Best Performing Taxable Bond Closed End Funds 2013

Find best performing taxable bond closed end funds 2013. The top CEF funds are NexPoint Credit Strategies Fund, PIMCO Global StocksPLUS & Income, and more.

Top Bond CEF Funds

Bond funds have not performed very well for the past year. In 2013, any investors are either loss capital or gain very little. No one would expect a big gain for bond funds. However, some of the bond closed end funds managed to achieve just that a big return in 2013. Most of the top performing funds are senior loan fund, multi sector, convertible debt, high yield debt, etc.

Will these top funds stay on top in 2014? Find the fund review below. Whether you are investing for your brokerage fund or retirement fund, you need to be sure you are making the right choice. You may find the fund yield, performance return, expense ratio, total assets, and rating. You can also find my previous top performer municipal bond CEFs article.

The 10 best performing taxable bond closed end funds 2013 are:

1. NexPoint Credit Strategies Fund
2. PIMCO Global StocksPLUS & Income
3. PIMCO High Income Fund
4. Oxford Lane Capital Corp
5. AGIC Convertible & Income II
6. AGIC Convertible & Income
7. Advent Claymore Conv & Income
8. Advent Claymore Cnvt Secs&Inc
9. Calamos Convertible Opps & Inc
10. Pioneer High Income Trust

Updated on 12/29/2013

Top 3 Banks or Brokers for Stock and Fund

Find top 3 banks or brokers for stock and fund investment. Check the pros and cons of the banking services for fund investment and stock trading. It is essential to find the right bank or broker for your investing account.

Best Banks for Financial Investing

It is difficult to find the right bank or brokers to use for your investing account. There are lot of selections from new online broker and well established bank. Investors can also choose a cheap online broker for their investment account such as retirement account or regular brokerage account. The most respected and well established banks or brokers are continuing to offer the best deal.

About 20 years ago, retail investors are having a hard time to invest in stocks or investment funds (mutual fund, ETF, CEF). Currently, you can find tons of online stock brokers or bank with low commission fees and lot of benefits or services. Banks or brokers may offer great customer services, high speed platform, new tools of software, and low fees. My top 3 banks for investing are:

• Merrill Edge
• Fidelity Investments
• Charles Schwab

Top Performing Municipal Bond Closed End Funds 2013

Find performing municipal bond closed end funds 2013 article. The top CEF funds are BlackRock CA Muni 2018 Term fund, BlackRock FL Municipal 2020 fund, Nuveen Select Maturities Muni, and more.

Best Muni Bond CEF Funds

Investing in municipal bond closed end funds is popular among investors and tax free high yield income seekers. In 2013, any bond funds have returned either a little return or a big negative return. This post will look into the best performing funds. You may find various different type of municipal bond closed end funds including diversified national muni bond fund, California muni bond fund, high yield bond fund, etc.

Will these top funds stay on top in 2014? Find the fund review below. Whether you are investing for your brokerage fund or retirement fund, you need to be sure you are making the right choice. You may find the fund yield, performance return, expense ratio, total assets, and rating.

Top performing municipal bond closed end funds 2013 are:

1. BlackRock CA Muni 2018 Term
2. BlackRock FL Municipal 2020
3. BlackRock Muni 2018 Term Trust
4. BlackRock Municipal 2020
5. Nuveen CA Muni Value
6. BlackRock NY Muni 2018 Term
7. Nuveen Select Maturities Muni
8. Western Asset Muni Defined Opp
9. Neuberger Berman CA Inter Muni
10. BlackRock Investment Quality Muni

Updated on 12/25/2013

6 Best Mutual Funds 2014

Find best mutual funds 2014. The top funds are Vanguard Balanced Index Fund, Yacktman Fund, DoubleLine Total Return Bond Fund, etc.

Top Mutual Funds

I have been provided best mutual funds list for the past 4 years. You may find some funds perform well, and some funds perform just not great. From these past years, I have tried to reduce the list of funds for investing.

For 2014, you will find only 6 best funds. Keep it as simple as possible is my mantra for 2014 and future years. Whether the funds are for your brokerage, retirement, or 401(k) account; you need to do a research before your big investment. You can find different categories of mutual funds. I also provide each fund review for your information. Other information such as expense ratio, yield, sector, category, fund performance can be found below as well.

The 6 best mutual funds for 2014 are:

• Vanguard Balanced Index Fund (VBINX)
• DoubleLine Total Return Bond Fund (DLTNX)
• Yacktman Fund (YACKX)
• Artisan International Fund (ARTIX)
• T. Rowe Price Retirement 2040 Fund (TRRDX)
• DoubleLine Emerging Markets Fixed Income Fund (DLENX)

Updated on 12/24/2013

Invesco Value Equity Funds Ads

Find Invesco Value Equity Funds review. The mutual funds are Invesco Relative Value Fund, Invesco Deep Value Fund, and Invesco Small-Cap Value Fund.

Investment Funds

Whether you follow Ben Graham or Warren Buffet strategy, value investing is popular among investors. Value investing concept is done by finding companies trading below their value or worth. Investor will looks for stocks with strong fundamentals such as earnings, book value, and cash flow that are selling below its value. Regular investors may be difficult to choose the right value stocks. Using mutual funds may be easier and less risky.

Recently, Invesco provides an ad about value equity mutual funds. The ad title is “Intentional Investing: as applied to Value Equity.” It provides 3 mutual funds for investing. Find the fund review below. Should you invest in these mutual funds? Whether they are for your brokerage account, retirement account (IRA), or 401k plan, you need to find the funds details.

The details about the ad are as follows:

Intentional Investing – as applied to Value Equity 

Invesco Value Disciplines: Time-Tested Strategies, Proven Results

• Invesco Equity and Income Fund ACEIX

• Relative Value Strategy

• Invesco Comstock Fund ACSTX

• Deep Value Strategy

• Invesco Small Cap Value Fund VSCAX

• Small-Cap Value

Ad of Ivy Science and Technology Fund (WSTAX)

Ivy Science and Technology Fund (WSTAX) is a top sector stock mutual fund. Find equity fund review and news by Ivy Funds.

Top Mutual Fund

Investing in sector stock mutual fund is high risk and high reward for investors. Ivy funds provide several top sector mutual funds. One of the best funds is Ivy Science and Technology Fund (WSTAX). Ivy funds provide a latest investing ad which titled as “Focused on Growth, Rooted in Innovation.”

