Top Mutual Funds Companies in the Philippines (as of April 30, 2013)

Since the Philippine Stock Exchange (PSE) index stays at 7,000 level - today's closing at 7,070.99. Of course, our Mutual Funds performance is also doing well.

                 

As of April 30, here are the Top Mutual Funds Companies in the Philippines:

Fund Name	NAV Per Share	1 yr. Return (%)	3 yr. Return (%)	5 yr. Return (%)	YTD Return (%)
Stock Funds
Primarily invested in Peso securities
ATRKE Alpha Opportunity Fund, Inc.* ***	1.4665	n.a.	n.a.	n.a.	21.55%
Philippine Stock Index Fund Corp.*	779.42	36.76%	29.39%	21.03%	21.44%
Philequity Fund, Inc.*	34.3873	34.03%	32.56%	26.29%	20.38%
Philequity PSE Index Fund Inc.*	4.5182	32.92%	28.38%	21.7%	19.05%
Sun Life Prosperity Philippine Equity Fund, Inc.*	4.2446	33.79%	27.67%	20.3%	18.82%
ATRKE Equity Opportunity Fund, Inc.*	4.1734	27.92%	24.59%	18.72%	18.35%
Philam Strategic Growth Fund, Inc.*	593.29	21.29%	28.26%	22.91%	18.29%
First Metro Save and Learn Equity Fund,Inc.*	5.6278	23.66%	31.68%	26.43%	17.07%
United Fund, Inc.*	3.7483	26.33%	15.09%	13.95%	14.84%
Primarily invested in foreign currency securities
ATR KimEng AsiaPlus Recovery Fund, Inc.**	$0.9967	4.72%	0.09%	n.a.	2.22%

Fund Name	NAV Per Share	1 yr. Return (%)	3 yr. Return (%)	5 yr. Return (%)	YTD Return (%)
Balanced Funds (combination of Stock and Bond Funds)
Primarily invested in Peso securities
Sun Life of Canada Prosperity Balanced Fund, Inc.*	3.9998	29.7%	22.68%	16.44%	17.19%
Philam Fund, Inc.*	18.9275	16.9%	25.41%	20.27%	16.76%
Optima Balanced Fund, Inc.*	1.875	27.18%	23.15%	16.15%	16.56%
PAMI Horizon Fund, Inc.****	4.2502	15.11%	24.33%	19.73%	16.55%
ALFM Growth Fund, Inc *	257.93	7.31%	23.8%	n.a.	16.53%
First Metro Save and Learn Balanced Fund Inc.*	3.0758	21.76%	29.34%	27.56%	15.83%
NCM Mutual Fund of the Phils., Inc*	2.0798	15.8%	n.a.	n.a.	15.64%
ATRKE Philippine Balanced Fund, Inc.*	2.2453	23.78%	19.95%	14.87%	15.11%
Bahay Pari Solidaritas Fund, Inc.*	2.0029	14.65%	23.49%	n.a.	11.5%
Primarily invested in foreign currency securities
PAMI Asia Balanced Fund, Inc.*	$1.0661	8.3%	n.a.	n.a.	3.52%
Sun Life Prosperity Dollar Advantage Fund, Inc.*	$2.9795	7.27%	4.62%	2.97%	3.37%
Cocolife Dollar Fund Builder, Inc.*	$0.03456	9.26%	n.a.	n.a.	1.35%

Fund Name	NAV Per Share	1 yr. Return (%)	3 yr. Return (%)	5 yr. Return (%)	YTD Return (%)
Bond Funds
Primarily invested in Peso securities
Philequity Peso Bond Fund, Inc.	3.6221	27.73%	14.5%	11.01%	20.06%
First Metro Save and Learn Fixed Income Fund,Inc.	2.1578	26.94%	17.36%	12.21%	16.64%
Philam Bond Fund, Inc.*	4.2798	25.53%	13.02%	10.12%	15.02%
Ekklesia Mutual Fund Inc.*	2.0729	17.87%	11.45%	8.42%	12.01%
Grepalife Bond Fund Corporation	1.4766	24.61%	10.89%	n.a.	11.59%
Sun Life of Canada Prosperity Bond Fund, Inc.*	2.8199	16.29%	10.66%	8.42%	10.74%
Sun Life Prosperity GS Fund, Inc.*	1.6207	15.62%	10.27%	9.05%	9.15%
Prudentialife Fixed Income Fund Inc.*	1.9076	15.72%	8.05%	5.61%	8.71%
ALFM Peso Bond Fund, Inc.*	320.12	11.74%	9.09%	7.4%	6.75%
Cocolife Fixed Income Fund, Inc.*	2.2352	6.22%	9.53%	9.11%	2.5%
Primarily invested in foreign currency securities
Grepalife Fixed Income Fund Corp.	P 1.8265	21.68%	10.79%	8.17%	15.49%
PAMI Global Bond Fund, Inc*	$1.1994	-1.83%	2.06%	1.54%	-2.34%
Grepalife Dollar Bond Fund Corp.	$1.6864	16.35%	7.85%	7.38%	1.1%
MAA Privilege Dollar Fixed Income Fund, Inc.	$1.4593	7.35%	4.33%	2.73%	-0.97%
Philequity Dollar Income Fund Inc.	$0.0534198	6.88%	6.74%	7.07%	-0.92%
ALFM Euro Bond Fund, Inc. *	Є196.95	6.69%	3.99%	4.03%	0.9%
ALFM Dollar Bond Fund, Inc. *	$401.13	7.58%	6.17%	5.25%	0.73%
Philam Dollar Bond Fund, Inc.*	$2.0837	8.16%	6.74%	6.09%	-0.65%
Sun Life Prosperity Dollar Abundance Fund, Inc.*	$2.9446	6.68%	6.74%	6.24%	-0.57%
MAA Privilege Euro Fixed Income Fund, Inc.	Є0.02884	n.a.	n.a.	n.a.	0.49%
ATR KimEng Total Return Bond Fund Inc.**	$1.0706	2.93%	2.39%	n.a.	-0.21%

Fund Name	NAV Per Share	1 yr. Return (%)	3 yr. Return (%)	5 yr. Return (%)	YTD Return (%)
Money Market Funds
Primarily invested in Peso securities
ALFM Money Market Fund, Inc.*	110.9	3.49%	3.34%	n.a.	1.14%
First Metro Save and Learn Money Market Fund,Inc.	1.072	1.82%	1.87%	n.a.	0.4%
Philam Managed Income Fund, Inc.*	1.1514	2.06%	1.84%	1.78%	0.59%
Sun Life Prosperity Money Market Fund, Inc.*	1.1296	0.07%	0.37%	0.83%	-0.12%

* - NAVPS as of the previous banking day   

** - NAVPS as of two banking days ago
*** - Sept. 17, 2012 is the Inception Date

**** - formerly, GSIS Mutual Fund, Inc.

Source: Philippine Investment Funds Association (pifa.com.ph)

If you want to know more about Mutual Funds, click these links: 

1) What is a Mutual Fund? 

2) Why invest in Mutual Funds?

3) How to find the right Mutual Fund for You?