Top Performer High Yield Bond Closed End Funds Sep 2013

Top performer high yield bond closed end funds Sep 2013, best debt CEF funds for past year. The top CEF funds are Pioneer Diversified High Income fund, Credit Suisse High Yield Bond fund, etc.

Best Performing Closed End Funds

High yield bond fund utilizes its assets to purchase lower quality debts issued by government or corporation. It may invests in U.S. or foreign entities. It provides high yield income for investors. You can buy CEF funds from your brokerage just like ETF funds. As part of taxable bond fund, it may have shorter duration than high quality bonds.

These top performing high yield closed end funds are sorted based on its 1 year total return. You can find other fund review information below. I have listed the expense ratio fee, yield or distribution rate, leverage, share price, NAV, holdings, top sectors, and more.

Top performer high yield bond closed end funds are:

1. Pioneer Diversified High Income (HNW)
2. Credit Suisse High Yield Bond (DHY)
3. Helios Strategic Income (HAS)
4. Babson Capital Corporate Investors (MCI)
5. First Trust High Income Long/Short (FSD)
6. Pacholder High Yield Fund (PHF)
7. Pioneer High Income Trust (PHT)
8. Dreyfus High Yield Strategies (DHF)
9. Credit Suisse Income (CIK)
10. Putnam High Income Securities (PCF)
11. BlackRock Debt Strategies Fund (DSU)
12. BlackRock Corp High Yield III (CYE)
13. BlackRock Senior High Income Portfolio (ARK)
14. Babson Cap Participation Investor (MPV)
15. Western Asset High Yield Defined Opportunity (HYI)

Updated on September 9, 2013

Fidelity Ads of Mutual Fund: Looking for More Growth and Income

Check financial analysis of looking for more growth and income, a Fidelity Investments Ads about mutual fund. Discover each mutual fund review in the advertisement and details analysis for your retirement account or brokerage account.

Growth and Income Funds by Fidelity

Recently, Fidelity Investments have provided one page ads about growth and income place to invest at Barron’s financial newspaper (September 2, 2013 - Page 2). They have chosen three mutual funds for investors to invest. I will provide each fund review below. Only one of the mutual funds is worth to consider for long term investment. More about this information can be found below.

The ads contents are:

Looking for more growth and Income? Here’s why dividends may be the answer. 40% of total stock returns come from dividends.

• U.S. companies have $1.8 trillion in cash – the highest level in history per Morningstar, EnCorr, and FMRCo on January 2013
• Many are using this extra cash to raise dividends – in fact, dividends have been rising faster than earnings.
• Payout ratios are still near 50-year lows, suggesting plenty of room to rise

Choose these funds for your portfolio:

• Fidelity Equity-Income Fund (FEQIX)
• Fidelity Growth & Income Portfolio Fund (FGRIX)
• Fidelity Strategic Dividend & Income Fund (FSDIX)

Lowest Cost Best Bond Mutual Funds for 2014 Investing

Lowest cost best bond mutual funds for 2014, top ranked fixed income mutual fund. The top bond mutual funds are State Farm Municipal Bond fund, Baird Core Plus Bond fund, Metropolitan West Intermediate Bond, etc.

Best Cheap Mutual Funds

Bond mutual funds can be divided into 2 main classes: taxable bond mutual funds, and municipal bond mutual funds. Taxable bond fund invests mainly in U.S. or foreign debts which provide interest for investors. The income from taxable bond fund is taxable by Federal income tax rate. The municipal bond fund uses its assets to purchase municipal debts issued by various U.S. states, municipalities, cities or localities. It provides tax free high income for investors.

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

Top lowest cost bond mutual funds for 2014 are:

1. Nuveen Municipal Total Return Managed Accounts (NMTRX)
2. Wells Fargo Advantage Core Builder Series M (WFCMX)
3. State Farm Municipal Bond (SFBDX)
4. Vanguard Ohio Long-Term Tax-Exempt (VOHIX)
5. Vanguard High-Yield Tax-Exempt (VWAHX)
6. Baird Core Plus Bond Institutional (BCOIX)
7. Federated Intermediate Government/Corporate Institutional (FGCIX)
8. American Independence US Inflation-Indexed I (FFIHX)
9. Scout Core Bond I (SCCIX)
10. Scout Core Plus Bond Institutional (SCPZX)

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