July 30, 2014

Top 15 High Yield Municipal Bond Mutual Funds 2014

Top 15 high yield municipal bond mutual funds 2014 are Nuveen High Yield Municipal Bond Fund, AMG GW&K Municipal Enhanced Yield Fund, BlackRock High Yield Municipal Fund, etc.

High Yield Muni Fund

Top 15 High Yield Municipal Bond Mutual Funds 2014High yield municipal bond funds invest most of its assets in lower rated municipal bonds. These bond funds provide tax free high yield income for investors. They usually provide the distribution yield regularly (i.e. monthly or quarterly). They have higher risk than investment grade municipal bond funds. The investment risks include market risk, interest risk, issuer risk, etc.

You can buy and sell this high yield muni fund using your brokerage. You can invest as little as $1,000 for regular investment account or $100 for retirement account. For your 401k account, please check with your fund administrator about this fund.

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 year to date performance in 2014 (up to July 2014).

Top 15 high yield municipal bond mutual funds 2014 are:
  1. Nuveen High Yield Municipal Bond Fund
  2. Eaton Vance High-Yield Municipal Income Fund
  3. AMG GW&K Municipal Enhanced Yield Fund
  4. AllianceBernstein High Income Municipal Portfolio
  5. BlackRock High Yield Municipal Fund
  6. Wells Fargo Advantage High Yield Municipal Bond Fund
  7. Transamerica High Yield Muni Fund
  8. Goldman Sachs High Yield Municipal Fund
  9. MainStay High Yield Municipal Bond Fund
  10. Principal Opportunistic Municipal Fund

July 28, 2014

Best Sector Stocks Week 30, 2014: Property Management

Find best performing sector stocks of week 30 of 2014. Top stock industries are internet service providers, appliances, basic materials wholesale, property management, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have slightly recovered from previous week. The S&P 500 index has a weekly return of 0.01%. NASDAQ Composite has a weekly return of 0.39%. Dow Jones Industrials Average has a weekly return of -0.82%. The small cap (Russell 2000) has a negative return of 0.59%.

Best weekly performance of industry stocks of week 30, 2014 (July 21, 2014 – July 27, 2014) are:
    Best Sector Stocks Week 30, 2014
  1. Internet Service Providers - 23.69%
  2. Appliances – 5.50%
  3. Basic Materials Wholesale – 4.41%
  4. Property Management – 4.36%
  5. Nonmetallic Mineral Mining – 4.19%
  6. Machine Tools & Accessories
  7. Security Software & Services
  8. Healthcare Information Services
  9. Data Storage Devices
  10. Hospitals

July 26, 2014

Top 8 Real Estate Closed End Funds

Top 8 real estate closed end funds are Nuveen Real Estate Income, Cohen & Steers Quality Income Realty, RMR Real Estate Income Fund, etc. These best REIT stock funds provide high income.

Real Estate Funds

Top 8 Real Estate Closed End FundsReal estate funds can provide high income for investors. These real estate funds invest in companies which involve real estate. It may invest in real estate investment trusts (REITs). These equity funds may invest in office buildings, shopping malls, hotels and even self-storage facilities. These funds has higher yield than typical investment fund.

Using closed end funds, investor can enhance their performance due to leverage and other investment style. Some funds may invest in preferred stocks, dividend stocks, etc. These CEFs may provide value proposition if the market price is lower than NAV (Net Asset Value).

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 year to date performance in 2014 (up to July 2014).

Top 8 real estate closed end funds are:
  1. Nuveen Real Estate Income
  2. Cohen & Steers Quality Income Realty
  3. RMR Real Estate Income Fund
  4. Cohen & Steers REIT & Preferred
  5. LMP Real Estate Income
  6. Neuberger Berman Real Estate Securities

July 24, 2014

Best High Yield Bond ETFs 2014

Best high yield bond ETFs 2014 are iShares B - Ca Rated Corporate Bond, AdvisorShares Peritus High Yield ETF, Market Vectors Fallen Angel HY Bond ETF, etc.

