October 19, 2013

DON, U.S. Mid Cap Dividend ETF Fund: WisdomTree Investments Ad

Find ad of DON, The Only U.S. Mid Cap Dividend ETF fund by WisdomTree Investments in financial newspaper. This exchange traded fund has high yield for income.

Investment Ad

Investment ad is popular in financial magazine or newspaper. You may find tons of advertisements inside them. Recently, you may find this DON, The Only U.S. Mid Cap Dividend ETF by WisdomTree ad in Barron’s newspaper on September 16, 2013 at page 36. This investing ad is located at the lower portion section of the paper.

Don WisdomTree Investments Ad
Ads
You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

The ad is as follow:
DON 
The Only U.S. Mid Cap Dividend ETF 
There are risks associated with investing including the possible loss of principal. Funds focused on smaller companies may experience greater price volatility. Carefully consider the investment objectives, risks, charges, and expenses of the Funds before investing. To obtain a prospectus containing this information, visit wisdomtree.com. Read it carefully before you invest.

October 17, 2013

Vanguard Industrials Index Fund (VINAX)

Vanguard Industrials Index Fund (VINAX), top sector stock mutual fund for financial investing. The Vanguard mutual fund invests mainly in stocks of industrials related companies.

Vanguard Stock Mutual Fund

The investment aim of Vanguard Industrials Index Fund is to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index (IMI)/Industrials 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the industrials sector, as classified under the Global Industry Classification Standard (GICS).

This equity fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The mutual fund is non-diversified.

Vanguard Industrials Index Fund Profile

    Vanguard Industrials Index Fund - VINAX | Top Stock Mutual Fund
  • Fund Inception Date: May 7, 2006
  • Ticker Symbol: VINAX
  • CUSIP: 92204A819
  • Beta (3yr): 1.09
  • Rank in category (YTD): 34%
  • Category: Industrials
  • Distribution: 1.79%
  • Capital Gains: 0%
  • Expense Ratio: 0.14%
  • Net Assets: $ 805.1 million
  • Number of Years Up: 4 years
  • Number of Years Down: 2 years
  • Average Duration:  years
  • Average Maturity:  years
  • Annual Turnover Rate: 6%
Updated on October 17, 2013

October 15, 2013

Cushing Renaissance Advantage Fund: Investment Ad

Find the Cushing Renaissance Advantage Fund review, a Cushing Funds Ads about new mutual fund. This ad is available on financial newspaper.

Cushing Funds Ad

Cushing Renaissance Advantage Fund Ad
Investing Ad
Recently, The Cushing Funds advertised “The Cushing Renaissance Advantage Fund” in Barron’s financial newspaper at page 12 on September 16, 2013. It is a mutual fund from a Swank Capital Fund family. It consists of 1 mutual fund for your investment in your brokerage and retirement account.

You can find The Cushing Renaissance Advantage Fund review below. Is this fund suitable for your brokerage account or retirement account or not? Find the review below. I have provided in depth details about the fund performance, expense ratio fee, top holdings, and more.

The ad is as follow:
The Cushing Renaissance Advantage Fund 
The first mutual fund investing exclusively in the great American Energy, Industrial, and Manufacturing Renasissance.
  • CRZAX | A share
  • CRZCX | C share
  • CRZZX | I share

October 13, 2013

Fidelity Select Energy Service Fund (FSESX)

Fidelity Select Energy Service Fund (FSESX) is top stock mutual fund by Fidelity. This mutual fund invests mainly in equities of companies operate in energy sector such as oil, gas, etc.

Top Fidelity Mutual Fund

The Fidelity Select Energy Service Fund objective is to achieve capital appreciation. This mutual fund uses its assets to purchase securities of companies mainly engaged in the energy service field, including those that provide services and equipment to the conventional areas of oil, gas, electricity, and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power.

This top Fidelity fund invests in domestic and foreign stocks. It invests mainly in common stocks. It uses fundamental analysis of factors such as each issuer’s financial condition and industry position, as well as market and economic conditions to select investments. The fund is non-diversified.

Fund Profile
    Fidelity Select Energy Service Fund (FSESX)
  • Fund Inception Date: 12/15/1985
  • Ticker Symbol: FSESX
  • CUSIP: 316390764
  • Beta (3yr): 1.52
  • Rank in category (YTD): 25%
  • Category: Equity Energy
  • Yield: 0.00%
  • Capital Gains: 0%
  • Expense Ratio: 0.81%
  • Net Assets: $ 1.1 billion
  • Number of Years Up: 18 years
  • Number of Years Down: 9 years
  • Annual Turnover Rate: 49%
Updated on October 13, 2013

October 11, 2013

PIMCO Mutual Funds Ad: Income in the Age of Investment Defense

Find income in the age of investment defense, a PIMCO mutual funds ad. Find 4 income and dividend mutual funds for your financial or brokerage account.

