February 13, 2014

Best Performing Total Bond Market ETF Funds 2014

Discover best performing total bond market ETF funds 2014. Top funds are CEF Income Composite Portfolio, iShares Core Short-Term U.S. Bond ETF, etc.

Top Bond ETFs

Best Performing Total Bond Market ETF Funds - 2014Bond exchange traded funds are another popular ETF’s sector. Some of these exchange traded funds are passively managed or actively managed. The passively managed bond fund is tracking its index, while actively managed fund is similar to bond mutual fund and managed by manager(s). These total bond market funds provide income by investing in high quality debts including government or corporate debts.

These top total bond market exchange traded funds is sorted based in 1 year performance up to January 29, 2014. Find the fund review whether they are good for your brokerage account or 401k plan or individual retirement account (IRA). Check the fund holdings, return, expense ratio, etc.

Total Bond Market ETFs

Best performing total bond market ETF funds 2014 are:
  1. PowerShares CEF Income Composite Portfolio
  2. iShares Core Short-Term U.S. Bond ETF
  3. Vanguard Short-Term Bond ETF
  4. Barclays U.S. Aggregate Bond Zero Duration Fund
  5. Sage Core Reserves ETF
  6. Barclays U.S. Aggregate Bond Negative Duration Fund
  7. Vanguard Total International Bond ETF
  8. RiverFront Strategic Income Fund
  9. iShares Intermediate Government/Credit Bond ETF
  10. PIMCO Total Return Exchange-Traded Fund
Updated on 1/26/2014

February 11, 2014

Transamerica MLP & Energy Income Fund (TMLAX): Ad

Find Transamerica MLP & Energy Income Fund review. This mutual fund invests in energy master limited partnerships (MLPs). TMLAX fund is a new equity energy mutual fund.

Mutual Fund Review

Transamerica MLP & Energy Income Fund (TMLAX): AdTransamerica recently placed an ad in Barron’s financial magazine. The advertisement is titled as “The Next Revolution: American Energy Independence.” This investment ad provides one new equity energy sector mutual fund. It invests in various energy companies especially master limited partnerships.

Should you invest in these mutual funds? Whether they are for your brokerage account, retirement account (IRA), or 401k plan, you need to find the funds details.

The investment ad is as follow:
The Next Revolution: American Energy Independence 
Transamerica MLP & Energy Income 
Class A: TMLAX Class C: TMCLX Class I: TMLPX 
Learn more about investing in the energy revolution. 
transamericainvestments.com/mlp 
Transamerica – Transform Tomorrow 
Mutual funds are subject to market risk, including the loss of principal. 
Before investing, clients should consider the fund’s investment objectives, risks, charges and expenses. Contact Transamerica for a prospectus and/or summary prospectus containing this information. Clients should read it carefully. Funds distributed by Transamerica Capital, Inc.

February 9, 2014

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:
    Top Performing Municipal Bond Mutual Fund 2014
  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)

February 7, 2014

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

FlexShares Dividend ETFs | Northern Trust FundExchange 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

February 5, 2014

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:
    Top Performing Core Bond Mutual Funds 2013
  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

February 3, 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

10 Best Canadian Mutual Funds for 2014 & 2015Investing 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

February 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

    DWS Latin America Equity Fund - SLANX | Stock Mutual Fund
  • 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

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...