Should you invest in this top mutual fund? Whether it is in your brokerage account, retirement account (IRA), or 401k plan, you need to find the fund details. Find the fund review below.

The ad details are as follows:

Ivy Science and Technology Fund (WSTAX) 

Focused On Growth. 

Rooted In Innovation. 

Innovation can be a catalyst for change, giving companies a true competitive edge. In turn, this can create growth opportunities for investors. The Ivy Science and Technology Fund takes a broad view of innovation, investing in both the companies driving innovation as well as those applying these innovations to improve business efficiencies. 

At Ivy Funds, we use a collaborative process – born on rigorous debate, hands-on research and a proven cross-disciplinary approach – to fully assess the opportunities we pursue on behalf of our investors every day. To learn more, visit ivyfunds.com. 

Lipper Rankings (As of 07/31/2013)

Ad of FlexShares Ready Access Variable Income ETF (RAVI)

Find FlexShares Ready Access Variable Income Fund (RAVI) review. This ETF fund is managed by Northern Trust.

ETF Investing

Exchange Traded Fund or ETF is divided into 2 main categories: actively managed ETF and index ETF. Most of ETFs are index exchange traded funds or passively managed. There have been more and more new ETFs being introduced. FlexShares ETFs by Northern Trust are among actively managed ETFs. Recently, I saw an ad of FlexShares Ready Access Variable Income Fund (RAVI). The ad title is “Short-term liquidity with solid return potential.”

Whether you should invest in your brokerage, retirement, or 401(k) account; you need to do a thorough research. Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc. Also find out whether there is a risk or not associated with this new ETF.

The following is the ad:

Flex Shares | ETFs for Real-World Goals 

Finally, short-term liquidity with solid return potential. 

Looking for greater return potential from your short-duration fixed income investments? FlexShares® RAVI ETF can help you build a portfolio strategy that provides opportunity for meaningful return without undue volatility. 

Scan to visit Flexshares.com

For more on RAVI, visit flexshares.com/solid

Ads of Powershares QQQ Fund, Nasdaq 100 index ETF

Find the investment review of Powershares QQQ Fund, Nasdaq 100 index ETF Fund. This low cost index exchange traded fund is offered Invesco PowerShares Capital Management.

Investing in ETF

For the last decade, ETF or exchange traded fund has become popular among investors and traders. With its low cost, ETF provides way to diversify into various asset classes. You can choose a few ETFs and be as diversify as any balanced fund. One of the most popular ETFs is Powershares QQQ Fund. Also known as QQQ ETF, it tracks Nasdaq 100 Index.

If you read financial newspaper such as Barron’s, you will find variety of ads about this Powershares QQQ Fund. Should you invest in this stock ETF? You need to find the fund review below. Whether it is for your brokerage account, retirement account or even 401k plan, you need to know your investment in details.

Some of the ad versions are as follows:

Version 1: 

GOOGLE. MICROSOFT. STARBUCKS. 

INVEST IN INNOVATION WITH THE MOST INNOVATIVE COMPANIES. 

Powershares | QQQ Nasdaq 100 

As one of the groundbreaking ETFs in the marketplace, PowerShares QQQ invests in 100 of the world’s most revolutionary companies. Each is listed on the Nasdaq Stock Market and includes household names such as Oracle, Starbucks, Microsoft, Intel, Cisco Systems, and Google. With all of these revolutionary companies in one fund, innovative investing is within your reach. 

PowerShares QQQ is based on the Nasdaq-100 Index. The Fund will, under most circumstances, consist of all stocks in the Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization.

Best Performing Closed End Funds 2013

Find best performing closed end funds 2013. The top CEF funds are H&Q Healthcare Investors fund, Gabelli Multimedia Trust fund, etc.

Top CEF Funds

Closed end funds are traded like stocks and/or exchange traded funds (ETFs). These funds provide opportunity for investors to diversify and invest in variety of stock or bond funds. The fund’s market price can be traded at discount or premium to its NAV (Net Asset Value). Some funds also provide high yield or dividend for income.

Find the top funds review below. I provide the top 10 list below. You can also find the fund information, performance, expense ratio, holdings, dividend or yield, and more. The top funds include sector fund, option strategy fund, Europe stock fund, high yield bond fund, etc.

The 10 best performing closed end funds 2013 are:

1. H&Q Healthcare Investors (HQH) – 63.22%
2. Gabelli Multimedia Trust (GGT) – 55.09%
3. PIMCO Global StocksPLUS & Inc (PGP) – 49.00%
4. H&Q Life Sciences Investors (HQL) – 47.50%
5. Gabelli Equity Trust (GAB) – 44.11%
6. New Germany Fund (GF) – 43.65%
7. Gabelli Healthcare & Wellness (GRX) – 39.47%
8. NexPoint Credit Strategy (NHF) – 39.40%

Predictable Allocation Mutual Fund: Ivy Balanced Fund (IBNAX)

Find Ivy Balanced Fund (IBNAX) review. This asset allocation mutual fund invests in stocks, bonds, and short term instruments. Also find the latest investment ads by Ivy Funds.

Investing in Ivy Funds

Ivy Funds provide variety of mutual funds. They offer asset allocation funds, domestic stock funds, global stock funds, sector stock funds, taxable bond funds, money market fund, and municipal bond funds. Some of these funds are top mutual funds. They also sponsor Sporting Kansas City in MLS soccer.

Recently, you can find an ad by Ivy Funds about Ivy Balanced Fund (IBNAX). The catch words include “Unpredictable World, Predictable Allocation.” Should you invest in this top mutual fund? Whether it is in your brokerage account, retirement account (IRA), or 401k plan, you need to find the fund details. Find the fund review below.

Investment Ad

Ivy Balanced Fund (IBNAX) 

Unpredictable World

Predictable Allocation

The Ivy Balanced Fund pursues an uncomplicated approach to asset allocation. With a typical mix of about two-thirds U.S. equity and one-third fixed income, the Fund seeks to balance potential risk and reward in a complex world. Over the long term, this balance has translated to solid risk-adjusted ratings. 

Morningstar Ratings™ – Class A Shares, Aggressive Allocation Category 

Overall 5 stars out of 330 funds 

Class A Shares, Aggressive Allocation Category. 1-Year (3-stars out of 330), 5-Year (5-star out of 308), and 10-Year Morningstar Rating™ (5-star out of 123) as of 06/30/2013, based on risk-adjusted returns.

