Showing posts with label Top Performer Funds. Show all posts
Showing posts with label Top Performer Funds. Show all posts

May 4, 2017

Top Performing US Stock ETFs in 2017

Find top performing US stock ETFs in 2017. The best performing exchange traded funds are Renaissance IPO ETF (IPO), PowerShares QQQ ETF (QQQ), and Pacer Trendpilot 100 ETF (PTNQ).

Best US Equity ETFs in 2017

These exchange traded funds are sorted based on its year-to-date performance in 2017. The US stock fund invests mainly in US companies stocks. The US stocks may include large companies, mid-size companies and small size companies.

Most of US stock ETFs are index ETFs. Index ETFs typically have low expense ratio. These investment funds also may offer some yield for income. Actively managed funds are also available nowadays.

The top 5 performing US stock ETFs in 2017 are:
    Top Performing US Stock ETFs in 2017
  1. Renaissance IPO ETF (IPO)
  2. PowerShares QQQ ETF (QQQ)
  3. Pacer Trendpilot 100 ETF (PTNQ)

July 3, 2016

Best Large Growth Stock Mutual Funds in 2016

Find best large growth stock mutual funds in 2016. Top equity mutual funds are Madison Investors Fund, Davis Opportunity Fund, etc.

Large Growth Equities Mutual Funds

Large-growth mutual funds invest in large U.S. companies that are growing faster than other large-cap stocks. Typically the stocks are in the top 70% of the capitalization of the U.S. equity market. These stocks are defined as large-cap stocks.

Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these funds focus on businesses in rapidly expanding modes.

Best Large Cap Growth Funds

These top large growth stock mutual funds in 2016 is sorted based on its year to date return up to July 1, 2016. You can find the fund review details below. These large growth stock funds have been one of the top performing funds for the past 5 years.

Best large growth stock mutual funds in 2016 are:
    Best Large Growth Stock Mutual Funds in 2016
  1. Equinox EquityHedge U.S. Strategy Fund (EEHAX)
  2. Madison Investors Fund (MNVAX)
  3. Guggenheim RBP Large-Cap Defensive Fund (TVDAX)
  4. STAAR Larger Company Stock Fund (SITLX)
  5. AlphaMark Large Cap Growth Fund (AMLCX)
  6. Dreyfus U.S. Equity Fund (DPUAX)
  7. Guggenheim Directional Allocation Fund (TVRAX)
  8. Davis Opportunity Fund (RPEAX)
  9. Manning & Napier Equity Series Fund (EXEYX)
  10. Commerce Growth Fund (CFGRX)

June 18, 2016

Top Performing High Yield Municipal Closed End Funds of 2016

Find top performing high yield municipal closed end funds of 2016. These funds invest in high yield tax fee income funds. The best funds are MFS High Income Municipal Fund.

Best Bond Funds

Tax-free income funds invest mainly in municipal bonds. Municipal bonds are debt issued by a state, city, or other municipality. The debts are used for general governmental needs or to finance special public projects. Municipal bonds pay interest that is free from regular federal income tax, and state-specific bonds can provide residents of those states with income free from state and, in some cases, local income taxes as well.

Top performing high yield municipal closed end funds of 2016 are:
    Top Performing High Yield Municipal Closed End Funds of 2016
  1. MFS High Income Municipal Fund (CXE)
  2. Pioneer Municipal High Income Fund (MHI)
  3. MFS High Yield Municipal Trust Fund (CMU)
  4. MFS Municipal Income Fund (MFM)
  5. Nuveen Municipal High Income Opportunity Fund (NMZ)

October 26, 2015

Top 8 Commodities ETFs in 2015

Find top 8 commodities ETFs in 2015. These exchange traded funds are investing in variety of commodities such as oil, cocoa, cotton, etc.

Commodities Funds

Commodities ETFs are exchange traded funds that invest in specific commodities or several different commodities. Commodities in these funds may include precious metals, livestock, oil, coffee and sugar.

These top performing ETFs are sorted based on its year to date return (up to October 12, 2015). 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.

