BlackRock Inflation Protected Bond Fund (BPRAX)

BlackRock Inflation Protected Bond Fund (BPRAX), top bond mutual fund with yield by BlackRock Inc. This BlackRock mutual fund invests mainly in inflation-indexed of U.S. and non-U.S. debts including government and corporation debts.

Top BlackRock Bond Mutual Fund

The BlackRock Inflation Protected Bond Fund aim is to maximize real return, consistent with preservation of real capital and prudent investment management. This mutual fund utilizes its assets to purchase inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations.

This BlackRock fund may invest >20% of its assets in non-investment grade bonds or securities of emerging market issuers (i.e. junk bonds). The fund maintains an average portfolio duration that is within ±20% of the duration of the Barclays Global Real: U.S. TIPS Index. It is non-diversified.

BlackRock Inflation Protected Bond Fund Profile

• Fund Inception Date: June 27, 2004
• Ticker Symbol: BPRAX
• CUSIP: 091937722
• Beta (3yr): 1.05
• Rank in category (YTD): 35%
• Category: Inflation-Protected Bond
• Distribution: 1.32%
• Capital Gains: 0%
• Expense Ratio: 0.76%
• Net Assets: $ 3.9 billion
• Number of Years Up: 8 years
• Number of Years Down: 0 years
• Average Duration: 7.48 years
• Average Maturity: 9.54 years
• Annual Turnover Rate: 120%

Updated on September 3, 2013

Top High Yield Bond Closed End Funds 2014

Top high yield bond closed end funds for investment in 2014, best income CEF funds. These investment funds provide high income for investors. The list includes top muni bond, mortgage bond, and international bond closed end funds.

High Yield Bond Funds

Closed end funds have been thriving since 2009. Facing the threat of the QE taper, the high yield closed end funds have dropped in value. The question is whether it is the right time to invest in these high-yield closed end funds yet. Personally, I think it is a great time to invest in some of these high-yield closed end funds. Based on several matrices, high yield closed end funds are attractive than mutual funds or exchange traded funds ETFs or even stocks.

Bond closed end funds are traded like bond exchange traded funds (ETFs) or regular stock. They are divided into several categories such as municipal bond fund and taxable bond fund. Municipal bond closed end fund provides tax free income from federal tax rate and possible state & local tax.

The taxable bond fund also provides interest income for investor however this income is subjected to federal income tax rate. The taxable bond fund divided into several classes such as multisector bond, government bond, mortgage bond, corporate bond, senior loan or bank loan, etc.

Fidelity Emerging Asia Fund (FSEAX)

Fidelity Emerging Asia Fund (FSEAX), top international stock mutual fund. This Fidelity mutual fund invests mainly in emerging markets countries located in Asia.

Top Fidelity Mutual Fund

The Fidelity Emerging Asia Fund objective is to provide capital appreciation. The mutual fund utilizes its assets to purchase securities of Asian emerging market issuers and related companies. It typically invests mainly in common stocks. This equity fund allocates investments across different Asian countries with emerging markets.

Fidelity Emerging Asia Fund Profile

• Fund Inception Date: April 18, 1993
• Ticker Symbol: FSEAX
• CUSIP: 315910851
• Beta (3yr): 0.92
• Rank in category (YTD): 56%
• Category: Pacific/ Asia ex-Japan Stock
• Distribution: 1.60%
• Capital Gains: 0%
• Expense Ratio: 0.91%
• Net Assets: $ 1.1 billion
• Number of Years Up: 11 years
• Number of Years Down: 8 years
• Annual Turnover Rate: 94%

Updated on August 30, 2013

Top Performing Real Estate Closed End Funds August 2013

Top performing real estate closed end funds August 2013, best REIT CEFs fund for financial investment. Top real estate funds are Alpine Global Premier Property, RMR Real Estate Income, LMP Real Estate Income, and more.

Best Performer REIT Closed End Funds

Real Estate closed end fund invests mainly in stocks of companies related in real estate industries. It may invest in real estate investment trusts (REITs) or bond issued by real estate companies. It may invest in U.S or foreign real estate companies. This REIT closed end fund provides high dividend yield for investors.

