The following is the Top 5 Best Global Real Estate REIT ETFs:
- SPDR Dow Jones International Real Estate
- iShares FTSE EPRA/NAREIT Dev RE ex-US
- SPDR Dow Jones Global Real Estate
- iShares S&P Dev ex-US Property Index
- WisdomTree International Real Estate
January 31, 2011
Top 5 Global Real Estate REIT Specialty ETF
In my previous article, I have provided the top 5 US REIT Real Estate Exchange Traded Fund (ETF). In this article, I will discuss an alternative REIT ETF which is Global REIT. Global REIT ETF, also known as Non US REIT ETF, can provide another set of investment diversification. The list include SPDR Dow Jones International Real Estate, iShares FTSE EPRA/NAREIT Dev RE ex-US and more.
The following is the Top 5 Best Global Real Estate REIT ETFs:
The following is the Top 5 Best Global Real Estate REIT ETFs:
January 22, 2011
Top 4 Best US Real Estate REIT Specialty ETF Fund
Real Estate investment is not for everyone. One maybe successful like Donald Trump, others may fail in real estate investment. This article will provide top 4 Best US Real Estate REIT ETF list and performance. The list includes Vanguard REIT Index, iShares Dow Jones US Real Estate and more.
Top 4 Best US Real Estate REIT ETFs:
Top 4 Best US Real Estate REIT ETFs:
- Vanguard REIT Index ETF
- iShares Dow Jones US Real Estate
- iShares Cohen & Steers Realty Majors
- SPDR Dow Jones REIT
January 18, 2011
Top 10 Precious Metals and Minerals ETF Funds
In my previous article, I have provided the precious metal mutual fund. In this article, I’ll look into the Top 10 Popular Precious Metals and Minerals ETF (Exchange Traded Funds) and ETN (Exchange Traded Notes). The list includes: SPDR Gold Shares, iShares Silver Trust and more.
The Top 10 Popular Precious Metals and Minerals ETF and ETN:
The Top 10 Popular Precious Metals and Minerals ETF and ETN:
- SPDR Gold Shares
- iShares Silver Trust
- iShares Gold Trust
- ETFS Physical Swiss Gold Shares
- ETFS Physical Palladium Shares
- ETFS Physical Platinum Shares
- ETFS Physical Silver Shares
- PowerShares DB Precious Metals
- PowerShares DB Gold
- PowerShares DB Silver
Other Precious Metals Funds:
January 17, 2011
Top 5 Nuveen National Municipal Bond Closed End Funds
This article will provide Top 5 High Yield Leverage Tax Free Nuveen National Municipal CEFs list. The top funds includes Nuveen Select Quality Municipal,
Nuveen Muni High Income Opportunity and more.
These municipal bond closed end funds are typically:
The investment objective of Nuveen Select Quality Municipal fund is to provide current income exempt from federal income tax rate. This muni bond CEF invests most of assets in a diversified portfolio of tax free investment grade municipal bonds. The fund manager is Thomas C. Spalding Jr.
This top municipal bond fund has a distribution rate of 6.56%. Based on 35% federal tax rate, the taxable equivalent yield is 10.1%. The expense ratio is 1.53%. It also has $784 million of total net assets. The effective leverage is 37%.
It has a 5 year annualized return of 6.91%. Morningstar has ranked this closed end fund with 4 stars. As of March 2012, the average duration is 14.28 years and the average maturity is 19.84 years. Its annual portfolio turnover rate is 13%. The top 5 sectors in its portfolio are health care (21.13%), limited tax obligation (17.98%), general tax obligation (13.27%), transportation (12.3%), and US Guaranteed (6.89%).
2. Nuveen Municipal High Income Opportunity (NMZ)
This Nuveen Municipal High Income Opportunity fund uses its assets to purchase a portfolio of investment grade municipal bonds and non-investment grade municipal bonds. John Miller is the fund manager since 2003. As of May 28, 2012, this best muni bond fund is trading 4.34% premium to NAV.
