May 31, 2014

Top Stocks Week 22, 2014: Recreational Goods

Find best performing sector stocks of week 22 of 2014. Top stock industries are recreational goods, internet service providers, diversified computer systems, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of 1.49%. NASDAQ Composite has a weekly return of 2.25%. The Russell 2000 has a positive return of 2.38%.

Best weekly performance of industry stocks of week 22, 2014 (May 26, 2014 – June 1, 2014) are:
    Top Stocks Week 22, 2014: Recreational Goods
  1. Recreational Goods, Other – 15.93%
  2. Internet Service Providers – 6.28%
  3. Diversified Computer Systems – 5.18%
  4. Semiconductor- Memory Chips – 5.15%
  5. Electronics Stores – 4.73%
  6. Lumber, Wood Production
  7. Electronic Equipment
  8. Processed & Packaged Goods
  9. Business Services
  10. Semiconductor - Broad Line
  11. Lodging
  12. Major Airlines
  13. Computer Based Systems
  14. Drugs Wholesale
  15. Farm Products
  16. Healthcare Information Services
  17. Rubber & Plastics
  18. Dairy Products

May 29, 2014

Best Target Date 2026-2030 Mutual Funds 2014

Find best target date 2026-2030 mutual funds 2014. Top target date funds are American Funds 2030 Target Date Retirement fund, etc.

Target Date Funds

Best Target Date 2026-2030 Mutual Funds 2014Target date mutual funds are popular among any investors. Whether you have a 401k plan, individual retirement account (IRA), or regular investment account; you will find the target date mutual funds for your choice. These funds are suitable for passive investors that want to balance between stocks & bonds. These funds will adjust their assets based on your retirement year target.

For example, a younger worker hoping to retire in 2040 would choose a target-date 2040 fund, while an older worker hoping to retire in 2020 would choose a target-date 2020 fund. Because it has a longer time horizon, the 2040 fund would likely be weighted heavily toward stocks, with a relatively small percentage of bonds and cash equivalents, while the 2020 fund would hold relatively more bonds and cash equivalents and fewer stocks.

As part of asset allocation fund or balanced fund, these target date funds will seek income and growth for your investment. The investment risks may include interest rate risk, investment style risk, market risk, etc. These target date mutual funds are also known as lifecycle mutual funds.

Top Mutual Funds

These top performer target date mutual funds are sorted based on its 1 year total return. You may find other information such as expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.

Best target date 2026-2030 mutual funds 2014 are:
  1. Manning & Napier Target 2030 K (MTPKX)
  2. American Funds 2030 Target Date Retire A (AAETX)
  3. T. Rowe Price Retirement 2030 (TRRCX)  
  4. AllianceBernstein 2030 Retirement Strategy A (LTJAX) 
  5. TIAA-CREF Lifecycle Index 2030 Institutional (TLHIX)
  6. Vanguard Target Retirement 2030 Investor (VTHRX)

May 27, 2014

Small Growth ETFs: How to Invest

Find article about how to invest in small growth ETFs. This small growth stock exchange trade funds provide high risk and high reward opportunities for investors.

Small Growth Funds

For growth seeker investors, small growth funds provide a right risk and reward. These small growth funds utilize their assets to purchase stocks of small size companies with high growth potential. These companies are fast growing and often richly valued. The stocks may be volatile and easily swing up/down.

Exchange traded funds or ETFs are used by investors to seek investing in this small growth stocks. Investor can buy or sell the ETFs through your brokerage. These ETFs are traded like stocks through variety of stock exchange/market such as NASDAQ, NYSE, or AMEX. Most of the small growth ETFs are index ETFs (i.e. passively managed & tracking their benchmark).

Top ETFs

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 1 year total return up to May 19, 2014.

Small Growth ETFs: How to InvestTop performing small growth exchange trade funds 2014 are:
  1. Guggenheim S&P SmallCap 600 Pure Growth
  2. SPDR S&P 600 Small Cap Growth ETF
  3. iShares S&P Small-Cap 600 Growth
  4. Vanguard S&P Small-Cap 600 Growth Idx ETF
  5. PowerShares Fundamental Pure Small Grow
  6. iShares Morningstar Small-Cap Growth
  7. iShares Russell 2000 Growth
  8. Vanguard Small Cap Growth ETF
  9. Vanguard Russell 2000 Growth Index ETF
  10. First Trust Small Cap Growth AlphaDEX
Updated on May 19, 2014

May 25, 2014

Top Stocks Week 21, 2014: Internet Providers

Find best performing sector stocks of week 21 of 2014. Top stock industries are internet service providers, dairy products, electronic stores, internet information providers, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of 1.25%. NASDAQ Composite has a weekly return of 2.33%. The Russell 2000 has a positive return of 2.13%.

