January 28, 2014

Best Performing MLP Closed End Funds in 2014

Find best performing MLP closed end funds in 2014. This energy sector CEF fund invests in master limited partnership (MLP) companies. Top funds are Salient Midstream & MLP Fund, Fid/Claymore MLP Opportunity.

Top Equity Energy Funds

One of the popular equity energy stock closed end funds is MLP CEF fund. MLP or master limited partnership fund invests in energy production or energy infrastructure companies. MLPs are tax-advantaged investments offering attractive cash flow potential. They are subjected to the risk of changing tax policies. Investing in MLP does involve risks related to concentrated ownership in the energy sector.

Whether you should invest in MLP fund, you need to do research. Find the top MLP fund below. These investment funds are managed actively by the fund manager(s). These best performing funds are sorted based on its performance for the past 1 year (up to January 26, 2014).

Best performing MLP closed end funds in 2014 are:
    Best Performing MLP Closed End Funds in 2014
  1. Salient Midstream & MLP Fund
  2. Kayne Anderson MLP Fund
  3. Fid/Claymore MLP Opportunity
  4. Kayne Anderson MidstreamEnergy
  5. Salient MLP & Energy Infra
  6. ClearBridge Energy MLP TR Fund
  7. Kayne Anderson Energy Dev Co
  8. Cushing MLP Total Return Fund
  9. ClearBridge Energy MLP Opps
  10. Tortoise Energy Capital
Updated on 1/25/20014

January 26, 2014

Powershares Currency ETFs: US Dollar Fund Ad by Invesco

Find Powershares currency ETFs ad. This Invesco advertisement has 3 currency exchange traded fund: US Dollar Bullish Fund, US Dollar Bearish Fund, and G10 Currency Harvest Fund.

Investment Ad

Powershares Currency ETF Ad by InvescoCurrency investing is not only done through Forex (foreign exchange) or brokerage nowadays. You can choose investment funds such as exchange traded funds, mutual funds, or closed end funds. These investment funds may invest in single currency or multiple currencies for return.

Recently, Invesco PowerShares provide a big advertisement about some of their currency ETF funds. There are 3 funds such as PowerShares DB US Dollar Index Bullish, PowerShares DB US Dollar Index Bearish, and Powershares DB G10 Currency Harvest Fund. You can buy these currency funds through your brokerage for long term investment or short term trading.

Find this investment ad below:
Power Shares 
Deutsche Asset & Wealth Management 
PowerShares DB – Currency ETFs 
  • UUP  US Dollar Bullish Fund
  • UDN – US Dollar Bearish Fund
  • DBV – G10 Currency Harvest Fund

January 24, 2014

10 Best Performing Retirement Income Mutual Funds in 2013

See 10 best performing retirement income mutual funds in 2013. The top funds are Vanguard Managed Payout Growth Focus Fund, American Century One Choice In Retirement, TIAA-CREF Lifecycle Retirement Income, etc.

Retirement Income Funds

If you are interested in an asset allocation mutual fund, you should consider retirement income mutual fund. This mutual fund invests in stocks, bonds, and money market fund. It normally invest in other funds. Some retirement income funds are more conservative than the others. The fund’s objective is to provide steady income throughout retirement.

From this best performing funds list, you may find each individual fund review. Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Top Mutual Funds

The 10 best performing retirement income mutual funds in 2013 are:
    10 Best Performing Retirement Income Mutual Funds in 2013
  1. Vanguard Managed Payout Growth Focus Fund
  2. Vanguard Managed Payout Growth & Distribution Fund
  3. Vanguard Managed Payout Distribution Focus Fund
  4. American Century One Choice In Retirement Fund
  5. Putnam Retirement Income Lifestyle 3 Fund
  6. ING Global Target Payment Fund
  7. TIAA-CREF Lifecycle Retirement Income Retail
  8. Schwab Monthly Income Moderate Payout Fund
  9. T. Rowe Price Retirement Income Fund
  10. DWS LifeCompass Retirement Fund
Updated on 1/19/2014

January 22, 2014

10 YTD Top Performing Municipal Bond Closed End Funds 2014

See 10 YTD top performing municipal bond closed end funds 2014. Top funds are Federated Premier Muni Income Fund, EV Municipal Income Term Trust, BlackRock Muni Target Term Trust, etc.

Best Muni Bond CEF Funds

If you invest in municipal bond, you probably invest in closed end funds. Closed end funds are popular for tax free income seeker. The municipal bond closed end funds are among the largest assets in the whole sector closed end funds. These municipal bond funds provide tax free income for investors. The yield is exempt from federal income tax rate and possibly state income tax & local income tax.

Whether you should invest in these top performing municipal bond closed end funds, you need to do details research. You can buy these CEF funds using your brokerage for your investment account, retirement account, etc. These investment funds are managed actively by the fund manager(s). Find the fund review below. The funds are sorted based on its performance in 2014 (up to January 20, 2014).

10 YTD top performing municipal bond closed end funds 2014 are:
    YTD Top Performing Municipal Bond Closed End Funds 2014
  1. Federated Premier Muni Income
  2. EV Municipal Income Term Trust
  3. BlackRock Muni Target Term Trust
  4. PIMCO Municipal Income
  5. DWS Strategic Muni Income
  6. BlackRock PA Strategic Muni
  7. Nuveen Premier Muni Income
  8. BlackRock MuniHoldings Inv Qty
  9. Pioneer Muni High Inc Adv
  10. BlackRock MuniVest
Updated on 1/20/2014

January 20, 2014

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:
    YTD Top Performing Exchange Trade Funds in 2014
  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

January 18, 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:
    Top Performing U.S. Large Cap Stock Mutual Funds 2013
  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

January 16, 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:
    Year to Date Best Performing Closed End Funds 2014
  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

The Importance of Diversification in Investing

Diversification is a key principle in investing, and it's especially important in today's uncertain economic climate. By spreading y...