Ad of Vanguard Total International Stock ETF (VXUS)

Find Vanguard Total International Stock ETF Fund (VXUS) review. This index exchange traded fund invests in non-U.S. companies. It also has a low expense ratio.

Vanguard Fund

Vanguard is a leader in low cost investing including mutual fund and exchange traded fund (ETF). With low cost Vanguard ETFs, you can diversify your investment through various investment options. These index ETFs is tracking its index. One of the top Vanguard ETFs is Vanguard Total International Stock ETF Fund.

Should you buy this top ETF for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, returns, expense fee, rank, and more.

The details of investment ad are as follow:

VXUS 

Vanguard Total International Stock ETF 

Help put a world of opportunities in your clients’ hands. 

Are you Vanguarding your clients’ portfolios? 

You’re dedicated to helping your clients reach their goals. That’s why we’ve been dedicated to keeping costs low from day one. With large-, mid-, and small-capitalization securities in developed and emerging international markets, VXUS can help keep your clients’ portfolios on track.

Ad of SPDR Gold Trust ETF (GLD)

Find SPDR Gold Trust ETF fund (GLD) review. This exchange traded fund invests mainly in gold bullion.

Investment Review

Using fund for gold investing is popular among investors or traders nowadays. As one of the precious metals, gold price has been increasing since 2008. One of the popular ETF fund for gold investment is SPDR Gold Trust ETF fund (GLD). Gold offers investors an attractive opportunity to diversify their portfolios. Recently, financial news has produced various ads about this exchange traded fund.

Whether the investment is for your brokerage or 401(k) or retirement account, you need to find out the details about the funds. Find the fund review including the fund details, expense ratio, yield, etc. I also include the investing ads for your review as wells. There are two advertisements which I have seen.

Version 1:

Looking for Diversification? 

Gold Refiners are Standing By. 

Investors may know that gold can diversify a portfolio. What they probably don’t know is that few investments are designed to track the price of this precious metal. 

When you invest in SPDR Gold Shares, you get a precise way to add gold to your portfolio because it’s not an index or derivative. With GLD, all of your shares are backed 100% by physical gold.

Top Performing Mutual Funds 2013: Firsthand, Fidelity Fund

Find top performing mutual funds 2013. The top funds are Firsthand Alternative Energy Fund, Fidelity Select Biotechnology Fund, etc.

Best Mutual Funds 2013

Looking at the top performing funds for 2013 may provide you an idea for 2014 investment. Most of the top funds are dominated by biotechnology and small cap stock funds. These funds tend to have high volatility and high reward.

Find the top 3 fund review below. I have provided summary about these funds. Whether they are for your investment, retirement account, 401(k) plan, you need to find out the details about the funds.

Best Performing Mutual Funds up to December 3, 2013 are:

1. Firsthand Alternative Energy Fund (ALTEX) – 94.01%
2. Fidelity Select Biotechnology Fund (FBIOX) – 63.97%
3. Franklin Biotechnology Discovery A (FBDIX) – 63.67%
4. Legg Mason Opportunity A (LGOAX) – 61.03%
5. Kinetics Small Cap Opportunities No Load (KSCOX) – 57.61%
6. Hodges Fund (HDPMX) – 56.08%

Direxion Daily 20+ Year Treasury Shares ETFs Ads

Is investing in leveraged funds of Direxion Daily 20+ Year Treasury Shares ETFs good for your brokerage account? Will you invest in bull or bear leveraged exchange traded funds (ETFs)?

ETF Investment

ETF investment is replacing mutual fund investment. There is variety of ETF funds offered by fund providers such as Vanguard, iShares, State Street, Fidelity, Direxion, Proshares, Charles Schwab, etc. Each provider may provide unique exchange traded funds. Some provide low cost index funds, some provide sector ETF funds, there are also leveraged funds, and more.

Whether the investment is for your brokerage or 401(k) or retirement account, you need to find out the details about the funds. Direxion provide a big ad about Direxion Daily 20+ Year Treasury Shares ETFs, both bull and bear leverage funds. The ad is titled as “Treasuries – Prepared for the bear?”

The ad details can be found below:

Treasuries – Prepared for the bear? 

TYBS 

Daily 20+ Year Treasury Bear 1x Shares 

TMV 

Daily 20+ Year Treasury Bear 3x Shares 

For traders, Direxion matters. 

Get started today. Call 866.476.7523 or go to direxionfunds.comdirexionshares – Think direction. Trade.

United States Commodity Index Fund (USCI) Ad

Find United States Commodity Index Fund (USCI), an ETF Investment idea. This exchange traded fund, ETF, invests mainly in six commodity sectors: energy, precious metals, industrial metals, grains, softs, and livestock.

ETF Investing

Exchange traded fund is popular among investors and traders. With its low cost and diversity of selections, ETF can be used for long term investment vehicle. Recently, you might find an ad about USCI ETF in various financial magazine or news. This United States Commodity Index Fund (USCI) is tracking its index and invests in 6 commodity sectors.

If you look to invest in your financial or brokerage account, you need to find out the details about this fund. Whether it is for your regular broker or retirement account, being prudent is important during this period of time.

One of the investment ads is details below:

USCI 

United States Commodity Index Fund 

To obtain a copy of the prospectus, call 1-800-920-0259 or to download a copy, visit www.unitedstatescommodityindexfund.com/usci-prospectus.php or write to

WisdomTree Europe Hedged Equity Fund (HEDJ): Investment Ad

Find investing review of WisdomTree Europe Hedged Equity Fund (HEDJ). This ETF fund invests in stocks of European companies.

Investing in Europe

WisdomTree is the leader of ETF provider which provides alternative ETFs such as small cap dividend ETF, emerging markets dividend ETF, etc. From recent ad, WisdomTree introduced WisdomTree Europe Hedged Equity Fund. This ETF invests in stocks of European companies with significant revenue from exports and uses hedge to enhance its return.

Is investing in this exchange traded fund good for long term? Can you invest in your brokerage or retirement or 401(k) plan? Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc.

One of the investment ads is details as follows:

Take The €uro Out of Europe 

HEDJ: The WisdomTree Europe Hedged Equity Fund 

The greatest challenge with Europe may not be the equity markets – it may be the euro. At WisdomTree, we believe the many global brands headquartered in Europe are still attractive investment opportunities. HEDJ offers you a way to access their growth potential, while hedging exposure to the euro. 

