January 4, 2014

Top Performing U.S. Stock Closed End Funds 2013

Find top performing U.S. stock closed end funds 2013. Best CEF funds are H&Q Healthcare Investors, Gabelli Equity Trust, Liberty All-Star Growth, etc.

U.S. Stock Funds

U.S. stock markets have performed very well in 2013. Looking into indices such as S&P 500, Dow, or NASDAQ; you will notice YTD returns of 25%-40%. Investing in individual stocks has been challenging as well. Using investment fund such as closed end fund can minimize your risk and increase your return. The following is the top performing U.S. stock closed end funds in 2013.

From the list you may find variety of fund’s sectors. Most of the top performer sectors include Health/Biotech sector, general equity, tax managed equity, finance, energy MLP, etc. Find whether these top funds are suitable for your 2014 investment plan in your brokerage or retirement accounts. Check the fund review and performance below.

The 10 top performing US stock closed end funds 2013 are:
    Top Performing U.S. Stock Closed End Funds 2013
  1. H&Q Healthcare Investors
  2. Gabelli Equity Trust
  3. H&Q Life Sciences Investors
  4. Liberty All-Star Growth
  5. Royce Micro Cap Trust
  6. Gabelli Dividend & Income
  7. Kayne Anderson MLP
  8. Nuveen Tax-Adv Total Return
  9. JH Financial Opportunities
  10. Nuveen Core Equity Alpha
Updated on 12/31/2013

January 2, 2014

Best Exchange Traded Funds for 2014

Find best exchange traded funds for 2014. The top ETF funds are PIMCO Total Return Exchange-Traded Fund, Schwab US Dividend Equity ETF, Vanguard Total World Stock ETF, etc.

Top ETF Funds

Best Exchange Traded Funds for 2014 | Top ETF FundsIn 2013, investor who invests in stock funds has seen a huge return. Investing in bond funds has seen a challenging performance in 2013. Investing in exchange traded funds is easy and popular because of its low cost. In 2014, I still think we need to diversify our assets in bond fund. Whether it is an up year or a down year, bond fund can provide a buffer through income.

For 2014, I also simplify my best ETFs list. You will find 4 funds to invest. It consists of 3 main funds for core investment and 1 fund for alternative asset. You will find 2 bond ETF funds and 2 stock ETF funds. If you invest in brokerage or retirement account, please check the fund review below. You may find the expense fee, fund’s return, holdings, yield, etc. If you want to find best mutual fund, you can check my previous article as well.

The 4 best exchange traded funds for 2014 are:
  • Schwab Large-Cap Core (SCHX)
  • Vanguard FTSE All-World ex-US ETF (VEU)
  • PIMCO Total Return Exchange-Traded Fund (BOND)
  • Vanguard Emerging Markets Government Bond ETF (VWOB)
Updated on 12/31/2013

December 31, 2013

Best Performing Taxable Bond Closed End Funds 2013

Find best performing taxable bond closed end funds 2013. The top CEF funds are NexPoint Credit Strategies Fund, PIMCO Global StocksPLUS & Income, and more.

Top Bond CEF Funds

Best Performing Taxable Bond Closed End Funds 2013Bond funds have not performed very well for the past year. In 2013, any investors are either loss capital or gain very little. No one would expect a big gain for bond funds. However, some of the bond closed end funds managed to achieve just that a big return in 2013. Most of the top performing funds are senior loan fund, multi sector, convertible debt, high yield debt, 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. You can also find my previous top performer municipal bond CEFs article.

The 10 best performing taxable bond closed end funds 2013 are:
  1. NexPoint Credit Strategies Fund
  2. PIMCO Global StocksPLUS & Income
  3. PIMCO High Income Fund
  4. Oxford Lane Capital Corp
  5. AGIC Convertible & Income II
  6. AGIC Convertible & Income
  7. Advent Claymore Conv & Income
  8. Advent Claymore Cnvt Secs&Inc
  9. Calamos Convertible Opps & Inc
  10. Pioneer High Income Trust
Updated on 12/29/2013

December 29, 2013

Top 3 Banks or Brokers for Stock and Fund

Find top 3 banks or brokers for stock and fund investment. Check the pros and cons of the banking services for fund investment and stock trading. It is essential to find the right bank or broker for your investing account.

Best Banks for Financial Investing

Top 3 Banks or Brokers for Stock and Fund InvestmentIt is difficult to find the right bank or brokers to use for your investing account. There are lot of selections from new online broker and well established bank. Investors can also choose a cheap online broker for their investment account such as retirement account or regular brokerage account. The most respected and well established banks or brokers are continuing to offer the best deal.

About 20 years ago, retail investors are having a hard time to invest in stocks or investment funds (mutual fund, ETF, CEF). Currently, you can find tons of online stock brokers or bank with low commission fees and lot of benefits or services. Banks or brokers may offer great customer services, high speed platform, new tools of software, and low fees. My top 3 banks for investing are:
  • Merrill Edge
  • Fidelity Investments
  • Charles Schwab

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

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