The best stock mutual funds 2012 ending q2 ranked by:
- Morningstar’s Broad Category Group “Equity”
- Minimum Initial Investment 1$
- Maximum Initial Investment $5,000
- Ranked by Total Return 3 mos. a/o Q2 end 6/30/2012
- 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 5,342 stock mutual funds in the group for Q2 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 stock mutual funds for Q2 2012 are:
#1. Rydex Inverse Emerging Mkts 2X Strat C
+18.27%
Ticker RYWZX | Share Class C | Diversified Emerging Mkts
Investment Objective and Strategy
The investment seeks to provide investment results that correlate to the performance of 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index. The fund invests at least 80% of net assets in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. It may hold U.S. government securities or cash equivalents to collateralize its derivative positions. The fund is non-diversified.
#2. Rydex Inverse Emerging Mkts 2X Strat A
+18.15%
Ticker RYWWX | Share Class A | Diversified Emerging Mkts
Investment Objective and Strategy
The investment seeks to provide investment results that correlate to the performance of 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index. The fund invests at least 80% of net assets in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. It may hold U.S. government securities or cash equivalents to collateralize its derivative positions. The fund is non-diversified.
#3. Rydex Inverse Emerging Mkts 2X Strat H
+18.09%
Ticker RYWYX | Share Class Other | Diversified Emerging Mkts
Investment Objective and Strategy
The investment seeks to provide investment results that correlate to the performance of 200% of the inverse (opposite) of the performance of the BNY Mellon Emerging Markets 50 ADR Index. The fund invests at least 80% of net assets in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index. It may hold U.S. government securities or cash equivalents to collateralize its derivative positions. The fund is non-diversified.
#4. Franklin Biotechnology Discovery A
+9.69%
Ticker FBDIX | Share Class A | Health
Investment Objective and Strategy
The investment seeks capital appreciation. The fund invests at least 80% of net assets in securities of biotechnology companies and discovery research firms. It predominantly invests in equity securities, primarily common stock. The fund may also invest up to 20% of net assets in equity or debt securities of any type of foreign or U.S. issuer. The fund is non-diversified.
#5. PIMCO Real Estate Real Return Strategy A
+9.26%
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. PIMCO Real Estate Real Return Strategy D
+9.26%
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.
#7. PIMCO Real Estate Real Return Strategy C
+9.07%
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 Advisor Biotechnology A
+7.26%
Ticker FBTAX | Share Class A | Health
Investment Objective and Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, and distribution of various biotechnological products, services, and processes, and companies that benefit significantly from scientific and technological advances in biotechnology. It also invests in domestic and foreign issuers. The fund is non-diversified.
#9. Fidelity Advisor Biotechnology T
+7.10%
Ticker FBTTX | Share Class T | Health
Investment Objective and Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies principally engaged in the research, development, manufacture, and distribution of various biotechnological products, services, and processes, and companies that benefit significantly from scientific and technological advances in biotechnology. It also invests in domestic and foreign issuers. The fund is non-diversified.
#10. Forward International Real Estate A
+7.07%
Ticker KIRAX | Share Class A | Global Real Estate
Investment Objective and Strategy
The investment seeks total return from both capital appreciation and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes, if any, in non-U.S. securities of real estate and real estate-related companies in at least three different countries. It may invest up to 20% of its assets in U.S. real estate and real estate related companies. The fund may invest in securities of companies having any capitalization and debt securities of any maturity. It is non-diversified.
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