Year to Date Best Performing Closed End Funds 2014

Find year to date best performing closed end funds 2014 for investment. The top CEF funds are Latin American stock, municipal bond fund, commodities fund, etc.

Top Funds

Investing in closed end funds can provide great opportunity for investors. These investment funds are similar to exchange traded funds (ETFs). You can buy and sell during the market hours through your brokerage. They also may have a high yield for income.

While year 2014 is just starting, looking into the top performing fund may provide an insight where the investors are investing. Some of the best performing funds are worst performing funds in 2013. The top performing sectors include Latin American stock, municipal bond, taxable bond, commodities fund, etc. You can find the fund review below. Check the fund performance, expense ratio, objective, and yield below.

Year to date best performing closed end funds 2014 are:

1. Aberdeen Chile Fund
2. Central GoldTrust
3. PIMCO Municipal Income
4. BlackRock VA Municipal Bond
5. EV Municipal Income Term Trust
6. BlackRock MuniHoldings Inv Qty
7. Pioneer Muni High Inc Adv
8. AllianceBernstein Income Fund
9. Nuveen Premier Muni Income
10. NexPoint Credit Strategies Fund

Updated on 1/12/2014

Best Performing Equity Income Mutual Funds 2013

Find best performing equity income mutual funds 2013. The top funds are Huber Capital Equity Income fund, Crawford Dividend Opportunity fund, etc. These mutual funds provide high dividend for income.

Top Equity Income Fund

If you look for income flows and stocks, you need to find the equity income mutual funds. These mutual funds invest in companies’ stocks with high quality dividend. These equity funds invest mainly in U.S. companies in any market capitalization. Find the top performing equity income mutual funds below. You can find a small cap fund, mid cap fund, or large cap fund.

You can invest in these top funds through your regular brokerage account, retirement account, or 401(k) account. Find the fund performance information, top holdings, expense ratio, sales load information, and more.

The 10 best performing equity income mutual funds 2013 are:

1. Huber Capital Equity Income Investor
2. Crawford Dividend Opportunity
3. TCW Dividend Focused N
4. Al Frank Dividend Value Inv
5. Royce Dividend Value Invmt
6. Parnassus Equity Income - Inv
7. BNY Mellon Income Stock Inv
8. Oppenheimer Equity Income N
9. Vantagepoint Equity Income Investor
10. ASTON/River Road Dividend All Cap Val N

Updated on 1/4/2014

Best Performing U.S. Stock Mutual Funds 2013

Find best performing U.S. stock mutual funds 2013. The top funds are Legg Mason Opportunity Fund, Buffalo Emerging Opportunities Fund, PRIMECAP Odyssey Aggressive Growth, etc.

Top Performing Funds

Any recent financial news will show a great year for stocks or stock funds in 2013. If you choose the right stocks or funds, you will harvest a great return by end of 2013. Stock markets around the world surged in 2013 with 20-60% return. U.S. stock markets are among the top performing class in 2013.

U.S. stock mutual funds are among winner investment funds in 2013. These mutual funds invest in stocks of companies with any market capitalization. Depending on fund’s objective, it may invest in small cap companies, mid cap companies, or large cap companies. Some may provide high dividend for income, some may provide high capital growth.

Find the right mutual funds for your investment or brokerage account. Whether it is for your 401k plan, or IRA (individual retirement account), you need to do research including fund’s management, expense fee, sales load, etc.

The 10 best performing U.S. stock mutual funds in 2013 are:

1. Legg Mason Opportunity A
2. Essex Small/Micro Cap Growth Investor
3. Buffalo Emerging Opportunities
4. Hodges Fund Retail
5. Oberweis Micro-Cap
6. PRIMECAP Odyssey Aggressive Growth
7. Bridgeway Ultra-Small Company
8. Skyline Special Equities

Best Performing International Stock Closed End Funds 2013

Find best performing international stock closed end funds 2013. The top CEF funds are Gabelli Multimedia fund, New Germany Fund, etc.

Top Foreign Equity CEF Funds

Most of International stocks managed to perform well for the past 2 years. The non-U.S. stock performance can also be tracked through various investment funds such as closed end funds, exchange traded funds (ETFs), and mutual funds. You can find the top performing international stock closed end funds in 2013 below.

These best performing closed end funds are sorted based on its 1 year total return up to December, 31 2013. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc. Some of the top performing sectors are world stock, Asia stock, growth & income, emerging markets, etc.

The 10 best performing international stock closed end funds 2013 are:

1. Gabelli Multimedia
2. New Germany Fund
3. New Ireland Fund
4. Thai Fund Inc
5. Swiss Helvetia Fund
6. Clough Global Equity
7. Aberdeen Israel
8. European Equity Fund
9. Japan Smaller Capitalization
10. Japan Equity Fund

Updated on 12/31/2013

Federated Ultrashort Bond Fund (FULAX)

Find Federated Ultrashort Bond Fund (FULAX) review. This debt mutual fund invests in various bonds including investment grade and non-investment grade.

Bond Fund

The investment aim of Federated Ultrashort Bond Fund is to provide total return consistent with current income. This mutual fund utilizes its assets to purchase more than 50%, in investment-grade, fixed-income securities, but may invest up to 35% of its assets in noninvestment-grade, fixed-income securities. Its dollar-weighted average effective maturity is expected to be 18 months or less.

This taxable bond fund may invest in hybrid instruments and derivative contracts. It may also invest in government securities that are supported by the full faith and credit of the U.S. government, such as those issued by the Government National Mortgage Association.

Fund Details

• Fund Inception Date: October 10, 2002
• Ticker Symbol: FULAX
• CUSIP:
• Beta (3yr): 0.11
• Rank in category (YTD): N/A
• Category: Ultrashort Bond
• Yield: 1.13%
• Capital Gains: 0%
• Expense Ratio: 0.90%
• Net Assets: $ 2.4 billion
• Number of Years Up: 9 years
• Number of Years Down: 1 year
• Average Duration: 0.9 years
• Average Maturity: 1.3 years
• Annual Turnover Rate: 31%

updated on 1/3/2014

Powershares Commodity ETFs: Gold, Oil

Find Powershares Commodity ETFs for your investment. There are 8 commodity exchange traded funds below including oil, gold, agriculture fund, etc.

Investing in Commodity ETFs

Investing in commodities has become popular and easier as various commodity investment funds being introduced. There are variety of commodity funds such as mutual funds, exchange traded funds, or closed end funds. This article will look into recent ads by Invesco Powershares about commodity ETF funds. You may be able to invest in them for asset allocation or diversification.

Whether the commodity is oil, gold, silver, corn or soyabeans; you can invest in any commodity through exchange trade funds. You can find 8 different commodity ETFs offered by Invesco Powershares. Find the fund review below.

The investment ad is as follows:

PowerShares

Deutsche Asset & Wealth Management 

PowerShares DB – Commodity ETFs

• DBC – Commodity Index Tracking Fund
• DBO – Oil Fund
• DBA – Agriculture Fund
• DGL – Gold Fund
• DBS – Silver Fund
• DBP – Precious Metals Fund
• DBB – Base Metals Fund
• DBE – Energy Fund

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:

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