Best Performing Corporate Bond Mutual Funds 2014

Find best performing corporate bond mutual funds 2014. Top funds are Schroder Long Duration Investment-Grade Bond, Vanguard Long-Term Corp Bond Index, etc.

Corporate Bond Funds

Corporate bond funds invest mainly in debts issued by companies. These funds typically invest in high quality bonds. As part of taxable bond fund, this corporate bond funds provide high yield for income seeker. To maximize your return, you can invest in your brokerage or retirement account such as Roth IRA, 401k plan, and traditional IRA. You should consider sheltering this bond fund in your retirement accounts.

These bond funds are sorted based on its year to date performance. These bond funds may be ranked as the best funds in corporate bond category. I have provided the fund review information such as yield, management, objective, expense ratio fee, holdings, top sectors, etc.

Best performing corporate bond mutual funds 2014 are:

1. Schroder Long Duration Investment-Grade Bond Investor (STWLX)
2. Vanguard Long-Term Corp Bond Index Admiral (VLTCX)
3. PIMCO Long-Term Credit Institutional (PTCIX)
4. Vanguard Long-Term Investment-Grade Investor (VWESX)
5. Delaware Extended Duration Bond A (DEEAX)
6. RidgeWorth Corporate Bond A (SAINX)
7. Invesco Corporate Bond A (ACCBX)
8. Payden Corporate Bond (PYACX)
9. PIA BBB Bond (PBBBX)
10. Vanguard Interm-Tm Corp Bond Index I (VICBX)

Calvert Global Water Fund - CFWAX

Find Calvert Global Water Fund (CFWAX) review. This stock mutual fund invests in natural resources companies.

Mutual Fund

There are varieties of sector stock mutual funds. They are including communications, financial, consumer cyclical, equity energy, health, industrials, real estate, technology, natural resources, etc. Investing in sector fund may provide high risk and high reward scenario for investors.

Recently, Calvert Investment provides an advertisement about Calvert Global Water Fund (CFWAX) in financial newspaper. Whether you should invest in this sector fund or not, you should do your research. You can invest this mutual fund in your brokerage, retirement account (Roth IRA or traditional IRA), etc.

The investment ad details are below:

H2α 

Quench your thirst for ALPHA with Calvert Global Water Fund (CFWAX) 

Five reasons to invest:
1. A water crisis is engulfing the world.
2. Innovative companies are creating innovative solutions.
3. Water is an investment theme wit staying power.
4. The Fund is a proven way to access the water opportunity.
5. Calvert is the preeminent name in sustainable investing.

Ad of Proshares S&P 500 Aristocrats ETF (NOBL)

Find Proshares S&P 500 Aristocrats ETF (NOBL) review. This exchange traded fund invests in companies which provide consistent high dividend.

Dividend ETF

S&P 500 dividend aristocrats are S&P 500 companies that have increased their dividend payouts for past 25 years. There are currently 51 companies which fit this category. Top 5 high yields companies include AT&T (T), HCP (HCP), Consolidated Edison (ED), Cincinnati Financial (CINF), and Leggett Platt (LEG). AT&T has the highest dividend yield of 5.76%. You can invest in these stocks to earn high dividend income.

Proshares

Recently, Proshares has introduced a new unleveraged dividend ETF. Proshares is popular as a leveraged investment funds provider. This exchange traded fund uses a benchmark that is looking to focus on S&P 500 components that have increased dividends every year for at least 25 years.

This high dividend fund is giving a focus on companies that have among the strongest balance sheets and put increasing yields at the top of their priorities. While most of the companies in the index pay dividend, it is important to remember that many times these companies don’t pay out the largest yields. The current index has a benchmark yield of nearly 2.6%.

Recently, Proshares has provided a big advertisement about this high dividend ETF. The ads details are as follow:

25 Years of Rising Dividends 

54 S&P 500 Companies 

One ETF 

NOBL – Proshares S&P 500 Aristocrats ETF 

Dividends. Good companies pay them. Great companies grow them. Now, for the first time, the companies in the S&P 500 with the best track record of year-over-year dividend growth – the Aristocrats – are available in an ETF. NOBL features:

• An index with greater return and lower volatility since its inception than the S&P 500

Best Performing Sector/ Industry Stocks of Week 11, 2014

Find best performing sector stocks of week 11, 2014. Top stock industries are gold, silver, sporting good stores, etc.

