April 19, 2014

Top Convertible Mutual Funds 2014

Top convertible mutual funds 2014 are PIMCO Convertible, Columbia Convertible Securities, Miller Convertible Bond, etc.

Convertible Funds

Convertible funds use its assets to purchase portfolio of bonds that can be converted into stocks at a set price. These bond funds also pay a high yield due to lower credit quality of the bonds. You can invest in regular investment account, retirement account, 401(k) account, etc.

These best performing mutual funds are sorted based on its year to date return in 2014. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Best Convertibles Mutual Funds

Top convertible mutual funds 2014 are:
    Top Convertible Mutual Funds 2014
  1. PIMCO Convertible A (PACNX)
  2. Columbia Convertible Securities A (PACIX)
  3. Miller Convertible Bond A (MCFAX)
  4. AllianzGI Convertible A (ANZAX)
  5. Victory Investment Grade Convertible A(SBFCX)
  6. Invesco Convertible Securities A(CNSAX)
  7. Vanguard Convertible Securities Investor (VCVSX)
  8. Harbor Convertible Securities Investor (HICSX)
  9. Franklin Convertible Securities A (FISCX)
  10. Putnam Convertible Securities A(PCONX)

April 17, 2014

Vanguard Emerging Markets Government Bond ETF Fund (VWOB): Investment Ad

Find Vanguard Emerging Markets Government Bond ETF (VWOB) review. This exchange traded fund invests in debts issued by emerging markets governments.

Vanguard Bond ETF

Vanguard Group has introduced variety of index ETFs for investors. One of the new index exchange traded funds is Vanguard Emerging Markets Government Bond ETF (VWOB). This index bond fund uses its assets to purchase emerging markets government bonds. The emerging markets countries include China, Brazil, India, Russia, South Africa, Indonesia, Philippines, etc.

Vanguard also provides an ad for this bond ETF. You can buy this fixed income fund through your brokerage for your investment account or retirement account. Find this index bond fund review below.
VWOB 
Vanguard Emerging Markets Government Bond ETF Fund - VWOBVanguard Emerging Markets Government Bond ETF 
Round out your clients’ portfolios. 
Are you Vanguarding your clients’ portfolios? 
Giving your clients the exposure that comes with investing in international fixed income just got a little easier. VWOB ETF specializes in emerging markets government bonds and has an expense ratio that’s 36% lower than the industry average*, making it the lowest in its category. So wherever your clients’ goals take them, there’s an International Bond ETF that can help them get there. 
Extend your clients’ reach at advisors.vanguard.com/VWOBETF today.

April 15, 2014

Best Performing High Yield Muni Closed End Funds 2014

Find best performing high yield muni closed end funds 2014. Top CEF funds are Pioneer Muni High Income Advantage fund, Nuveen Muni High Income Opportunities, etc.

Top High Yield Muni Funds

High yield muni closed end funds use their assets to purchase lower quality rating municipal bonds. These bond funds provide tax free high yield income for investors. They usually provide the distribution yield regularly (i.e. monthly or quarterly). They have higher risk than investment grade municipal bond funds.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its year to date performance in 2014.

Best performing high yield muni closed end funds 2014 are:
    Best Performing High Yield Muni Closed End Funds 2014
  1. Pioneer Muni High Income Advantage (MAV)
  2. Pioneer Muni High Income (MHI)
  3. Nuveen Muni High Income Opportunities (NMZ)
  4. BlackRock MuniAssets (MUA)
  5. Invesco Muni Income Opportunities (OIA)
  6. Putnam Managed Muni Income (PMM)
  7. Western Asset Muni High Income (MHF)
  8. MFS High Yield Muni (CMU)
  9. DWS Strategic Muni Income Trust (KSM)
  10. MFS High Income Muni (CXE)
  11. MFS Municipal Income Trust (MFM)
Updated on 4/6/2014

April 13, 2014

Top Industry Stocks of Week 15, 2014: Aluminum, Personal Products

Find best performing sector stocks of week 15, 2014. Top stock industries are Nonmetallic Mineral Mining, Aluminum, Personal Products, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. You can adjust your investment in your brokerage or retirement accounts (IRA). Major market indices have recorded one of its worst returns in 2014. The S&P 500 index has a weekly return of -2.60%. NASDAQ Composite has a weekly return of -3.10%.

Best weekly performance of industry stocks of week 15, 2014 (April 7, 2014 – April 13, 2014) are:
    Top Industry Stocks of Week 15, 2014: Aluminum, Personal Products
  1. Nonmetallic Mineral Mining – 3.96%
  2. Aluminum – 3.06%
  3. Personal Products – 2.24%
  4. Farm Products – 2.15%
  5. Foreign Utilities – 2.10%
  6. Oil & Gas Drilling & Exploration
  7. Toy & Hobby Stores
  8. REIT - Healthcare Facilities
  9. Wholesale, Other
  10. Meat Products
  11. Steel & Iron
  12. Electric Utilities
  13. Cigarettes
  14. Beverages - Soft Drinks
  15. Information Technology Services
  16. Industrial Metals & Minerals
  17. Medical Practitioners

April 11, 2014

Proshares Interest Rate Hedged ETFs: IGHG & HYHG Fund

Find Proshares interest rate hedged ETFs review. The funds are Proshares Investment Grade-Interest Rate Hedged ETF (IGHG) & Proshares High Yield-Interest Rate Hedged ETF (HYHG).

Proshares ETF Funds

Proshares Interest Rate Hedged ETFs - IGHG & HYHG FundInterest rate has been rising for the past year. Investors need to get a grip of this rising rate if they invest in bond fund. Various ETF providers have offered a way to hedge through exchange traded funds (ETFs). Proshares offer 2 of these hedge ETFs such as Proshares Investment Grade-Interest Rate Hedged ETF (IGHG) & Proshares High Yield-Interest Rate Hedged ETF (HYHG).

