May 21, 2014

Top Foreign Large Growth Mutual Funds 2014

Find top foreign large growth mutual funds 2014 review. Foreign large growth funds invest in non-US companies located in developed countries.

Foreign Large Growth Funds

Top Foreign Large Growth Mutual Funds 2014Foreign large-growth funds focus on high-priced growth stocks, mainly outside of the United States. The mutual funds invest mainly in variety of developed markets such as Japan, United Kingdom, France, Germany, Italy, etc. The funds invest in stocks of big companies with high growth potential. They may invest in U.S. stocks as well (less than 20% of assets).

Top Stock Mutual Funds

This best performing funds list is sorted based on the fund’s performance for the past 1 year. You may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Top foreign large growth mutual funds 2014 are:
  1. Morgan Stanley Institutional Fund, Inc. International Opportunity Portfolio Class A
  2. Gerstein Fisher Multi-Factor International Growth Equity Fund
  3. Selected International Fund Class D
  4. Nuveen International Growth Fund Class A
  5. Davis International Fund Class A
  6. Oppenheimer International Growth Fund Class A
  7. MassMutual Premier International Equity Fund Class A
  8. Oppenheimer International Growth Fund Class N
  9. DFA International Large Cap Growth Portfolio
  10. Vanguard International Growth Fund Investor Shares
  11. WHV International Equity Fund Class A

May 19, 2014

Top Stocks Week 20, 2014: Home Health Care & Networking

Find best performing sector stocks of week 20 of 2014. Top stock industries are Home Health Care, Internet Service Providers, Networking & Communication Devices, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have turned negative or flat in 2014. The S&P 500 index has a weekly return of 0.03%. NASDAQ Composite has a weekly return of 0.46%. The Russell 2000 has a negative return of -0.34%.

Best weekly performance of industry stocks of week 20, 2014 (May 12, 2014 – May 18, 2014) are:
  1. Home Health Care – 8.54%
  2. Internet Service Providers – 7.93%
  3. Music & Video Stores – 5.54%
  4. Networking & Communication Devices – 5.16%
  5. Dairy Products
  6. Photographic Equipment & Supplies
  7. Copper
  8. Beverages - Wineries & Distillers
  9. Drugs Wholesale
  10. Long-Term Care Facilities
  11. Drugs - Generic
  12. Data Storage Devices
  13. Synthetics
  14. Security Software & Services
  15. Apparel Stores
  16. Foreign Utilities
  17. Steel & Iron

May 17, 2014

Best Short Term Bond ETFs 2014

Find best short term bond ETFs 2014 list. These short term bond exchange traded funds provide low risk and income for investors.

Short Term Bond ETFs

Best Short Term Bond ETFs 2014Exchange Traded Funds or ETFs are popular among active investors. With their low cost and liquidity, you can use ETFs to build your investment core assets. You can invest in bond, stock, or money market. There is variety of ETFs offered by ETF providers such as Vanguard, iShares, SPDR, etc.

Short term bond ETFs are investing mainly in high grade corporate and government with short duration (1 to 3.5 years). These debt ETFs typically great for conservative investors or retiree, hence they are less sensitive to interest rates hikes. The funds do provide yield for income.

Top Bond ETFs

These top performer ETFs are sorted based on its 1 year to date performance in 2014 (up to May 2014). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

Best short term bond ETFs 2014 are:
  1. AdvisorShares Newfleet Multi-Sector Income ETF
  2. iSharesBond Mar 2016 Corp ex-Fincls Term
  3. Vanguard Short-Term Corp Bd Idx ETF
  4. iShares 0-5 Year Invmt Grd Corp Bd
  5. Vanguard Short-Term Bond ETF
  6. SPDR Barclays Capital Short Term Corp Bd
  7. iShares Short Maturity Bond
  8. iShares Core Short-Term US Bond
  9. iSharesBond Mar 2016 Corporate Term
  10. iShares 1-3 Year Credit Bond

May 15, 2014

Top Covered Call Closed End Funds 2014

Find top covered call closed end funds 2014 review. Best option strategies CEFs are: Columbia Seligman Premium Technology Growth Fund, ING Risk Management Natural Resources, etc.

Covered Call CEFs

Top Covered Call Closed End Funds 2014Covered call portfolios invest in stocks and also sell call options on stock indices or individual stocks. The indices include U.S. markets (NASDAQ, NYSE, S&P, and Dow) or international markets (FTSE, Nikkei). Some funds may also purchase put options to try to shield the portfolio from extreme decreases in the stock market. Potential return from these funds comes from stock dividends, premiums received from selling call options, and stock appreciation/depreciation.

Covered call portfolio may be suitable for income seeker investors. Some of the fund’s yields are higher than your typical mutual funds, ETF, or stocks.

Best Closed End Funds

The top performing list is sorted based on its year to date performance in 2014. You can find the fund review, performance, expense ratio, dividend yield, fund’s NAV, management, leverage, fund’s sponsor, premium/discount info, etc.

Top covered call closed end funds 2014 are:
  1. Columbia Seligman Premium Tech
  2. ING Risk Mgt Natural Resources
  3. Cohen & Steers Glb Income Builder
  4. EV Tax-Managed Buy-Write Income
  5. JH Hedged Equity & Income Fund
  6. GAMCO Nat Res Gold & Income
  7. ING Glb Eqty Div & Prem Opps
  8. Madison Strategic Sector Premium

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)

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...