Top 8 Commodities ETFs in 2015 are:
    Top 8 Commodities ETFs in 2015
  1. United States Gasoline Fund LP (UGA)
  2. iPath Pure Beta Cocoa ETN (CHOC)
  3. iPath Dow Jones-UBS Cocoa Total Return Sub-Index ETN (NIB)
  4. iPath Dow Jones-UBS Cotton Total Return Sub-Index ETN (BAL)
  5. DB Commodity Double Long ETN (DYY)
  6. iPath Pure Beta Cotton ETN (CTNN)
  7. DB Base Metals Double Short ETN (BOM)

September 21, 2015

Investing in Top Corporate Bond ETFS in 2015

How to invest in top corporate bond ETFs in 2015? Find best fixed income exchange traded funds. Top funds are Fidelity Limited Term Bond ETF, Vanguard Short-Term Corporate Bond Index Fund, etc.

Best Fixed Income Funds

Corporate bonds ETFs invest in debt issued by companies with investment-grade credit ratings. Bonds included in these funds can feature varying maturities and durations. This fund provide yield for income for investors.

These top performer funds are sorted based on its year to date total return in 2015 (up to September 4, 2015). 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.

Top 10 corporate bond ETFS in 2015 are:
    Investing in Top Corporate Bond ETFS in 2015
  1. ProShares Short Investment Grade Corporate ETF (IGS)
  2. PowerShares Fundamental Investment Grade Corporate Bond Portfolio (PFIG)
  3. Fidelity Limited Term Bond ETF (FLTB)
  4. Newfleet Multi-Sector Income ETF (MINC)
  5. FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR)

September 2, 2015

Top Large Cap Stocks Mutual Funds 2015: YTD Performance

Find top large cap stocks mutual funds in 2015 based on its YTD performance. Find best funds for large growth, large blend, and large value mutual fund.

Equity Funds

Large cap stock funds are investing mainly in U.S. companies with big market capitalization, 10 billion or more of assets. Depending on the management style, the fund may invest in value stocks or growth stocks or mix of both stocks. They may provide some dividend yield for income.
Top Large Cap Stocks Mutual Funds 2015

From this best performing funds list, you may find each individual fund review. The fund is sorted based on its year to date returns (up to August 9, 2015). Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Large Growth

Large-growth mutual funds invest in big U.S. companies or corporations that are projected to grow faster than other large-cap stocks.

July 3, 2015

Best 12 World Bond Mutual Funds 2015

World bond mutual funds are investing in debts around the world. The debts are issued by government or corporation. Some of the best funds are rated among the top mutual funds by Morningstar or U.S. News.

Top Performing International Bond Funds

World bond funds invest >40% of their assets in foreign bonds. Some world bond funds follow a conservative approach. They invest in high-quality bonds from developed markets. Other funds may invest in some lower-quality bonds from developed or emerging markets (i.e. high yield bonds).

These top world bond mutual funds are sorted based on its 3 year performance up to May 17, 2015. You can find the fund review, management information, expense fee, sales load, etc. I also provide the table for the fund performance below.

Best 12 world bond mutual funds 2015 are:
    Best World Bond Mutual Funds 2015
  1. Chou Income Fund (CHOIX)
  2. Henderson Strategic Income Fund (HFAAX)
  3. Templeton Global Total Return Fund (TGTRX)
  4. Morgan Stanley Global Fixed Income Opportunities Fund (DINAX)
  5. PIMCO Foreign Bond (US Dollar-Hedged) Fund (PFOAX)
  6. Templeton Global Bond Fund (TPINX)
  7. Dreyfus/Standish Global Fixed Income Fund (DHGAX)
  8. Payden Global Fixed Income Fund (PYGFX)
  9. PIMCO Global Bond (US Dollar-Hedged) Fund (PAIIX)
  10. T. Rowe Price Strategic Income Fund (PRSNX)

June 21, 2015

Top Performing Financial Mutual Funds 2015

Find top financial mutual funds in 2015. Best funds are Fidelity Select Brokerage & Investment Management Portfolio, T. Rowe Price Financial Services Fund, etc.

