April 30, 2015

10 Best PIMCO Mutual Funds 2015

Find best PIMCO mutual funds 2015. Top investment funds are PIMCO Income Fund, PIMCO StocksPLUS Absolute Return Fund, PIMCO Foreign Bond (USD-Hedged) Fund, etc.

Top Performing PIMCO Funds

Best PIMCO Funds 2015PIMCO Investments Llc is owned by Allianz. It provides investment funds such as mutual funds, exchange traded funds, and closed end funds. Although Bill Gross has moved to Janus, PIMCO funds are still popular among investors. Some of the funds also performed very well for the past years.

You can find these best PIMCO funds for different sectors such as taxable bond fund, stock fund, etc. Depend on your risk tolerance; you may pick and choose from this best mutual funds list. Will these funds be a good choice for 2016?

Top PIMCO mutual funds 2015 are:
  1. PIMCO Income Fund (PONAX) 11.34%
  2. PIMCO StocksPLUS Absolute Return Fund (PTOAX) 23.00%
  3. PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
  4. PIMCO International StocksPLUS AR Strategy (USD-Hg) Fund (PIPAX) 17.81%
  5. PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
  6. PIMCO International StocksPLUS AR Strategy (Unhedged) Fund (PPUAX) 13.38%

April 29, 2015

Catalog & Mail Order Houses Stocks

Catalog & mail order houses stocks are part of services stock sector. Catalog and mail order houses typically market and ship goods. The companies sell goods from a wide variety of brands through mail-delivery services to consumers and businesses.

This industry used to have a number of players operating in it, but this number has declined considerably due to internet-age. Catalog and mail order houses are structured as corporations and offer dividend yields that are below-average when compared with the wider market.

Catalog & Mail Order Houses Companies List

Top 3 big catalog & mail order houses companies are Amazon.com Inc, Liberty Interactive Corporation, and Vipshop Holdings Limited. Some of these companies are located outside of USA including Russia, China, South America, etc.

Catalog & mail order houses companies are:
    Catalog & Mail Order Houses
  • Amazon.com Inc. (AMZN)
  • Liberty Interactive Corporation (QVCA)
  • Vipshop Holdings Limited (VIPS)
  • Mercadolibre, Inc. (MELI)
  • Wayfair Inc. (W)
  • Lands' End, Inc. (LE)
  • E-Commerce China Dangdang Inc. (DANG)
  • Overstock.com Inc. (OSTK)
  • EVINE Live Inc. (EVLV)
  • Liquidity Services, Inc. (LQDT)

April 28, 2015

Nuveen CA Dividend Advantage Muni Fund (NAC)

Nuveen CA Dividend Advantage Muni Fund (NAC) is an actively managed closed end fund. This popular fixed income fund utilizes its assets to purchase municipal debts. This fund seeks current income exempt from both regular federal income taxes and California personal income tax; its secondary investment objective is the enhancement of portfolio value.

NAC Fund Profile

    Nuveen CA Dividend Advantage Muni Fund (NAC)
  • Fund Inception Date: 05/26/1999
  • Ticker Symbol: NAC
  • CUSIP: 67066Y105
  • Rank in category (YTD): 37%
  • Category: CA municipal bond
  • Yield: 6.33%
  • Effective Leverage: 35.12%
  • Capital Gains: -
  • Premium/ Discount: -3.74%
  • Base Expense Ratio: 1.30%
  • Net Assets: $ 2.39 billion

April 26, 2015

Big Earnings for Technology Stocks: Amazon & Microsoft

Find why technology stocks are rising? Is it because of big earning or rotation to non-oil stocks? Top performing industries in week 17, 2015 are catalog & mail order houses, business software & services, etc.

Top Tech Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 1.77%. NASDAQ Composite has a weekly return of 3.25%. Dow Jones Industrials Average has a weekly return of 1.45%. The small cap (Russell 2000) has a return of 1.26%.

