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A List Of The Top Rated Mutual Funds For 2012
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The Top Rated Mutual Funds For 2012
When it comes to investing, everyone wants to be as sure as possible that they're making a good decision. One thing that can help is an analysis of the current market, including the investments that are yielding the highest returns for investors. The following article includes the top rated mutual funds for 2012. Bear in mind that these are not the best, but only a section of the most efficient mutual funds out there.
The Permanent Portfolio Fund
In December of 2007, the Permanent Portfolio Fund (PRPFX) became one of the highest ranking mutual funds available to investors. Since then, the fund had maintained a consistent ranking of "Excellent" or A+, putting it at the top of the list of the top rated mutual funds for 2012. The Permanent Portfolio Fund does right by its investors by preserving and increasing the power value of their purchases over a long period of time. It has a unique investment strategy, one that has brought in a tenth of a return in the past ten years. The fund consists of shares in gold, silver, Swiss franc assets, American stocks, real estate in other countries, aggressive growth stocks, and fixed-income assets, such as treasuries. The fixed-income securities will typically be the largest portion of the fund, at around 35%; it is followed by stocks, gold, the Swiss franc, and silver: 30%, 20%, 10%, and 5%, respectively.
The Bruce Fund
In 2011, the Bruce Fund (BRUFX) managed to maintain a rating of A+ for nearly the entire year, earning it a spot on the top rated mutual funds for 2012. The aim of this fund is to increase capital over time. It does this by investing largely in domestic common stocks and bonds of any capitalization, as well as foreign securities. It also may invest in future interest and principle securities, called "zero coupon" bonds. There are no restrictions on this. A no-load fund, the Bruce Fund's expense ratio is 0.82%.
The Buffalo Income Fund
A high-performing, but higher risk investment option is the Buffalo Flexible Income Fund (BUFBX) moderate allocation mutual fund. It has received 5 stars from Morningstar and Standard & Poor's, an A+ from The Street Ratings, and a 1, meaning a strong buy, from Zacks Investment Research. The fund's investment comes from a combination of domestic common stocks, preferred stocks, preferred stocks that are convertible, convertible debt securities, and both rated and unrated corporate debt securities. The fund also includes higher-risk (but at the same time, higher-yielding) debt securities. U.S. News gives the fund a rating of 9.6 out of ten (a tenth of a point higher than the Permanent Portfolio Fund's 9.5) so if investors are up for the risk, BUFBX might just be worth it.
The Schwab Tax-Free Bond Fund
The Schwab Tax-Free Bond Fund (SWNTX) has proved to be a fund capable of hanging tough as well. In the month of February, 2012, the fund's total assets have amounted to more than $500 million invested in nearly 400 different holdings. Its portfolio is made of up debt issued by state and local government agencies, or municipal bonds. In the past, the fund has done a great job of maintaining a consistent income and tax advantages for investors: municipal investors usually don't have to pay the federal income taxes on their interest that most investors do.
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When it comes to investing, everyone wants to be as sure as possible that they're making a good decision. One thing that can help is an analysis of the current market, including the investments that are yielding the highest returns for investors. The following article includes the top rated mutual funds for 2012. Bear in mind that these are not the best, but only a section of the most efficient mutual funds out there.
The Permanent Portfolio Fund
In December of 2007, the Permanent Portfolio Fund (PRPFX) became one of the highest ranking mutual funds available to investors. Since then, the fund had maintained a consistent ranking of "Excellent" or A+, putting it at the top of the list of the top rated mutual funds for 2012. The Permanent Portfolio Fund does right by its investors by preserving and increasing the power value of their purchases over a long period of time. It has a unique investment strategy, one that has brought in a tenth of a return in the past ten years. The fund consists of shares in gold, silver, Swiss franc assets, American stocks, real estate in other countries, aggressive growth stocks, and fixed-income assets, such as treasuries. The fixed-income securities will typically be the largest portion of the fund, at around 35%; it is followed by stocks, gold, the Swiss franc, and silver: 30%, 20%, 10%, and 5%, respectively.
The Bruce Fund
In 2011, the Bruce Fund (BRUFX) managed to maintain a rating of A+ for nearly the entire year, earning it a spot on the top rated mutual funds for 2012. The aim of this fund is to increase capital over time. It does this by investing largely in domestic common stocks and bonds of any capitalization, as well as foreign securities. It also may invest in future interest and principle securities, called "zero coupon" bonds. There are no restrictions on this. A no-load fund, the Bruce Fund's expense ratio is 0.82%.
The Buffalo Income Fund
A high-performing, but higher risk investment option is the Buffalo Flexible Income Fund (BUFBX) moderate allocation mutual fund. It has received 5 stars from Morningstar and Standard & Poor's, an A+ from The Street Ratings, and a 1, meaning a strong buy, from Zacks Investment Research. The fund's investment comes from a combination of domestic common stocks, preferred stocks, preferred stocks that are convertible, convertible debt securities, and both rated and unrated corporate debt securities. The fund also includes higher-risk (but at the same time, higher-yielding) debt securities. U.S. News gives the fund a rating of 9.6 out of ten (a tenth of a point higher than the Permanent Portfolio Fund's 9.5) so if investors are up for the risk, BUFBX might just be worth it.
The Schwab Tax-Free Bond Fund
The Schwab Tax-Free Bond Fund (SWNTX) has proved to be a fund capable of hanging tough as well. In the month of February, 2012, the fund's total assets have amounted to more than $500 million invested in nearly 400 different holdings. Its portfolio is made of up debt issued by state and local government agencies, or municipal bonds. In the past, the fund has done a great job of maintaining a consistent income and tax advantages for investors: municipal investors usually don't have to pay the federal income taxes on their interest that most investors do.
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