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Rating:Forbes Likes Five Funds for 2013 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, December 20, 2012

Forbes Likes Five Funds for 2013

News summary by MFWire's editors

Forbes has named five mutual funds that it thinks are worth considering for 2013.

The funds have outperformed for the past five years and have more grounded strategy.

Included in the list are:
1. PIMCO Diversified Income, with a 120 basis point expense rate. Curtis Mewbourne's cutting on financials has helped the fund and stacking on enery and utility debt has helped the fund maintain its pace.

2. MFS Research Bond R3, which charges 90 basis points, invests mostly in corporate debt.

3. Russel Strategic Bond's manager Gerald Fitzpatrick has loaded up on Treasuries and MBS. It charges 90 basis points in annual fees.

4. TCW Emerging Markets Income, with an expense ratio of 87 basis points, took advantage of the returns from junk.

5. Loomis Sayles Bond focuses on debt outside the US. It is PMed by Dan Fuss, Matthew Eagan and Elaine Stokes and charges 120 basis points in annual fees.

Read more in the Forbesarticle.  

Edited by: HFD


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