10 Best Canadian Mutual Funds for 2014 & 2015

10 best Canadian mutual funds for 2014 & 2015 are RBC Premium Money Market Fund, RBC Balanced Fund, BMO Dividend Fund, etc.

Top Canadian Fund

Investing in best mutual funds is essential for long term capital growth and income. Some website may provide screen based on its past performance, some may provide list only and without any research, some may provide details about the top funds. The list includes variety of funds’ classes such as balanced fund, money market fund, bond fund, dividend fund, etc.

Whether it is for your RRSP (retirement account) or regular brokerage account, you need to do research. You need to find out the fund management style, performance, fee, yield, future potential. Also assets allocation is important for mitigating risk and maximize return or reward.

The 10 best Canadian mutual funds for 2014 & 2015 are:

1. RBC Premium Money Market Fund
2. TD Canadian Bond Fund
3. RBC Balanced Fund
4. TD Premium Money Market Fund
5. RBC Canadian Dividend Fund
6. CI Harbour Growth & Income Fund
7. CIBC Monthly Income Fund
8. BMO Dividend Fund
9. King & Victoria RSP
10. Mawer Global Small Cap Fund

Updated on 2/1/2014

DWS Latin America Equity Fund (SLANX)

DWS Latin America Equity Fund (SLANX) is an international stock mutual fund. It invests in emerging markets stocks especially in Latin America such as Brazil, Argentina, Columbia, etc.

International Stock Fund

The investment objective of DWS Latin America Equity Fund (SLANX) is to seek long-term capital appreciation. This mutual fund utilizes its assets to purchase Latin American common stocks and other equities. It may invest up to 20% of net assets in the equity securities of US and other non-Latin American issuers and in debt securities including junk bonds (grade BB/Ba and below). The fund may also invest as much as 10% of net assets in securities rated B or lower. It is non-diversified.

Fund Profile

• Fund Inception Date: May 28, 2001
• Ticker Symbol: SLANX
• CUSIP: 23337R775
• Beta (3yr): 1.09
• Rank in category (YTD): N/A
• Category: Latin America Stock
• Distribution: 1.13%
• Capital Gains: 0%
• Expense Ratio: 1.70%
• Net Assets: $ 429.2 million
• Number of Years Up: 8 years
• Number of Years Down: 3 years
• Annual Turnover Rate: 163%

updated on 1/1/2014

Best Performing Emerging Markets Stock Mutual Funds 2013

Discover best performing emerging markets stock mutual funds 2013. Top funds are T. Rowe Price Africa & Middle East Fund, Wasatch Frontier Emerging Small Countries Fund, and Harding Loevner Frontier Emerging Markets.

Top Mutual Funds

Emerging markets stock sector doesn’t perform very well in 2013. This article will look into the mutual funds which buck the trend. Some of these equity funds managed to achieve higher return and managed to get very close to S&P 500 index return. Emerging markets or developing markets countries may include China, Brazil, South Africa, Indonesia, India, Russia, Eastern Europe countries, Latin America, etc.

The top performing list is sorted based on its performance in 2013 (up to 12/31/2013). You can find the fund review, performance, expense ratio, dividend yield, fund’s NAV, management, info, etc.

The 10 best performing emerging markets stock mutual funds 2013 are:

1. Morgan Stanley Inst Frontier Em Mkts A
2. T. Rowe Price Africa & Middle East Fund
3. Wasatch Frontier Emerging Small Countries Inv
4. William Blair Emerging Markets Small Cap Growth N
5. HSBC Frontier Markets A
6. Harding Loevner Frontier Emerging Markets Inv
7. Baron Emerging Markets Retail
8. Driehaus Emerging Markets Small Cap Growth
9. Driehaus Emerging Markets Growth
10. Scout Emerging Markets

Updated on 1/18/2014

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:

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

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

Currency 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

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:

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

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:

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