December 26, 2013

Top Performing Municipal Bond Closed End Funds 2013

Find performing municipal bond closed end funds 2013 article. The top CEF funds are BlackRock CA Muni 2018 Term fund, BlackRock FL Municipal 2020 fund, Nuveen Select Maturities Muni, and more.

Best Muni Bond CEF Funds

Investing in municipal bond closed end funds is popular among investors and tax free high yield income seekers. In 2013, any bond funds have returned either a little return or a big negative return. This post will look into the best performing funds. You may find various different type of municipal bond closed end funds including diversified national muni bond fund, California muni bond fund, high yield bond fund, etc.

Will these top funds stay on top in 2014? Find the fund review below. Whether you are investing for your brokerage fund or retirement fund, you need to be sure you are making the right choice. You may find the fund yield, performance return, expense ratio, total assets, and rating.

Top performing municipal bond closed end funds 2013 are:
    Top Performing Municipal Bond Closed End Funds
  1. BlackRock CA Muni 2018 Term
  2. BlackRock FL Municipal 2020
  3. BlackRock Muni 2018 Term Trust
  4. BlackRock Municipal 2020
  5. Nuveen CA Muni Value
  6. BlackRock NY Muni 2018 Term
  7. Nuveen Select Maturities Muni
  8. Western Asset Muni Defined Opp
  9. Neuberger Berman CA Inter Muni
  10. BlackRock Investment Quality Muni
Updated on 12/25/2013

December 24, 2013

6 Best Mutual Funds 2014

Find best mutual funds 2014. The top funds are Vanguard Balanced Index Fund, Yacktman Fund, DoubleLine Total Return Bond Fund, etc.

Top Mutual Funds

6 Best Mutual Funds 2014 | Top Stock Bond FundsI have been provided best mutual funds list for the past 4 years. You may find some funds perform well, and some funds perform just not great. From these past years, I have tried to reduce the list of funds for investing.

For 2014, you will find only 6 best funds. Keep it as simple as possible is my mantra for 2014 and future years. Whether the funds are for your brokerage, retirement, or 401(k) account; you need to do a research before your big investment. You can find different categories of mutual funds. I also provide each fund review for your information. Other information such as expense ratio, yield, sector, category, fund performance can be found below as well.

The 6 best mutual funds for 2014 are:
  • Vanguard Balanced Index Fund (VBINX)
  • DoubleLine Total Return Bond Fund (DLTNX)
  • Yacktman Fund (YACKX)
  • Artisan International Fund (ARTIX)
  • T. Rowe Price Retirement 2040 Fund (TRRDX)
  • DoubleLine Emerging Markets Fixed Income Fund (DLENX)
Updated on 12/24/2013

December 22, 2013

Invesco Value Equity Funds Ads

Find Invesco Value Equity Funds review. The mutual funds are Invesco Relative Value Fund, Invesco Deep Value Fund, and Invesco Small-Cap Value Fund.

Investment Funds

Whether you follow Ben Graham or Warren Buffet strategy, value investing is popular among investors. Value investing concept is done by finding companies trading below their value or worth. Investor will looks for stocks with strong fundamentals such as earnings, book value, and cash flow that are selling below its value. Regular investors may be difficult to choose the right value stocks. Using mutual funds may be easier and less risky.

Recently, Invesco provides an ad about value equity mutual funds. The ad title is “Intentional Investing: as applied to Value Equity.” It provides 3 mutual funds for investing. Find the fund review below. Should you invest in these mutual funds? Whether they are for your brokerage account, retirement account (IRA), or 401k plan, you need to find the funds details.

The details about the ad are as follows:
Invesco Value Equity Funds | Mutual Fund ReviewIntentional Investing – as applied to Value Equity 
Invesco Value Disciplines: Time-Tested Strategies, Proven Results
  • Invesco Equity and Income Fund ACEIX
    • Relative Value Strategy
  • Invesco Comstock Fund ACSTX
    • Deep Value Strategy
  • Invesco Small Cap Value Fund VSCAX
    • Small-Cap Value

December 20, 2013

Ad of Ivy Science and Technology Fund (WSTAX)

Ivy Science and Technology Fund (WSTAX) is a top sector stock mutual fund. Find equity fund review and news by Ivy Funds.

