Top Performing Municipal Bond Mutual Fund 2014

See top performing municipal bond mutual funds 2014. Top muni bond funds are Fidelity Municipal Income 2017 fund, Nuveen Short Term Municipal Bond, etc.

Top 20 Muni Funds

Municipal bond fund is popular among income seeker investors or retiree. You can get tax free income for your investment. The yield from the fund is tax exempt from federal income tax or possibly state income tax. Using mutual fund, you can mitigate the investment risk as well. Investing in mutual fund provide another chance for asset diversification.

This top performing fund is sorted based on its 1 year performance up to January 2014. You can find the fund review below. Some of these funds are top performing or best funds in its category. Check whether you should invest this best fixed income fund in your brokerage or 401k account or retirement account.

Top performing municipal bond mutual funds 2014 are:

1. Colorado BondShares A Tax-Exempt (HICOX)
2. Fidelity Municipal Income 2017 (FMIFX)
3. Wells Fargo Advantage CA Ltd-Term T/F A (SFCIX)
4. Transamerica Enhanced Muni A (TAMUX)
5. Nuveen Short Term Municipal Bond A (FSHAX)
6. Fidelity Municipal Income 2015 (FMLCX)
7. Wells Fargo Advantage S/T Muni Bd A (WSMAX)
8. USAA Tax Exempt Short-Term (USSTX)
9. T. Rowe Price MD Short-Term Tax-Free ( PRMDX)
10. T. Rowe Price Tax-Free Shrt-Interm (PRFSX)
11. Capital Group Short-Term Municipal (CSTMX)
12. Western Asset Short Duration Muni Inc A (SHDAX)
13. Wells Fargo Advantage S/T Muni Bd Inv (STSMX)
14. Dreyfus Short-Intermediate Muni Bd A (DMBAX)

FlexShares Dividend ETFs: Northern Trust Fund

Investing in Northern Trust FlexShares dividend ETF Funds can provide growth and dividend income opportunity. There are 6 dividend ETFs for investment.

Investing in Exchange Traded Funds

Exchange traded fund is popular among investors and traders nowadays. You can invest in stock ETF or bond ETF. Most of exchange traded funds is an index ETF. This low cost index ETF can provide instant diversification opportunity for investors.

Recently, Northern Trust provides a big ad of FlexShares ETF Funds. According to the ad, these exchange traded funds are part of high quality dividend ETF funds. There are 6 ETF funds in the ads including U.S. dividend stock ETFs and International dividend stock ETFs. Whether you should invest in these ETFs, you need to do research and review for them.

The investment ad details are as follows:

Flex Shares | ETFs for Real-World Goals 

With dividend ETFs, there’s no substitute for quality. 

FlexShares quality dividend ETFs pursue income and long-term growth potential, with return characteristics keyed to risk tolerance. A proprietary optimization process looks to emphasize quality and manage risk while diversifying across sectors and industries. Scan to visit Flexshares.com 

For more information, visit flexshares.com/quality.

• QDF

• QDEF

• QDYN

• IQDF

• IQDE 

• IQDY

Managed by Northern Trust

Top Performing Core Bond Mutual Funds 2013

Investing in top performing core bond mutual funds 2013 may give consistent income in 2014. Top funds are Frost Total Return Bond Fund, USAA Intermediate-Term Bond Fund, Dodge & Cox Income Fund, etc.

Best Bond Funds

Investing in core bond mutual funds is essential for diversification. Core bond mutual fund invests in variety of investment grade debts. These funds can be an index fund or actively managed mutual fund. These funds invest in U.S. Treasuries, mortgage-backed securities, and investment grade corporate bonds). Some may invest in international bonds.

These best performing core bond mutual funds in 2013 are sorted based on its performance in 2013. Some of these best bond funds don’t have a sales load and transaction fee. Some funds do have a sales load. You can buy these bond funds for your brokerage account, retirement account, or 401k plan.

Top performing core bond mutual funds 2013 are:

1. Frost Total Return Bond Fund
2. GMO Core Plus Bond IV
3. USAA Intermediate-Term Bond Fund
4. Federated Intermediate Corporate Bond
5. Metropolitan West Total Return Bond M
6. Dodge & Cox Income
7. Orion/Monetta Intermediate Bond Fund
8. Brandes Core Plus Fixed Income E
9. ING Intermediate Bond W
10. Manning & Napier Core Plus Bond S

Updated on 1/24/2014

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