Cohen & Steers Realty Shares
(SCRSX) is managed by a team that included Martin Cohen and Robert Steers, a pair often referred to as the grandfathers of real estate investment trust investing. With a solid long-term track record, this fund is worth a look for more growth minded investors.
Emerging market stocks get all the press, but many growing economies have vibrant bond markets, too. T. Rowe Price Emerging Markets Bond Fund
(PREMX) is a solid way to participate on the bond side of developing nations around the world.
looking for a consistent income stream
from an equity mutual fund
should consider Gabelli Equity Income Fund
(GABEX). Although the managed payout of $0.03 per month isn’t large, it has been paid without fail since the current dividend policy was instituted in 2003.
Dodge & Cox Stock Fund’s
(DODGX) value focused approach has led to a long history of success interspersed with the occasional stretch of underperformance. Currently in one of those difficult periods, this is one fund that should be on investors’ short lists.
Baron Growth Fund
(BGRFX) is managed by the Baron family of fund’s founder, Ron Baron. It has a small cap bias on purchases, but can continue to own companies as they grow in size. A solid long-term performer, it’s important to understand how this fund fits in a larger portfolio.
Gabelli Focus Five Fund
(GWSVX) isn’t technically a new fund (it is a renamed version of Gabelli Woodland Small Cap Value Fund), but its investment approach
is very new
. Shareholders need to take notice.
, co-manager of Royce Low-Priced Stock Fund
(RYLPX), recently highlighted that gold and other mining stocks have been looking interesting of late. A few of his fund’s top holdings in the space are Allied Nevada Gold Corp.
(ANV), Pan American Silver Corp.
(PAAS), and Globe Specialty Metals, Inc.
Three years in the making, Guinness Atkinson Inflation Managed Dividend Fund
(GAINX) was finally unveiled on U.S. shores in March. It has an unusual goal in that it seeks to provide fund-level dividend growth that outpaces inflation over time.
Calamos Evolving Growth Fund (CNWGX) is a good place to find the kind of U.S. listed companies with emerging market exposure that Calamos Asset Management believes have compelling long-term growth prospects.
A top performer in a recent screen of Value Line’s European Equity Objective group, T. Rowe Price European Stock Fund (PRESX) has not only performed well so far this year, but has an impressive long-term performance record, as well. More aggressive investors might find this fund of interest.