PIMCO Ad

PIMCO Mutual Funds Ad: Income in the Age of Investment Defense
Ad
If you have read Barron’s newspaper, you will notice new PIMCO ad about Income in the Age of Investment Defense. You can find it at page S12 in Barron’s financial newspaper on August 26, 2013. PIMCO provides 4 top ranked mutual funds for your investing choice. You can invest in these funds through your brokerage account or retirement account or 401(k) account.

While it is convincing ad, you as an investor should do research about these best funds. I have provided each fund review below. Through this review, I would also suggest you to read the fund profile and prospectus to understand the prospects of them for your financial account.

The ad is as follow:
INCOME IN THE AGE OF INVESTMENT DEFENSE. 
Look to PIMCO for 40 years of income expertise. 
It’s a new era for investors seeking income. From government bonds to global credit markets to dividend-paying stocks, it will be more challenging to find income and protect capital. PIMCO draws upon its four decades of expertise and sophisticated risk management strategies in an effort to generate a reliable stream of income for our clients. Harness our thinking at pimco.com/income. 
A range of award-winning income strategies for investors’ complex needs
  • Income Fund (PIMIX) – 5 stars rating by Morningstar| Multisector Bond Category (212 funds)

October 9, 2013

Dreyfus Greater China Fund (DPCAX)

Dreyfus Greater China Fund (DPCAX) is a popular international stock mutual fund for financial investment. It invests mainly in companies or business located in China region.

Top Investment Fund Review

Dreyfus Greater China Fund (DPCAX) seeks long-term capital growth. The mutual fund uses its assets to purchase stocks of companies that (i) are principally traded in China, Hong Kong or Taiwan (Greater China), (ii) derive at least 50% of their revenues from Greater China, or (iii) have at least 50% of their assets in Greater China. The portfolio managers generally seek companies with accelerated earnings outlooks and whose share prices appear to be reasonably valued relative to their growth potential. The fund is non-diversified.

Fund Profile

    Dreyfus Greater China Fund - DPCAX | Investment Review
  • Fund Inception Date: May 11, 1998
  • Ticker Symbol: DPCAX
  • CUSIP: 261986-50-9
  • Beta (3yr): 1.15
  • Rank in category (YTD): 35%
  • Category: China Region
  • Distribution: 0.00%
  • Capital Gains: 0%
  • Expense Ratio: 1.88%
  • Net Assets: $ 332.2 million
  • Number of Years Up: 10 years
  • Number of Years Down: 4 years
  • Annual Turnover Rate: 141.37%
Updated on October 9, 2013

October 7, 2013

Lowest Cost Best US Stock Mutual Funds for 2014 Investing

Lowest cost best US stock mutual funds 2014, top US stock mutual funds with low fees. The five star mutual funds are GMO US Equity Allocation fund, Vanguard Dividend Growth fund, Vanguard Equity-Income fund.

Lowest Cost Best US Stock Mutual Funds for 2014 Top US Stock Mutual Funds

US stock mutual fund utilizes its assets to purchase equities of U.S. companies. Depending on its investment objective, it may invest in large cap, mid cap, and small cap corporations. The investment style can be value fund, growth fund or mix of both (blend fund).

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.

Lowest cost best US stock mutual funds for 2014 are:
  1. GMO US Equity Allocation III (GUSAX)
  2. Vanguard Dividend Growth Investor (VDIGX)
  3. Vanguard Equity-Income Investor (VEIPX)
  4. Schwab Fundamental US Large Company Index (SFLNX)
  5. Johnson Enhanced Return (JENHX)
  6. JPMorgan Disciplined Equity Institutional (JPIEX)
  7. TIAA-CREF Growth & Income Institutional (TIGRX)
  8. GMO US Growth III (GMGWX)
  9. GMO Quality III (GQETX)
  10. Shelton Nasdaq-100 Index Direct (NASDX)
  11. Vanguard PRIMECAP Core Investor (VPCCX)
  12. ING Corporate Leaders Trust Series B (LEXCX)
  13. VALIC Company I NASDAQ-100 Index (VCNIX)
  14. PIMCO StocksPLUS Long Duration Institutional (PSLDX)
  15. T. Rowe Price Institutional Mid-Cap Equity Grade (PMEGX)

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