Learn More at WisdomTree.com/HEDJ

Ads of Vanguard FTSE Emerging Markets ETF Fund (VWO)

Find investing review of Vanguard FTSE Emerging Markets Fund (VWO). This exchange traded fund (ETF) invests in stocks of companies located in emerging markets.

Stock ETF Investment

Vanguard has introduced various index ETF funds recently. One of the low cost index exchange traded funds (ETFs) is FTSE Emerging Markets ETF (VWO). If you read a financial newspaper or magazine, you might see the ads from Vanguard Group Inc. This equity fund is passively managed.

Should you buy this best ETF for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide a fund review including fund performance, expense fee, rank, etc.

The investing ad is as follows:

VWO 

Vanguard FTSE Emerging Markets ETF 

Low-cost global diversification. No passport required. 

Are you Vanguarding your clients’ portfolios? 

These days, understanding the advantages of tapping into emerging markets is essential for investing. Vanguard FTSE Emerging Markets ETF can help your clients diversify by exposing them to companies in more than 23 countries around the world. And given that its cost is one of the lowest in its category, you can be sure your clients will see the value in that type of exposure.

Direxion Daily Gold Miners Shares ETFs: Bull or Bear Leveraged Funds

Is investing in Direxion Daily Gold Miners Shares ETFs good for your brokerage account? Will you invest in bull or bear leveraged exchange traded funds (ETFs)?

Investment Idea

Trading in leveraged ETFs is popular among traders. With increasing exposure in certain sectors or markets, traders can enhance their returns using these exchange traded funds (ETFs). These leveraged ETF may attempt to double or triple the return of an index on a daily basis. One of the hot sectors is gold miners sectors. In recent investment ad, Direxion introduces 2 leveraged ETFs: Direxion Daily Gold Miners Bull 3x Shares and Direxion Daily Gold Miners Bear 3x Shares.

Should you as investors invest in these ETF products? Whether they are for your long term account such as 401(k) account, retirement account, or brokerage account, you need to understand your investment through research and study. I will provide the funds review below.

The investment ad includes:

3x exposure to Gold Miners in either direction. 

NUGT
Daily Gold Miners Bull 3x Shares 

DUST
Daily Gold Miners Bear 3x Shares 

For traders, Direxion matters. 

Get started today. Call 866.476.7523 or go to direxionfunds.com 

direxionshares – Think direction. Trade.

Oppenheimer International Growth Fund: Mutual Fund Ad

Find article about Oppenheimer International Growth Fund for investing. This post provides mutual fund ad by OppenheimerFunds.

Global Investment

If you read a recent financial newspaper or magazine, you might find the Oppenheimer ad about best international stock mutual fund, Oppenheimer International Growth Fund. This equity mutual fund is ranked with 5 stars rating by Morningstar.

Whether this top fund is suitable for your investment account or not, you should find out the details. Investing in your brokerage account, 401(k) account, and retirement account needs extensive research and study especially for long term investment. Find out the fund performance and details below.

The advertisement details are showed below:

It’s 1950 – somewhere in the world.

An emerging consumer class. Exploding income. Expanding productivity. They sparked five decades of growth in the U.S. after World War II. And today, it’s happening again in the developing world. With 40 years of success in global investing, we’re ready for this moment. 

GLOBALIZEyourthinking.com 

Overall rating of Class A shares for the 3-, 5- and 10-year periods ended 6/30/13, based on risk-adjusted performance. 

Oppenheimer International Growth Fund 

5 Stars

Ad of Fidelity Real Estate Mutual Funds

Find investing review of Fidelity Real Estate Mutual Funds article. These mutual funds invest in real estate companies including U.S. stocks and international stocks.

Real Estate Investment

Small or big investors can invest in real estate sector through various channels. One of the ways is through investment funds such as mutual fund, exchange traded fund, or closed end fund. Flipping through financial newspaper or magazine, you will find ad of Fidelity Real Estate Mutual Funds which is title as “Location, Location, Location.”

Whether these mutual funds are suitable for your investment account or not, you should find out the details. Investing in your brokerage account, 401(k) plan, and retirement account needs extensive research and study especially for long term investment. Find out the fund performance and details below.

The investment ad details are as follows:

Location, Location, Location 

Fidelity is the place for Real Estate Funds. 

Real estate fundamentals are improving. Consider these insights from the Fidelity research team:

• Lack of Supply. New building – including commercial real estate – was 60% lower over the past 5 years.
• Surging Demand. Forecasted new housing needs will total over 7.5 million units over the next 5 years.

What could this mean for you? These Fidelity funds can help you add real estate to your portfolio.

Vanguard Total Stock Market Fund (VTI): Investment Ad

Is investing in Vanguard Total Stock Market Fund (VTI) good for long term plan? This ETF fund invests in U.S. equities including large-, mid- and small-cap companies.

Vanguard ETF Fund

Vanguard is not only providing low cost index mutual funds, it also offers variety of cheap index exchange traded funds (ETFs). One of the popular index ETFs is Vanguard Total Stock Market Fund (VTI). If you read a financial newspaper or magazine, you might see the ads from Vanguard Group Inc.

Should you buy this best ETF for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, expense fee, rank, and more.

The latest investment ad is shown as below:

VTI 

Vanguard Total Stock Market ETF

Building a solid foundation means having the right pieces in place. 

Are you Vanguarding your clients’ portfolios?

PIMCO StocksPlus Funds: Investment Ad

Find article about investing in PIMCO StocksPlus Funds, part of top stock mutual funds. As non-traditional equity fund, it uses equity indexing and bond management in its strategy.

Investing Idea

Looking through various investment ads, you will find one from PIMCO about PIMCO StocksPLUS Funds. This ad doesn’t show any specific mutual funds. By visiting to the website you will find there are 2 mutual funds: PIMCO StocksPLUS Absolute Return Fund (PSPTX) and PIMCO StocksPLUS Fund (PSTKX).

Find out whether these equity mutual funds is suitable for your investment brokerage account, retirement account (IRA), or 401(k) account. Whether these top funds are suitable for your investment account or not, you should find out the details.

One of the investment ads is showed below:

Think Outside The Index. 

