YTD Top Performing Exchange Trade Funds in 2014

Find the YTD top performing exchange traded funds in 2014 for investing. Best ETFs are Global X Gold Explorers ETF, SPDR S&P Biotech ETF, and Guggenheim Solar.

Best ETF Funds

Investing in 2014 is just starting. Looking at the top performing funds may provide inside where investors have placed their bet for big gain in 2014. Exchange traded funds are traded like stocks, they are very liquid to trade through your brokerage. You can also invest for free through certain brokerages for your investment account or retirement account (IRA).

Looking briefly from the top list, you will find some laggards in 2013 and some leader ETFs in 2013. Most of the top performing funds in 2014 are sector fund. The top sectors include gold sector or precious metals, health or biotech, emerging markets, solar or alternative energy. Find the fund review below including expense fee, fund returns, yield, etc.

The year-to-date top performing exchange traded funds in 2014 are:

1. PureFunds ISE Junior Silver ETF
2. Global X Gold Explorers ETF
3. SPDR S&P Biotech ETF
4. Guggenheim Solar
5. Market Vectors Junior Gold Miners ETF
6. Market Vectors Vietnam ETF
7. Market Vectors Solar Energy ETF
8. PowerShares Dynamic Biotech & Genome
9. First Trust NYSE Arca Biotech Index
10. Global X Silver Miners ETF
11. iShares MSCI Global Gold Miners
12. Market Vectors Egypt Index ETF

Updated on 1/19/2014

Top Performing U.S. Large Cap Stock Mutual Funds 2013

Find top performing U.S. large Cap Stock Mutual Funds in 2013. The best funds are Dodge & Cox Stock fund, Vanguard PRIMECAP fund, Homestead Growth Fund, etc.

U.S. Large Cap Funds

Planning to invest in mutual funds in 2014, you might need to find these top performing U.S. large cap stock mutual funds in 2013. These best funds are suitable for core investment assets. Some of these funds also has a great long term returns and ranked among the top funds in its category.
U.S. large cap stock mutual funds invest mainly in U.S. companies with more than 10 billion of market capitalization. These funds may be listed in S&P 500 index or Dow or Russell index. It may provide capital growth or dividend for income.

Find the fund review below. Whether you are investing for your brokerage, retirement, or 401(k) account, you need to be sure it is a good choice for long term investment. Check the fund returns, net asset value (NAV), fee, sales load, etc.

Top Mutual Funds

Top performing U.S. large cap stock mutual funds 2013 are:

1. Hotchkis and Wiley Large Cap Value R
2. Sound Shore
3. Matrix Adv Value Fund
4. Dodge & Cox Stock
5. Homestead Growth
6. SA US Value
7. Ariel Focus Inv
8. Vanguard PRIMECAP Inv
9. Northern Instl Large Cap Equity Port A
10. Fidelity Large Cap Stock

Updated on 1/4/2014

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