Top Bank Funds

Financial mutual funds objective is to seek capital appreciation. The funds use its assets to purchase equity securities of U.S. or non-U.S. financial-services companies. The financial companies include banks, brokerage firms, insurance companies, and consumer credit providers.

From this best performing funds list, you may find each individual fund review. The fund is sorted based on its past 3 year performance (up to June 2015). Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Top Financial Mutual Funds 2015Top performing financial mutual funds 2015 are:
  1. Fidelity Select Brokerage & Investment Management Portfolio (FSLBX)
  2. T. Rowe Price Financial Services Fund (PRISX)
  3. Emerald Banking and Finance Fund (FFBFX)
  4. John Hancock Financial Industries Fund (FIDAX)
  5. Royce Financial Services Fund (RYFSX)
  6. Fidelity Select Insurance Portfolio (FSPCX)
  7. Hennessy Large Cap Financial Fund (HLFNX)
  8. John Hancock Regional Bank Fund (FRBAX)
  9. Schwab Financial Services Fund (SWFFX)
  10. Diamond Hill Financial Long Short Fund (BANCX)

May 24, 2015

11 Top Performing Equity Energy ETFs 2015

Find top performing equity energy ETFs 2015. Best exchange traded funds are PowerShares Dynamic Energy Exploration & Production ETF, IQ Global Oil Small Cap ETF, etc.

Oil & Gas Exploration ETFs

Equity Energy ETFs uses its assets to purchase equity securities of U.S. or non-U.S. companies who conduct business mainly in energy-related industries. Some companies may operate in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services and refineries.

These top equity energy funds are selected based on its YTD performance in 2015. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

11 Top performing equity energy ETFs 2015 are:
    Equity Energy ETFs
  1. PowerShares Dynamic Energy Exploration & Production ETF (PXE)
  2. IQ Global Oil Small Cap ETF (IOIL)
  3. PowerShares DWA Energy Momentum ETF (PXI)
  4. SPDR S&P Oil & Gas Exploration & Production ETF (XOP)
  5. iShares US Oil & Gas Exploration & Production ETF (IEO)
  6. First Trust Energy AlphaDEX ETF (FXN)
  7. Market Vectors Oil Services ETF (OIH)
  8. iShares US Oil Equipment & Services ETF (IEZ)

May 18, 2015

Best Performing Moderate Allocation ETFs 2015

Find the best performing moderate allocation ETFs in 2015. Top funds are iShares Core Growth Allocation ETF. You may find the best funds review.

Best Moderate Allocation Funds

Moderate allocation mutual fund invests mainly in a combination of equities, bonds, and money market. It typically invests about 50-70% of assets in stocks. The rests are invested in bonds or money market. As part of balanced fund category, it provides regular income and capital growth opportunity for investors. You can invest either through your brokerage or retirement accounts.
Moderate Allocation ETFs

These best performing moderate allocation exchange traded funds are sorted based on its 1 year performance up to May 10, 2015.

The best performing moderate allocation ETFs 2015 are:
  1. iShares Core Growth Allocation ETF (AOR)
  2. AdvisorShares Global Echo ETF (GIVE)
  3. Claymore CEF GS Connect ETN (GCE)
  4. Multi-Asset Diversified Income ETF (MDIV)
  5. First Trust Strategic Income ETF (FDIV)
  6. UBS ETRACS Diversified High Income ETN (DVHI)

May 7, 2015

Top Performing Japan Stock ETFs 2015

See top performing Japan stock ETFs 2015. Best exchange traded funds are iShares MSCI Japan Minimum Volatility ETF, WisdomTree Japan Hedged Equity ETF, etc.

Best Japan Stock ETFs in 2015

Japanese stock ETFs are investing mainly in stocks of Japanese companies. Some of these investment funds may invest in certain sector such as health, financial. These ETFs also can invest in small, medium, and large companies.

These top Japanese stock ETFs are selected based on its year to date return in 2015. You can find expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.

