Mutual Fund Investing
Investing with Mutual Funds and Letting Professional Money Managers Buy and Sell the Stocks for You
What Is A Mutual Fund?
An investment instrument that consists of a pool of funds from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar investment assets. Mutual funds are operated by money managers, who invest the fund's capital and attempt to produce capital gains and income for the fund's investors. A mutual fund's portfolio is structured and maintained to match the investment objectives stated in its prospectus.
One of the main benefits of mutual funds is that they provide small investors access to professionally managed, diversified investment portfolios of equities, bonds and other securities, which would be quite difficult if potentially impossible to create with a small amount of capital. Each investors participates proportionally in the gain or loss of the fund. Mutual fund units, or shares, are issued and can typically be purchased or redeemed as needed at the fund's current net asset value (NAV) per share, which is sometimes expressed as NAVPS.
March 06, 2014 - #1 Ranked Technology Mutual Funds By Zacks Investment Research
Technology is clearly a long term growth prospect for investors willing to remain invested and should continue to outperform the market over time. Many have viewed the sector with skepticism since the tech bubble burst more than a decade ago, but times have clearly changed for the better. Valuations are now based on stronger fundamentals and careful selection of investments has yielded good long term returns for many funds. Technology mutual funds greatly reduce the volatility inherent in this sector through by carefully selecting securities to create widely diversified portfolios.
Below we will share with you 5 top rated technology mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all technology funds, investors can click here to see the complete list of funds.
Dreyfus Technology Growth A (DTGRX) seeks capital growth. The fund invests in securities of technology companies that posses the ability to provide high earnings growth. A maximum of 25% of its assets may be utilized to purchase foreign securities. The technology mutual fund has a five year annualized return of 27.42%.
Barry Mills is the fund manager and has managed this fund since 2007.
Henderson Global Technology A (HFGAX) invests heavily in companies related to the technology sector. The fund purchases both domestic and foreign securities and seeks capital growth over the long term. It may hold securities from issuers located in a single or in a limited number of nations. The technology mutual fund has a five year annualized return of 25.07%.
The fund has an expense ratio of 1.49% as compared to category average of 1.55%.
MFS Technology A (MTCAX) seeks capital growth. It invests a large share of its assets in domestic and foreign equity securities of technology companies. Companies which stand to gain from technological advancement are selected for investment, regardless of their size. This technology mutual fund has a five year annualized return of 29.08%.
As of January 2014, this non-diversified mutual fund held 103 issues with 10.56% of its total assets invested in Google, Inc.
Wells Fargo Advantage Specialized Technology A (WFSTX) invests the majority of its assets in the technology sector. A maximum of half of its assets are invested in foreign equity securities. Not more than 25% of its assets may be invested in a foreign country. This technology mutual fund has a five year annualized return of 27.95%.
The non-diversified fund has an expense ratio of 1.63% as compared to category average of 1.55%.
T. Rowe Price Global Technology (PRGTX) invests the majority of its assets in companies which expect to derive a large proportion of their revenues from the development and application of technology. The fund invests in a minimum of 5 countries and 25% of assets are allocated for investment in foreign companies. This technology mutual fund has a five year annualized return of 33.28%.
As of December 2013, this fund held 76 issues with 10.54% of its assets invested in Apple Inc.
February 20, 2014 - #1 Ranked Global Mutual Funds By Zacks Investment Research
Over the years, studies have consistently shown that investing in both domestic equities and foreign stocks reduces portfolio risk while enhancing returns. In addition, the primacy of the US equity markets has greatly diminished with its share of global stock market capitalization declining steadily. This is why investors can no longer limit themselves to domestic investments. By holding widely diversified portfolios selected after careful research, global mutual funds offer a secure an attractive opportunity for investors looking at this category.
Below we will share with you 5 top rated global mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all global funds, investors can click here to see the complete list of funds.
Hartford Global Growth A (HALAX) seeks capital apprHALAXeciation. A minimum of 65% of assets are invested in securities of growth companies across the globe. A maximum of 25% of assets may be invested in companies primarily operating in emerging markets. The global mutual fund has returned 28.91% over the last one year period.