These best performing closed end funds are sorted based on its 1 year total return up to August, 1 2013. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Top performing real estate closed end funds August 2013 are:

1. Alpine Global Premier Property (AWP)
2. RMR Real Estate Income (RIF)
3. LMP Real Estate Income (RIT)
4. CBRE Clarion Global Real Estate Income (IGR)
5. Nuveen Real Estate Income Common (JRS)
6. Cohen & Steers Total Return Realty (RFI)
7. Nuveen Diversified Dividend & Income (JDD)
8. Neuberger Real Estate Securities Income (NRO)
9. Cohen & Steers Quality Realty (RQI)
10. Cohen & Steers REIT & Proffered Income (RNP)

Updated on August 4, 2013

American Funds US Government Securities Fund (AMUSX)

American Funds US Government Securities Fund (AMUSX), top bond mutual fund. This mutual fund invests mainly in U.S. treasuries which provide yield for income.

Top American Funds

The investment objective of American Funds US Government Securities Fund is to achieve a high current income level consistent with prudent investment risk and capital preservation. It utilizes most of its assets to purchase securities that are guaranteed or sponsored by the U.S. government, including bonds and other debt securities denominated in U.S. dollars.

As top bond fund, it may also invest in mortgage-backed securities issued by federal agencies and instrumentalities that are not backed by the full faith and credit of the U.S. government. The fund invests in debt securities with a wide range of maturities.

Fund Profile

• Fund Inception Date: 10/16/1985
• Ticker Symbol: AMUSX
• CUSIP: 026300103
• Beta (3yr): 0.99
• Rank in category (YTD): 49%
• Category: Intermediate Government
• Yield: 0.90%
• Capital Gains: 0%
• Expense Ratio: 0.60%
• Net Assets: $ 6.9 billion
• Number of Years Up: 25 years
• Number of Years Down: 2 years
• Average Duration: 3.4 years
• Annual Turnover Rate: 353%

Updated on August 16, 2013

Top Lowest Cost International Stock Mutual Fund for 2014

Top lowest cost international stock mutual funds for 2014, best stock fund. The top mutual funds are American Funds New World HLS fund, DFA United Kingdom Small Company, etc.

Best Low Cost Mutual Funds

International stock mutual fund invests mainly in equities of foreign companies. It may invest in developed countries and emerging markets. Depending on the fund’s objective, it may invest in certain sector only. This mutual fund invests in countries such as Japan, German, UK, Spain, France, Brazil, Italy, China, Australia, and more.

These lowest cost five star mutual funds are sorted based on its expense ratio and top star rating. You can invest this mutual fund in your brokerage account and retirement account (Roth IRA, traditional IRA or 401k). These best mutual funds may provide high yield and high capital appreciation for investors.

Top lowest cost international equity mutual funds for 2014 are:

1. American Funds New World HLS IB (HVWBX)
2. DFA United Kingdom Small Company I (DFUKX)
3. GMO International Growth Equity III (GMIGX)
4. Hartford International Opportunities HLS IA (HIAOX)
5. Mutual Quest Z (MQIFX)
6. Lazard Intl Strategic Equity Institutional (LISIX)
7. MainStay Epoch Global Equity Yield I (EPSYX)
8. FPA Paramount (FPRAX)
9. Franklin Intl Small Cap Growth Adv (FKSCX)
10. Morgan Stanley Institutional International Equity I (MSIQX)

Vanguard High-Yield Corporate Fund (VWEHX)

Vanguard High-Yield Corporate Fund (VWEHX) is a top bond mutual fund. This Vanguard fund provides high yield of income for investors.

Vanguard High-Yield Corporate Fund

The investment objective of Vanguard High-Yield Corporate Fund is to achieve a high level of current income. The mutual fund utilizes its assets to purchase a diversified group of high-yielding, higher-risk corporate bonds-commonly known as “junk bonds”;-with medium- and lower-range credit-quality ratings. It invests >80% of its assets in corporate bonds that are rated below Baa by Moody’s Investors Service, Inc. The fund’s high-yield bonds and loans mostly have short- and intermediate-term maturities.

Fund Profile

• Fund Inception Date: 12/26/1978
• Ticker Symbol: VWEHX
• CUSIP: 922031208
• Beta (3yr): 0.06
• Rank in category (YTD): 89%
• Category: High Yield Bond
• Distribution/ Yield: 5.36%
• Capital Gains: check fund
• Expense Ratio: 0.23%
• Net Assets: $ 23.0 billion