Top performing stock industries in week 17, 2015 (April 20, 2015 to April 26, 2015) are:
    Amazon & Microsoft Stocks
  1. Catalog & Mail Order Houses 14.91%
  2. Toys & Games 10.71%
  3. Industrial Metals & Minerals 10.34%
  4. Business Software & Services 10.17%
  5. Basic Materials Wholesale 8.35%
  6. Specialty Eateries 7.97%
  7. Wireless Communications 7.12%
  8. Foreign Utilities 6.64%
  9. Major Airlines 6.63%
  10. Diagnostic Substances 6.09%
  11. Steel & Iron 5.88%
  12. Semiconductor Equipment & Materials 5.53%
  13. Internet Information Providers 5.34%
  14. Foreign Regional Banks 5.15%

April 25, 2015

Other Air Services Stocks

Other air services stocks are part of services stock sector. These companies provide management and other airport operation services to airports throughout the world. Some may also provide leasing, financing, sale, and management of commercial aircraft and engines.

This stock industry is comprised of only a few companies. They may offer an attractive dividend yield.

Other Air Services Stocks List

Top 3 other air services stocks are AerCap Holdings N.V., Macquarie Infrastructure Company LLC, and Grupo Aeroportuario del Sureste, SAB de CV. These 3 companies may be considered as mid cap companies.

Other air services stocks are:
    Other Air Services Stocks
  • AerCap Holdings N.V. (AER)
  • Macquarie Infrastructure Company LLC (MIC)
  • Grupo Aeroportuario del Sureste, SAB de CV (ASR)
  • Grupo Aeroportuario del Pacifico S.A.B. de CV (PAC)
  • Air Methods Corp. (AIRM)
  • Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB)
  • Atlas Air Worldwide Holdings, Inc. (AAWW)
  • PHI Inc. (PHII)

April 24, 2015

Best 15 Municipal Bond Closed End Funds 2015

Find best performing municipal bond closed end funds 2015. Top muni bond funds are PIMCO Municipal Income fund, Eaton Vance Municipal Bond fund, etc.

Top 15 Muni Closed End Funds

Municipal Bond Closed End FundsMunicipal bond funds use its assets to purchase high quality municipal bonds. These bond funds provide tax free high yield income for investors. The yield from the funds is exempted from federal tax rate, and state income tax, etc.

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 April 2015).

Best performing municipal bond closed end funds 2015 are:
  1. PIMCO Municipal Income Fund (PMF)
  2. EV Municipal Income Fund (EVN)
  3. BlackRock MuniAssets Fund (MUA)
  4. Nuveen Enhanced Muni Value Fund (NEV)
  5. MainStay DefinedTerm Municipal Opportunities Fund (MMD)
  6. BlackRock Municipal Bond Fund (BBK)
  7. Dreyfus Municipal Bond Infrastructure Fund (DMB)
  8. Western Asset Managed Muni Fund (MMU)

April 23, 2015

American Funds Global Balanced Fund (GBLAX)

American Funds Global Balanced Fund (GBLAX) is an actively managed balanced mutual fund. As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility.

This mutual fund objective is to seek the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.

GBLAX Fund Profile

    American Funds Global Balanced Fund (GBLAX)
  • Fund Inception Date: 02/01/2011
  • Ticker Symbol: GBLAX
  • CUSIP: 02629W106
  • Beta (3yr): 1.05
  • Rank in category (YTD): 68%
  • Category: World Allocation
  • Distribution Yield: 1.78%
  • Capital Gains: -
  • Expense Ratio: 0.89%
  • Net Assets: $ 8.2 billion
  • Number of Years Up: 3 years
  • Number of Years Down: 0 year

April 22, 2015

Best Ranked Conservative Allocation Mutual Funds 2015

Find best ranked conservative allocation mutual funds 2015 for the past decade. These top balance funds are Berwyn Income Fund, Vanguard Wellesley Income fund, etc.

Top Balanced Funds

Conservative allocation mutual funds are part of balanced mutual funds. These investment funds invest in bonds and stocks. Typically the bond portion (50%-80%) is larger than the stock portion (20%-50%). These means the conservative allocation portfolios will hold smaller positions in stocks than moderate allocation portfolios. These portfolios seek to provide both capital growth and income.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top conservative allocation mutual funds 2015 are sorted based on its 10 years performance up to April 2015. You can find the fund review below as well.