Best weekly performance of industry stocks of week 21, 2014 (May 19, 2014 – May 25, 2014) are:
    Top Stocks Week 21, 2014: Internet Providers
  1. Internet Service Providers – 10.54%
  2. Dairy Products – 8.55%
  3. Toy & Hobby Stores – 6.61%
  4. Electronics Stores – 6.07%
  5. Internet Information Providers – 6.06%
  6. Jewelry Stores – 5.69%
  7. Hospitals
  8. Computer Peripherals
  9. Synthetics
  10. Healthcare Information Services
  11. Broadcasting - Radio
  12. Movie Production, Theaters
  13. Drug Delivery
  14. Drug Related Products
  15. Manufactured Housing
  16. Semiconductor- Memory Chips
  17. Auto Parts
  18. General Entertainment

May 23, 2014

Investing in Convertible Closed End Funds

Investing in convertible closed end funds can be done easily. You can buy these closed end funds from your brokerage.

Convertible Bond Funds

Investing in Convertible Closed End FundsInvesting in convertible securities can be very attractive for investors. Generally, these convertible bonds are interest-paying bonds that can be swapped for shares of the issuing company's stock at a predated price. The bond-like yield aspect of a convertible protects against stock declines, while the ability to convert into stock offers shelter against falling bond prices.

Using closed end funds, investors can maximize its return if there is an arbitrage between the fund’s NAV and fund’s price. The yield of these convertible closed end funds can be higher than convertible ETFs or convertible mutual funds.

Top Closed End Funds

These top performing closed end funds are selected based on its year-to-date performance in 2014. Most of these convertible bond mutual funds are also rated among the best in their category. I have also provided some details about its management, performance, expense ratio, initial investment requirement, risk, top holdings, etc.

Top performing convertible closed end funds in 2014 are:
  1. AGIC Convertible & Income II
  2. Calamos Convertible & High Income
  3. AGIC Convertible & Income
  4. Bancroft Fund
  5. Advent Claymore Convertible Securities & Income
  6. Ellsworth Fund
  7. Calamos Convertible Opportunities & Income
  8. Advent Claymore Convertible & Income
Updated on 5/18/2014

May 21, 2014

Top Foreign Large Growth Mutual Funds 2014

Find top foreign large growth mutual funds 2014 review. Foreign large growth funds invest in non-US companies located in developed countries.

Foreign Large Growth Funds

Top Foreign Large Growth Mutual Funds 2014Foreign large-growth funds focus on high-priced growth stocks, mainly outside of the United States. The mutual funds invest mainly in variety of developed markets such as Japan, United Kingdom, France, Germany, Italy, etc. The funds invest in stocks of big companies with high growth potential. They may invest in U.S. stocks as well (less than 20% of assets).

Top Stock Mutual Funds

This best performing funds list is sorted based on the fund’s performance for the past 1 year. You may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Top foreign large growth mutual funds 2014 are:
  1. Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio Class A
  2. Gerstein Fisher Multi-Factor International Growth Equity Fund
  3. Selected International Fund Class D
  4. Nuveen International Growth Fund Class A
  5. Davis International Fund Class A
  6. Oppenheimer International Growth Fund Class A
  7. MassMutual Premier International Equity Fund Class A
  8. Oppenheimer International Growth Fund Class N
  9. DFA International Large Cap Growth Portfolio
  10. Vanguard International Growth Fund Investor Shares
  11. WHV International Equity Fund Class A

May 19, 2014

Top Stocks Week 20, 2014: Home Health Care & Networking

Find best performing sector stocks of week 20 of 2014. Top stock industries are Home Health Care, Internet Service Providers, Networking & Communication Devices, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned negative or flat in 2014. The S&P 500 index has a weekly return of 0.03%. NASDAQ Composite has a weekly return of 0.46%. The Russell 2000 has a negative return of -0.34%.

