May 13, 2014

Best Moderate Allocation Mutual Funds 2014

Find best moderate allocation mutual funds 2014 review. Top moderate allocation funds are Dodge & Cox Balanced fund, Federated MDT Balanced fund, etc.

Moderate Allocation Funds

Moderate allocation mutual funds invest in stocks and bonds. These investment funds typically has higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $1,000 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 1 year performance in 2013-2014. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

Top Funds

Best Moderate Allocation Mutual Funds 2014Best moderate allocation mutual funds 2014 are:
  1. SCS Tactical Allocation (SCSGX)
  2. Dodge & Cox Balanced (DODBX)
  3. Scharf Balanced Opportunity Inv (LOGOX)
  4. Disciplined Growth Investors (DGIFX)
  5. CornerCap Balanced (CBLFX)
  6. BlackRock Growth Prepared Investor A (BAGPX)
  7. Federated MDT Balanced A (QABGX)
  8. Hotchkis and Wiley Capital Income A (HWIAX)
  9. Osterweis Strategic Investment (OSTVX)
  10. Wells Fargo Advantage Growth Balanced A (WFGBX)

May 11, 2014

Top Stocks Week 19, 2014: Multimedia & Graphics Software

Find best performing sector stocks of week 19 of 2014. Top stock industries are long distance carriers, confectioners, multimedia & graphics software, etc.

Top Stocks

Top Stocks Week 19, 2014: Multimedia & Graphics SoftwareThis post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of -0.05%. NASDAQ Composite has a weekly return of -1.26%.

Best weekly performance of industry stocks of week 19, 2014 (May 5, 2014 – May 11, 2014) are:
    Best weekly performance of industry stocks
  1. Long Distance Carriers – 5.66%
  2. Confectioners – 4.84%
  3. Multimedia & Graphics Software – 3.85%
  4. Toy & Hobby Stores – 3.68%
  5. Health Care Plans – 3.45%
  6. Processed & Packaged Goods
  7. Beverages - Brewers
  8. Music & Video Stores
  9. Telecom Services - Domestic
  10. Publishing - Books
  11. Conglomerates
  12. Basic Materials Wholesale
  13. Drugs Wholesale
  14. Home Health Care
  15. Credit Services
  16. REIT - Residential

May 9, 2014

Top High Yield Bond ETFs 2014

Find top high yield bond ETFs 2014 review. These high yield bond funds invest in low rated corporate bonds.

High Yield Bond ETF

Top High Yield Bond ETFs 2014If you are looking for yield, high yield bond funds may provide an attractive choice for you. As discussed, these funds invest in low quality corporate debts. It provides high yield income for investors. You can buy ETF funds from your brokerage just like stock or CEF funds. As part of taxable bond fund, it may have shorter duration than high quality bonds.

These top performing high yield exchange traded funds are sorted based on its year to date return in 2014. You can find other fund review information below. I have listed the expense ratio fee, yield or distribution rate, leverage, share price, NAV, holdings, top sectors, and more.

Top high yield bond ETFs 2014 are:
  1. Market Vectors Fallen Angel HY Bond ETF (ANGL)
  2. Guggenheim BulletShares 2014 HY C Bond ETF (BSJE)
  3. Guggenheim BulletShares 2015 HY C Bond ETF (BSJF)
  4. Guggenheim BulletShares 2016 HY C Bond ETF (BSJG)
  5. Guggenheim BulletShares 2017 HY C Bond ETF (BSJH)
  6. Guggenheim BulletShares 2018 HY C Bond ETF (BSJI)
  7. iShares iBoxx $ High Yield Corporate Bond (HYG)
  8. AdvisorShares Peritus High Yield ETF (HYLD)
  9. PIMCO 0-5 Year High Yield Corp Bond Index ETF (HYS)
  10. SPDR Barclays High Yield Bond (JNK)

May 7, 2014

Best Large Growth ETFs in 2014

Find top large growth ETFs in 2014 review. These large growth ETFs are investing in big U.S. companies with high growth potential.

Large Growth Funds

Top Large Growth ETFs in 2014Large growth funds are popular among investors. These funds invest in large U.S. companies that tend to grow faster than other large cap stocks. These funds are focusing on companies in rapidly expanding industries in term of earning, sales, book value, and cash flow. These companies also provide little to no dividend yield and have high price ratios.

Investing in large growth exchange traded funds can diversify your portfolio. Whether it is for your brokerage or retirement account, you can fit these ETFs in your core investment portfolio.