High Yield Funds

Best High Yield Bond ETFs 2014High yield funds invest mainly in lower-quality bonds, which are riskier than those of higher-quality debts. These funds may invest in government or companies bonds. Mostly, they invest in companies debts. These funds provide high yield income for investors due to high credit & economic risk.

You can invest in variety of investment funds for high yield bond such as exchange traded funds (ETFs), closed end funds (CEFs), and mutual funds. Using exchange traded funds; you can easily trade or buy from your stock brokers or other discount brokerage. These funds can be invested in your regular investment account or 401k or retirement account.

These top performer ETFs are sorted based on its 1 year return (up to July 2014). You can find the best exchange traded 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 high yield bond ETFs 2014 are:
  1. iShares B - Ca Rated Corporate Bond
  2. AdvisorShares Peritus High Yield ETF
  3. Market Vectors Fallen Angel High Yield Bond ETF
  4. iShares Baa - Ba Rated Corporate Bond
  5. SPDR Barclays High Yield Bond
  6. Guggenheim BulletShares 2018 High Yield Corporate Bond ETF
  7. iShares iBoxx $ High Yield Corporate Bond
  8. PowerShares Fundamental High Yield Corporate Bond

July 22, 2014

Top Large Blend Mutual Funds 2014

Top large blend mutual funds 2014 are Upright Growth Fund, Franklin Focused Core Equity Fund, Oakmark Select Fund, Vanguard Capital Value Fund, etc.

Large Blend Funds

Top Large Blend Mutual Funds 2014Large blend funds are part of U.S. stock funds. For large cap funds, there are three main types. They are large blend, large growth, and large value. These funds invest based on its investment style such as value, growth, and blend. You can buy these funds for your core investment in your brokerage or traditional IRA or Roth IRA or 401k plan.

Large blend funds invest in neither growth nor value stocks. These funds invest mainly in U.S. large companies with more than $10 billion market capitalization. Most of the companies are listed in stock exchange such as NYSE, NASDAQ, etc. Investing risks include market risk, investment style risk, etc.

Best Mutual Funds

The list is compiled based on the fund year-to-date performance in 2014. The top fund means it managed to rank in top 1% in this large-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top large blend mutual funds 2014 are:
  1. Upright Growth Fund (UPUPX)
  2. Saratoga Large Capitalization Value Fund (SLVYX)
  3. Invesco Exchange Fund (ACEHX)
  4. Franklin Focused Core Equity Fund (FCEQX)
  5. Oakmark Select Fund I (OAKLX)
  6. Oakmark Select Fund II (OARLX)
  7. Vanguard Capital Value Fund (VCVLX)
  8. TCW Concentrated Value Fund (TGFVX)
  9. Leuthold Select Industries Fund (LSLTX)
  10. UBS U.S. Large Cap Equity Fund (BNEQX)

July 20, 2014

Best Performing Stocks Week 29, 2014: Hospitals, Oil & Gas Drilling & Exploration

Find best performing sector stocks of week 28 of 2014. Top stock industries are hospital, oil & gas drilling & exploration, drug related products, semiconductor, etc.

Best Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have slightly recovered from previous week. The S&P 500 index has a weekly return of 0.56%. NASDAQ Composite has a weekly return of 0.38%. Dow Jones Industrials Average has a weekly return of 0.97%. The small cap (Russell 2000) has a negative return of 0.71%.

Best weekly performance of industry stocks of week 29, 2014 (July 14, 2014 – July 20, 2014) are:
    Best Performing Stocks 2014
  1. Hospitals – 8.26%
  2. Oil & Gas Drilling & Exploration – 5.42%
  3. Drug Related Products – 4.77%
  4. Semiconductor - Broad Line – 4.27%
  5. Business Software & Services – 4.12%
  6. Aluminum
  7. Technical Services
  8. Diversified Investments
  9. Research Services
  10. Catalog & Mail Order Houses

July 18, 2014

Best Performing Multicurrency ETFs 2014

Best performing multicurrency ETFs 2014 are PowerShares DB US Dollar Index Bearish, PIMCO Foreign Currency Strategy ETF, PowerShares DB G10 Currency Harvest, etc.