Best ranked conservative allocation mutual funds 2015 are:
    Best Conservative Allocation Funds
  1. Berwyn Income Fund (BERIX)
  2. James Balanced Golden Rainbow Fund Retail Class (GLRBX)
  3. Vanguard Wellesley Income Fund Investor Shares (VWINX)
  4. Franklin Income Fund Class A (FKINX)
  5. Permanent Portfolio Fund (PRPFX)
  6. Federated Capital Income Fund Class A Shares (CAPAX)
  7. Goldman Sachs Income Builder Fund Class A (GSBFX)
  8. T. Rowe Price Personal Strategy Income Fund (PRSIX)
  9. API Efficient Frontier Income Fund Class A (APIUX)
  10. Columbia Thermostat Fund Class A (CTFAX)

April 21, 2015

Independent Oil & Gas Stocks

Independent oil & gas stocks are part of basic materials stock sector. An independent oil and gas company is principally a unit that only explores for and produces oil and gas. These companies typically don’t own refining, processing, or marketing assets. They only prepare that oil and gas and then sell the product directly to end users.

These companies are also known as non-integrated oil and gas companies. These companies receive the majority of their revenue from production at the wellhead.

Independent Oil & Gas Companies List

Top 3 independent oil & gas companies include ConocoPhillips, Enterprise Products Partners L.P., and Occidental Petroleum Corporation.

Independent oil & gas companies are:
    Independent Oil & Gas Stocks
  • ConocoPhillips (COP)
  • Enterprise Products Partners L.P. (EPD)
  • Occidental Petroleum Corporation (OXY)
  • EOG Resources, Inc. (EOG)
  • Anadarko Petroleum Corporation (APC)
  • Suncor Energy Inc. (SU)
  • Canadian Natural Resources Limited (CNQ)
  • Devon Energy Corporation (DVN)
  • Pioneer Natural Resources Co. (PXD)
  • Apache Corp. (APA)
  • Hess Corporation (HES)
  • Marathon Oil Corporation (MRO)
  • Noble Energy, Inc. (NBL)
  • Continental Resources, Inc. (CLR)
  • Cabot Oil & Gas Corporation (COG)

April 20, 2015

Air Delivery & Freight Services Stocks

Air delivery & freight services stocks are part of services stock sector. These companies provide air freight transportation, courier, and logistics services, which includes package and mail delivery and customs agents.

The major air delivery & freight services companies are United Parcel Service and Federal Express. Companies such as UPS, Federal Express, DHL and TNT Holdings are also known as integrated carriers, because they are vertically integrated by a service chain consisting of retail locations, warehouse distribution facilities, cargo airlines and delivery services.

Air Delivery & Freight Services List

    Air Delivery & Freight Services Stocks
  • Air Delivery & Freight Services are:
  • United Parcel Service, Inc. (UPS)
  • FedEx Corporation (FDX)
  • CH Robinson Worldwide Inc. (CHRW)
  • Expeditors International of Washington Inc. (EXPD)
  • XPO Logistics, Inc. (XPO)
  • Forward Air Corp. (FWRD)
  • Hub Group Inc. (HUBG)
  • UTi Worldwide Inc. (UTIW)
  • Roadrunner Transportation Systems, Inc. (RRTS)
  • Air Transport Services Group, Inc. (ATSG)
  • Radiant Logistics, Inc. (RLGT)

April 19, 2015

Rotation to Oil Stocks for Win

Find whether rotation to oil stocks is for the big win in 2015. Top performing industries in week 16, 2015 are oil & gas drilling & exploration, independent oil & gas, etc.

Top Mining Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.98%. NASDAQ Composite has a weekly return of -1.28%. Dow Jones Industrials Average has a weekly return of -1.26%. The small cap (Russell 2000) has a return of -1.00%.

