The best mutual funds for the last three years (ending 3/31/2012) ranked by:
- Minimum Initial Investment 1$
- Maximum Initial Investment $5,000
- Ranked by 3 Year Annualized Return a/o Q1 end 3/31/2012
- Not A Load Waived Mutual Fund (generally for retirement plans)
- Not An Institutional Mutual Fund (generally for institutions)
- Not A Retirement Share Class
- Not Closed To Investors
There are 10,153 stock mutual funds in the group ending Q1 2012. We put the requirements above on our research to make sure the mutual funds noted are available to all investors.
The top 10 performing mutual funds for the last three years (as of 3/31/12) are:
#1. Oceanstone Fund
+79.85%
Ticker OSFDX | Share Class Other | Small Value
Investment Objective and Strategy
The investment seeks to obtain capital appreciation. The fund invests only in common stocks on the New York Stock Exchange, American Stock Exchange, and NASDAQ (both Global and Capital Markets), including American Depositary Receipts (ADRs) of foreign issuers, that the fund’s investment adviser believes are undervalued. It invests in small, medium, and large capitalization stocks and may engage in active and frequent trading of its portfolio securities. The fund is non-diversified.
#2. Rydex Dynamic NASDAQ-100 2X Strategy H
+62.94%
Ticker RYVYX | Share Class Other | Large Growth
Investment Objective and Strategy
The investment seeks to provide investment results that will match 200% of the performance of the NASDAQ-100 Index®. The fund invests in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments, which primarily consist of equity index swaps, futures contracts, and options on securities, futures contracts, and stock indices. It invests at least 80% of net assets in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.
#3. Rydex Dynamic NASDAQ-100 2X Strategy A
+62.91%
Ticker RYVLX | Share Class A | Large Growth
Investment Objective and Strategy
The investment seeks to provide investment results that will match 200% of the performance of the NASDAQ-100 Index®. The fund invests in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments, which primarily consist of equity index swaps, futures contracts, and options on securities, futures contracts, and stock indices. It invests at least 80% of net assets in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.
#4. PIMCO Real Estate Real Return Strategy D
+62.30%
Ticker PETDX | Share Class D | Real Estate
Investment Objective and Strategy
The investment seeks maximum real return consistent with prudent investment management. The fund seeks to achieve its investment objective by investing in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments. “Fixed Income Instruments” include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. It is non-diversified.
#5. PIMCO Real Estate Real Return Strategy A
+62.20%
Ticker PETAX | Share Class A | Real Estate
Investment Objective and Strategy
The investment seeks maximum real return consistent with prudent investment management. The fund seeks to achieve its investment objective by investing in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments. “Fixed Income Instruments” include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. It is non-diversified.
#6. Rydex Dynamic NASDAQ-100 2X Strategy C
+61.64%
Ticker RYCCX | Share Class C | Large Growth
Investment Objective and Strategy
The investment seeks to provide investment results that will match 200% of the performance of the NASDAQ-100 Index®. The fund invests in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments, which primarily consist of equity index swaps, futures contracts, and options on securities, futures contracts, and stock indices. It invests at least 80% of net assets in financial instruments with economic characteristics that should perform similarly to the securities of companies in the underlying index. The fund is non-diversified.
#7. PIMCO Real Estate Real Return Strategy C
+61.11%
Ticker PETCX | Share Class c | Real Estate
Investment Objective and Strategy
The investment seeks maximum real return consistent with prudent investment management. The fund seeks to achieve its investment objective by investing in real estate-linked derivative instruments backed by a portfolio of inflation-indexed securities and other Fixed Income Instruments. “Fixed Income Instruments” include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It may invest up to 30% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. It is non-diversified.
#8. Fidelity Select Automotive
+50.83%
Ticker FSAVX | Share Class No Load | Miscellaneous Sector
Investment Objective and Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the manufacture, marketing or sale of automobiles, trucks, specialty vehicles, parts, tires, and related services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
#9. Alpine Realty Income & Growth A
+49.97%
Ticker AIAGX | Share Class A | Miscellaneous Sector
Investment Objective and Strategy
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in securities of companies principally engaged in the manufacture, marketing or sale of automobiles, trucks, specialty vehicles, parts, tires, and related services. It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.
#10. Lazard U.S. Realty Equity Open
+47.75%
Ticker LREOX | Share Class A | Real Estate
Investment Objective and Strategy
The investment seeks primarily long-term capital appreciation, with current income, including interest and dividends from portfolio securities, as a secondary objective. The fund invests at least 80% of its assets in equity securities (including common, convertible and preferred stocks) of U.S. Realty Companies, as well as certain synthetic instruments related to U.S. Realty Companies. It may invest in issuers of any market capitalization and securities of any maturity. The fund also may invest up to 20% of its assets in equity and fixed income securities and instruments of companies or entities. It is non-diversified.
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