Top Stocks

This article will look into the top performing stocks, industry, sector, market capitalization, and small cap stocks. You can invest in your brokerage or retirement accounts.

Best weekly performance of industry stocks of week 11, 2014 (March 10 – March 14) are:

1. Gold – 6.11%
2. Silver – 4.82%
3. Sporting Goods Stores – 3.04%
4. Wholesale, Other
5. Electric Utilities
6. Manufactured Housing
7. Toy & Hobby Stores
8. Foreign Utilities
9. Home Furnishing Stores
10. REIT - Hotel/Motel
11. Farm Products
12. Gas Utilities
13. Sporting Activities
14. Oil & Gas Refining & Marketing
15. Water Utilities
16. Specialty Eateries
17. REIT - Industrial
18. Diversified Utilities
19. REIT - Residential
20. Medical Practitioners

Top Preferred Stock Mutual Funds 2014

Find top performing preferred stock mutual funds 2014. Best funds are Forward Select Income fund, Destra Preferred and Income Securities, etc.

Preferred Stock Funds

Preferred stock is a security that has appearances as stocks and bonds. Income seeker like preferred stocks hence they pay high dividends. The yield is typically higher than common stock’s yield. You can invest through individual preferred stocks or investment funds. There are several investment funds offer preferred stock such as mutual fund, exchange traded fund, and closed end fund.

With preferred stock mutual fund, you can buy and sell diversified selection of preferred stocks. Some of these funds are among the top mutual funds. Whether you are investing for your brokerage or retirement account, you need to find the right fund for your account.

The following top preferred stock mutual funds are selected based on its year-to-date performance. The top performing preferred stock mutual funds 2014 are:

1. Forward Select Income Investor (FFSLX)
2. Destra Preferred and Income Securities A (DPIAX)
3. Nuveen NWQ Flexible Income A (NWQAX)
4. Cohen & Steers Preferred Securities & Income A (CPXAX)
5. First Trust Preferred Securities & Income A (FPEAX)
6. Principal Preferred Securities A (PPSAX)
7. Nuveen Preferred Securities A (NPSAX)

Updated on 3/1/2014

WisdomTree SmallCap Earnings Fund (EES): ETF Ad

Find WisdomTree SmallCap Earnings Fund (EES) review. This exchange traded fund (ETF) invests in small cap companies in U.S.

WisdomTree ETF

WisdomTree has provided variety of alternative exchange traded funds for investors. Some ETFs provides high dividend yield, and others may provide certain sectors for investing. You can find other ETFs from my previous posts. The latest ETF being introduced by WisdomTree is WisdomTree SmallCap Earnings Fund (EES). You can find an Investment ad with title as “U.S. Small Cap Exposure with historically higher returns.”

You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

The following are the investment ad details:

U.S. Small Cap Exposure

with historically higher returns 

Now that’s smart beta 

At WisdomTree, we believe that if you want different results, you need to do things differently. For EES we start with only profitable companies and then rebalance annually to remove those that became unprofitable. Now that’s smart beta. 

Average Annual Returns as of 9/20/2013

Top Performing Small Cap Stocks in Week 10, 2014

Find top performing small cap stocks of week 10, 2014. Top equities are FuelCell Energy Inc, Plug Power Inc, Genocea Biosciences, etc.

Best Small Cap Stocks

Small cap stocks are stock with a relatively small market capitalization. The companies usually have market capitalization between $300 million and $2 billion. Investing in small cap stocks can be rewarding although it may involve higher risks. Investors can invest through brokerage or investment funds.

To buy these small cap stocks, you can check online brokerage. The following list is sorted based on the stocks’ performance for the past 1 week. Some of the top stocks may be the top performing stocks in 2014. I have provided the list of top 40 small cap stocks.

Top performing small cap stocks of week 10, 2014 are:

1. FuelCell Energy Inc. – 81.03%
2. Plug Power Inc. – 77.09%
3. Genocea Biosciences, Inc. – 53.03%
4. Maxwell Technologies Inc. – 47.36%
5. Agios Pharmaceuticals, Inc. – 45.39%
6. Ballard Power Systems Inc. – 42.70%
7. Energy Recovery, Inc. – 33.48%
8. E-Commerce China Dangdang Inc. – 32.72%
9. Peregrine Pharmaceuticals Inc. – 32.60%
10. Rigel Pharmaceuticals, Inc. – 31.40%
11. Revance Therapeutics, Inc.
12. Arrowhead Research Corp.