Top performing stock industries in week 16, 2015 (April 13, 2015 to April 19, 2015) are:
    Oil Stocks
  1. Oil & Gas Drilling & Exploration 8.19%
  2. Copper 7.67%
  3. Toys & Games 6.41%
  4. Consumer Services 3.79%
  5. Cigarettes 3.30%
  6. Independent Oil & Gas 3.26%
  7. Basic Materials Wholesale 3.19%
  8. Major Integrated Oil & Gas 2.95%
  9. Oil & Gas Equipment & Services 2.62%
  10. Gold 2.39%
  11. Long Distance Carriers 2.35%
  12. Cement 1.85%
  13. Oil & Gas Pipelines 1.74%
  14. Data Storage Devices 1.51%
  15. Internet Service Providers 1.46%
  16. Technical Services 1.44%

April 18, 2015

Vanguard FTSE Developed Markets ETF (VEA)

Vanguard FTSE Developed Markets ETF (VEA) is an index exchange traded fund. This ETF invests mainly in stocks of developed equity markets excluding the U.S. and Canada.

This international stock fund invests mainly in stocks of large- and mid-capitalization companies in developed equity markets excluding the U.S. and Canada. This index fund has low expense fee.

VEA Fund Details

    Vanguard FTSE Developed Markets ETF (VEA)
  • Fund Inception Date: 07/20/2007
  • Ticker Symbol: VEA
  • CUSIP: 921943858
  • Rank in category (YTD): 37%
  • Category: Foreign Large Blend
  • Yield: 2.76%
  • Capital Gains: -
  • Expense Ratio: 0.07%
  • Total Assets: $ 53.59 billion

April 17, 2015

Other Drug Manufacturers Stocks

Other drug manufacturers stocks are part of healthcare stock sector. These drug manufacturer companies are smaller and more specialized than their counterparts in the Major category. Many of these companies rely on only several drugs and are not nearly as diversified as their larger competitors.

The companies may include diabetes focus companies, generic medicine, etc. There are several top manufacturers such as Novo Nordisk A/S and Teva Pharmaceutical Industries Limited.

Other Drug Manufacturers List

Other Drug Manufacturers are:
    Other Drug Manufacturers Stocks
  • Novo Nordisk A/S (NVO)
  • Teva Pharmaceutical Industries Limited (TEVA)
  • Endo International plc (ENDP)
  • Dr. Reddy's Laboratories Ltd. (RDY)
  • United Therapeutics Corporation (UTHR)
  • Isis Pharmaceuticals, Inc. (ISIS)
  • Taro Pharmaceutical Industries Ltd. (TARO)
  • DepoMed Inc. (DEPO)
  • Orexigen Therapeutics, Inc. (OREX)
  • Sucampo Pharmaceuticals, Inc. (SCMP)
  • Amphastar Pharmaceuticals, Inc. (AMPH)
  • SciClone Pharmaceuticals, Inc. (SCLN)
  • Amarin Corporation plc (AMRN)

April 16, 2015

Top Performing High Yield Bond ETFs 2015

Find top performing high yield bond ETFs 2015. High yield bond exchange traded funds invest mainly in low quality debts issued by companies or governments. These fixed income funds are known as junk bond funds.

Top Junk Bonds Funds

high yield ETFsThese top performer ETFs are sorted based on its 1 year return (up to April 2015). 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, fund’s holdings, yield, etc.

Top performing high yield bond ETFs 2015 are:
  1. SPDR BofA Merrill Lynch Crossover Corporate Bond ETF (XOVR)
  2. iShares Baa-Ba Rated Corporate Bond Fund (QLTB)
  3. Market Vectors Fallen Angel ETF (ANGL)
  4. PowerShares Fundamental High Yield Corporate Bond Portfolio (PHB)
  5. iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
  6. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
  7. SPDR Barclays Capital High Yield Bond ETF (JNK)
  8. iShares Emerging Markets High Yield Bond Fund (EMHY)

April 15, 2015

Nonmetallic Mineral Mining Stocks

Nonmetallic mineral mining stocks are part of basic materials stock sector. Nonmetallic mineral mining companies produce and market coal, nitrogen, and phosphate, among other products. These companies may produce these minerals for consumer and industrial use.