Top Funds

These best large growth ETFs in 2014 are sorted based on its year to date performance in 2014. You can find the fund details and review below. Some of these ETFs can be bought for free from variety of brokerages such as Fidelity, Schwab, TD Ameritrade, and Vanguard.

Best large growth ETFs in 2014 are:
  1. PowerShares Fundamental Pure Large Grow
  2. Guggenheim S&P 500 Pure Growth
  3. AdvisorShares Madrona Domestic ETF
  4. Schwab US Large-Cap Growth ETF™
  5. Vanguard S&P 500 Growth Index ETF
  6. First Trust Large Cap Gr Opp AlphaDEX

May 5, 2014

Top Stocks Week 18, 2014: Wireless Communication

Find best performing sector stocks of week 18 of 2014. Top stock industries are consumer services, wireless communication, oil & gas drilling exploration, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned positive in 2014. The S&P 500 index has a weekly return of 0.24%. NASDAQ Composite has a weekly return of 1.19%.

Best weekly performance of industry stocks of week 18, 2014 (April 28, 2014 – May 4, 2014) are:
    Top Stocks Week 18, 2014: Wireless Communication
  1. Toy & Hobby Stores – 11.57%
  2. Consumer Services – 6.93%
  3. Building Materials Wholesale – 6.69%
  4. Telecom Services - Foreign
  5. Wireless Communications
  6. Resorts & Casinos
  7. Oil & Gas Drilling & Exploration
  8. Surety & Title Insurance
  9. Auto Dealerships
  10. Electronics Stores
  11. CATV Systems
  12. Lodging
  13. Semiconductor- Memory Chips
  14. Home Furnishings & Fixtures
  15. Toys & Games
  16. Broadcasting - TV
  17. Electronic Equipment
  18. Diversified Communication Services

May 3, 2014

Best China Region Mutual Funds 2014

Find best China region mutual funds 2014 review. Top China stock mutual funds are JHancock China Emerging Leaders, Aberdeen China Opportunities fund, etc.

China Stock Funds

Investing in this Chinese region can be done through stocks, investment funds, or bonds. Using investment funds such as mutual funds can provide diversification for investors. Some of these funds can be invested in your brokerage account or retirement account. As part of emerging markets, China has been growing for the past 2 decades.

The china region mutual funds invest mainly in companies located in China region such as China, Hong Kong, Taiwan, Macau, etc. These top China region mutual funds 2014 are sorted based on its year to date performance in 2014. You can find the fund review below.

Top Stock Mutual Funds

Best China region mutual funds 2014 are:
    Best China Region Mutual Funds 2014
  1. GMO Taiwan III  (GMOTX)
  2. JHancock China Emerging Leaders A (JCHLX)
  3. Aberdeen China Opportunities A (GOPAX)
  4. Shelton Greater China (SGCFX)
  5. BlackRock Emerging Markets Div Investor A (BACHX)
  6. Templeton China World A (TCWAX)
  7. JHancock Greater China Opportunities A (JCOAX)
  8. Neuberger Berman Greater China Equity A (NCEAX)
  9. JPMorgan China Region A (JCHAX)
  10. Goldman Sachs China Equity A (GNIAX)
  11. EP China A (EPHCX)
  12. Fidelity China Region (FHKCX)

May 1, 2014

Top World Stock ETFs in 2014

Find top world stock ETFs in 2014. Best ETFs are iShares MSCI Kokusai Fund, SPDR Global Dow ETF, etc. This world stock ETFs invest in companies around the globe.

World Stock Funds

If you are global investors, you may need to consider world stock funds. There are 3 main investment funds which offer world stocks. The investment funds are mutual funds, exchange traded funds (ETFs), and closed end funds (CEFs). You can buy these funds for your brokerage or retirement account (IRA).

This World-stock portfolio invests in companies around the globe. It is common for these portfolios to invest the majority of their assets in the U.S., Europe, Japan, and smaller markets (emerging markets or developing countries). These portfolios typically have 20%-60% of assets in U.S. stocks.

Top Performing Mutual Funds

The top performing list is sorted based on its YTD performance in 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Top world stock ETFs in 2014 are:
    Top World Stock ETFs in 2014
  1. iShares MSCI Kokusai (TOK)
  2. SPDR Global Dow ETF (DGT)
  3. SPDR MSCI ACWI IMI (ACIM)
  4. First Trust DJ Global Select Dividend (FGD)
  5. iShares Global 100 (IOO)
  6. iShares MSCI World (URTH)
  7. Russell Equity ETF (ONEF)
  8. Vanguard Total World Stock Index ETF (VT)
  9. iShares MSCI ACWI Index (ACWI)
  10. Global X SuperDividend™ ETF (SDIV)

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