Highest performing mutual fund this year

Different period are characterized by different performance of mutual funds. A mutual fund might be performing highly this year but it May latter decline and start performing bad. For those who investors concerned with short-term investments, they have to note the highest performing mutual fund within a specific year so that they can invest appropriately. The following include some of the highest performing mutual funds this year.

Fidelity Select Health Care Portfolio

This fund has an expense ratio of about 0.76 this is vs. 1.43% for the average within this category. This fund has fully focused on healthcare funds hence the ability to maintain the low expense ratio. This fund has been around since 1981 giving you a much secure feeling. When it was new in the market it traded at around $10 but it is currently trading at $237.long term investment in this fund is exceptional.

VanGuard 500 Index INV

This fund has been listed among the top 10 mutual funds because of its low expense ratio which is about 0.17. The market average is approximately 1.08%. This basically means that when funds appreciates, you get the chance of making profits at a higher percentage. This fund has also diversified across all sectors and has a 1.7% dividend yield. This fund is ideal for individuals who want to invest over long periods of time.

Vanguard Dividend Growth INV

This is the place for investors aiming to have an exposure with companies, which are capable of increasing their dividends and also growing their income by large percentages. This fund has an expense ratio of about 0.31, which is better than the category average at 1.08. This means you are in a position of keeping more profits than most funds can allow you.

Dodge and Cox international stock

This fund has approximately 62% of assets in Europe and also in the European central bank. It has an expense ratio of approximately 0.64 which is better compared to the average for the category which is at 1.19%. it also has a 2.20% dividend yield.

FPA Cresent

The management of this fund are more concerned with long stock and bonds. Most of the investments are oriented towards real estate. This fund also keeps significant capital in cash waiting of the ideal time to invest in when the time comes. The expense ratio for this fund is 1.14% vs a 0.94% for this category. This expense ratio is definitely high but there is a small yield of approximately 0.88%.

OAKMARK International

This fund uses a contrarian style of play. This has enabled the fund to be stable over long haul even when there was a financial crisis. The expense ratio for this category is about 1.19% while that for this fund is 0.95%. This fund is currently earning about 1.94% yields.

Fidelity Strategic Dividend and income

Approximately half of the fund assets are invested in dividend paying stocks, the remaining has been invested in convertible securities, real estate investment and preferred stocks. The expense ratio for this fund is about 0.74 while that for this category is 0.85. This fund is currently yielding a 2.69%.