These companies are generally structured as corporations, and usually have large international operations. Nonmetallic mineral mining companies provide dividend yields that are much higher than average S&P 500 companies.

Nonmetallic Mineral Mining Companies List

Nonmetallic mineral mining companies are:
    Nonmetallic Mineral Mining Stocks
  • Yanzhou Coal Mining Co. Ltd. (YZC)
  • Alliance Holdings GP, L.P. (AHGP)
  • Foresight Energy, LP (FELP)
  • Dominion Diamond Corporation (DDC)
  • SunCoke Energy Inc. (SXC)
  • SunCoke Energy Partners, L.P. (SXCP)
  • Mountain Province Diamonds Inc. (MDM)
  • Westmoreland Coal Co. (WLB)
  • Hallador Energy Company (HNRG)
  • Tantech Holdings Ltd (TANH)
  • Alpha Natural Resources, Inc. (ANR)

April 14, 2015

PIMCO High Income Fund (PHK)

PIMCO High Income Fund (PHK) is one of the popular closed end funds. This actively managed bond fund invests mainly in corporate debt obligations and income producing securities. The fund objective is to provide high current income with capital growth.

This fund is previously managed by Bill Gross. The current fund managers are Mohit Mittal and Alfred T. Murata since September 2014.

PHK Fund Profile

    PIMCO High Income Fund | PHK
  • Fund Inception Date: 04/30/2003
  • Ticker Symbol: PHK
  • CUSIP: 722014107
  • Rank in category (2014): 4%
  • Category: Multi Sector Bond
  • Yield: 11.77%
  • Effective Leverage: 45.83%
  • Capital Gains: -
  • Premium/ Discount: 60.57%
  • Base Expense Ratio: 1.03%
  • Net Assets: $ 1.85 billion

April 13, 2015

Oil & Gas Drilling & Exploration Stocks

Oil & gas drilling & exploration stocks are part of basic materials stock sector. These drilling and exploration companies search for potential underground or underwater crude oil or natural gas fields, and drill and operate wells. The companies also may bring the crude oil or natural gas to the surface (this process is known as "upstream" operations).

Many of these companies are structured as trusts, limited partnerships, or limited liability corporations. The stocks also may pay higher-than-average dividend yields.

Oil & Gas Drilling & Exploration Companies List

The largest oil & gas drilling & exploration companies include CNOOC Ltd, Petrobras, and Cenovus Energy Inc. These companies may provide services include directional drilling, well drilling and reconditioning of oil and gas field wells.

Oil & gas drilling & exploration companies are:
    Oil & Gas Drilling Stocks
  • CNOOC Ltd. (CEO)
  • Petroleo Brasileiro S.A. – Petrobras (PBR)
  • Petroleo Brasileiro S.A. – Petrobras (PBR-A)
  • Cenovus Energy Inc. (CVE)
  • Concho Resources, Inc. (CXO)
  • Antero Resources Corporation (AR)
  • Helmerich & Payne, Inc. (HP)
  • Whiting Petroleum Corp. (WLL)
  • Transocean Ltd. (RIG)
  • Ensco plc (ESV)
  • SeaDrill Limited (SDRL)

April 12, 2015

Basic Materials Stocks Gap Up

Find which basic materials stocks finally gap up. Top performing industries in week 15, 2015 are nonmetallic mineral mining, oil & gas drilling & exploration, etc.

Top Mining Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 1.74%. NASDAQ Composite has a weekly return of 2.23%. Dow Jones Industrials Average has a weekly return of 1.68%. The small cap (Russell 2000) has a return of 0.74%.

