Best Performing Income Funds

by Douglas on July 22, 2010

One of the best performing income funds out there available for the average investor is the Fidelity Strategic Income Fund (FSICX). This fund has had a one year performance of 16.97%, as reported on June 30, 2010. The YTD performance as of July 20, 2010 was at 4.58%. What has helped this fund perform well was its investment strategy.

The FSICX has 1202 different holdings in its assets. 34.39% of these holdings are in high yield foreign treasury bonds, and developed market debt. This diversification has shielded them from any one hurting their performance. The volatility measures for this fund as of June 30, 2010 were a beta at 1.20, the R squared at 0.27, and the standard deviation of 9.51.

Another top earning income fund is the Delaware Diversified Income CL A (DPDFX). This fund has had a one year performance of 18.00% as of June 30, 2010. The YTD performance is 4.92% as of July 20, 2010. This fund’s strategy is to hold 80% of its assets’ as fixed income securities.

In actuality, 62% of the assets are in domestic bonds, with 17.88% in foreign bonds. This strategy was the correct one for these uncertain times as evident by its positive performance. The volatility measures of this fund are a beta at 1.04, an R squared at 0.39, and a standard deviation of 6.78.

The Fidelity Focused High Income fund (FHIFX) had a one year performance of 18.70%, with a 5.77% YTD return. These were on June 30 and July 20, 2010, respectively. There are 206 different holdings in the assets of this fund of which 83.85% are income producing debt securities, and preferred stock. The volatility measures are a beta at 0.74, an R squared at 0.93, and a standard deviation of 13.07.

These Mutual funds have proven their worth through a shaky period on Wall Street with solid performances.  These are also some of the best-performing income funds available on the market today.

For additional resources about mutual funds and other investments from Fidelity on this website, please view Best Performing Growth Funds. If your preference is for Vanguard funds, please check out Best Vanguard Large Cap Funds on one of our sister sites.

We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name.   Always remember, the bigger the risk, the larger the reward or loss. Invest with caution.

 

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Best Performing Growth Funds

by Douglas on July 14, 2010

The best performing growth funds are not what a person would expect from this kind of fund. This is evidence that the recession is still ongoing and there is a lack of confidence in the market. Since most of the world economies are going through austerity measures, their growth is not at the fore front of importance. This is shown in the growth Mutual Funds and their performances.

It just shows how things change from year to year. Last year, a majority of the growth funds had double-digit returns. With half the year gone so far, most growth funds are just breaking even. There are a few shining stars, but a majority are not doing very well.

The Dynamic US Growth I Fund (DWUGX) is the only one presently in the double-digit returns. This fund has a year to date return of 11.37%. This fund has a one year return of 48.14%, but the 1 month return is at -1.41%.

The second rated fund so far this year of 2010 is the Marsico Flexible Capital Fund (MFCFX). It has a YTD return of 6.32%. The one year return for this fund is at 40.94%, and the one month return is 2.48%.

The third best performing growth fund is the Federated Kaufmann Large Cap Fund (KLCIX) with a YTD return of 3.45%. The one year return for this fund is at 25.69%, and the one month return is 0.95%.

Slotted in number four is a surprise to all. This is the Aberdeen US Equity I/S (GXXIX). This fund has a YTD return of 3.41%. The big surprise here is the turn around. The one year return for this fund is at a negative 33.23%. The one month return is at 10.02%. Whatever the 5 fund managers are doing with this investment sure seems to be a great turn around and worth keeping track of.

These are the best performing growth funds with just over half of the year 2010 gone.

For additional resources about mutual funds and other investments from Fidelity on this website, please view Fidelity Fixed Maturity Funds. If your preference is for Vanguard funds, please check out Vanguards New ETF Funds on one of our sister sites.

We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name.   Always remember – the bigger the risk, the larger the reward or loss. Invest with caution.

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Fidelity Fixed Maturity Funds

July 9, 2010

The Fidelity Fixed Maturity Funds, also called the Series II Funds, are investment opportunities for investment from Fidelity International. There are 6 of these closed ended debt schemes available for investors to place their money in while they are open. The six are A, B, C, D, E, and F.
The overall aim of this type [...]

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How to Get Started Investing in Fidelity Mutual Funds

June 22, 2010

How to get started investing in Fidelity Mutual Funds is similar to many other things, research and understand their business model. For most Americans, their first exposure to this is from their company’s 401k retirement package.
In this process, there is generally an introductory meeting where a representative from fidelity or a retirement manager will be [...]

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Best Performing Fidelity Funds 2010

June 8, 2010

The best performing Fidelity Funds 2010 could only mean the current YTD returns. All of the figures below come from the Fidelity website and the data is dated June 4, 2010. Standing above the rest is the Select Transportation Portfolio (FSRFX), with a YTD return of 16.88%. The one year return was also good at [...]

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Best Fidelity Mutual Fund Portfolio

June 7, 2010

The Best Fidelity Mutual Fund Portfolio will have a different look for each person. It all depends on what your investment goals are and the time line you wish to achieve them in.
There are many different types of Mutual Funds for you to invest in. A portfolio for those that are near retirement or wish [...]

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Fidelity Select Defense and Aerospace Portfolio (FSDAX)

May 28, 2010

The Fidelity Select Defense and Aerospace Portfolio (FSDAX) is invested in what the name states, research and development in the defense contractors and aerospace industry. The top ten holdings contain 70.17% of the fund’s assets. These top holdings are United Technologies, Boeing, Precision Castparts Corp., Raytheon Corp., Goodrich, Honeywell, Transdigm Group, Lockheed Martin, Heico Corp., [...]

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Fidelity Advisors Fund Review

May 21, 2010

This Fidelity Advisors Fund Review is a look at all the funds in which Fidelity has listed as part of the Advisor family of funds which is over 336 different funds.  Because this fund family is so vast, Fidelity has set up a website just for it.
There is a section of financial advisors that aim [...]

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Fidelity Charitable Gift Fund Review

May 18, 2010

This Fidelity Charitable Gift Fund Review is an honest look at this way of giving to the needed. This fund was established in 1991. Since that time, over 59,000 contributors have donated more than $10 billion in grants. This money has been distributed to 136,000 non-profit organizations to help those in need. The year to [...]

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Fidelity Equity-Income Fund

May 13, 2010

The Fidelity Equity-Income Fund (FEQIX) uses the investment strategy of placing the priority of finding income over any potential for capital appreciation in any company it invests in. This is a large cap value fund that is been guided by Stephen Peterson since 1993.
The top ten holdings of this company have 25.34% of the fund’s [...]

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