The PIMCO StocksPLUS Funds 

Innovative equity strategies backed by PIMCO’s time-tested investment process. Bill Gross pioneered the StocksPLUS approach in 2986, combining passive equity indexing with active bond management. Lipper recognized these strategies and PIMCO’s equity platform by naming PIMCO Large Company Equity Manager of the Year for four consecutive years. To find out more about the PIMCO StocksPLUS strategies, harness our thinking at PIMCO.com/StocksPLUS. 

Lipper Large Company Equity Manager of the Year 2010, 2011, 2012 & 2013

Wisdomtree Emerging Markets Corporate Bond ETF (EMCB), Investment Fund Ad Review

Investing in Wisdomtree Emerging Markets Corporate Bond ETF Fund (EMCB) provides opportunity for diversification.

Emerging Markets Investment

Multiple ETF funds or exchange traded funds have been introduced for investors or traders. The exchange traded fund may track various indices such as U.S. stock (S&P 500), international stock, corporate bond, municipal bond and many more. Some ETFs are actively managed and mimicking mutual fund. Find the right ETF to invest needs understanding and lot of research.

One of these ETF funds is Wisdomtree Emerging Markets Corporate Bond ETF Fund (EMCB). WisdomTree has provided an Ad in various financial newspaper or magazine. Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc.

The details of investment ad are as follows:

Emerging Markets + Corporate Bonds = EMCB 

EMCB: The First Emerging Markets Corporate Bond ETF.

Built by Wisdom Tree. Sub-advised by Western Asset Management Company. 

EMCB provides a new way to access emerging market debt – and can help investors achieve more complete emerging market diversification. Only WisdomTree brings you access to emerging market corporate bonds – and a leading institutional fixed income manager – in an ETF.

Franklin Income Fund (FKINX): Investment Ad

Find investing review of Franklin Income Fund (FKINX). As one of top mutual funds, it provides high yield for income.

Fund Review

Reading a financial or investing newspaper or magazine, you will notice lots of investing idea. One of the recent ad features Franklin Income Fund (FKINX). This balanced mutual fund is provided by Franklin Templeton Investments.

Should you buy this best mutual fund for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, expense fee, rank, and more.

The investment ad is as follows:

Franklin Income Fund

Celebrating 65 Years of Consecutive Dividends 

Generations of Income Generation 

At 65 – an age when many retire – Franklin Income Fund is still going strong. 

The fund was launched in 1948, offering investors the potential for long-term growth and current income. Since that time the fund has never missed a single dividend payment – something our investors, many of whom are in or preparing for retirement, have come to rely upon.

Alerian MLP ETF (AMLP): Investing in Energy Master Limited Partnership

Find investing info about Alerian MLP ETF (AMLP). This exchange traded fund invests in leading energy infrastructure Master Limited Partnership (MLPs).

Investment Idea

If you read a recent financial newspaper or magazine, you might find various Alerian MLP ETF ads. These ads provide one energy sector related exchange traded fund. This ETF is traded like stock and has high yield for income.

Whether this top ETF fund is suitable for your investment account or not, you should find out the details. Investing in your brokerage account, 401(k) account, and retirement account needs extensive research and study especially for long term investment. Find out the fund performance and details below.

The ads are as follow:

Version 1:

Did you know…

Your blood vessels are as long as the U.S. oil pipeline system 

The circulatory system measures 60,000 miles, compared to the 55,000 miles of U.S. trunk lines moving 5.6 million barrels of oil daily.

Just as the human heart is efficient, reliable, and essential to life, so is the network of U.S. pipelines efficient, reliable, and essential to the economy. Crude oil, refined products, and natural gas pipelines represent the heart of America’s energy infrastructure and play an integral role in our nation’s energy security. The Alerian MLP ETF

db X-trackers MSCI Germany Hedged Equity Fund (DBGR): Investing Ad

Find investing ad about db X-trackers MSCI Germany Hedged Equity Fund (DBGR) by Deutsche Asset & Wealth Management. It invests in German company equities and tracks the MSCI Germany US Dollar Hedged Index.

Investment Ad

Reading an investment news or magazine, you will find an ad about “Germany - Hedging the Euro.” The ad provides one ETF for investing,  db X-trackers MSCI Germany Hedged Equity Fund (DBGR). You can invest in this exchange traded fund (ETF) in your investment or brokerage account, or retirement account.

While the ad looks promising, you should do more research before investing in this equity ETF. Whether the investment is for your brokerage or retirement account, it is important to understand the risk and investment strategy of this ETF fund. I have provided a fund review below.

The investment ad is as follow:

Deutsche Asset & Wealth Management 

GERMANY – Hedging The Euro 

db X-trackers MSCI Germany Hedged Equity Fund (DBGR) 

Europe’s largest economy and number-one exporter belongs in any international portfolio.
Exchange-rate risk does not.

• Buy the first currency-hedged Germany ETF.
• Get the full power of Europe’s economic engine.

Investing in Vanguard Total International Bond ETF: Investment Ad

Investing in Vanguard Total International Bond ETF is good for long term planning. This top fund invests in non-U.S. debts including debts from developed and developing countries.

Vanguard ETF Fund

Known for its index mutual funds, Vanguard has branched out and offers low cost index exchange traded funds (ETFs). One of the popular index ETFs is Vanguard Total International Bond ETF (BNDX). If you read a financial newspaper or magazine, you might see the ads from Vanguard Group Inc.

Should you buy this best ETF for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, expense fee, rank, and more.

One of the investment ad is as follows:

BNDX 

Vanguard Total International Bond ETF 

Help extend the reach of your clients’ portfolios abroad. 

Are you Vanguarding your clients’ portfolios?

Ad of iPath S&P MLP ETN (IMLP): Pipeline Energy Infrastructure Fund

Find iPath S&P MLP ETN (IMLP) Fund ad in financial news or magazine. This exchange traded note is similar to exchange traded fund (ETF) and invests in pipeline, diversified energy infrastructure.

ETN Investing

If you read recent financial news, you might find an ad about “iPath S&P MLP ETN (IMLP).” This ETN invests in companies traded in the GICS Energy Sector and GICS Gas Utilities Industry. Some of the companies include Buckeye Partners LP, Energy Transfer Equity LP, Kinder Morgan Energy Partners, etc.

You can find iPath S&P MLP ETN (IMLP) review below. Is this ETN fund suitable for your brokerage account or retirement account or not? Find the review below. I have provided in depth details about the fund performance, expense ratio fee, top holdings, and more.