Top performing stock industries in week 15, 2015 (April 6, 2015 to April 12, 2015) are:
    Mining Stocks
  1. Drug Related Products 20.18%
  2. Nonmetallic Mineral Mining 14.44%
  3. Oil & Gas Drilling & Exploration 8.82%
  4. Photographic Equipment & Supplies 7.75%
  5. Aluminum 7.68%
  6. Basic Materials Wholesale 6.37%
  7. Drug Stores 5.74%
  8. Oil & Gas Equipment & Services 5.69%
  9. Security Software & Services 5.36%
  10. Gaming Activities 5.17%
  11. Diversified Machinery 4.90%
  12. Marketing Services 4.90%
  13. Life Insurance 4.83%
  14. Drug Delivery 4.56%

April 11, 2015

Processing Systems & Products Stocks

Processing systems & products stocks are part of technology sector stocks. These processing systems & products companies involve in the manufacture and distribution of products essential to business operations such as communication headsets, telephone systems, and other related accessories.

These companies in this category tend to offer low dividend yields when compared to the market.

Processing Systems & Products Stocks List

Processing Systems & Products StocksThese processing systems & products companies are dominated by 3 mid-cap companies. These technology companies are specialized in this industry.

Processing Systems & Products Stocks are:
  • MSCI Inc. (MSCI)
  • CoreLogic, Inc. (CLGX)
  • Plantronics, Inc. (PLT)
  • On Track Innovations Ltd. (OTIV)

April 10, 2015

AllianzGI Ultra Micro Cap Fund (GUCAX)

AllianzGI Ultra Micro Cap Fund (GUCAX) is an actively managed equity mutual fund. This stock fund invests mainly in equity securities of ultra micro-cap companies. The managers currently define ultra micro-cap companies as those with market capitalizations less than two times the weighted average of the Russell Microcap Growth Index.

GUCAX Fund Profile

    AllianzGI Ultra Micro Cap Fund
  • Fund Inception Date: 12/19/2011
  • Ticker Symbol: GUCAX
  • CUSIP: 01880B645
  • Beta (3yr): 1.38
  • Rank in category (YTD): 87%
  • Category: Small Growth
  • Distribution Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 2.16%
  • Net Assets: $ 104.2 million
  • Number of Years Up: 2 years
  • Number of Years Down: 1 year

April 9, 2015

Major Diversified Food Stocks

Major diversified food stocks are part of consumer goods stock sector. Major diversified food companies are the makers of all those delicious cookies, baking goods, packaged foods and refreshing beverages. The foods may be used for festive occasions for family.

Major Diversified Foods List

Major diversified food companies are:
Major Diversified Food Stocks
  • Kraft Foods Group, Inc. (KRFT)
  • The WhiteWave Foods Company (WWAV)
  • Pilgrim's Pride Corporation (PPC)
  • Pinnacle Foods Inc. (PF)
  • Lancaster Colony Corporation (LANC)
  • Post Holdings, Inc. (POST)
  • Sanderson Farms, Inc. (SAFM)
  • Cal-Maine Foods, Inc. (CALM)
  • Freshpet, Inc. (FRPT)

April 8, 2015

Best 401k Funds for 2015 & 2016

Retirement accounts, 401k, 403b & IRA, are essential for investors. The 401(k) account can be opened by enrolling through your workplace savings plan. Usually, these accounts can be open in a short time through account administrator such as Vanguard, Fidelity, T. Rowe Price, Prudential, etc.

401k FundsIt is important to start saving early; you can grow your money faster. Whether you are young or old, it is important to take advantage the company benefit. Some companies may offer match contribution for you. For 401k, the company may offers traditional 401k or Roth 401k.

Once enrolled, you can choose variety of investment funds in your account. Whether it is bond funds, stock funds, balanced funds, target date funds; you need to find the right funds for your accounts.

Mutual Funds

Mutual funds are popular investment for 401k investors. Most of these mutual funds are managed by top fund managers & have great returns over the long term time frame.

April 7, 2015

Drug Delivery Stocks

Drug delivery stocks are part of healthcare stock sector. Drug delivery companies market and ship prescription and non-prescription medication for human and animal use. These companies also offer other health products. These companies are generally structured as corporations. It may offer higher-than-average dividend yields.

