December 14, 2013

Best Performing Closed End Funds 2013

Find best performing closed end funds 2013. The top CEF funds are H&Q Healthcare Investors fund, Gabelli Multimedia Trust fund, etc.

Top CEF Funds

Top Performing Closed End Funds 2013Closed end funds are traded like stocks and/or exchange traded funds (ETFs). These funds provide opportunity for investors to diversify and invest in variety of stock or bond funds. The fund’s market price can be traded at discount or premium to its NAV (Net Asset Value). Some funds also provide high yield or dividend for income.

Find the top funds review below. I provide the top 10 list below. You can also find the fund information, performance, expense ratio, holdings, dividend or yield, and more. The top funds include sector fund, option strategy fund, Europe stock fund, high yield bond fund, etc.

The 10 best performing closed end funds 2013 are:
  1. H&Q Healthcare Investors (HQH) – 63.22%
  2. Gabelli Multimedia Trust (GGT) – 55.09%
  3. PIMCO Global StocksPLUS & Inc (PGP) – 49.00%
  4. H&Q Life Sciences Investors (HQL) – 47.50%
  5. Gabelli Equity Trust (GAB) – 44.11%
  6. New Germany Fund (GF) – 43.65%
  7. Gabelli Healthcare & Wellness (GRX) – 39.47%
  8. NexPoint Credit Strategy (NHF) – 39.40%

December 12, 2013

Predictable Allocation Mutual Fund: Ivy Balanced Fund (IBNAX)

Find Ivy Balanced Fund (IBNAX) review. This asset allocation mutual fund invests in stocks, bonds, and short term instruments. Also find the latest investment ads by Ivy Funds.

Investing in Ivy Funds

Ivy Funds provide variety of mutual funds. They offer asset allocation funds, domestic stock funds, global stock funds, sector stock funds, taxable bond funds, money market fund, and municipal bond funds. Some of these funds are top mutual funds. They also sponsor Sporting Kansas City in MLS soccer.

Recently, you can find an ad by Ivy Funds about Ivy Balanced Fund (IBNAX). The catch words include “Unpredictable World, Predictable Allocation.” Should you invest in this top mutual fund? Whether it is in your brokerage account, retirement account (IRA), or 401k plan, you need to find the fund details. Find the fund review below.

Investment Ad

Ivy Balanced Fund - IBNAX | Predictable Allocation Mutual FundIvy Balanced Fund (IBNAX) 
Unpredictable World
Predictable Allocation
The Ivy Balanced Fund pursues an uncomplicated approach to asset allocation. With a typical mix of about two-thirds U.S. equity and one-third fixed income, the Fund seeks to balance potential risk and reward in a complex world. Over the long term, this balance has translated to solid risk-adjusted ratings. 
Morningstar Ratings™ – Class A Shares, Aggressive Allocation Category 
Overall 5 stars out of 330 funds 
Class A Shares, Aggressive Allocation Category. 1-Year (3-stars out of 330), 5-Year (5-star out of 308), and 10-Year Morningstar Rating™ (5-star out of 123) as of 06/30/2013, based on risk-adjusted returns.

December 10, 2013

Ad of Vanguard Total International Stock ETF (VXUS)

Find Vanguard Total International Stock ETF Fund (VXUS) review. This index exchange traded fund invests in non-U.S. companies. It also has a low expense ratio.

Vanguard Fund

Ad of Vanguard Total International Stock ETF (VXUS)Vanguard is a leader in low cost investing including mutual fund and exchange traded fund (ETF). With low cost Vanguard ETFs, you can diversify your investment through various investment options. These index ETFs is tracking its index. One of the top Vanguard ETFs is Vanguard Total International Stock ETF Fund.

Should you buy this top ETF for your brokerage, retirement, or 401(k) account? Find my fund review below. Select the best funds for your investing account or long term account. I provide various aspects of review including fund performance, returns, expense fee, rank, and more.

The details of investment ad are as follow:
VXUS 
Vanguard Total International Stock ETF 
Help put a world of opportunities in your clients’ hands. 
Are you Vanguarding your clients’ portfolios? 
You’re dedicated to helping your clients reach their goals. That’s why we’ve been dedicated to keeping costs low from day one. With large-, mid-, and small-capitalization securities in developed and emerging international markets, VXUS can help keep your clients’ portfolios on track.

December 8, 2013

Ad of SPDR Gold Trust ETF (GLD)

Find SPDR Gold Trust ETF fund (GLD) review. This exchange traded fund invests mainly in gold bullion.