Best weekly performance of industry stocks of week 20, 2014 (May 12, 2014 – May 18, 2014) are:
  1. Home Health Care – 8.54%
  2. Internet Service Providers – 7.93%
  3. Music & Video Stores – 5.54%
  4. Networking & Communication Devices – 5.16%
  5. Dairy Products
  6. Photographic Equipment & Supplies
  7. Copper
  8. Beverages - Wineries & Distillers
  9. Drugs Wholesale
  10. Long-Term Care Facilities
  11. Drugs - Generic
  12. Data Storage Devices
  13. Synthetics
  14. Security Software & Services
  15. Apparel Stores
  16. Foreign Utilities
  17. Steel & Iron

May 17, 2014

Best Short Term Bond ETFs 2014

Find best short term bond ETFs 2014 list. These short term bond exchange traded funds provide low risk and income for investors.

Short Term Bond ETFs

Best Short Term Bond ETFs 2014Exchange Traded Funds or ETFs are popular among active investors. With their low cost and liquidity, you can use ETFs to build your investment core assets. You can invest in bond, stock, or money market. There is variety of ETFs offered by ETF providers such as Vanguard, iShares, SPDR, etc.

Short term bond ETFs are investing mainly in high grade corporate and government with short duration (1 to 3.5 years). These debt ETFs typically great for conservative investors or retiree, hence they are less sensitive to interest rates hikes. The funds do provide yield for income.

Top Bond ETFs

These top performer ETFs are sorted based on its 1 year to date performance in 2014 (up to May 2014). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

Best short term bond ETFs 2014 are:
  1. AdvisorShares Newfleet Multi-Sector Income ETF
  2. iSharesBond Mar 2016 Corp ex-Fincls Term
  3. Vanguard Short-Term Corp Bd Idx ETF
  4. iShares 0-5 Year Invmt Grd Corp Bd
  5. Vanguard Short-Term Bond ETF
  6. SPDR Barclays Capital Short Term Corp Bd
  7. iShares Short Maturity Bond
  8. iShares Core Short-Term US Bond
  9. iSharesBond Mar 2016 Corporate Term
  10. iShares 1-3 Year Credit Bond

May 15, 2014

Top Covered Call Closed End Funds 2014

Find top covered call closed end funds 2014 review. Best option strategies CEFs are: Columbia Seligman Premium Technology Growth Fund, ING Risk Management Natural Resources, etc.

Covered Call CEFs

Top Covered Call Closed End Funds 2014Covered call portfolios invest in stocks and also sell call options on stock indices or individual stocks. The indices include U.S. markets (NASDAQ, NYSE, S&P, and Dow) or international markets (FTSE, Nikkei). Some funds may also purchase put options to try to shield the portfolio from extreme decreases in the stock market. Potential return from these funds comes from stock dividends, premiums received from selling call options, and stock appreciation/depreciation.

Covered call portfolio may be suitable for income seeker investors. Some of the fund’s yields are higher than your typical mutual funds, ETF, or stocks.

Best Closed End Funds

The top performing list is sorted based on its year to date performance in 2014. You can find the fund review, performance, expense ratio, dividend yield, fund’s NAV, management, leverage, fund’s sponsor, premium/discount info, etc.

Top covered call closed end funds 2014 are:
  1. Columbia Seligman Premium Tech
  2. ING Risk Mgt Natural Resources
  3. Cohen & Steers Glb Income Builder
  4. EV Tax-Managed Buy-Write Income
  5. JH Hedged Equity & Income Fund
  6. GAMCO Nat Res Gold & Income
  7. ING Glb Eqty Div & Prem Opps
  8. Madison Strategic Sector Premium

May 13, 2014

Best Moderate Allocation Mutual Funds 2014

Find best moderate allocation mutual funds 2014 review. Top moderate allocation funds are Dodge & Cox Balanced fund, Federated MDT Balanced fund, etc.

