Top Rated No Load Mutual Funds for 2015
AlphaProfit Provides New Recommendations of Top Rated No Load Mutual Funds for 2015
The AlphaProfit No-Load, No-Transaction-Fee Growth model portfolio is reconstituted with top rated no load mutual funds in the large-cap, mid-cap, small-cap, foreign, and specialty categories.
Stock prices are on uneven path in 2015 after enjoying a relatively smooth rise in 2014.
They started the year on a down note. The Fidelity Spartan 500 Index (FUSEX) and Schwab S&P 500 Index (SWPPX) that track the large-cap S&P 500 benchmark ($SPX) declined 3.0% in January.
Stocks have surged since then and pushed the S&P 500 to new all-time highs.
Discussing the recent performance of the U. S. stock market, Dr. Sam Subramanian, Editor of AlphaProfit's Premium Service Investment Newsletter said, 'Concerns of slowing growth abroad impacting the U. S. economy and subpar earnings from multinational as well as oil & gas companies caused stocks to slide at the start of 2015. Economic worries however dissipated in February. Oil prices stabilized and job creation exceeded estimates. Batches of healthy earnings reports and takeover activity have also helped stocks set new highs.'
While small-caps stocks as measured by the Russell 2000 Index ($IWM) have joined large-caps in setting new highs, returns garnered by small-caps off late have not been as impressive.
The Fidelity Spartan Small Cap Index (FSSPX) and Schwab Small Cap Index (SWSSX) that track the Russell 2000 Index are both up 8.1% in the past 12 months while the Fidelity Spartan 500 Index and Schwab S&P 500 Index funds are both up 16.5%.
Foreign stocks are enjoying a strong 2015 after enduring a weak 2014.
Fidelity Spartan International Index (FSIIX) that tracks the MSCI EAFE is up 4.7% in 2015 and has largely wiped out its losses in the past 12 months.
Since the start of 2009, the AlphaProfit No-Load, No-Transaction-Fee (NL-NTF) Growth model portfolio has held several top rated no load mutual funds. They include domestic funds like Fidelity Small Cap Discovery (FSCRX), Janus Triton (JATTX), ASTON/Fairpointe Mid Cap (CHTTX), and AMG Yacktman (YACKX) and foreign funds like Matthews India (MINDX), Wasatch International Growth (WAIGX), Fidelity Nordic (FNORX), and Oakmark International (OAKIX).
AlphaProfit uses a holistic methodology to evaluate and select top rated no load mutual funds for the AlphaProfit NL-NTF Growth model portfolio. Learn more about AlphaProfit's Fidelity fund recommendations and fund model portfolios.
Prescient selection of top no load mutual funds has enabled the AlphaProfit NL-NTF Growth model portfolio to gain at a 15.1% annual rate since the start of 2009.
The model portfolio's benchmark consisting of broad U. S. and foreign indexes has gained at a 12.1% annual rate during the same period.
The AlphaProfit NL-NTF Growth model portfolio has helped Premium Service subscribers earn 34% more money than index investors.
Top Rated No Load Mutual Funds for 2015
The bull market that started during the depths of the financial crisis is nearing its seventh year.
Can recent laggards like foreign stocks and small-cap stocks lead this mature bull market in 2015?
Dr. Subramanian says likely to foreign stocks and unlikely to small-caps.
The MSCI EAFE benchmark has lagged the S&P 500 by 6.9% a year since the markets bottomed in March 2009.
The surge in the U. S. dollar versus foreign currencies has weighed on foreign stocks and impacted their returns.
Dr. Subramanian says, 'Currencies tend to revert to the mean over time. The U. S. dollar is likely to give back some of its recent gains in 2015 and provide a tailwind for unhedged foreign no-load mutual funds. Such funds can get a leg up on domestic no-load mutual funds this year.'
As for small-caps versus large-caps, the chances of small-caps wresting leadership from large-caps in 2015 is relatively low in Dr. Subramanian's view.
He sees two headwinds for small-caps in 2015: Valuation and Interest Rates.
According to Russell.com, stocks in the Russell 2000 on average trade a forward P/E of 21.5, higher than their average of 17.0 since 1998.
As such, small-cap stocks are hardly a bargain even after their underperformance in 2014.
Dr. Subramanian says, 'The Federal Reserve is likely to raise rates in 2015. This can create headwinds for small-caps as they often tend to underperform large-caps during periods of rising interest rates.'
The AlphaProfit's NL-NTF Growth model portfolio is reconstituted with top no load mutual funds for 2015.
'Our primary objective is to help subscribers preserve their gains and grow their capital through judicious asset allocation and mutual fund selection. To this end, we are recommending an eclectic mix of top no load mutual funds in the domestic, foreign, and specialty categories for AlphaProfit's NL-NTF Growth model portfolio', concluded Dr. Subramanian.
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