Drug Delivery Stocks List

Drug delivery companies are:
    Drug Delivery Stocks
  • Valeant Pharmaceuticals International, Inc. (VRX)
  • Alkermes plc (ALKS)
  • Flamel Technologies SA (FLML)
  • PetMed Express, Inc. (PETS)
  • Bio-Path Holdings, Inc. (BPTH)
  • Aradigm Corporation (ARDM)
  • Columbia Laboratories Inc. (CBRX)
  • IntelliPharmaCeutics International Inc. (IPCI)
  • Adamis Pharmaceuticals Corporation (ADMP)
  • Acura Pharmaceuticals, Inc. (ACUR)

April 6, 2015

Eaton Vance Limited Duration Income Fund (EVV)

Eaton Vance Limited Duration Income Fund (EVV) is an actively managed closed end fund. The fund’s objective is to provide high current income. This fixed income fund utilizes its assets to purchase a broad range of income asset classes with low duration strategy. The fund provides limited interest rate risk with an average duration of 2 and 5 years.

EVV Fund Profile

    Eaton Vance Limited Duration Income Fund (EVV)
  • Fund Inception Date: 05/30/2003
  • Ticker Symbol: EVV
  • CUSIP: 27828H105
  • Rank in category (2014): 77%
  • Category: Multi Sector Bond
  • Yield: 8.53%
  • Effective Leverage: 39.78%
  • Capital Gains: -
  • Premium/ Discount: -10.39%
  • Base Expense Ratio: 1.71%
  • Net Assets: $ 1.90 billion

April 4, 2015

Top Oil & Gas Drilling & Exploration Stocks 2015

Will Oil & Gas Drilling & Exploration stock find their luster finally? Top performing industries in week 14, 2015 are Oil & Gas Drilling & Exploration, Auto Dealerships, etc.

Best Materials Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.58%. NASDAQ Composite has a weekly return of 0.48%. Dow Jones Industrials Average has a weekly return of 0.51%. The small cap (Russell 2000) has a return of 1.99%.

Top performing stock industries in week 14, 2015 (March 30, 2015 to April 5, 2015) are:
    Top Oil Stocks
  1. Dairy Products 8.08%
  2. Oil & Gas Drilling & Exploration 7.53%
  3. General Entertainment 7.47%
  4. Auto Dealerships 7.41%
  5. Nonmetallic Mineral Mining 7.31%
  6. Aluminum 6.07%
  7. Residential Construction 5.76%
  8. Foreign Utilities 5.37%
  9. Gaming Activities 5.25%
  10. Resorts & Casinos 4.69%

April 3, 2015

Best Artisan Mutual Funds 2015

Artisan Partners is one of the popular investment management firms. There are 14 equity strategies spanning different market capitalization segments and investing styles. The firm provides high value added investment, talent driven business model, and thoughtful growth.

Top Mutual Funds

Best Artisan Mutual Funds 2015You can find these popular Artisan funds for different sectors such as U.S. stock fund and international stock fund. Depend on your risk tolerance; you may pick and choose from this best Artisan’s funds list.

Best Artisan Mutual Funds 2015 are:
  • Artisan Global Opportunities Fund (ARTRX)
  • Artisan International Value Fund (ARTKX)
  • Artisan Global Equity Fund (ARTHX)
  • Artisan Global Value Fund (ARTGX)
  • Artisan International Fund (ARTIX)
  • Artisan Mid Cap Fund (ARTMX)

April 2, 2015

iShares Russell 2000 ETF (IWM)

iShares Russell 2000 ETF (IWM) is an index exchange traded fund offered by BlackRock iShares. This index fund utilizes its assets to purchase stocks of U.S. companies with small-capitalization. This ETF is tracking the Russell 2000 Index.

Investor can invest in this ETF to get access to 2000 small-cap domestic stocks in single fund. It mainly invests in small public U.S. companies. The fund objective is to provide long term growth.

IWM Fund Details

    iShares Russell 2000 ETF (IWM)
  • Fund Inception Date: 05/22/2000
  • Ticker Symbol: IWM
  • CUSIP: 464287655
  • Rank in category (2014): 55%
  • Category: Small Blend
  • Yield: 1.38%
  • Capital Gains: -
  • Expense Ratio: 0.20%
  • Total Assets: $ 35.16 billion

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