Moderate Allocation Funds

Moderate allocation mutual funds invest in stocks and bonds. These investment funds typically has higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $1,000 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 1 year performance in 2013-2014. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

Top Funds

Best Moderate Allocation Mutual Funds 2014Best moderate allocation mutual funds 2014 are:
  1. SCS Tactical Allocation (SCSGX)
  2. Dodge & Cox Balanced (DODBX)
  3. Scharf Balanced Opportunity Inv (LOGOX)
  4. Disciplined Growth Investors (DGIFX)
  5. CornerCap Balanced (CBLFX)
  6. BlackRock Growth Prepared Investor A (BAGPX)
  7. Federated MDT Balanced A (QABGX)
  8. Hotchkis and Wiley Capital Income A (HWIAX)
  9. Osterweis Strategic Investment (OSTVX)
  10. Wells Fargo Advantage Growth Balanced A (WFGBX)

May 11, 2014

Top Stocks Week 19, 2014: Multimedia & Graphics Software

Find best performing sector stocks of week 19 of 2014. Top stock industries are long distance carriers, confectioners, multimedia & graphics software, etc.

Top Stocks

Top Stocks Week 19, 2014: Multimedia & Graphics SoftwareThis post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of -0.05%. NASDAQ Composite has a weekly return of -1.26%.

Best weekly performance of industry stocks of week 19, 2014 (May 5, 2014 – May 11, 2014) are:
    Best weekly performance of industry stocks
  1. Long Distance Carriers – 5.66%
  2. Confectioners – 4.84%
  3. Multimedia & Graphics Software – 3.85%
  4. Toy & Hobby Stores – 3.68%
  5. Health Care Plans – 3.45%
  6. Processed & Packaged Goods
  7. Beverages - Brewers
  8. Music & Video Stores
  9. Telecom Services - Domestic
  10. Publishing - Books
  11. Conglomerates
  12. Basic Materials Wholesale
  13. Drugs Wholesale
  14. Home Health Care
  15. Credit Services
  16. REIT - Residential

May 9, 2014

Top High Yield Bond ETFs 2014

Find top high yield bond ETFs 2014 review. These high yield bond funds invest in low rated corporate bonds.

High Yield Bond ETF

Top High Yield Bond ETFs 2014If you are looking for yield, high yield bond funds may provide an attractive choice for you. As discussed, these funds invest in low quality corporate debts. It provides high yield income for investors. You can buy ETF funds from your brokerage just like stock or CEF funds. As part of taxable bond fund, it may have shorter duration than high quality bonds.

These top performing high yield exchange traded funds are sorted based on its year to date return in 2014. You can find other fund review information below. I have listed the expense ratio fee, yield or distribution rate, leverage, share price, NAV, holdings, top sectors, and more.

Top high yield bond ETFs 2014 are:
  1. Market Vectors Fallen Angel HY Bond ETF (ANGL)
  2. Guggenheim BulletShares 2014 HY C Bond ETF (BSJE)
  3. Guggenheim BulletShares 2015 HY C Bond ETF (BSJF)
  4. Guggenheim BulletShares 2016 HY C Bond ETF (BSJG)
  5. Guggenheim BulletShares 2017 HY C Bond ETF (BSJH)
  6. Guggenheim BulletShares 2018 HY C Bond ETF (BSJI)
  7. iShares iBoxx $ High Yield Corporate Bond (HYG)
  8. AdvisorShares Peritus High Yield ETF (HYLD)
  9. PIMCO 0-5 Year High Yield Corp Bond Index ETF (HYS)
  10. SPDR Barclays High Yield Bond (JNK)

May 7, 2014

Best Large Growth ETFs in 2014

Find top large growth ETFs in 2014 review. These large growth ETFs are investing in big U.S. companies with high growth potential.

Large Growth Funds

Top Large Growth ETFs in 2014Large growth funds are popular among investors. These funds invest in large U.S. companies that tend to grow faster than other large cap stocks. These funds are focusing on companies in rapidly expanding industries in term of earning, sales, book value, and cash flow. These companies also provide little to no dividend yield and have high price ratios.

Investing in large growth exchange traded funds can diversify your portfolio. Whether it is for your brokerage or retirement account, you can fit these ETFs in your core investment portfolio.

Top Funds

These best large growth ETFs in 2014 are sorted based on its year to date performance in 2014. You can find the fund details and review below. Some of these ETFs can be bought for free from variety of brokerages such as Fidelity, Schwab, TD Ameritrade, and Vanguard.