Investment ad is as follows:

Commodities – Currencies – Equities – Fixed Income 

iPath – Exchange Traded Notes 

IMLP 

Now in the pipeline: diversified energy infrastructure exposure. 

iPath S&P MLP ETN (IMLP) provides one trade access to midstream energy MLPs with the potential for competitive yields and future income, all from the first name in exchanged traded notes. 

Scan the code or visit iPathETN.com to learn more about IMLP.

Wisdomtree U.S. Small Cap Dividend ETF Fund (DES): Investment Ad

Find ad of WisdomTree U.S. Small Cap Dividend ETF fund (DES) by WisdomTree Investments in financial newspaper. This exchange traded fund has high yield for dividend income and invests in small cap companies.

Investing

Investment ad is popular in financial magazine or newspaper. You may find tons of advertisements inside them. Recently, you may find this DES, The Only U.S. Small Cap Dividend ETF by WisdomTree ad in financial newspaper or magazine.

You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

The advertisement is as follow:

DES

The only U.S. Small Cap Dividend ETF 

Learn more at Wisdomtree.com 

There are risks associated with investing including the possible loss of principal. Funds focused on smaller companies may experience greater price volatility.

Hartford World Bond Fund Ad by HarfordFund

Find Hartford World Bond Fund ad by HarfordFund. This mutual fund invests in international debts round the world. The investment advertisement is titled as Think outside the States.

Investing Idea

Investing internationally can be done through many different ways. Using a mutual fund, investors can invest in international bond or stock funds. Recently, HartfordFund produces an investment ad which title “Think outside the States.” This ad features one top bond mutual fund, Hartford World Bond Fund (HWDAX).

Whether the investment is for your long term retirement account or short term brokerage account, you need to find out the fund review and details. I will provide this bond fund review below. Note: This advertisement can be found in financial newspaper or magazine.

The ad content is as follows:

Hartford World Bond Fund (HWDAX) 

The fixed-income landscape has changed It’s time to globalize your opportunity set if your portfolio is going to keep up. Wellington Management Company, LLP, sub-adviser to Hartford World Bond Fund, has $361 billion in fixed-income AUM*. The resources and

PowerShares DB Commodity Index Tracking Fund (DBC): Invesco ETF Ad

Find PowerShares DB Commodity Index Tracking Fund (DBC), an Invesco ETF fund ad. This exchange traded fund invests in various commodities similar to its index benchmark.

Investment Ad

DBC ETF

There has been lot of ETF fund or exchange traded fund being introduced for investors or traders. The exchange traded fund may track various indices such as U.S. stock (S&P 500), international stock, corporate bond, municipal bond and many more.

One of these ETF funds is PowerShares DB Commodity Index Tracking Fund (DBC). Invesco has provided an Ad in various financial newspaper or magazine. Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc.

The ad is as follow:

POWERSHARES 

Deutsche Asset & Wealth Management 

DBC – PowerShares DB Commodity Index Tracking Fund

To download a copy of the prospectus, visit http://pwr.sh/DBCp

Putnam Spectrum Mutual Funds: Investment Ad

Find Putnam Spectrum mutual funds investment ad on latest financial newspaper. These top mutual funds are part of moderate allocation fund and U.S. stock fund.

Investment Ad

Looking through a financial newspaper recently, you will find a full page of investing ads about top Putnam mutual funds. This ad provides two top rated mutual funds for your investment accounts including 401(k), IRA (individual retirement account), and regular brokerage account.

Should you or shouldn’t you invest in these mutual funds? You will find the answer below. I have provided the fund review, performance, and more for your reading. Let me know if you have any comments below.

The financial investment ad is as follow:

When economic factors weigh on an index, individual companies can offer opportunity. 

Pursue the best ideas, wherever they are. – David L. Glancy, Portfolio Manager 

Putnam Spectrum Funds 

Consider these funds for: 

Portfolio diversification

• Putnam Capital Spectrum Fund (PVSAX) – 5 stars
• Putnam Equity Spectrum Fund (PYSAX) – 5 stars

Top Mutual Funds by Columbia Management for Investing

See top mutual funds ad by Columbia Management for investing. You may find these best bond and stock mutual funds for your financial account including 401(k), IRA and brokerage account.

Investment Ad

Flipping through a financial magazine or newspaper like Bloomberg or Barron’s, you will find lots of investing ads. One of the ads is Columbia Management ad about their best mutual funds. Columbia ad provides a diverse selection of top funds including U.S. stock mutual fund, bond mutual fund, emerging market bond fund, and balanced fund.

Should you invest in your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, expense fee, sales load, etc.

The investment ad is described below:

51 funds with 4 or 5 stars.

All from Columbia Management. 

Here are a few.

• Columbia Dividend Opportunity Fund (CDOZX) – 5 stars
• Columbia Dividend Income Fund (GSFTX) – 5 stars
• Columbia Limited Duration Credit Fund (CLDZX) – 5 Stars
• Columbia Corporate Income Fund (SRINX) – 5 Stars

Artisan Investment Ad: Invest Globally

Find best global stock mutual funds, an Investment ad by Artisan Partners on financial magazine. These top international equities funds provide diversification opportunity for investors.

Investment Ad

Ad

If you read a recent financial newspaper or magazine, you might find the Artisan ad about best global stock mutual funds. Artisan Partners provides three best world stock mutual funds for investment. These international stocks have high ranking among its peers.

Whether these top funds are suitable for your investment account or not, you should find out the details. Investing in your brokerage account, 401(k) account, and retirement account needs extensive research and study especially for long term investment. Find out the fund performance and details below.

The ad is:

Investment Opportunities Don’t Have Borders… 

Does Your Asset Allocation? 

As businesses transcend borders, a global investment approach can provide an edge in selecting the most attractive investment opportunities across the globe. Expand your portfolio’s potential by investing globally. 

Invest Globally 

Artisan Partners Global Funds 

• Global Opportunities (ARTRX)
• Global Value (ARTGX)
• Global Equity (ARTHX)

ClearBridge Investments Ad: Star-Studded Solutions Mutual Funds

Find ad of Star-studded solutions mutual funds from ClearBridge Investments. This financial ad provides top mutual funds and is published in Barron’s newspaper.

ClearBridge Investments Ad

If you read a financial newspaper, you may find ClearBridge Investments ad about “Star-studded solutions.” The recent ad is published in Barron’s on September 16, 2013 at page 6. The ad provides 8 best mutual funds by ClearBridge, a Legg Masson Company. These top stock mutual funds are mainly U.S. domestic and international stock mutual fund.