ETFs

ETFs or Exchange Traded Funds has become popular investment vehicle for investors. You can buy and sell ETFs through your brokerage. You can invest this investment fund in your retirement account and possibly your 401k.

Multicurrency Funds

Best Performing Multicurrency ETFs 2014One of the popular ETF categories is currency ETF. These Currency ETFs track a single foreign currency or basket of currencies by using foreign cash deposits or futures contracts. For the ETFs that use futures, excess cash is usually invested in high quality bonds, typically US Treasury bonds. The management fee is deducted from the interest earned on the bonds.

Multicurrency ETFs can provide attractive choice for investors. These ETFs or ETNs invest in multiple currencies depending upon its objective. Some funds may invest in emerging markets currencies, world currencies, etc.

These top performer ETFs are sorted based on its 1 year return (up to July 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 performing multicurrency ETFs 2014 are:
  1. PowerShares DB US Dollar Index Bearish (UDN)
  2. PIMCO Foreign Currency Strategy ETF (FORX)
  3. PowerShares DB G10 Currency Harvest (DBV)
  4. WisdomTree Emerging Currency Strategy (CEW)
  5. iPath GEMS Asia 8 ETN (AYT)
  6. iPath Optimized Currency Carry ETN (ICI)

July 16, 2014

Best Energy/ Resources Closed End Funds 2014

Best energy/ resources closed end funds 2014 are GAMCO Global Gold Natural Resources & Income, Tortoise Pipeline & Energy, ASA Gold and Precious Metals, etc.

Energy / Resources Funds

Best Energy/ Resources Closed End Funds 2014Investing in energy / resources stocks can be done through individual stocks, and investment funds (mutual funds, closed end funds, & exchange traded funds). Energy or resources stocks are essential in core investment. These stocks may provide income and growth opportunity.

Using investment funds such as closed end funds (CEFs), investors can enhance their return. Closed end funds are typically traded at discount from their NAV (Net Asset Value). These funds may invest in energy sector or natural resource sectors. Some of the popular companies include Exxon Mobil, Chevron, Newmont, etc.

Closed End Funds

Investing in closed end funds can be done through your brokerage. You can buy and sell these funds through your online stocks broker hence they are traded on stock exchanges such as NYSE or NASDAQ.

The list is sorted based on the funds’ YTD performance in 2014. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, and shares price can be found as well.

Best energy/ resources closed end funds 2014 are:
  1. GAMCO Global Gold Natural Resources & Income
  2. Tortoise Pipeline & Energy 
  3. ASA Gold and Precious Metals
  4. Cushing Renaissance Fund
  5. First Trust Energy Infrastructure Fund
  6. BlackRock Energy & Resources
  7. Petroleum & Resources
  8. BlackRock Real Asset Equity

July 14, 2014

Top iShares ETFs 2014

Top iShares ETFs 2014 are iShares MSCI India Small-Cap ETF, iShares Nasdaq Biotechnology Fund, iShares Morningstar Large-Cap Growth ETF.

iShares Exchange Traded Funds

iShares provide a diverse selection of exchange traded funds for investors. As part of BlackRock, there are 5 main ETF sectors such as U.S. stocks, global / international stocks, U.S. bonds, global / international bonds, and commodity & specialty ETF. iShares provide low costs, access to hundreds of companies and trading flexibility. ETFs can be a powerful addition to your investment portfolio.

You can buy these ETFs for your brokerage account or retirement accounts (Roth IRA or traditional IRA). Top 3 popular iShares ETFs (based on total assets) are iShares Core S&P 500 ETF (IVV), iShares MSCI EAFE ETF (EFA), and iShares MSCI Emerging Markets ETF (EEM).

Best ETFs

These top iShares ETFs are sorted based on its 1 year return (up to July 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 holdings, yield, etc.

Top iShares ETFs 2014 are:
    Top iShares ETFs 2014
  1. iShares MSCI India Small-Cap
  2. iShares MSCI Spain Capped
  3. iShares MSCI Denmark Capped
  4. iShares MSCI Italy Capped
  5. iShares Nasdaq Biotechnology
  6. iShares MSCI Finland Capped
  7. iShares Global Clean Energy
  8. iShares US Pharmaceuticals
  9. iShares PHLX Semiconductor
  10. iShares India 50

July 12, 2014

Best Performing Stocks Week 28, 2014: Aluminum, Gold

Find best performing sector stocks of week 28 of 2014. Top stock industries are aluminum, gold, foreign utilities, basic materials wholesale, meat products, silver, etc.

