October 31, 2013

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

Invesco ETF Ad: DBC Fund
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

October 29, 2013

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

Investment AdLooking 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

October 27, 2013

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

Top Mutual Funds by Columbia Management for InvestingFlipping 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

October 25, 2013

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

Artisan Investment Ad: Invest Globally
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)

October 23, 2013

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 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)

October 21, 2013

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

Vanguard (VXUS): Investment Fund AdI 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.

October 19, 2013

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.

Don WisdomTree Investments Ad
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.

October 17, 2013

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

    Vanguard Industrials Index Fund - VINAX | Top Stock Mutual Fund
  • 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

October 15, 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

Cushing Renaissance Advantage Fund 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

October 13, 2013

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
    Fidelity Select Energy Service Fund (FSESX)
  • 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

October 11, 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

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

October 9, 2013

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

    Dreyfus Greater China Fund - DPCAX | Investment Review
  • 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

October 7, 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.

Lowest Cost Best US Stock Mutual Funds for 2014 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)

October 5, 2013

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

    Fidelity Real Estate Investment Fund (FRESX) details
  • 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

October 3, 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

Aberdeen  Mutual Fund 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.

October 1, 2013

John Hancock Fund Ad of Approach to Investing: Give Backstage Pass

Investing advice on “Our Approach to Investing: We Give You a Backstage Pass,” a John Hancock Ad. Find this fund information in financial newspaper.

Investment Ad

John Hancock Ad: Give Backstage Pass
Source: Barron's
There is lot of investment ad if you read financial newspaper. To understand it, you need to review and research the fund in the advertisement. John Hancock advertised in Barron’s newspaper page 9 with title “Our Approach to Investing: We Give You a Backstage Pass.” on August 12, 2013. JHancock provides 1 mutual fund for you investment account: John Hancock Alternative Asset Allocation Fund.

This multialternative mutual fund is ranked among the top mutual fund in its category. I have provided the fund review below. You can find the information about the fund returns and fund profile. You should also read the fund prospectus and visit the fund website to understand more.

The advertisement is as follow:
Our approach to investing: We give you a backstage pass. 
John Hancock Alternative Asset Allocation Fund 
Morningstar Proprietary Ratings for Class I Shares as of 6/30/2013
Overall Rating: 5 stars (out of 131 multialternative funds) 
The fund provides unique access to 15 experienced asset managers and invests in 19 different alternative investments including key asset classes like currencies, natural resourcesm and commodities, plus unique strategies like absolute return and long/short.

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