Sam Patel
TSC Ratings culled all the A+ rated stock mutual funds for the month of April.
The T Rowe Price New Era(PRNEX Quote - Cramer on PRNEX - Stock Picks) fund and the Jordan Opportunity Fund(JORDX Quote - Cramer on JORDX - Stock Picks) both achieved above-average results for the one- and three-month periods. To return 10-11% for one month is outstanding in the current climate and raises some concern about a pullback in the near future, especially in regards to the energy sector that has been performing well for a number of months. Domestic Growth funds also may be under threat should the slew of less-than-encouraging economic news continue to flow in the coming months. If a scenario of a slowdown/recession does play out, it may be a good time to take positions in utility funds and equity-income funds and possibly rotate out of energy and growth and into these more yield-focused plays. The utility funds in the list include: J Hancock Trust Utilities Ser I(JEUTX Quote - Cramer on JEUTX - Stock Picks), Flex-funds Socially Resp Utility Fund(FLRUX Quote - Cramer on FLRUX - Stock Picks), AIM Utilities Fund A(IAUTX Quote - Cramer on IAUTX - Stock Picks) and Alliance Bernstein Utility Income A(AUIAX Quote - Cramer on AUIAX - Stock Picks). For Equity Income, the funds are: BB&T Equity Income A(BAEIX Quote - Cramer on BAEIX - Stock Picks), Amana Mutual Fund-Income Fund(AMANX Quote - Cramer on AMANX - Stock Picks) and the TFS Market Neutral Fund(TFSMX Quote - Cramer on TFSMX - Stock Picks).| Fund Name | Ticker | 1 Month Return | 3 Month Return | Catgeory/Classification |
| T. Rowe Price New Era | PRNEX | 11.3 | 17.34 | Sector - Energy/Natural Res |
| Jordan Opportunity Fund | JORDX | 10.34 | 11.65 | Growth - Domestic |
| J Hancock Large Cap Equity A | TAGRX | 7.63 | 10.23 | Growth - Domestic |
| J Hancock Trust Utilities Ser I | JEUTX | 7.47 | 4.96 | Sector - Utilities |
| Flex-funds Socially Resp Utilit Fd | FLRUX | 6.71 | 3.93 | Sector - Utilities |
| Allianz NFJ Intl Value A | AFJAX | 6.09 | 6.82 | Non-US Equity |
| Croft-Leominster Value | CLVFX | 5.71 | 3.2 | Growth - Domestic |
| MFS International Diversifictn A | MDIDX | 5.53 | 6.55 | Non-US Equity |
| AIM Utilities Fund A | IAUTX | 5.09 | 2.43 | Sector - Utilities |
| AllianceBern Utility Income A | AUIAX | 4.69 | 1.05 | Sector - Utilities |
| ING American Funds Int Portfolio | IFSTX | 4.54 | 2.73 | Non-US Equity |
| J Hancock Balanced A | SVBAX | 4.3 | 4 | Balanced - Domestic |
| BB&T Equity Income A | BAEIX | 4.08 | 2.97 | Equity Income |
| Manning & Napier World Opprty Fd A | EXWAX | 3.84 | 5.3 | Non-US Equity |
| Amana Mutual Fund-Income Fund | AMANX | 3.23 | 4.11 | Equity Income |
| TFS Market Neutral Fund | TFSMX | 2.94 | 6.06 | Equity Income |
| BlackRock Glb Allocation Inv A | MDLOX | 2.21 | 2.16 | Asset Allocation - Global |
| Permanent Portfolio Fund | PRPFX | -0.32 | 0.84 | Asset Allocation - Domestic |
| Fidelity Adv Consumer Staples A | FDAGX | -0.47 | 3.19 | Growth - Domestic |
| Pinnacle Value Fund | PVFIX | -1.39 | -1.39 | Growth - Domestic |
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