November 8, 2015

T. Rowe Price’s Best 401k Funds: Part 2

Find part 2 article of T. Rowe Price’s best 401k funds. These mutual funds are popular among investor in retirement account such as 401(k) accounts.

Top 401k Mutual Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s best 401k funds are:
    T. Rowe Price’s Best 401k Funds: Part 2
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)

November 1, 2015

T. Rowe Price’s Best 401k Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

Top 401k Funds

Most T. Rowe Price retirement plan products are actively mutual funds. According to Morningstar, it has over 85% of mutual funds that beat their Lipper average for the 10-year period. T Rowe Price believes in actively managing their mutual funds. There are over 100 funds with no loads and low fees to meet specific investing needs.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s best 401k funds are:
    T. Rowe Price’s Best 401k Funds
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)
  7. T. Rowe Price Small-Cap Stock Fund (OTCFX)
  8. T. Rowe Price Spectrum Income Fund (RPSIX)

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)

October 23, 2015

John Hancock Premium Dividend Fund (PDT)

John Hancock Premium Dividend Fund (PDT) is a popular preferred stock closed end fund. It invests in dividend paying preferred stocks and common equity securities.

This John Hancock fund’s investment objective is to provide high current income with modest capital growth through investment in dividend paying preferred stocks and common equity securities. The fund managers are Gregory K. Phelps, and Joseph H. Bozoyan. This fund has a high dividend yield of 8.37%.

Under normal circumstances, the Fund invests at least 80% of its net assets in dividend-paying securities and invests more than 25% of total assets in the utilities industry. The fund invests mainly in investment grade rated preferred stocks and debt obligations.

PDT Fund Profile

    John Hancock Premium Dividend Fund (PDT)
  • Fund Inception Date: 12/21/1989
  • Ticker Symbol: PDT
  • CUSIP: 41013T105
  • Rank in category (YTD): 100%
  • Category: Preferred Stock
  • Distribution Rate: 8.37%
  • Effective Leverage: 33.48%
  • Capital Gains: -
  • Base Expense Ratio: 1.42%
  • Net Assets: $ 1.1 billion

October 19, 2015

Nuveen Premium Income Municipal Fund 4 (NPT)

Nuveen Premium Income Municipal Fund 4 (NPT) is a highly rated municipal bond closed end fund. It provides tax free income for investors.

Nuveen Fund

Nuveen Premium Income Municipal Fund 4 (NPT) objective is to provide current income exempt from regular federal income tax. It also tries to provide enhancement of portfolio value. The fund manager is Christopher L. Drahn since 2010. The current yield is 6.24%. This yield will translate are 9.60% of taxable equivalent yield.

This Nuveen fund has an effective leverage of 35%. The current assets are $888 million. The fund’s sponsor is Nuveen Fund Advisors. Its expense ratio fee is 1.00%. Since this fund is traded like stock, you can buy it from your brokerage.

NPT Fund Profile

    Nuveen Premium Income Municipal Fund 4 (NPT)
  • Fund Inception Date: 01/21/1987
  • Ticker Symbol: NPT
  • CUSIP: 6706K4105
  • Rank in category (YTD): 71%
  • Category: Municipal Bond
  • Distribution Rate: 6.50%
  • Effective Leverage: 35%
  • Capital Gains: -
  • Base Expense Ratio: 1.00%
  • Net Assets: $888 million

October 17, 2015

Fidelity’s Best 401k Funds: Part 3

This post is part 3 of Fidelity’s best 401k funds article. The top mutual funds are Fidelity Blue Chip Growth Fund, Fidelity Capital & Income Fund, etc.

Best Fidelity Funds

Fidelity Investments is one of the largest asset management firms in the world. It manages more than $2 trillion of investment assets. As one of the largest players in 401(k) plans, Fidelity also has lot of high rated mutual funds for your 401k account.

As described in my part 1 & part 2 articles, these best Fidelity’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds: Part 3
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)
  7. Fidelity Blue Chip Growth Fund (FBGRX)
  8. Fidelity Spartan International Index Fund Investor (FSIIX)

October 15, 2015

Fidelity’s Best 401k Funds: Part 2

This post is part 2 of Fidelity’s best 401k funds article. The top mutual funds are Fidelity Low-Priced Stock Fund, Fidelity Puritan Fund, etc.

Top Fidelity Funds

Fidelity Investments is one of the largest asset management firms in the world. It manages more than $2 trillion of investment assets. As one of the largest players in 401(k) plans, Fidelity also has lot of high rated mutual funds for your 401k account.

As described in my part 1 article, these best Fidelity’s mutual funds for your retirement account are selected based on its management, popularity & performance for the past decade. Some of these funds are ranked among the best in their category. They are also being recognized by popular financial magazine such as US News, Barron, Forbes, Morningstar, etc.

Fidelity’s best 401k funds are:
    Fidelity’s Best 401k Funds: Part 2
  1. Fidelity Contrafund (FCNTX)
  2. Fidelity Balanced Fund (FBALX)
  3. Fidelity International Discovery Fund (FIGRX)
  4. Fidelity Low-Priced Stock Fund (FLPSX)
  5. Fidelity Puritan Fund (FPURX)
  6. Fidelity Total Bond Fund (FTBFX)
  7. Fidelity Blue Chip Growth Fund (FBGRX)
  8. Fidelity Spartan International Index Fund Investor (FSIIX)

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