Tag Archives: its-assets

3 Healthcare Mutual Funds Poised For A Surge

The healthcare sector is coming off a strong Q1 of 2015, with over 80% of the companies in the sector beating earnings estimates. The recent success of this sector is partially the result of the Affordable Care Act. Another positive for this sector is that the demand for such services usually remains unchanged even during an economic downturn and investments in the sector provide sufficient protection to the capital invested. Healthcare mutual funds provide the perfect avenue for investors looking to invest in this sector. Below we will share with you 3 top healthcare mutual funds. Each has earned either a Zacks #1 Rank (Strong Buy) or a Zacks #2 Rank (Buy) as we expect these mutual funds to outperform their peers in the future. VALIC Company I Health Sciences (MUTF: VCHSX ) invests a majority of its assets in common stocks of healthcare products, medicine or life sciences related companies. VCHSX focuses mainly on investing in large and mid-cap companies. A maximum of 35% of VCHSX’s assets is invested foreign companies. The VALIC Company I Health Sciences fund has returned 46.2% over the past one year. Taymour R. Tamaddon is the fund manager and has managed VCHSX since 2013. Fidelity Select Health Care Portfolio (MUTF: FSPHX ) seeks capital growth over the long run. FSPHX invests a lion’s share of its assets in companies involved in designing, manufacturing and selling of healthcare products and services. FSPHX invests in companies throughout the globe. The Fidelity Select Health Care Portfolio is non-diversified fund and has returned 40.6% over the past one year. FSPHX has an expense ratio of 0.74% as compared to category average of 1.37%. Fidelity Select Biotechnology Portfolio (MUTF: FBIOX ) invests a lion’s share of its assets in companies primarily involved in research, development, manufacture, and distribution of various biotechnological products. Factors such as financial strength and economic condition are considered to invest in companies located all over the world. The Fidelity Select Biotechnology Portfolio is non-diversified fund and has returned 59.7% over the past one year. As of March 2015, this fund held 214 issues with 8.16% of its assets invested in Biogen Inc. Original Post Share this article with a colleague

3 Large Cap Blend Mutual Funds To Diversify Your Portfolio

A blend fund is a type of equity mutual fund which holds in its portfolio a mix of value and growth stocks. Blend funds are also known as “hybrid funds”. Blend funds aim for value appreciation by capital gains. They owe their origin to a graphical representation of a fund’s equity style box. In addition to diversification, blend funds are great picks for investors looking for a mix of growth and value investment. Meanwhile, large cap funds usually provide a safer option for risk-averse investors, when compared to small cap and mid cap funds. These funds have exposure to large cap stocks, providing long-term performance history and assuring more stability than what mid cap or small caps offer. Below, we will share with you 3 potential large cap blend mutual funds . Each has either earned a Zacks #1 Rank (Strong Buy) or a Zacks #2 Rank (Buy), as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all large cap blend funds, investors can click here to see the complete list of funds. Fidelity Large Cap Core Enhanced Index Fund No Load (MUTF: FLCEX ) seeks capital growth over the long run. The fund invests a lion’s share of its assets in large cap companies listed on the S&P 500 Index. Factors including historical valuation, growth and profitability are considered before investing in a company. FLCEX aims to provide return greater than that of the S&P 500 Index. It invests in companies throughout the globe. The Fidelity Large Cap Core Enhanced Index Fund has returned 14.9% over the past one year. FLCEX has an expense ratio of 0.45%, as compared to a category average of 1.08%. Schwab Core Equity Fund Inv (MUTF: SWANX ) invests a major portion of its assets in equity securities of domestic companies. The fund seeks to maintain a portfolio which is expected to provide a higher total return than the S&P 500 index. Though SWANX invests in companies having a market capitalization of more than $500 million, the fund allots a sizable portion of its assets in large cap stocks. The Schwab Core Equity Fund has returned 17.2% over the past one year. Jonas Svallin is one of the fund managers, and has managed this fund since 2012. Schroder North American Equity Fund Advisor (MUTF: SNAVX ) seeks capital appreciation over the long term. The fund invests a large chunk of its assets in companies that are located or traded in North America. Though SNAVX focuses on acquiring stocks of large cap companies, it may also invest notable portion of its assets in mid and small cap companies. SNAVX invests in equity securities, including common and preferred stocks. The fund has returned 11.6% over the past one year. As of March 2015, SNAVX held 407 issues, with 4.21% of its assets invested in Apple Inc. (NASDAQ: AAPL ) Original Post Share this article with a colleague

