Top 5 Best Performing Technolgy Mutual Funds

January 9th, 2012 No Comments   Posted in Mutual Funds

Top Tech Mutual Funds.
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Top 5 Best Performing Technolgy Mutual Funds

January 9th, 2012 No Comments   Posted in Mutual Funds

Top Tech Mutual Funds.
This article courtesy of yfina-Mutual Funds copy copy

Top 5 Best Performing Technolgy Mutual Funds

January 9th, 2012 No Comments   Posted in Mutual Funds

Top Tech Mutual Funds.
This article courtesy of yfina-Mutual Funds copy copy

Top 5 Best Performing Technolgy Mutual Funds

January 9th, 2012 No Comments   Posted in Mutual Funds

Top Tech Mutual Funds.
This article courtesy of yfina-Mutual Funds copy copy

Best Performing Utilities Mutual Funds

December 29th, 2011 No Comments   Posted in Mutual Funds

During difficult economic conditions, the demand for essential services such as utilities remains more or less constant. Funds that are a defensive choice our a great alternative for investors.
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Top 5 Best Performing Healthcare Mutual Funds YTD

December 21st, 2011 No Comments   Posted in Mutual Funds

Add top ranked Healthcare funds to your portfolio.
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Zacks Investment Research Announces Top Five Best Performing Utility Mutual Funds

February 15th, 2011 No Comments   Posted in Mutual Funds
Press Release
Source: Zacks Investment Research, Inc.

On Tuesday February 15, 2011, 1:17 pm EST

CHICAGO, Feb. 15, 2011 /PRNewswire/ — Below we will share with you the five best performing utility funds year to date, Gabelli Utilities AAA (GABUX), Fidelity Select Utilities (FSUTX), Fidelity Advisor Utilities A (FUGAX), Vanguard Utilities Index Admiral Shares (VUIAX), and Franklin Utilities A (FKUTX).

(Logo:  http://photos.prnewswire.com/prnh/20101027/ZIRLOGO)

Even during a market downturn, the demand for essential services such as those provided by utilities, remains virtually unchanged. Utility mutual funds are therefore an excellent choice for investors seeking a steady income flow through consistent yields from dividends. This is also why they are primarily considered to be a relatively more conservative investment option. In recent times their forays into emerging markets have led to appreciably higher returns and they can offer superior returns at a relatively lower level of risk.


Mutual Funds

Zacks Rank

Total Return YTD

Gabelli Utilities AAA

#1 Strong Buy

13.0%

Fidelity Select Utilities

#1 Strong Buy

10.9%

Fidelity Advisor Utilities

#1 Strong Buy

10.8%

Vanguard Utilities Index

#1 Strong Buy

7.0%

Franklin Utilities A

#1 Strong Buy

6.8%




Gabelli Utilities AAA (GABUX) invests at least 80% of its assets in utilities companies. It focuses on firms providing electricity, gas and water services or equipment for these industries. It also invests in the telecom industry and looks to gain from regulation and consolidation in the utilities sector. This utility mutual fund has a five year annualized return of 6.64%.

Mario J. Gabelli is the utility mutual fund manager has managed this utilities mutual fund since 1999.

Fidelity Select Utilities (FSUTX) seeks capital growth. The mutual fund invests the majority of its assets in utility companies or those deriving a large share of their revenues from operations in this sector. It is non-diversified and may purchase foreign securities. It may also invest a large share of its assets in a single issuer. It is a no-load mutual fund.

The utilities mutual fund returned 10.94% in the last one year period and has a five year annualized return of 4.53%.

Fidelity Advisor Utilities A (FUGAX) invests the majority of its assets in public utility companies as well as firms deriving a large share of revenues from related operations. It purchases both domestic and foreign securities. The utility mutual fund has a ten year annualized return of 2.79%.

The utility mutual fund has a minimum initial investment of $2,500 and an expense ratio of 1.22% compared to a category average of 1.43%.

Vanguard Utilities Index Admiral Shares (VUIAX) seeks to track the performance of the MSCI U.S. Investable Market Utilities Index. This is index consists of companies in the utilities sector regardless of their market capitalization. The fund uses a passive management investment approach to track the index. This utility mutual fund returned 6.95% over the last one year period.

As of September 2010, this utility mutual fund held 89 issues, withņ.52% of its total assets invested in Southern Company.

Franklin Utilities A (FKUTX) invests the majority of its assets in securities of public utility companies. These include companies which produce or distribute electricity, natural gas and water. The mutual fund also purchases securities of communications services companies and service providers for public utilities. The fund returned 6.85% in the last one year period and has a ten year annualized return of 5.73%.

John Kohli is the mutual fund manager has managed this utilities mutual fund since 1998.

To view the Zacks Rank and past performance of all utilities mutual funds.

About Zacks Mutual Fund Rank

The Zacks mutual fund rank is a quantitative ratings system, created by Len Zacks, a PHD in mathematics from MIT, with one simple goal to help investors find the best mutual funds to beat the market. Our Mutual fund rank classifies mutual funds into five

Groups: #1 = Strong Buy #2 = Buy, #3 = Hold, #4 = Sell and #5 = strong sell.

Sign up now for your free trial today https://www.zacks.com/registration/free_trial_terms.php?add=980&adid=ZP_online_mutualfund and start picking better mutual funds immediately. And with our mutual funds comparison and similar mutual funds tool, you will be able to quickly find the top rated mutual funds in each category.

About Zacks

Zacks.com is a property of Zacks Investment Research, Inc., which was formed in 1978 by Leonard Zacks. As a PHD in mathematics from MIT Len knew he could find patterns in stock market data that would lead to superior investment results.  

Amongst his many accomplishments was the formation of his proprietary stock picking system; the Zacks Rank, which continues to outperform the market by nearly a 3 to 1 margin.

Zacks Investment Research is under common control with affiliated entities (including a broker-dealer and an investment adviser), which may engage in transactions involving the foregoing securities for the clients of such affiliates.

Disclaimer: Past performance does not guarantee future results. Investors should always research companies and securities before making any investments. Nothing herein should be construed as an offer or solicitation to buy or sell any security.

Contact: William Meade

Company: Zacks.com
Phone: 312-265-9188

Email: pr@zacks.com

Visit: http://www.zacks.com/



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