Having so many high rated mutual funds, do you need to invest in all of these best mutual funds? Find out my final words and fund review below. Whether the investment is for your regular brokerage account or retirement account or 401(k), you should review each investment in details.

The ad details are as follows:

Star-studded solutions from ClearBridge Investments. 

• ClearBridge Aggressive Growth Fund (LSIFX) – 5 stars (among 1,483 Large Growth Funds)
• ClearBridge Appreciation Fund (SAPYX) – 5 stars (among 1,351 Large Blend Funds)
• ClearBridge Small Cap growth Fund (LMOIX) – 5 stars (among 622 Small Growth Funds)
• ClearBridge Equity Income Fund (SOPYX) – 4 stars (among 1,020 Large Value Funds)
• ClearBridge International All Cap Opportunity Fund (SBIYX) – 4 stars (among 702 Foreign Large Blend Funds)

Vanguard Total International Stock ETF (VXUS): Investment Fund Ad

Find VXUS - Vanguard Total International Stock ETF Fund Ad in latest financial newspaper or magazine. Investing in exchange traded fund has pros and cons.

Vanguard Ad

I found this Vanguard fund ad in Barron’s on September 16, 2013 at page P41. It features Vanguard Total International Stock ETF Fund with 1 full page ad. This exchange traded fund invests in non-U.S. companies. Traded like stock, ETF is becoming popular choice among traders and long term investors due to its low cost.

Can I invest in this ETF fund or not? Find the fund review below. You can invest in your brokerage account or retirement account or even 401(k) account.

The ad details are as follow:

VXUS 

Vanguard Total International Stock ETF Fund 

Help put a world of opportunities in your clients’ hands. 

Are you Vanguarding your clients’ portfolios? 

You’re dedicated to helping your clients reach their goals. That’s why we’ve been dedicated to keeping costs low from day one. With large-, mid-, and small-capitalization securities in developed and emerging international markets, VXUS can help keep your clients’ portfolios on track.

DON, U.S. Mid Cap Dividend ETF Fund: WisdomTree Investments Ad

Find ad of DON, The Only U.S. Mid Cap Dividend ETF fund by WisdomTree Investments in financial newspaper. This exchange traded fund has high yield for income.

Investment Ad

Investment ad is popular in financial magazine or newspaper. You may find tons of advertisements inside them. Recently, you may find this DON, The Only U.S. Mid Cap Dividend ETF by WisdomTree ad in Barron’s newspaper on September 16, 2013 at page 36. This investing ad is located at the lower portion section of the paper.

Ads

You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

The ad is as follow:

DON 

The Only U.S. Mid Cap Dividend ETF 

There are risks associated with investing including the possible loss of principal. Funds focused on smaller companies may experience greater price volatility. Carefully consider the investment objectives, risks, charges, and expenses of the Funds before investing. To obtain a prospectus containing this information, visit wisdomtree.com. Read it carefully before you invest.

Vanguard Industrials Index Fund (VINAX)

Vanguard Industrials Index Fund (VINAX), top sector stock mutual fund for financial investing. The Vanguard mutual fund invests mainly in stocks of industrials related companies.

Vanguard Stock Mutual Fund

The investment aim of Vanguard Industrials Index Fund is to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Industrials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the industrials sector, as classified under the Global Industry Classification Standard (GICS).

This equity fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The mutual fund is non-diversified.

Vanguard Industrials Index Fund Profile

• Fund Inception Date: May 7, 2006
• Ticker Symbol: VINAX
• CUSIP: 92204A819
• Beta (3yr): 1.09
• Rank in category (YTD): 34%
• Category: Industrials
• Distribution: 1.79%
• Capital Gains: 0%
• Expense Ratio: 0.14%
• Net Assets: $ 805.1 million
• Number of Years Up: 4 years
• Number of Years Down: 2 years
• Average Duration:  years
• Average Maturity:  years
• Annual Turnover Rate: 6%

Updated on October 17, 2013

Cushing Renaissance Advantage Fund: Investment Ad

Find the Cushing Renaissance Advantage Fund review, a Cushing Funds Ads about new mutual fund. This ad is available on financial newspaper.

Cushing Funds Ad

Investing Ad

Recently, The Cushing Funds advertised “The Cushing Renaissance Advantage Fund” in Barron’s financial newspaper at page 12 on September 16, 2013. It is a mutual fund from a Swank Capital Fund family. It consists of 1 mutual fund for your investment in your brokerage and retirement account.

You can find The Cushing Renaissance Advantage Fund review below. Is this fund suitable for your brokerage account or retirement account or not? Find the review below. I have provided in depth details about the fund performance, expense ratio fee, top holdings, and more.

The ad is as follow:

The Cushing Renaissance Advantage Fund 

The first mutual fund investing exclusively in the great American Energy, Industrial, and Manufacturing Renasissance.

• CRZAX | A share

• CRZCX | C share

• CRZZX | I share

Fidelity Select Energy Service Fund (FSESX)

Fidelity Select Energy Service Fund (FSESX) is top stock mutual fund by Fidelity. This mutual fund invests mainly in equities of companies operate in energy sector such as oil, gas, etc.

Top Fidelity Mutual Fund

The Fidelity Select Energy Service Fund objective is to achieve capital appreciation. This mutual fund uses its assets to purchase securities of companies mainly engaged in the energy service field, including those that provide services and equipment to the conventional areas of oil, gas, electricity, and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power.

This top Fidelity fund invests in domestic and foreign stocks. It invests mainly in common stocks. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Fund Profile

• Fund Inception Date: 12/15/1985
• Ticker Symbol: FSESX
• CUSIP: 316390764
• Beta (3yr): 1.52
• Rank in category (YTD): 25%
• Category: Equity Energy
• Yield: 0.00%
• Capital Gains: 0%
• Expense Ratio: 0.81%
• Net Assets: $ 1.1 billion
• Number of Years Up: 18 years
• Number of Years Down: 9 years
• Annual Turnover Rate: 49%

Updated on October 13, 2013

PIMCO Mutual Funds Ad: Income in the Age of Investment Defense

Find income in the age of investment defense, a PIMCO mutual funds ad. Find 4 income and dividend mutual funds for your financial or brokerage account.

