Top Conservative Allocation Mutual Funds 2014

Find top conservative allocation mutual funds 2014. Best conservative allocation funds are Bruce fund, Natixis Diversified Income, etc.

Conservative Allocation

If you are a low risk investor, you may need to invest in conservative allocation mutual funds. As part of balanced mutual fund, these conservative allocation mutual funds invest in bonds, stocks and money markets. Typically it has about 60-70% of assets in bonds and 30%-40% of assets in stocks. Typically these funds have lower risk than moderate allocation funds or aggressive allocation funds.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top conservative allocation mutual funds 2014 are sorted based on its YTD performance in 2014. You can find the fund review below as well.

Best Mutual Funds

Top conservative allocation mutual funds 2014 are:

1. Bruce (BRUFX)
2. Spirit of America Income & Opportunities A (SOAOX)
3. Natixis Diversified Income A (IIDPX)
4. Fidelity Strategic Real Return (FSRRX)
5. Timothy Plan Defensive Strategies A (TPDAX)
6. Touchstone Flexible Income A (FFSAX)
7. Permanent Portfolio (PRPFX)
8. Principal Global Diversified Income A (PGBAX)
9. Franklin Income A (FKINX)
10. Wells Fargo Advantage Divers Income Builder A (EKSAX)

Top Industry Stocks of Week 14, 2014: Synthetics, Trucking

Find best performing sector stocks of week 14, 2014. Top stock industries are Toy & Hobby Stores, Synthetics, Trucking, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have mix returns including flat or slightly down or down sharply. The Dow Jones Industrial Average has a weekly return of 0.58%. NASDAQ Composite has a weekly return of -0.67%.

Best weekly performance of industry stocks of week 13, 2014 (March 31, 2014 – April 6, 2014) are:

1. Toy & Hobby Stores – 18.80%
2. Synthetics – 7.82%
3. Research Services – 7.04%
4. Basic Materials Wholesale – 6.46%
5. Electronics Stores – 5.29%
6. Cement
7. Dairy Products
8. Trucking
9. Industrial Metals & Minerals
10. Semiconductor- Memory Chips
11. Major Airlines
12. Appliances
13. Water Utilities
14. Foreign Regional Banks
15. Residential Construction
16. Auto Dealerships
17. Medical Appliances & Equipment
18. Industrial Equipment Wholesale
19. Life Insurance
20. Security & Protection Services

No.	Name	Perf Week	Perf Month	Perf Quart	Perf Half	Perf Year	Perf YTD
1	Toy & Hobby Stores	18.80%	22.81%	43.25%	54.16%	116.44%	44.77%
2	Synthetics	7.82%	5.77%	6.40%	29.57%	-11.36%	3.65%
3	Research Services	7.04%	-0.75%	10.11%	14.73%	14.18%	9.00%
4	Basic Materials Wholesale	6.46%	2.69%	5.79%	12.64%	14.74%	6.80%
5	Electronics Stores	5.29%	10.22%	-28.71%	-22.80%	15.40%	-28.00%
6	Cement	4.88%	1.52%	16.41%	23.28%	20.16%	14.44%
7	Dairy Products	3.90%	3.97%	-11.35%	-5.09%	10.61%	-11.05%
8	Trucking	3.70%	-0.34%	5.81%	15.38%	26.28%	5.62%
9	Industrial Metals & Minerals	3.49%	1.40%	3.93%	8.88%	9.38%	1.12%
10	Semiconductor- Memory Chips	3.05%	-7.04%	9.15%	26.45%	131.87%	5.66%
11	Major Airlines	3.01%	-4.35%	15.10%	39.21%	71.70%	19.94%
12	Appliances	2.93%	1.47%	-1.17%	10.19%	36.56%	-1.16%
13	Water Utilities	2.91%	3.30%	4.15%	5.46%	5.55%	2.16%
14	Foreign Regional Banks	2.82%	4.84%	5.00%	2.32%	4.54%	1.31%
15	Residential Construction	2.73%	-5.34%	0.81%	13.22%	1.84%	-0.75%
16	Auto Dealerships	2.61%	-1.74%	0.90%	0.64%	22.08%	-0.32%
17	Medical Appliances & Equipment	2.55%	0.28%	6.62%	17.78%	24.59%	6.74%
18	Industrial Equipment Wholesale	2.54%	0.82%	5.20%	5.00%	17.24%	3.88%
19	Life Insurance	2.51%	-0.53%	0.03%	15.74%	47.49%	-2.13%
20	Security & Protection Services	2.44%	-2.58%	-2.93%	7.84%	12.69%	-4.30%
21	Regional Airlines	2.40%	3.31%	12.24%	24.28%	31.67%	13.31%
22	Printed Circuit Boards	2.34%	0.07%	8.55%	-2.68%	26.41%	7.65%

Best Synthetics Stocks & Trucking Stocks

Looking into top synthetics stocks can provide an insight what stock market will bring during upcoming period. Retail or institutional investors may want to rotate to this sector for undervalued sectors.

