"The last time I focused on commodities was back in 2009 when the recovery was piecing itself together. Now, most of the pieces of the recovery are in place, with the notable misfits being job creation and home values," notes Jim Lowell, a leading specialist on Fidelity funds.

The editor of Fidelity Investor explains, "Today, commodities are in increasingly short supply as increasing global consumer demand, geopolitical disruptions, and even Mother Nature have taken their toll on the supply of goods and services.

"We own a healthy dose of Fidelity Select Healthcare (FSPHX) in each of our model portfolios," says fund expert Jim Lowell.

The editor of Fidelity Investor explains, "Manager Eddie Yoon and I caught up this month. His command of the sector and his growth-oriented discipline continue to serve us well on both our risk-adjusted and real return fronts/

"Of course, healthcare (representing nearly 16% of our total GDP) is unlike any other sector in the S&P. It is so diversified and global, so interrelated to technology, manufacturing, and R&D, so dependent upon delivering real goods and services for consumer consumption, that it is almost an economy unto itself.

"Merger Fund (MERFX) offers a non-traditional way to invest, using merger arbitrage," says fund specialist Leonard Goodall.

The editor of No-Load Fund Portfolios explains, "Managers Green, Shannon and Behren focus on acquisitions. The success of the fund depends upon the skill of the managers to pick the mergers that will go through, along with a good measure of luck.

"They make us of the 'spread' -- buying shares in the target company after the acquisition is announced and selling those shares at a higher price when the deal is completed.

"Our annual 'Hot Hands' feature is a simple strategy: buy whichever fund has performed best in the previous year and hold onto it throughout the upcoming one," says fund expert Jim Lowell.

The editor of Fidelity Investor explains, "Over the long haul this strategy has delivered hedge fund-like gains without any of the hedge fund snafus.

"Buying the Hot Hands fund doesn't guarantee you are going to beat the index every year. That's worth repeating; this strategy has not beaten the market every year.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Fidelity Dividend Growth (FDGFX), a top pick for the coming year, is one of Fidelity's more broadly diversified growth funds," says fund expert Jack Bowers.

The editor of Fidelity Monitor explains, "Fund manager Larry Rakers has a structured approach to bargain-hunting that has outperformed the S&P 500 this year.

When searching for a mutual fund, what do you look for? Obviously, you want solid performance over time. Many funds are flashy but only shine for a year or two then fall by the wayside.

The Wall Street Journal features two no-load funds that have topped their peers. What sets them apart is that they don't follow the crowd. They do intensive research and filter out all but a few holdings. They are not index traders.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"My 2011 stock market 'top pick' would be a 4-fund growth portfolio," suggests Jim Lowell.

The editor of Fidelity Investor explains, "This would include a 30% position in Fidelity Focused Stock (FTQGX) and 30% in the iShares Dow Jones US Index (IYY), coupled with 10% in ProShares UltraShort 20+ Year Treasury (TBT) and 10% in Fidelity Floating Rate High Income (FFRHX).

By Dan Wiener

Mutual funds information is released every day, and on October 6, Vanguard launched yet another offensive in the continuing battle over operating expenses and fund minimums, significantly reducing the entry price for a majority of its funds' lower-cost Admiral share class.

"Gold surged to a record high; and it's not just gold; silver, the other precious metals, and the resource currencies have all been swept up in the bubbling rise," note resource sector specialists Mary Anne and Pamela Aden.

The sisters and co-editors of The Aden Forecast explains, "The gold price is now very strong in a renewed leg up in the bull market by staying above $1240.

"Gold's next target is the $1300-$1350 level. Silver is impressive; its jump up in the last three weeks may be the start of a super rise.

Fund guru Jim Lowell has chosen Fidelity Select Health Care (FSPHX) as his latest spotlight fund of the month; the editor of The Fidelity Investor explains, "The fund continues to be a clear market overweight position for our fundamentally-driven portfolios.

"So far this year, manager Eddie Yoon is returning a shade less than that of the S&P 500; but I don't double him or my premise for holding his fund.

"The commodity currencies and economies are doing very well. Global growth and the rise in commodity prices have provided a huge boost and we expect this will continue," assert Mary Anne and Pamela Aden.

The global experts and co-editors of The Aden Forecast review their outlook for the currency markets along with our recommended currency funds.

They explains, "China's economy is still booming and so is India's. These countries are two of Australia's largest trading partners and their demand for resources keeps growing with no end in sight.

"You need to be prepared for the possibility of a correction in gold," says resource specialist Curtis Hesler, who adds, "Looking at the long term, however, gold will probably double from current levels."

The editor of The Professional Timing Service explains, "As such, the key is to buy fear and sell comfort. Here we look at a trio of favorite closed-end funds invested in the metals sector.

"Gabelli Global Gold and Nautral Resources & Income (GGN) s a closed-end fund investing in a variety of tangible asset plays.

Some 90% of their holdings are in equities, which are balanced about 32% in energy and 58% in metals and mining. They also hold convertible bonds in these two sectors.

"In this low-rate environment, master limited partnerships (MLP) have attracted a great deal of investor attention which, in turn, piques the interest of asset managers," says Benjamin Shepard.

The contributing editor to Personal Finance explains, "Three new MLP-focused funds have launched this year, and several more are in the works that will track specific segments of the market.

"Here, we look at the JPMorgan Alerian MLP Index ETN (AMJ), the UBS E-TRACS Alerian MLP Infrastructure Index (MLPI) and the UBS E-TRACS 2x Leveraged Long Alerian MLP nfrastructure Index (MLPL).