Top Rated Mutual Funds for 2012: AlphaProfit to Provide New Recommendations on Best Large Cap Funds and Best Small Cap Funds for 2012
The AlphaProfit No Load Fund Growth model portfolio will be reconstituted on February 22, 2012 with top rated mutual funds in the large cap, small cap, foreign, and specialty categories.
Global stock markets have got off to a blazing start in 2012.
Fidelity Spartan 500 Index Fund (FUSEX) that tracks the S&P 500 index ($SPX) is up nearly 9%.
Funds that focus on small cap and emerging market stocks have done better. The Fidelity Spartan Small Cap Index Fund (FSSPX) that tracks the Russell 2000 Index ($IWM) is up 12% while the Fidelity Spartan Emerging Markets Index Fund (FPEMX) that tracks the FTSE Emerging Index is up 16%.
Discussing the recent performance of the U. S. stock market, Dr. Sam Subramanian, Managing Principal of AlphaProfit Investments, LLC and Editor of AlphaProfit's Premium Service Investment Newsletter said, 'Improvement in U. S. jobs, manufacturing, and housing data have helped to lift investor sentiment in 2012.'
'Against the backdrop of positive U. S. economic data, containment of the European contagion, and robust corporate earnings, investors have increased their risk appetite. They have favored economically sensitive segments of the stock market this year', added Dr. Subramanian.
While the recent rally has helped the S&P 500 approach its 2011 high set on April 29, the past 9 to 12 months have been anything but smooth sailing for stocks.
From April 29 through October 3, investors lowered their risk appetite as the European sovereign debt crisis escalated and Standard & Poor’s downgraded the U. S. debt rating.
The S&P 500 declined 19%. The carnage in small cap funds was larger with the Schwab Small Cap Index Fund (SWSSX) losing 28%.
Among foreign mutual funds, European and Latin American funds bore the brunt of selling. Fidelity Europe Fund (FIEUX) and Fidelity Latin America Fund (FLATX) for example, swooned 32% and 27%, respectively. The broader Fidelity Spartan International Index Fund (FSIIX) and Fidelity Emerging Markets Fund (FEMKX) lost 25% and 31%, respectively.
The downdraft reversed after Eurozone officials took steps to address the debt crisis and the Federal Reserve provided its next round of stimulus by lowering intermediate- and long-term interest rates via Operation Twist.
Investors responded by increasing their risk appetite and market segments that had fallen the most through October 3, rebounded the most.
Commenting on what is ahead for the markets Dr. Subramanian said, 'In the near-term, momentum will likely stay with the bulls. Frustrating investors flush with cash, stocks are likely to ascend gradually while corrections remain shallow.'
Dr. Subramanian is cautious in his multi-quarter outlook. He believes some of the troubles stocks have contended with in the past are likely to return to the forefront later in the year and create better buying opportunities.
'Investors should not take for granted the ability of troubled European nations to implement promised austerity measures. The ability of a debt-laden U. S. economy to sustain growth without stimulus is likely to be tested as Federal Reserve policy makers become reluctant to continue buying assets', elaborated Dr. Subramanian.
Top Rated Mutual Funds for 2012 - Large Cap, Small Cap, and Foreign
AlphaProfit's no-load, no-transaction fee (NTF) growth model portfolio will be repositioned with top rated mutual funds on February 22. Learn more about AlphaProfit’s best fund recommendations and fund model portfolios.
During the past three years, the no-load, NTF growth model portfolio has gained at a 23% annual rate, well in excess of the 17% rate for its benchmark comprising of broad U. S. and foreign indexes. The portfolio is up close to 15% in the past 6 months.
The no load, NTF growth model portfolio's outperformance was driven by contributions from several top rated mutual funds.
During the past 3 years, AlphaProfit subscribers benefited from the selection of top rated mutual funds in the foreign category like Wasatch International Growth (WAIGX) and Westcore International Small Cap (WTIFX) that rose 150% each. Among top rated mutual funds in the domestic category, Delafield Fund (DEFIX) and Janus Triton Fund (JATTX), have gained nearly 140% each.
Looking ahead to the repositioning Dr. Subramanian said, 'Our primary task is to help subscribers protect their recent gains and take full advantage of favorable conditions in early 2012 through top rated mutual funds. As the bull market matures, we will look to help subscribers preserve their capital.'
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AlphaProfit Investments, LLC is an independent investment research firm based in Sugar Land, TX. AlphaProfit publishes the AlphaProfit Sector
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