Top Synthetics Stocks of week 14 are:

1. Tronox Limited – 8.56%
2. Axiall Corporation – 7.30%
3. Sino Clean Energy Inc

Best Trucking Stocks of week 14 are:

1. Knight Transportation Inc. – 6.42%
2. USA Truck Inc. – 6.33%
3. Swift Transportation Company – 6.00%
4. Con-way Inc.
5. JB Hunt Transport Services Inc.
6. Arkansas Best Corporation
7. Quality Distribution Inc.
8. Marten Transport Ltd.
9. P.A.M. Transportation Services, Inc.
10. Echo Global Logistics, Inc.
11. Heartland Express, Inc.
12. Werner Enterprises Inc.
13. Patriot Transportation Holding Inc.
14. Landstar System Inc.
15. Saia, Inc.
16. Old Dominion Freight Line Inc.
17. Universal Truckload Services Inc.
18. Celadon Group Inc.

No.	Company	Ticker	Perf Week	Perf Month	Perf Quart	Perf YTD	Price
1	Knight Transportation Inc.	KNX	6.42%	4.22%	27.33%	26.85%	23.2
2	USA Truck Inc.	USAK	6.33%	5.61%	18.95%	16.82%	15.63
3	Swift Transportation Company	SWFT	6.00%	-3.05%	19.44%	12.88%	25.07
4	Con-way Inc.	CNW	5.09%	4.51%	8.12%	5.91%	41.94
5	JB Hunt Transport Services Inc.	JBHT	4.83%	-0.66%	-4.84%	-4.85%	73.35
6	Arkansas Best Corporation	ABFS	4.74%	0.82%	9.29%	9.75%	36.93
7	Quality Distribution Inc.	QLTY	4.60%	-3.79%	-11.42%	0.94%	12.95
8	Marten Transport Ltd.	MRTN	4.54%	3.42%	7.35%	5.06%	21.19
9	P.A.M. Transportation Services, Inc.	PTSI	4.29%	-0.49%	-2.80%	-2.65%	20.17
10	Echo Global Logistics, Inc.	ECHO	3.79%	5.95%	-13.70%	-17.04%	17.82
11	Heartland Express, Inc.	HTLD	3.65%	5.25%	14.59%	14.59%	22.46
12	Werner Enterprises Inc.	WERN	3.18%	-2.99%	4.53%	3.85%	25.63
13	Patriot Transportation Holding Inc.	PATR	2.89%	-4.55%	-11.13%	-12.65%	36.26
14	Landstar System Inc.	LSTR	2.32%	-0.37%	3.89%	3.73%	59.53
15	Saia, Inc.	SAIA	2.21%	-6.04%	22.90%	17.04%	37.51
16	Old Dominion Freight Line Inc.	ODFL	1.14%	-0.02%	6.66%	5.70%	56.04
17	Universal Truckload Services Inc.	UACL	1.10%	1.93%	-5.26%	-6.47%	28.46
18	Celadon Group Inc.	CGI	0.77%	-2.80%	18.83%	21.40%	23.6

Top Sector Stocks

Looking into the sector, you can find certain value sectors have gone up. Does this mean investors are rotating out from momentum stocks to value stocks? You can adjust your investment in your brokerage or retirement accounts (IRA).