Top Mutual Fund

Ad of Ivy Science and Technology Fund (WSTAX)Investing in sector stock mutual fund is high risk and high reward for investors. Ivy funds provide several top sector mutual funds. One of the best funds is Ivy Science and Technology Fund (WSTAX). Ivy funds provide a latest investing ad which titled as “Focused on Growth, Rooted in Innovation.”

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.

The ad details are as follows:
Ivy Science and Technology Fund (WSTAX) 
Focused On Growth. 
Rooted In Innovation. 
Innovation can be a catalyst for change, giving companies a true competitive edge. In turn, this can create growth opportunities for investors. The Ivy Science and Technology Fund takes a broad view of innovation, investing in both the companies driving innovation as well as those applying these innovations to improve business efficiencies. 
At Ivy Funds, we use a collaborative process – born on rigorous debate, hands-on research and a proven cross-disciplinary approach – to fully assess the opportunities we pursue on behalf of our investors every day. To learn more, visit ivyfunds.com. 
Lipper Rankings (As of 07/31/2013)

December 18, 2013

Ad of FlexShares Ready Access Variable Income ETF (RAVI)

Find FlexShares Ready Access Variable Income Fund (RAVI) review. This ETF fund is managed by Northern Trust.

ETF Investing

Ad of FlexShares Ready Access Variable Income ETF (RAVI)Exchange Traded Fund or ETF is divided into 2 main categories: actively managed ETF and index ETF. Most of ETFs are index exchange traded funds or passively managed. There have been more and more new ETFs being introduced. FlexShares ETFs by Northern Trust are among actively managed ETFs. Recently, I saw an ad of FlexShares Ready Access Variable Income Fund (RAVI). The ad title is “Short-term liquidity with solid return potential.”

Whether you should invest in your brokerage, retirement, or 401(k) account; you need to do a thorough research. Find this ETF fund review below. I have provided the details such as expense ratio, yield, etc. Also find out whether there is a risk or not associated with this new ETF.

The following is the ad:
Flex Shares | ETFs for Real-World Goals 
Finally, short-term liquidity with solid return potential. 
Looking for greater return potential from your short-duration fixed income investments? FlexShares® RAVI ETF can help you build a portfolio strategy that provides opportunity for meaningful return without undue volatility. 
Scan to visit Flexshares.com
For more on RAVI, visit flexshares.com/solid

December 16, 2013

Ads of Powershares QQQ Fund, Nasdaq 100 index ETF

Find the investment review of Powershares QQQ Fund, Nasdaq 100 index ETF Fund. This low cost index exchange traded fund is offered Invesco PowerShares Capital Management.

Investing in ETF

For the last decade, ETF or exchange traded fund has become popular among investors and traders. With its low cost, ETF provides way to diversify into various asset classes. You can choose a few ETFs and be as diversify as any balanced fund. One of the most popular ETFs is Powershares QQQ Fund. Also known as QQQ ETF, it tracks Nasdaq 100 Index.

If you read financial newspaper such as Barron’s, you will find variety of ads about this Powershares QQQ Fund. Should you invest in this stock ETF? You need to find the fund review below. Whether it is for your brokerage account, retirement account or even 401k plan, you need to know your investment in details.

Some of the ad versions are as follows:
Version 1: 
Powershares QQQ Fund - Nasdaq 100 index ETF | Invesco FundGOOGLE. MICROSOFT. STARBUCKS. 
INVEST IN INNOVATION WITH THE MOST INNOVATIVE COMPANIES. 
Powershares | QQQ Nasdaq 100 
As one of the groundbreaking ETFs in the marketplace, PowerShares QQQ invests in 100 of the world’s most revolutionary companies. Each is listed on the Nasdaq Stock Market and includes household names such as Oracle, Starbucks, Microsoft, Intel, Cisco Systems, and Google. With all of these revolutionary companies in one fund, innovative investing is within your reach. 
PowerShares QQQ is based on the Nasdaq-100 Index. The Fund will, under most circumstances, consist of all stocks in the Index. The Index includes 100 of the largest domestic and international nonfinancial companies listed on the Nasdaq Stock Market based on market capitalization.

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%

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