5 Impressive Mid Cap Growth Mutual Funds To Consider

When capital appreciation over the long term takes precedence over dividend payouts, growth funds become a natural choice for investors. These funds focus on realizing an appreciable amount of capital growth by investing in stocks of firms whose value is projected to rise over the long term. However, a relatively higher tolerance to risk and the willingness to park funds for the longer term are necessary when investing in these securities. This is because they may experience relatively more fluctuations than other fund classes. Meanwhile, mid-cap funds are ideal investment options for investors looking for high return potential that comes with lower risk than small-cap funds. Mid-cap funds are not very susceptible to volatility in broader markets, making it an ideal bet given that the macroeconomic conditions have generally offered a roller-coaster ride in recent years. Below we will share with you 5 potential mid-cap growth mutual funds . Each has earned either a Zacks #1 Rank (Strong Buy) or a Zacks #2 Rank (Buy) as we expect these mutual funds to outperform their peers in the future. T. Rowe Price Diversified Mid Cap Growth (MUTF: PRDMX ) maintains a diversified portfolio by investing a lion’s share of its assets in mid-cap companies that are believed to have above-average earnings growth potential. PRDMX focuses on acquiring common stocks of companies having market capitalizations similar to those included in the S&P MidCap 400 Index or the Russell Midcap Growth Index. T. Rowe Price Diversified Mid Cap Growth fund has a three-year annualized return of 17.9%. PRDMX has an expense ratio of 0.89% as compared to category average of 1.31%. Buffalo Mid Cap (MUTF: BUFMX ) seeks capital appreciation over the long run. BUFMX invests a major portion of its assets in domestic companies having market capitalizations identical to those listed in the Russell Midcap Growth Index. BUFMX primarily invests in equity securities including common stocks, preferred stocks and warrants. Buffalo Mid Cap fund has a three-year annualized return of 14.7%. As of December 2014, BUFMX held 53 issues with 3.16% of its assets invested in CME Group Inc Class A. Thrivent Mid Cap Growth A (MUTF: LBMGX ) invests a large chunk of its assets in mid cap firms having market capitalizations within the range of market cap of issuers in popular indices including the Russell Midcap Growth Index or the S&P MidCap 400/Citigroup Growth Index. LBMGX seeks to provide long-term capital appreciation by generally investing in common stocks of companies. Thrivent Mid Cap Growth A fund has a three-year annualized return of more than 14.7%. Andrea J. Thomas is the fund manager and has managed this fund since 1997. Brown Capital Mgmt Mid-Cap Investor (MUTF: BCMSX ) seeks capital growth over the long term. BCMSX invests a majority of its assets in mid-cap companies. BCMSX defines a company as a mid-cap one if it has market capitalization similar to those included in the Russell Midcap Growth Index. BCMSX is expected to maintain a Mid-Cap Fund’s portfolio with a maximum of 5% of its assets in cash. Brown Capital Mgmt Mid-Cap Investor fund has a three-year annualized return of more than 13.4%. BCMSX has an expense ratio of 1.15% as compared to category average of 1.31%. Westcore MIDCO Growth (MUTF: WTMGX ) invests heavily in mid-cap firms that are believed to have an impressive growth potential for earnings and cash flows. WTMGX considers firms having market capitalizations identical to those listed in the Russell Midcap Growth Index. Brown Capital Mgmt Mid-Cap Investor fund has a three-year annualized return of more than 16.6%. As of March 2015, WTMGX held 76 issues with 2.30% of its assets invested in Mead Johnson Nutrition Co. Original Post