Top sector stocks of week 14 are:

1. Industrial Goods – 1.45%
2. Basic Materials – 1.41%
3. Utilities – 1.04%
4. Financial
5. Services
6. Conglomerates
7. Healthcare
8. Consumer Goods
9. Technology

No.	Name	Perf Week	Perf Month	Perf Quart	Perf Half	Perf Year	Perf YTD
1	Industrial Goods	1.45%	-0.89%	1.56%	13.50%	28.77%	0.53%
2	Basic Materials	1.41%	2.74%	5.04%	8.88%	13.60%	3.15%
3	Utilities	1.04%	4.33%	9.17%	12.65%	11.01%	7.35%
4	Financial	0.93%	-0.14%	1.15%	8.38%	19.06%	0.22%
5	Services	0.57%	-2.98%	-0.37%	9.83%	25.94%	-1.11%
6	Conglomerates	0.29%	-9.12%	-3.23%	5.65%	24.72%	-2.06%
7	Healthcare	0.05%	-3.59%	5.86%	14.82%	28.24%	5.35%
8	Consumer Goods	-0.01%	0.25%	0.44%	6.94%	15.66%	-1.26%
9	Technology	-0.68%	-3.84%	0.78%	9.65%	24.88%	-0.34%

Ad of Vanguard S&P 500 ETF (VOO)

Find Vanguard S&P 500 ETF (VOO) review. This index stock exchange trade fund invests in companies which are part of S&P 500 index. These stocks are typically well known large capitalization companies.

Vanguard ETF

Vanguard is a pioneer of index mutual funds. As a low cost index fund provider, Vanguard also introduces variety of exchange traded funds for investors. Some of the popular index ETFs are Vanguard FTSE Emerging Markets ETF (VWO), Vanguard Total Stock Market ETF (VTI), Vanguard Total Bond Market ETF (BND), Vanguard S&P 500 ETF (VOO), etc.

Recently, Vanguard provides an advertisement about one of these funds, Vanguard S&P 500 ETF (VOO). You can buy this U.S. stock ETF fund through your brokerage for your investment account or retirement account (Roth IRA or Traditional IRA). Find this index bond fund review below.

The investment ad is below:

Vanguard VOO 

Vanguard S&P 500 ETF 

A low-cost way to give your clients access to 500 U.S. powerhouses.

Are you Vanguarding your clients’ portfolios?

The Vanguard S&P 500 ETF seeks to track the largest U.S. companies from America’s top industries. It’s a low-cost option available from the industry’s low-cost leader for over 35 years – Vanguard.* 

Find more cost-conscious choices at advisors.vanguard.com/VOOETF today.800 523-0944

All investing is subject to risk, including the possible loss of the money you invest.Vanguard ETF Shares are not redeemable with the issuing Fund other than in Creation Unit aggregations. Instead, investors must buy or sell Vanguard ETF Shares in the

Best Performing Gold Mutual Funds 2014

Find best performing gold mutual funds 2014. Top funds are Gabelli Gold fund, Tocqueville Gold, OCM Gold, etc.

Top Gold Funds

Precious metals sector has been performing poorly for the past 3 years. In 2014, this sector has been soaring. Whether it is a bear market rally or a new bull market, investors need to observe this sector more closely. As one of the precious metals, gold is among the top investment for most investors. The other precious metals include silver, palladium, and platinum.

Using an investment fund, investor can diversify their portfolio easily. One of the most popular investment funds is mutual fund. Gold mutual funds invest mainly in gold bullion and mining companies. The following top performing gold mutual funds are sorted based on its year to date performance in 2014. You can buy these funds for your investment brokerage account or retirement account (traditional IRA or Roth IRA). You may also invest in 401k plan if this gold fund is available for investing.

Best performing gold mutual funds 2014 are:

1. Gabelli Gold A (GLDAX)
2. Tocqueville Gold (TGLDX)
3. OCM Gold Investor (OCMGX)
4. USAA Precious Metals and Minerals (USAGX)
5. Fidelity Select Gold Portfolio (FSAGX)
6. Van Eck Intl Investors Gold A (INIVX)
7. US Global Investors World Precious Minerals (UNWPX)
8. US Global Investors Gold & Precious Metals (USERX)

Ad of Putnam Diversified Income Trust Fund (PDINX)

Find Putnam Diversified Income Trust (PDINX) review. This mutual fund invests in various bonds including corporate, Agency MBS CMO, etc.

Multisector Bond

Multisector bond funds provide opportunity for investor to invest in a broad mix of bonds, including high yield or investment grade bonds issued by governments or corporations. Depending on the fund’s strategies, it may focus on various investment strategies. You can invest in your brokerage or retirement account such as 401k plan, Roth IRA, traditional IRA.

One of these Multisector bond funds is Putnam Diversified Income Fund (PDINX). Putnam Investments provide an ad in one of the financial newspaper. The ad is titled as “Alternatives@Putnam.” You can find the fund ads details below. I also provide the fund review. The investment ad  details are:

Alternatives@Putnam 

Rising rates could undermine long-duration strategies. 