Investment Review

Ad of SPDR Gold Trust ETF (GLD)Using fund for gold investing is popular among investors or traders nowadays. As one of the precious metals, gold price has been increasing since 2008. One of the popular ETF fund for gold investment is SPDR Gold Trust ETF fund (GLD). Gold offers investors an attractive opportunity to diversify their portfolios. Recently, financial news has produced various ads about this exchange traded fund.

Whether the investment is for your brokerage or 401(k) or retirement account, you need to find out the details about the funds. Find the fund review including the fund details, expense ratio, yield, etc. I also include the investing ads for your review as wells. There are two advertisements which I have seen.

Version 1:
Looking for Diversification? 
Gold Refiners are Standing By. 
Investors may know that gold can diversify a portfolio. What they probably don’t know is that few investments are designed to track the price of this precious metal. 
When you invest in SPDR Gold Shares, you get a precise way to add gold to your portfolio because it’s not an index or derivative. With GLD, all of your shares are backed 100% by physical gold.

December 6, 2013

Top Performing Mutual Funds 2013: Firsthand, Fidelity Fund

Find top performing mutual funds 2013. The top funds are Firsthand Alternative Energy Fund, Fidelity Select Biotechnology Fund, etc.

Best Mutual Funds 2013

Top Performing Mutual Funds 2013: Firsthand, Fidelity FundLooking at the top performing funds for 2013 may provide you an idea for 2014 investment. Most of the top funds are dominated by biotechnology and small cap stock funds. These funds tend to have high volatility and high reward.

Find the top 3 fund review below. I have provided summary about these funds. Whether they are for your investment, retirement account, 401(k) plan, you need to find out the details about the funds.

Best Performing Mutual Funds up to December 3, 2013 are:
  1. Firsthand Alternative Energy Fund (ALTEX) – 94.01%
  2. Fidelity Select Biotechnology Fund (FBIOX) – 63.97%
  3. Franklin Biotechnology Discovery A (FBDIX) – 63.67%
  4. Legg Mason Opportunity A (LGOAX) – 61.03%
  5. Kinetics Small Cap Opportunities No Load (KSCOX) – 57.61%
  6. Hodges Fund (HDPMX) – 56.08%

December 4, 2013

Direxion Daily 20+ Year Treasury Shares ETFs Ads

Is investing in leveraged funds of Direxion Daily 20+ Year Treasury Shares ETFs good for your brokerage account? Will you invest in bull or bear leveraged exchange traded funds (ETFs)?

ETF Investment

Direxion Daily 20+ Year Treasury Shares ETFs | Leveraged FundsETF investment is replacing mutual fund investment. There is variety of ETF funds offered by fund providers such as Vanguard, iShares, State Street, Fidelity, Direxion, Proshares, Charles Schwab, etc. Each provider may provide unique exchange traded funds. Some provide low cost index funds, some provide sector ETF funds, there are also leveraged funds, and more.

Whether the investment is for your brokerage or 401(k) or retirement account, you need to find out the details about the funds. Direxion provide a big ad about Direxion Daily 20+ Year Treasury Shares ETFs, both bull and bear leverage funds. The ad is titled as “Treasuries – Prepared for the bear?”

The ad details can be found below:
Treasuries – Prepared for the bear? 
TYBS 
Daily 20+ Year Treasury Bear 1x Shares 
TMV 
Daily 20+ Year Treasury Bear 3x Shares 
For traders, Direxion matters. 
Get started today. Call 866.476.7523 or go to direxionfunds.comdirexionshares – Think direction. Trade.

December 2, 2013

United States Commodity Index Fund (USCI) Ad

Find United States Commodity Index Fund (USCI), an ETF Investment idea. This exchange traded fund, ETF, invests mainly in six commodity sectors: energy, precious metals, industrial metals, grains, softs, and livestock.

United States Commodity Index Fund - USCI ETF Investing

Exchange traded fund is popular among investors and traders. With its low cost and diversity of selections, ETF can be used for long term investment vehicle. Recently, you might find an ad about USCI ETF in various financial magazine or news. This United States Commodity Index Fund (USCI) is tracking its index and invests in 6 commodity sectors.

If you look to invest in your financial or brokerage account, you need to find out the details about this fund. Whether it is for your regular broker or retirement account, being prudent is important during this period of time.

One of the investment ads is details below:
USCI 
United States Commodity Index Fund 
To obtain a copy of the prospectus, call 1-800-920-0259 or to download a copy, visit www.unitedstatescommodityindexfund.com/usci-prospectus.php or write to

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