Matthew D. Hudson is the fund manager and has managed the fund since 2007.
Oppenheimer Global Opportunities A (OPGIX) primarily invests in a wide range of domestic as well as foreign equity securities. The fund focuses on acquiring stocks, but may also purchase debt securities. The fund may also invest in developing or emerging countries and in small and midcap companies. The global mutual fund has returned 38.12% over the last one year period.
The global mutual fund has an expense ratio of 1.21% compared to a category average of 1.35%.
Dreyfus Worldwide Growth A (PGROX) seeks capital growth on a long term basis along with capital preservation and current income. The fund invests a minimum of 25% of its assets in domestic and foreign companies each. It focuses on ‘blue-chip’ companies whose market cap is more than $5 billion. The global mutual fund has returned 11.97% over the last one year period.
As of December 2013, this fund held 50 issues with 6.99% of its assets invested in Philip Morris International, Inc.
Virtus Global Opportunities A (NWWOX) invests in equity and related securities issued from across the world. This includes domestic securities as well as those issued from developing economies. The companies selected must have proven performance records over a significant time period. The global mutual fund returned 11.35% over the last one year period.
The fund manager is Matthew Benkendorf and has managed this global mutual fund since 2009.
JHancock2 Technical Opportunities A (JTCAX) invests in equity and like securities of global companies including companies from developing and emerging countries. A maximum of 25% is invested in a particular industry. However, it may invest without limit in an economic sector. The global mutual fund returned 42.77% over the last one year period.
The global mutual fund has an expense ratio of 1.78% compared to a category average of 1.35%.
February 03, 2014 - #1 Ranked Healthcare Mutual Funds By Zacks Investment Research
When markets are passing through choppy waters, investors often rely on the healthcare sector to safeguard their investments. This is because the demand for healthcare services does not vary with market conditions, making them a safe haven during difficult times. Many pharma companies also generate regular dividends, which go a long way in softening the blow dealt by plummeting share prices. Mutual funds are the perfect choice for investors looking to enter this sector since they possess the advantages of wide diversification and analytical insight.
Below we will share with you 5 top rated health mutual funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all health funds, investors can click here to see the complete list of funds.
Fidelity Select Biotechnology (FBIOX) invests the majority of its assets in companies involved in the research, manufacture and distribution of biotechnological products, services, and processes. The fund also invests in companies that gain from technological developments in the arena. The mutual fund is non-diversified and returned 78.29% over the last one year period.
Rajiv Kaul is the fund manager and has managed this healthcare mutual fund since 2005.
Prudential Jennison Health Sciences A (PHLAX) seeks growth over the long term. This non-diversified fund utilizes the bulk of its assets to purchase equity securities of companies in the health sciences sector. The fund may invest over 5% of assets in a single issuer. The healthcare mutual fund has returned 56.80% over the last one year period.
The healthcare mutual fund has an expense ratio of 1.23% as compared to category average of 1.46%.
T. Rowe Price Health Sciences (PRHSX) invests the lion’s share of its assets in common stocks of companies whose primary operations are related to health sciences. The fund focuses on investing in large and mid-cap firms. The fund may also invest in foreign securities. The healthcare fund has returned 50.26% over the last one year period.
Taymour R. Tamaddon is the fund manager and has managed this non-diversified mutual fund since 2013.
Fidelity Select Pharmaceuticals (FPHAX) invests heavily in securities whose primary operations involve manufacture, sale, development or distribution of pharmaceuticals and drugs. The fund invests in the pharma sector taking into consideration the industry position of the issuer and the financial condition. The healthcare mutual fund has returned 35.64% over the last one year period.
As of December 2013, the healthcare mutual fund held 78 issues with 7.68% of its total assets invested in Sanofi ADR.
ProFunds Biotechnology UltraSector (BIPSX) seeks daily returns which are 150% of the daily return of the Dow Jones U.S. Biotechnology Index. To achieve the desired results, this fund invests in a mix of securities as well as derivatives. The healthcare mutual fund has returned 110.00% over the last one year period.
The healthcare mutual fund has an expense ratio of 2.68% as compared to category average of 2.09%.
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