The total nets assets are $462 million. This municipal bond CEF has returned 17.80% over the past 3 year, and 3.09% over the past 5 year. The average coupon is 7.68%. It has 274 holdings in its assets.
3. Nuveen Dividend Advantage 3 (NZF)
Nuveen Dividend Advantage 3 fund has a distribution rate of 6.44%. This yield is distributed monthly. The total expense ratio is 1.50% per year. Its total net assets are $861 million. The total leverage ratio is 35.41%. This top fund is managed by Paul Brennan.
This tax free municipal bond fund is ranked with 4 stars rating by Morningstar. The fund has a 5 year average return of 6.66%.
Disclosure: No Position
also: Top 5 High Yield Tax Free Nuveen National Municipal Bond CEFs
Fund Performance
These municipal bond closed end funds are typically:
- They are part of leveraged funds
- They have tax free high yield compare to mutual funds
- They have higher risks due to interest rate risk
- Nuveen Select Quality Municipal (NQS)
- Nuveen Muni High Income Opportunity (NMZ)
- Nuveen Dividend Advantage 3 (NZF)
- Nuveen Municipal High Income Opportunity 2 (NMD)
- Nuveen Dividend Advantage 2 (NXZ)
The investment objective of Nuveen Select Quality Municipal fund is to provide current income exempt from federal income tax rate. This muni bond CEF invests most of assets in a diversified portfolio of tax free investment grade municipal bonds. The fund manager is Thomas C. Spalding Jr.
This top municipal bond fund has a distribution rate of 6.56%. Based on 35% federal tax rate, the taxable equivalent yield is 10.1%. The expense ratio is 1.53%. It also has $784 million of total net assets. The effective leverage is 37%.
It has a 5 year annualized return of 6.91%. Morningstar has ranked this closed end fund with 4 stars. As of March 2012, the average duration is 14.28 years and the average maturity is 19.84 years. Its annual portfolio turnover rate is 13%. The top 5 sectors in its portfolio are health care (21.13%), limited tax obligation (17.98%), general tax obligation (13.27%), transportation (12.3%), and US Guaranteed (6.89%).
2. Nuveen Municipal High Income Opportunity (NMZ)
This Nuveen Municipal High Income Opportunity fund uses its assets to purchase a portfolio of investment grade municipal bonds and non-investment grade municipal bonds. John Miller is the fund manager since 2003. As of May 28, 2012, this best muni bond fund is trading 4.34% premium to NAV.
The total nets assets are $462 million. This municipal bond CEF has returned 17.80% over the past 3 year, and 3.09% over the past 5 year. The average coupon is 7.68%. It has 274 holdings in its assets.
3. Nuveen Dividend Advantage 3 (NZF)
Nuveen Dividend Advantage 3 fund has a distribution rate of 6.44%. This yield is distributed monthly. The total expense ratio is 1.50% per year. Its total net assets are $861 million. The total leverage ratio is 35.41%. This top fund is managed by Paul Brennan.
This tax free municipal bond fund is ranked with 4 stars rating by Morningstar. The fund has a 5 year average return of 6.66%.
Disclosure: No Position
Fund Performance
- Nuveen Select Quality Muni (NQS) - 37.08%
- Nuveen Muni High Inc Opp (NMZ) - 39.90%
- Nuveen Dividend Advantage 3 (NZF) - 35.42%
- Nuveen Muni High Inc Opp 2 (NMD) - 34.24%
- Nuveen Dividend Advantage 2 (NXZ) - 32.54%
- Nuveen Investment Quality Muni (NQM) - 35.90%
- Nuveen Municipal Advantage (NMA) - 35.24%
- Nuveen Premium Income Muni 2 (NPM) - 37.11%
- Nuveen Premier Muni Income (NPF) - 36.83%
- Nuveen Premium Income Muni (NPI) - 36.23%
- Nuveen Premium Income Muni 4 (NPT) - 36.07%
- Nuveen Quality Municipal Fund (NQI) - 37.29%
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