Japan Stock ETFsTop performing Japan stock ETFs 2015 are:
  1. WisdomTree Japan Hedged Health Care ETF (DXJH)
  2. WisdomTree Japan Hedged Financials ETF (DXJF)
  3. WisdomTree Jpn Hdgd Tech,Media&Telec ETF (DXJT)
  4. iShares MSCI Japan Minimum Volatility (JPMV)
  5. WisdomTree Japan Hedged Equity ETF (DXJ)
  6. SPDR Russell/Nomura PRIME Japan ETF (JPP)

May 4, 2015

Best Emerging Markets Stock Mutual Funds 2015

See best emerging markets stock mutual funds 2015. Top funds are William Blair Emerging Markets Small Cap Growth Fund, HSBC Frontier Markets Fund, etc.

Top Performing Equity Funds

Diversified emerging markets stock mutual funds are part of international stock funds. These funds use their assets to purchase stocks of developing countries. These countries are located in Eastern Europe, Africa, Middle East, Latin America, Far East, and Asia. Some of popular emerging market countries are China, Brazil, India, Russia, South Africa, Indonesia, 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. The list is sorted based on its 3 years return up to May 1, 2015.
Best Emerging Markets Stock Mutual Funds
Best emerging markets stock mutual funds 2015 are:
  1. William Blair Emerging Markets Small Cap Growth Fund (WESNX)
  2. City National Rochdale Emerging Markets Fund (RIMIX)
  3. HSBC Frontier Markets Fund (HSFAX)
  4. Driehaus Emerging Markets Small Cap Growth Fund (DRESX)
  5. Wasatch Frontier Emerging Small Countries Fund (WAFMX)
  6. Seafarer Overseas Growth and Income Fund (SFGIX)
  7. Baron Emerging Markets Fund (BEXFX)
  8. Harding Loevner Frontier Emerging Markets Fund (HLFMX)

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)

March 31, 2015

Top Performing Income & Preferred Stocks Closed End Funds 2015

Income & preferred stocks closed end funds are investing in high dividend stocks & preferred stocks with high yield. Income seeker investors will find these funds attractive.

High Yield Funds

These top closed end funds are selected based on its 1 year performance for the past year. 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.

Top performing income & preferred stocks closed end funds 2015 are:
  1. Flaherty & Crumrine Preferred Income Fund (PFD)
  2. Flaherty & Crumrine Preferred Income Opportunity Fund (PFO)
  3. John Hancock Preferred Income 3 (HPS)
  4. John Hancock Premium Dividend Fund (PDT)
  5. John Hancock Preferred Income Fund (HPI)
  6. Cohen & Steers Select Preferred and Income Fund (PSF)
  7. John Hancock Preferred Income 2 (HPF)

March 19, 2015

Best Performing National Intermediate Municipal Bond Mutual Funds 2015

Find best performing national intermediate municipal bond mutual funds 2015. These national intermediate municipal bond mutual funds invest mainly in municipal debts with duration between 5-7 years. The income yield is usually tax free from federal income & possibly state tax or local tax.

The list is compiled based on the fund performance for the past 1 year up to March 8, 2015. You can find other fund information such as review, expense ratio, management, risk, top holdings, fund sector, etc.

Top Muni Bond Funds

Best performing national intermediate municipal bond mutual funds 2015 are:
    Municipal Bond Funds
  1. Schroder Broad Tax-Aware Value Bond Fund (STWTX)
  2. Eaton Vance Municipal Opportunities A (EMOAX)
  3. Transamerica Enhanced Muni A (TAMUX)
  4. Performance Trust Municipal Bond Retail (PTRMX)
  5. Vanguard High-Yield Tax-Exempt Fund (VWAHX)
  6. BNY Mellon Municipal Opportunities Fund (MOTIX)

March 13, 2015

Best Performing Health & Biotechnology ETFs 2015

Health & biotechnology sector ETFs utilizes its assets to purchase stocks of companies involved in providing healthcare services and technological development. Typically, this sector is seen as more defensive rather than cyclical.