Best large growth ETFs in 2014 are:
  1. PowerShares Fundamental Pure Large Grow
  2. Guggenheim S&P 500 Pure Growth
  3. AdvisorShares Madrona Domestic ETF
  4. Schwab US Large-Cap Growth ETF™
  5. Vanguard S&P 500 Growth Index ETF
  6. First Trust Large Cap Gr Opp AlphaDEX

May 5, 2014

Top Stocks Week 18, 2014: Wireless Communication

Find best performing sector stocks of week 18 of 2014. Top stock industries are consumer services, wireless communication, oil & gas drilling exploration, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of 0.24%. NASDAQ Composite has a weekly return of 1.19%.

Best weekly performance of industry stocks of week 18, 2014 (April 28, 2014 – May 4, 2014) are:
    Top Stocks Week 18, 2014: Wireless Communication
  1. Toy & Hobby Stores – 11.57%
  2. Consumer Services – 6.93%
  3. Building Materials Wholesale – 6.69%
  4. Telecom Services - Foreign
  5. Wireless Communications
  6. Resorts & Casinos
  7. Oil & Gas Drilling & Exploration
  8. Surety & Title Insurance
  9. Auto Dealerships
  10. Electronics Stores
  11. CATV Systems
  12. Lodging
  13. Semiconductor- Memory Chips
  14. Home Furnishings & Fixtures
  15. Toys & Games
  16. Broadcasting - TV
  17. Electronic Equipment
  18. Diversified Communication Services

May 3, 2014

Best China Region Mutual Funds 2014

Find best China region mutual funds 2014 review. Top China stock mutual funds are JHancock China Emerging Leaders, Aberdeen China Opportunities fund, etc.

China Stock Funds

Investing in this Chinese region can be done through stocks, investment funds, or bonds. Using investment funds such as mutual funds can provide diversification for investors. Some of these funds can be invested in your brokerage account or retirement account. As part of emerging markets, China has been growing for the past 2 decades.

The china region mutual funds invest mainly in companies located in China region such as China, Hong Kong, Taiwan, Macau, etc. These top China region mutual funds 2014 are sorted based on its year to date performance in 2014. You can find the fund review below.

Top Stock Mutual Funds

Best China region mutual funds 2014 are:
    Best China Region Mutual Funds 2014
  1. GMO Taiwan III  (GMOTX)
  2. JHancock China Emerging Leaders A (JCHLX)
  3. Aberdeen China Opportunities A (GOPAX)
  4. Shelton Greater China (SGCFX)
  5. BlackRock Emerging Markets Div Investor A (BACHX)
  6. Templeton China World A (TCWAX)
  7. JHancock Greater China Opportunities A (JCOAX)
  8. Neuberger Berman Greater China Equity A (NCEAX)
  9. JPMorgan China Region A (JCHAX)
  10. Goldman Sachs China Equity A (GNIAX)
  11. EP China A (EPHCX)
  12. Fidelity China Region (FHKCX)

May 1, 2014

Top World Stock ETFs in 2014

Find top world stock ETFs in 2014. Best ETFs are iShares MSCI Kokusai Fund, SPDR Global Dow ETF, etc. This world stock ETFs invest in companies around the globe.

World Stock Funds

If you are global investors, you may need to consider world stock funds. There are 3 main investment funds which offer world stocks. The investment funds are mutual funds, exchange traded funds (ETFs), and closed end funds (CEFs). You can buy these funds for your brokerage or retirement account (IRA).

This World-stock portfolio invests in companies around the globe. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, Japan, and smaller markets (emerging markets or developing countries). These portfolios typically have 20%-60% of assets in U.S. stocks.

Top Performing Mutual Funds

The top performing list is sorted based on its YTD performance in 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Top world stock ETFs in 2014 are:
    Top World Stock ETFs in 2014
  1. iShares MSCI Kokusai (TOK)
  2. SPDR Global Dow ETF (DGT)
  3. SPDR MSCI ACWI IMI (ACIM)
  4. First Trust DJ Global Select Dividend (FGD)
  5. iShares Global 100 (IOO)
  6. iShares MSCI World (URTH)
  7. Russell Equity ETF (ONEF)
  8. Vanguard Total World Stock Index ETF (VT)
  9. iShares MSCI ACWI Index (ACWI)
  10. Global X SuperDividend™ ETF (SDIV)

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