Best 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 -0.85%. NASDAQ Composite has a weekly return of -1.57%. Dow Jones Industrials Average has a weekly return of -0.68%.

Best weekly performance of industry stocks of week 28, 2014 (July 6, 2014 – July 13, 2014) are:
    Best Performing Stocks Week 28, 2014: Aluminum, Gold
  1. Aluminum – 4.37%
  2. Gold – 3.62%
  3. Foreign Utilities – 2.82%
  4. Basic Materials Wholesale – 2.54%
  5. Meat Products – 2.47%
  6. Silver – 2.37%
  7. Farm Products
  8. Major Airlines
  9. Wholesale, Other
  10. REIT - Retail

July 10, 2014

Top Performing Small Value Mutual Funds 2014

Top performing small value mutual funds 2014 are Perritt Ultra MicroCap Fund, Invesco Small Cap Value Fund, LSV Small Cap Value Fund, etc.

Small Value Funds

Small value funds use their assets to purchase stocks of small U.S. companies with valuations and growth rates below other small-cap peers. Value stocks means the stocks have low valuations (low price ratios and high dividend yields) and slow growth (low earning growth, low book value, etc). These small value funds may provide high yield for investors through dividends. They may be great for income.

Using mutual funds, investors can diversify their assets & minimize risks. Looking into the best performing funds also may provide instant idea how some funds are performing for the past performance. These equity funds can be invested for your brokerage account or retirement account (IRA or 401k plan).

Best Mutual Funds

The list is compiled based on the fund performance for the past 1 year. The top performing fund means it managed to rank in top in this small value category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

Top performing small value mutual funds 2014 are:
    Top Performing Small Value Mutual Funds 2014
  1. Perritt Ultra MicroCap Fund
  2. Catalyst Small Cap Insider Buying Fund Class A
  3. Hotchkis And Wiley Small Cap Value Fund Class A
  4. Invesco Small Cap Value Fund Class A
  5. LSV Small Cap Value Fund
  6. Adirondack Small Cap Fund
  7. Towle Deep Value Fund
  8. Heartland Value Fund
  9. Wells Fargo Advantage Special Small Cap Value Fund Class A
  10. CornerCap Small Cap Value Fund

July 8, 2014

Best Senior Loan Closed End Funds 2014

Top performing senior loan closed end funds 2014 are NexPoint Credit Strategies Fund, Ares Dynamic Credit Allocation, etc.

Senior Loan Funds

A senior loan closed end fund is one of the taxable bond fund categories. This senior loan fund utilizes its assets to purchase a floating-rate bank loans instead of bonds. This bond fund provides high interest income for investors. It does have a higher investment risk than typical short term bond fund.
The investment risks for this senior loan or bank loan funds are interest rate risk, market risk, issuer’s risk, etc. You can buy these funds for your retirement account or brokerage account.

Top Closed End Funds

The list is sorted based on the funds’ YTD performance in 2014. You can find fund review and information in this article. Other information such as expense ratio, management, top holdings, top sector, and shares price can be found as well.

Top performing senior loan closed end funds 2014 are:
    Best Senior Loan Closed End Funds 2014
  1. NexPoint Credit Strategies Fund
  2. Oxford Lane Capital Corp
  3. Avenue Income Credit Strategy
  4. Ares Dynamic Credit Allocation
  5. Nuveen Floating Rate Income Opportunities
  6. Invesco VK Dynamic Credit Opportunities
  7. BlackRock Floating Rate Income Trust
  8. THL Credit Senior Loan Fund
  9. Blackstone/GSO LS Credit Income
  10. Apollo Senior Floating Rate

July 6, 2014

Top Stocks Week 27, 2014: Gaming Activities & Copper

Find best performing sector stocks of week 27 of 2014. Top stock industries are music & video stores, gaming activities, copper, research services, etc.

