Cullen Funds Ad: Be a Long Term Investors

Be a Long Term Investors, a Cullen Funds ad review. Find the fund review of each fund described in this advertisement in Barron’s financial newspaper.

Fund Ad

Source: Barron's

Cullen Funds advertised a half page details about some of their funds. You can find the ads on Page 6 of Barron’s The Dow Jones Business and Financial Weekly on September 9th 2013. They provide diversified selection of funds including large value fund, mid cap fund, and international stock mutual fund. I have provided a review of each fund.

Some of these funds may be suitable for your brokerage account or retirement account. Prudent investment strategy is needed especially for long term investment. Check the fund risk and fund performance below as well.

The ad is as follows:

Cullen Funds

At the end of the day, the message is clear. Be disciplined about price, don’t overreact to headline news and be a long-term investor” Jim Cullen, Chairman & CEO

• Cullen High Dividend Equity Fund (CHDEX)

• Cullen Value Fund (CVLEX)

• Cullen Small Cap Value Fund (CUSIX)

• Cullen International High Dividend Fund (CIHDX)

• Cullen Emerging Markets High Dividend Fund (CEMDX)

Risks: Mutual fund investing involves risk. Principal loss is possible. The funds invests in foreign securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. The CVLEX, CUSIX invest in small- and medium-capitalization companies, which involve additional risks such as limited liquidity and greater volatility.

DFA Five-Year Global Fixed-Income Fund (DFGBX)

DFA Five-Year Global Fixed-Income Fund (DFGBX), top world bond mutual fund. It invests mainly in fixed income around the world including government and corporation debts.

DFA Bond Mutual Fund

The DFA Five-Year Global Fixed-Income Fund objective is to achieve a market rate of return for a fixed income portfolio with low relative volatility of returns. The mutual fund utilizes its assets to purchase a diverse portfolio of U.S. and foreign debt securities maturing in five years or less.

This bond fund invests in obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, obligations of other domestic and foreign issuers, securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States, and obligations of supranational organizations.

DFA Five-Year Global Fixed-Income Fund Details

• Fund Inception Date: 11/5/1990
• Ticker Symbol: DFGBX
• CUSIP: 233-203-884
• Beta (3yr): 0.79
• Rank in category (YTD): 11%
• Category: World Bond
• Distribution: 1.55%
• Capital Gains: 0%
• Expense Ratio: 0.28%
• Net Assets: $ 7.4 billion
• Number of Years Up: 21 years
• Number of Years Down: 1 year
• Average Duration: 4.05 years
• Average Maturity: 3.85 years
• Annual Turnover Rate: 58%

Updated on September 3, 2013

Top Lowest Cost Asset Allocation Mutual Funds 2014

Top lowest cost asset allocation mutual funds 2014; best cheap balanced mutual funds for investment. The top mutual funds are: Schwab Target 2020 fund, T. Rowe Price Retirement 2005 fund, Vanguard Target Retirement 2015, etc.

Asset Allocation Funds

Asset allocation mutual fund or balanced mutual fund invests mainly in a diversified portfolio of bonds, stocks and short term investment or cash. Depending upon its objective, it may invest more in stocks or more in bonds. Some funds may be more conservative or moderate than others funds.

These balanced mutual funds are popular among retiree or investors near retirement. You can invest in your brokerage account, retirement account, and 401(k) account. For your retirement account, you can invest in your Roth IRA and traditional IRA. You can invest with as little as $500 initially.

Best Mutual Funds

These lowest cost five star asset allocation mutual funds are sorted based on its expense ratio and top ranked. These best mutual funds may provide capital appreciation and income for investors.

Top lowest cost asset allocation mutual funds 2014 are:

1. Schwab Target 2020 (SWCRX)
2. Schwab Target 2025 (SWHRX)
3. Schwab Target 2030 (SWDRX)
4. Schwab Target 2035 (SWIRX)
5. Schwab Target 2040 (SWERX)
6. GMO Strategic Opportunities Allocation III (GBATX)
7. T. Rowe Price Retirement 2005 (TRRFX)
8. T. Rowe Price Retirement 2055 (TRRNX)
9. Vanguard Target Retirement 2015 Investor (VTXVX)
10. TIAA-CREF Lifecycle Index 2010 Institutional (TLTIX)

Invesco Mutual Fund Ad: Intentional Investing in the Age of Income

Find intentional investing in the age of income, an Invesco investment advertisement about mutual fund. Check the income producing mutual funds review for your financial choice in your retirement or brokerage account.

Top Income Funds by Invesco

Source: Barron's

Invesco advertises one page financial ads about “Age of Income” at Barron’s financial newspaper on September 2, 2013. It chooses three 4-stars mutual funds for target. You will find each fund review below.

Invesco has selected difference assets classes for investors to choose. It consists of equity mutual fund, alternative mutual fund, and bond mutual fund. These funds do have high yield for income and potential capital growth. Want to know my review, please check below.

While the ads is impressive, how should you approach your long term investment?

The ads contents are:

Income opportunities across asset classes:

• Equities: Invesco Diversified Dividend Fund (LCEAX)
• Alternatives: Invesco Global Real Estate Income Fund (ASRAX)
• Fixed Income: Invesco High Yield Municipal Fund (ACTHX)

Overall Morningstar Rating based on risk-adjusted returns as of June 30, 2103, and derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year rating metrics. Past performance does not guarantee future results. 

You don’t just need income. You need the right income. Look to Invesco.

To learn more about Invesco’s income products, visit invesco.com/IncomeStars or contact your financial advisor or Invesco representative today.

Fund Review

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)