2011 and 2012
The best fund for most folks falls into a category called BALANCED, ASSET ALLOCATION, or TARGET RETIREMENT because the investment strategy here is to invest money in all three areas, while keeping the investor portfolio balanced (ratio of stocks to bonds) throughout the years. Read More...
Best Mutual Fund Investment Portfolio for 2011-2012
Energy stocks can soar when oil prices do, property and basic materials prices can usually benefit from inflation, and gold prices thrive on uncertainty. The perfect mutual fund investment portfolio is one which includes funds that invest your hard earned cash over these special sectors. Read More...
Best Mutual Fund Investment Strategy For 2011 and 2012
The best fund for most folks falls into a category called BALANCED, ASSET ALLOCATION, or TARGET RETIREMENT because the investment strategy here is to invest money in all three areas, while keeping the investor portfolio balanced (ratio of stocks to bonds) throughout the years. Read More...
Table Of Mutual Funds Closed To New Investors
Funds mentioned refer only to front-loaded or no-load mutual funds. Data is current as of the close of business July 8 Read More...
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Best Mutual Fund Investment Strategy For 2011 and 2012
The best fund for most folks falls into a category called BALANCED, ASSET ALLOCATION, or TARGET RETIREMENT because the investment strategy here is to invest money in all three areas, while keeping the investor portfolio balanced (ratio of stocks to bonds) throughout the years. Read More...
Best Mutual Fund Investment Portfolio for 2011-2012
Energy stocks can soar when oil prices do, property and basic materials prices can usually benefit from inflation, and gold prices thrive on uncertainty. The perfect mutual fund investment portfolio is one which includes funds that invest your hard earned cash over these special sectors. Read More...
Best Mutual Fund Investment Strategy For 2011 and 2012
The best fund for most folks falls into a category called BALANCED, ASSET ALLOCATION, or TARGET RETIREMENT because the investment strategy here is to invest money in all three areas, while keeping the investor portfolio balanced (ratio of stocks to bonds) throughout the years. Read More...
Table Of Mutual Funds Closed To New Investors
Funds mentioned refer only to front-loaded or no-load mutual funds. Data is current as of the close of business July 8 Read More...
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