Best 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 1.48%. NASDAQ Composite has a weekly return of 2.44%. Dow Jones Industrials Average has a weekly return of 1.34%.

Best weekly performance of industry stocks of week 27, 2014 (June 30, 2014 – July 06, 2014) are:
    Top Stocks Week 27, 2014: Gaming Activities & Copper
  1. Music & Video Stores – 15.67%
  2. Gaming Activities – 12.11%
  3. Copper – 8.68%
  4. Research Services – 7.79%
  5. Manufactured Housing – 7.44%
  6. Internet Service Providers
  7. Office Supplies
  8. Home Health Care
  9. Computer Peripherals
  10. Trucks & Other Vehicles
  11. Semiconductor - Integrated Circuits
  12. Semiconductor- Memory Chips
  13. Electronics Stores
  14. Industrial Metals & Minerals
  15. Biotechnology
  16. Publishing - Newspapers
  17. Computer Based Systems
  18. Auto Dealerships
  19. Beverages - Wineries & Distillers
  20. Semiconductor Equipment & Materials

July 4, 2014

Best Japan Stock Mutual Funds 2014

Best Japan stock mutual funds 2014 are Hennessy Japan Fund, Nuveen Tradewinds Japan Fund, Matthews Japan Fund, etc.

Japan Stock Funds

Japan stock funds invest mainly in equities of Japanese companies. The Japanese stock market is one of the largest stock market in the world. Portfolio holdings of each funds may vary depends on the fund’s objective. Some funds concentrate on Japan's larger companies, while others concentrate on the nation's smaller firms. These investment funds invest at least 70% of total assets in equities and invest at least 75% of stock assets in Japan.

Using mutual funds, investors can diversify their portfolio and minimize their risk. As part of international stock fund, you can invest in these Japan stock funds in your brokerage account or retirement account (IRA or 401k plan).

Top Mutual Funds

The top performing funds list is compiled based on the YTD performance in 2014. The top performing fund means it managed to rank in top in this Japan Stock category. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

Best Japan stock mutual funds 2014 are:
    Best Japan Stock Mutual Funds 2014
  1. Hennessy Japan Small Cap Fund (HJPSX)
  2. Hennessy Japan Fund (HJPNX)
  3. Nuveen Tradewinds Japan Fund (NTJAX)
  4. SunAmerica Japan Fund (SAESX)
  5. Matthews Japan Fund (MJFOX)
  6. Commonwealth Japan Fund (CNJFX)
  7. T. Rowe Price Japan Fund (PRJPX)
  8. Fidelity Japan Fund (FJPNX)

July 2, 2014

Top Mid Cap Value ETFs 2014

Top mid cap value ETFs 2014 are Guggenheim S&P 500 Pure Value fund, PowerShares S&P 500 High Beta fund, etc.

Mid Cap Value Funds

Mid cap value funds invest mainly in medium size U.S. companies stocks that are undervalued. Some of the funds may invest in foreign companies depend on their objective. These companies typically grow at a slower pace than the broader group of mid-sized companies. One of the fund’s key risks is that mid-capitalization stocks tend to be more volatile than large-company stocks.

Investing in investment funds such mutual funds or exchange traded funds can mitigate the risks and provide diversification. Investors can buy these funds from variety brokerage for retirement account (IRA) or 401k plan.

Best ETFs

These top performers are sorted based on its 1 year total return performance (up to June 13, 2014). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Best mid cap value ETFs 2014 are:
    Top Mid Cap Value ETFs 2014
  1. Guggenheim S&P 500 Pure Value
  2. PowerShares S&P 500 High Beta
  3. PowerShares Fundamental Pure Mid Value
  4. Direxion All Cap Insider Sentiment Shares
  5. iShares Morningstar Mid-Cap Value
  6. Vanguard Mid-Cap Value ETF
  7. WisdomTree MidCap Dividend ETF
  8. iShares Russell Mid-Cap Value ETF
  9. SPDR S&P 400 Mid Cap Value ETF
  10. iShares S&P Mid-Cap 400 Value

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