Find new drivers of return. 

Putnam Diversified Income Trust (PDINX) 

Consider this fund for: All-weather income. The fund seeks high current income. 

Why this fund: 

Managed duration. Employing strategies to reduce interest-rate risk. 

Sector expertise. Pursuing opportunities that require extensive fundamental research.
Broadly diversified. Investing in sectors within and beyond traditional benchmarks. 

About the team:

Best Industry Stocks of Week 13, 2014: Foreign Regional Banks

Find best performing sector stocks of week 13, 2014. Top stock industries are Foreign Utilities, Oil & Gas Drilling & Exploration, Foreign Regional Banks, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. You can invest in your brokerage or retirement accounts (IRA). Major market indices have mix returns including flat or slightly down or down sharply. The Dow Jones Industrial Average has a weekly return of 0.12%. NASDAQ Composite has a weekly return of -2.83%.

Best weekly performance of industry stocks of week 13, 2014 (March 24, 2014 – March 30, 2014) are:

1. Foreign Utilities – 9.15%
2. Oil & Gas Drilling & Exploration – 6.35%
3. Foreign Regional Banks – 5.44%
4. Beverages – Brewers – 4.13%
5. Major Integrated Oil & Gas – 4.05%
6. Personal Products
7. Industrial Metals & Minerals
8. Copper
9. Oil & Gas Equipment & Services
10. Wireless Communications
11. Beverages - Wineries & Distillers
12. Hospitals
13. Meat Products
14. Security Software & Services
15. Business Equipment
16. Aluminum
17. Publishing - Books
18. Telecom Services - Foreign
19. Independent Oil & Gas
20. Cigarettes

No.	Name	Perf Week	Perf Month	Perf Quart	Perf YTD
1	Foreign Utilities	9.15%	8.97%	4.24%	2.75%
2	Oil & Gas Drilling & Exploration	6.35%	5.84%	-3.03%	-4.76%
3	Foreign Regional Banks	5.44%	3.05%	1.81%	-0.70%
4	Beverages - Brewers	4.13%	4.17%	0.07%	-1.27%
5	Major Integrated Oil & Gas	4.05%	3.14%	2.67%	2.11%
6	Personal Products	3.60%	2.43%	0.04%	-0.61%
7	Industrial Metals & Minerals	3.58%	-2.35%	1.07%	-1.48%
8	Copper	3.34%	-3.39%	-3.87%	-6.45%
9	Oil & Gas Equipment & Services	3.30%	4.87%	8.16%	7.38%
10	Wireless Communications	3.23%	-2.60%	-10.46%	-11.24%
11	Beverages - Wineries & Distillers	3.11%	1.07%	4.94%	3.24%
12	Hospitals	2.99%	-1.76%	5.34%	3.34%
13	Meat Products	2.90%	7.56%	8.62%	7.73%
14	Security Software & Services	2.88%	-5.21%	-6.02%	-7.78%
15	Business Equipment	2.73%	1.86%	0.54%	-0.12%
16	Aluminum	2.55%	1.49%	14.58%	12.22%
17	Publishing - Books	2.49%	-4.11%	-16.12%	-17.71%
18	Telecom Services - Foreign	2.40%	3.02%	1.44%	-0.25%
19	Independent Oil & Gas	2.11%	3.05%	4.80%	3.95%
20	Cigarettes	2.07%	4.34%	0.79%	-0.08%

Best Foreign Regional Banks

Looking into top foreign regional banks can provide an insight what stock market will bring during upcoming period. Some of these stocks are poised for a big gain. Retail or institutional investors may want to rotate to this sector for undervalued sectors.

More: Best IRA Funds 2014

Best Foreign Regional Banks Stocks of week 13 are:

1. Banco Bradesco S.A. – 17.89%
2. Banco Bradesco S.A. – 12.43%
3. Itau Unibanco Holding S.A. – 9.35%
4. BBVA Banco Frances S.A. – 6.73%
5. Grupo Financiero Galicia S.A. – 6.42%
6. Shinhan Financial Group Company Limited
7. Banco Santander (Brasil) S.A.
8. HDFC Bank Ltd.
9. Banco Macro S.A.
10. Grupo Financiero Santander Mexico, S.A.B. de C.V.
11. KB Financial Group, Inc.
12. Woori Finance Holdings Co., Ltd.
13. CorpBanca S.A.
14. Bancolombia S.A.
15. Banco Bilbao Vizcaya Argentaria, S.A.