Top Biotech ETFs

Top Health & Biotechnology ETFs 2015These top performer ETFs are sorted based on its 1 year return performance up to March 1, 2015. 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 health & biotechnology ETFs 2015 are:
  1. First Trust NYSE Arca Biotech ETF (FBT)
  2. SPDR S&P Biotech ETF (XBI)
  3. iShares US Healthcare Providers ETF (IHF)
  4. SPDR S&P Pharmaceuticals ETF (XPH)
  5. PowerShares Dynamic Pharmaceuticals ETF (PJP)
  6. SPDR S&P Health Care Services ETF (XHS)

March 7, 2015

Top Performing Emerging Markets Stock Closed End Funds 2015

Investor can invest in emerging markets sector through ETF (exchange traded fund), mutual fund, stock, bond, and CEF (closed end fund). This article will look into the emerging markets stock closed end fund investment especially the best performing funds.

The emerging markets CEFs focus its investment in companies located in emerging markets region. These countries are Brazil, India, China, Turkey, South Africa, etc. Typically, the funds have higher growth rate than the developed countries fund such as US or European.

The top performing list is sorted based on its 1 year performance (up to 02/25/2015). You can find the fund review, performance, expense ratio, dividend yield, fund’s NAV, management, leverage, fund’s sponsor, premium/discount info, etc.

Top performing emerging markets stock closed end funds 2015 are:
    Top Emerging Markets Stock Closed End Funds
  1. Turkish Investment Fund (TKF)
  2. Aberdeen Emerging Markets Smaller Company Opportunities Fund (ETF)
  3. Templeton Emerging Markets Fund (EMF)
  4. MS Emerging Markets Fund (MSF)
  5. Voya Emerging Market High Dividend Fund (IHD)
  6. MS Eastern Europe Fund (RNE)
  7. Central Europe Russia & Turkey Fund (CEE)

February 16, 2015

Top Performing China Region ETFs 2015

China region ETFs have a great year for the past 1 year. These exchange traded funds are investing mainly in stocks of companies located in China, Hong Kong, and Taiwan. Some fund may invest in certain sectors such as financial, industrial, commodity, etc.

Best Equity Funds

These top performing China region funds are selected based on its 1 year total return in 2014. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, top holdings, top sectors, etc.

Top performing China region ETFs 2015 are:
    Top China ETFs
  1. PowerShares China A-Share ETF (CHNA)
  2. Market Vectors ChinaAMC A-Share ETF (PEK)
  3. Deutsche X-trackers Harvest CSI300 CHN A (ASHR)
  4. Global X China Financials ETF (CHIX)
  5. iShares China Large-Cap ETF (FXI)

February 11, 2015

Best Performing High Yield Bond Closed End Funds 2015

Find best performing high yield bond closed end funds 2015. Top funds are Babson Capital Corporate Investors Fund, Deutsche High Income Trust Fund, etc.

High Yield Debt Funds

These top performing closed end funds are selected based on its 1 year total return up to February 8, 2015. Most of these high yield bond funds may also be 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.

Best performing high yield bond closed end funds 2015 are:
    High Yield Bond Funds
  1. Babson Capital Corporate Investors Fund (MCI)
  2. Deutsche High Income Opportunities Fund (DHG)
  3. Deutsche High Income Trust Fund (KHI)
  4. Putnam High Income Securities Fund (PCF)
  5. Wells Fargo Advantage Income Opportunities Fund (EAD)
  6. New America High Income Fund (HYB)

January 23, 2015

Top Performing Bank Loan Mutual Funds 2015

Bank loan mutual funds invest mainly in floating rate bank loan taken on by corporations or companies. Bank loan funds typically have little interest rate risk due to its shorter duration. These funds may provide high yield income for investors.

Floating Rate Funds

The top performing list is sorted based on the 3 month performance up until Jan 22, 2015. 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 performing bank loan mutual funds 2015 are:
    top bank loan funds
  1. Highland Floating Rate Opportunities Fund (HFRAX)
  2. DoubleLine Floating Rate Fund (DLFRX)
  3. First Trust Short Duration High Income Fund (FDHAX)
  4. Sound Point Floating Rate Income Fund (SPFRX)
  5. Transamerica Floating Rate Fund (TFLAX)
  6. PIMCO Senior Floating Rate Fund (PSRPX)

The Importance of Diversification in Investing

Diversification is a key principle in investing, and it's especially important in today's uncertain economic climate. By spreading y...