PIMCO Ad

Ad

If you have read Barron’s newspaper, you will notice new PIMCO ad about Income in the Age of Investment Defense. You can find it at page S12 in Barron’s financial newspaper on August 26, 2013. PIMCO provides 4 top ranked mutual funds for your investing choice. You can invest in these funds through your brokerage account or retirement account or 401(k) account.

While it is convincing ad, you as an investor should do research about these best funds. I have provided each fund review below. Through this review, I would also suggest you to read the fund profile and prospectus to understand the prospects of them for your financial account.

The ad is as follow:

INCOME IN THE AGE OF INVESTMENT DEFENSE. 

Look to PIMCO for 40 years of income expertise. 

It’s a new era for investors seeking income. From government bonds to global credit markets to dividend-paying stocks, it will be more challenging to find income and protect capital. PIMCO draws upon its four decades of expertise and sophisticated risk management strategies in an effort to generate a reliable stream of income for our clients. Harness our thinking at pimco.com/income. 

A range of award-winning income strategies for investors’ complex needs

• Income Fund (PIMIX) – 5 stars rating by Morningstar| Multisector Bond Category (212 funds)

Dreyfus Greater China Fund (DPCAX)

Dreyfus Greater China Fund (DPCAX) is a popular international stock mutual fund for financial investment. It invests mainly in companies or business located in China region.

Top Investment Fund Review

Dreyfus Greater China Fund (DPCAX) seeks long-term capital growth. The mutual fund uses its assets to purchase stocks of companies that (i) are principally traded in China, Hong Kong or Taiwan (Greater China), (ii) derive at least 50% of their revenues from Greater China, or (iii) have at least 50% of their assets in Greater China. The portfolio managers generally seek companies with accelerated earnings outlooks and whose share prices appear to be reasonably valued relative to their growth potential. The fund is non-diversified.

Fund Profile

• Fund Inception Date: May 11, 1998
• Ticker Symbol: DPCAX
• CUSIP: 261986-50-9
• Beta (3yr): 1.15
• Rank in category (YTD): 35%
• Category: China Region
• Distribution: 0.00%
• Capital Gains: 0%
• Expense Ratio: 1.88%
• Net Assets: $ 332.2 million
• Number of Years Up: 10 years
• Number of Years Down: 4 years
• Annual Turnover Rate: 141.37%

Updated on October 9, 2013

Lowest Cost Best US Stock Mutual Funds for 2014 Investing

Lowest cost best US stock mutual funds 2014, top US stock mutual funds with low fees. The five star mutual funds are GMO US Equity Allocation fund, Vanguard Dividend Growth fund, Vanguard Equity-Income fund.

Top US Stock Mutual Funds

US stock mutual fund utilizes its assets to purchase equities of U.S. companies. Depending on its investment objective, it may invest in large cap, mid cap, and small cap corporations. The investment style can be value fund, growth fund or mix of both (blend fund).

These lowest cost five star mutual funds are sorted based on its expense ratio and top star rating. You can invest this mutual fund in your brokerage account and retirement account (Roth IRA, traditional IRA or 401k). These best mutual funds may provide high yield and high capital appreciation for investors.

Lowest cost best US stock mutual funds for 2014 are:

1. GMO US Equity Allocation III (GUSAX)
2. Vanguard Dividend Growth Investor (VDIGX)
3. Vanguard Equity-Income Investor (VEIPX)
4. Schwab Fundamental US Large Company Index (SFLNX)
5. Johnson Enhanced Return (JENHX)
6. JPMorgan Disciplined Equity Institutional (JPIEX)
7. TIAA-CREF Growth & Income Institutional (TIGRX)
8. GMO US Growth III (GMGWX)
9. GMO Quality III (GQETX)
10. Shelton Nasdaq-100 Index Direct (NASDX)
11. Vanguard PRIMECAP Core Investor (VPCCX)
12. ING Corporate Leaders Trust Series B (LEXCX)
13. VALIC Company I NASDAQ-100 Index (VCNIX)
14. PIMCO StocksPLUS Long Duration Institutional (PSLDX)
15. T. Rowe Price Institutional Mid-Cap Equity Grade (PMEGX)

Fidelity Real Estate Investment Fund (FRESX)

Fidelity Real Estate Investment Fund (FRESX), top REIT stock mutual fund. This mutual fund invests mainly in equities of real estate companies or real estate investment trusts (REITs).

Top Fidelity Mutual Fund

The investment aim of Fidelity Real Estate Investment Fund is to achieve above-average income and long-term capital growth with reasonable investment risk. The mutual fund utilizes its assets to purchase common stocks of companies principally engaged in the real estate industry and other real estate related investments.

This sector stock fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.

Fidelity Real Estate Investment Fund Profile

• Fund Inception Date: 11/16/1986
• Ticker Symbol: FRESX
• CUSIP: 316138205
• Beta (3yr): 0.91
• Rank in category (YTD): 25%
• Category: Real Estate
• Distribution: 1.39%
• Capital Gains: 0%
• Expense Ratio: 0.84%
• Net Assets: $ 4.0 billion
• Number of Years Up: 20 years
• Number of Years Down: 6 years
• Annual Turnover Rate: 26%

Updated on October 5, 2013

Aberdeen Emerging Markets Debt Local Currency Fund (ADLAX) Ad

Find sensible doesn’t need to be boring ad by Aberdeen about mutual fund. It features Aberdeen Emerging Markets Debt Local Currency Fund in Barron’s financial newspaper.

Aberdeen Ad

Source: Barron's

Recently, Aberdeen advertised in Barron’s financial newspaper about “Sensible Doesn’t Need to be Boring”. You can find this ad in Barron’s page S2 on August 26, 2013. They provide 1 mutual fund for your investment or brokerage account: Aberdeen Emerging Markets Debt Local Currency Fund (ADLAX).

While the ad looks promising, you should do more research before investing in this mutual fund. Whether the investment is for your brokerage or retirement account, it is important to understand the risk and investment strategy of this mutual fund. I have provided a fund review below.

The ad is as follow:

Sensible doesn’t need to be boring. 

Aberdeen Emerging Markets Debt Local Currency Fund (ADLAX) 

To help achieve a diversified portfolio, it may pay to be adventures. Aberdeen’s global presence helps you diversify into some of the world’s most dynamic bond markets. 

Supported by 70 emerging market investment professionals covering both debt and equities and a track record of nearly two decades, we seek out potential opportunities across the world. A bit unusual? Yes. Sensible? We think so.