No.	Company	Ticker	Price	Perf Week	Perf Month	Perf Quart	Perf YTD
1	Banco Bradesco S.A.	BBDO	14.63	17.89%	14.66%	10.83%	4.95%
2	Banco Bradesco S.A.	BBD	13.57	12.43%	14.61%	13.46%	9.44%
3	Itau Unibanco Holding S.A.	ITUB	14.62	9.35%	8.14%	11.26%	9.76%
4	BBVA Banco Frances S.A.	BFR	8.09	9.32%	16.24%	14.10%	16.24%
5	Grupo Financiero Galicia S.A.	GGAL	11.9	6.73%	23.32%	12.90%	13.88%
6	Shinhan Financial Group Company Limited	SHG	43.59	6.42%	4.76%	-1.78%	-4.62%
7	Banco Santander (Brasil) S.A.	BSBR	5.37	6.34%	5.71%	3.47%	1.13%
8	HDFC Bank Ltd.	HDB	40.39	4.96%	20.17%	18.79%	17.28%
9	Banco Macro S.A.	BMA	27.16	4.95%	18.65%	8.90%	11.91%
10	Grupo Financiero Santander Mexico, S.A.B. de C.V.	BSMX	11.98	4.45%	9.41%	-11.65%	-12.17%
11	KB Financial Group, Inc.	KB	34.93	4.27%	-5.16%	-9.39%	-13.77%
12	Woori Finance Holdings Co., Ltd.	WF	34.13	4.21%	-1.42%	-7.20%	-10.96%
13	CorpBanca S.A.	BCA	17.5	3.86%	5.23%	-11.93%	-13.84%
14	Bancolombia S.A.	CIB	55.16	2.76%	12.62%	14.96%	13.36%
15	Banco Bilbao Vizcaya Argentaria, S.A.	BBVA	12.01	2.74%	-1.23%	3.00%	-1.07%

Top Sector Stocks

Looking into the sector, you can find defensive sectors have gone up. Does this mean investors are rotating out of hot stocks (i.e. momentum) to value stocks?

Top sector stocks of week 13 are:

1. Basic Materials – 2.57%
2. Consumer Goods – 1.63%
3. Utilities – 1.58%
4. Industrial Goods
5. Financial
6. Conglomerates
7. Technology
8. Healthcare
9. Services

No.	Name	Perf Week	Perf Month	Perf Quart	Perf YTD
1	Basic Materials	2.57%	2.19%	2.67%	1.57%
2	Consumer Goods	1.63%	1.52%	-0.79%	-1.24%
3	Utilities	1.58%	2.91%	7.19%	6.15%
4	Industrial Goods	0.17%	-0.82%	-0.53%	-0.96%
5	Financial	-0.28%	1.08%	0.26%	-0.47%
6	Conglomerates	-0.63%	-6.79%	-1.52%	-2.35%
7	Technology	-0.68%	-1.80%	0.89%	0.22%
8	Healthcare	-1.32%	-3.76%	5.59%	5.09%
9	Services	-1.83%	-1.93%	-1.33%	-1.82%

Precious Metals: Top Performing CEF Funds 2014

Find top performing precious metals closed end funds 2014. This best CEF funds are GAMCO Global Gold Natural Resources & Income, ASA Gold and Precious Metals, etc.

Precious Metals Funds

Precious metals funds have been under pressured for the past 3 years. Some analysts have called the sector is in bear market. Recently, this sector has performed well. Does this sector ready to resume the bull market or is this only a bear market rally? No one will know for now, but you do need to track the top performing funds to identify the leader.

Using closed end funds to invest, you can maximize the return. These funds are similar to exchange traded funds which are trading in stock exchange such as NYSE, or NASDAQ. The precious metals sector includes gold, silver, platinum, palladium, etc. You can buy these funds through your brokerage for your investment account, retirement account, etc.

The top performing precious metals closed end funds 2014 are:

1. GAMCO Global Gold Natural Resources & Income
2. ASA Gold and Precious Metals
3. Central GoldTrust
4. Sprott Physical Platinum & Palladium
5. Sprott Physical Gold Trust
6. Central Fund of Canada
7. Sprott Physical Silver Trust

Updated on 3/22/2014