Recently, Proshares provide a big ad show these two bond ETFs. You can find the fund review below. Whether you want to invest in your brokerage accounts or retirement accounts (IRA), you need to find the details about these funds. The investment ad is as follows:
Reducing duration? 
Our ETFs aim to eliminate it.
IGHG Investment Grade-Interest Rate Hedged ETF 
HYHG High Yield-Interest Rate Hedged ETF 
Duration. The lower it is, the more your bond portfolio is protected from rising interest rates. Consider our Interest Rate Hedged Bond ETFs, which each feature:
  • A diversified portfolio of investment grade or high yield bonds
  • A built-in hedge against rising rates using Treasury futures

April 9, 2014

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

Top Conservative Allocation Mutual Funds 2014If 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)

April 7, 2014

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

Top Industry Stocks of Week 14, 2014: Synthetics, TruckingThis 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.NamePerf WeekPerf MonthPerf QuartPerf HalfPerf YearPerf YTD
1Toy & Hobby Stores18.80%22.81%43.25%54.16%116.44%44.77%
2Synthetics7.82%5.77%6.40%29.57%-11.36%3.65%
3Research Services7.04%-0.75%10.11%14.73%14.18%9.00%
4Basic Materials Wholesale6.46%2.69%5.79%12.64%14.74%6.80%
5Electronics Stores5.29%10.22%-28.71%-22.80%15.40%-28.00%
6Cement4.88%1.52%16.41%23.28%20.16%14.44%
7Dairy Products3.90%3.97%-11.35%-5.09%10.61%-11.05%
8Trucking3.70%-0.34%5.81%15.38%26.28%5.62%
9Industrial Metals & Minerals3.49%1.40%3.93%8.88%9.38%1.12%
10Semiconductor- Memory Chips3.05%-7.04%9.15%26.45%131.87%5.66%
11Major Airlines3.01%-4.35%15.10%39.21%71.70%19.94%
12Appliances2.93%1.47%-1.17%10.19%36.56%-1.16%
13Water Utilities2.91%3.30%4.15%5.46%5.55%2.16%
14Foreign Regional Banks2.82%4.84%5.00%2.32%4.54%1.31%
15Residential Construction2.73%-5.34%0.81%13.22%1.84%-0.75%
16Auto Dealerships2.61%-1.74%0.90%0.64%22.08%-0.32%
17Medical Appliances & Equipment2.55%0.28%6.62%17.78%24.59%6.74%
18Industrial Equipment Wholesale2.54%0.82%5.20%5.00%17.24%3.88%
19Life Insurance2.51%-0.53%0.03%15.74%47.49%-2.13%
20Security & Protection Services2.44%-2.58%-2.93%7.84%12.69%-4.30%
21Regional Airlines2.40%3.31%12.24%24.28%31.67%13.31%
22Printed Circuit Boards2.34%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:
    Best Trucking Stocks
  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.CompanyTickerPerf WeekPerf MonthPerf QuartPerf YTDPrice
1Knight Transportation Inc.KNX6.42%4.22%27.33%26.85%23.2
2USA Truck Inc.USAK6.33%5.61%18.95%16.82%15.63
3Swift Transportation CompanySWFT6.00%-3.05%19.44%12.88%25.07
4Con-way Inc.CNW5.09%4.51%8.12%5.91%41.94
5JB Hunt Transport Services Inc.JBHT4.83%-0.66%-4.84%-4.85%73.35
6Arkansas Best CorporationABFS4.74%0.82%9.29%9.75%36.93
7Quality Distribution Inc.QLTY4.60%-3.79%-11.42%0.94%12.95
8Marten Transport Ltd.MRTN4.54%3.42%7.35%5.06%21.19
9P.A.M. Transportation Services, Inc.PTSI4.29%-0.49%-2.80%-2.65%20.17
10Echo Global Logistics, Inc.ECHO3.79%5.95%-13.70%-17.04%17.82
11Heartland Express, Inc.HTLD3.65%5.25%14.59%14.59%22.46
12Werner Enterprises Inc.WERN3.18%-2.99%4.53%3.85%25.63
13Patriot Transportation Holding Inc.PATR2.89%-4.55%-11.13%-12.65%36.26
14Landstar System Inc.LSTR2.32%-0.37%3.89%3.73%59.53
15Saia, Inc.SAIA2.21%-6.04%22.90%17.04%37.51
16Old Dominion Freight Line Inc.ODFL1.14%-0.02%6.66%5.70%56.04
17Universal Truckload Services Inc.UACL1.10%1.93%-5.26%-6.47%28.46
18Celadon Group Inc.CGI0.77%-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:
    Top Sector Stocks 2014
  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.NamePerf WeekPerf MonthPerf QuartPerf HalfPerf YearPerf YTD
1Industrial Goods1.45%-0.89%1.56%13.50%28.77%0.53%
2Basic Materials1.41%2.74%5.04%8.88%13.60%3.15%
3Utilities1.04%4.33%9.17%12.65%11.01%7.35%
4Financial0.93%-0.14%1.15%8.38%19.06%0.22%
5Services0.57%-2.98%-0.37%9.83%25.94%-1.11%
6Conglomerates0.29%-9.12%-3.23%5.65%24.72%-2.06%
7Healthcare0.05%-3.59%5.86%14.82%28.24%5.35%
8Consumer Goods-0.01%0.25%0.44%6.94%15.66%-1.26%
9Technology-0.68%-3.84%0.78%9.65%24.88%-0.34%

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