June 2, 2014

Best Performing Emerging Markets ETFs 2014

Emerging market stock funds have been among the best performing ETFs in 2014. These best performing emerging markets stock ETFs 2014 are First Trust BICK Index, etc.

Emerging Markets ETFs

Emerging markets ETFs invest in the often rapidly-growing emerging economies in Eastern Europe, Asia, South America, and Africa. Exchange Traded Funds in this category may invest in a broad basket of countries or a single country, or focus on specific types of equities, industries or investment styles. Emerging markets sector may include Brazil, Russia, China, India, Indonesia, Turkey, etc.

Year 2014 has been great investment for emerging markets sector. With developed countries economy is slowing, emerging markets may provide opportunity for capital growth. Of course, the emerging markets are not without risks. It is recommended investing in the emerging markets through diversified pools in the form of exchange-traded funds and open and closed-end mutual funds.

Top Performing ETFs

These top performing ETFs are sorted based on its 1 year return (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 performing emerging markets stock ETFs 2014 are:
    Best Performing Emerging Markets ETFs 2014
  1. First Trust BICK Index
  2. iShares MSCI Emerging Mkts Cnsmr Discret
  3. PowerShares S&P Emerging MktsHigh Beta
  4. Guggenheim MSCI Emerging Markets Eq Wt
  5. iShares MSCI Emerging Markets EMEA
  6. SPDR S&P BRIC 40
  7. SPDR S&P Emerging Markets
  8. iShares MSCI Emerging Markets
  9. SPDR MSCI EM 50 ETF
  10. iShares Core MSCI Emerging Market
Updated on 5/27/2014

May 31, 2014

Top Stocks Week 22, 2014: Recreational Goods

Find best performing sector stocks of week 22 of 2014. Top stock industries are recreational goods, internet service providers, diversified computer systems, 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 1.49%. NASDAQ Composite has a weekly return of 2.25%. The Russell 2000 has a positive return of 2.38%.

Best weekly performance of industry stocks of week 22, 2014 (May 26, 2014 – June 1, 2014) are:
    Top Stocks Week 22, 2014: Recreational Goods
  1. Recreational Goods, Other – 15.93%
  2. Internet Service Providers – 6.28%
  3. Diversified Computer Systems – 5.18%
  4. Semiconductor- Memory Chips – 5.15%
  5. Electronics Stores – 4.73%
  6. Lumber, Wood Production
  7. Electronic Equipment
  8. Processed & Packaged Goods
  9. Business Services
  10. Semiconductor - Broad Line
  11. Lodging
  12. Major Airlines
  13. Computer Based Systems
  14. Drugs Wholesale
  15. Farm Products
  16. Healthcare Information Services
  17. Rubber & Plastics
  18. Dairy Products

May 29, 2014

Best Target Date 2026-2030 Mutual Funds 2014

Find best target date 2026-2030 mutual funds 2014. Top target date funds are American Funds 2030 Target Date Retirement fund, etc.

Target Date Funds

Best Target Date 2026-2030 Mutual Funds 2014Target date mutual funds are popular among any investors. Whether you have a 401k plan, individual retirement account (IRA), or regular investment account; you will find the target date mutual funds for your choice. These funds are suitable for passive investors that want to balance between stocks & bonds. These funds will adjust their assets based on your retirement year target.

For example, a younger worker hoping to retire in 2040 would choose a target-date 2040 fund, while an older worker hoping to retire in 2020 would choose a target-date 2020 fund. Because it has a longer time horizon, the 2040 fund would likely be weighted heavily toward stocks, with a relatively small percentage of bonds and cash equivalents, while the 2020 fund would hold relatively more bonds and cash equivalents and fewer stocks.

As part of asset allocation fund or balanced fund, these target date funds will seek income and growth for your investment. The investment risks may include interest rate risk, investment style risk, market risk, etc. These target date mutual funds are also known as lifecycle mutual funds.

Top Mutual Funds

These top performer target date mutual funds are sorted based on its 1 year total return. You may find other information such as expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.

Best target date 2026-2030 mutual funds 2014 are:
  1. Manning & Napier Target 2030 K (MTPKX)
  2. American Funds 2030 Target Date Retire A (AAETX)
  3. T. Rowe Price Retirement 2030 (TRRCX)  
  4. AllianceBernstein 2030 Retirement Strategy A (LTJAX) 
  5. TIAA-CREF Lifecycle Index 2030 Institutional (TLHIX)
  6. Vanguard Target Retirement 2030 Investor (VTHRX)

May 27, 2014

Small Growth ETFs: How to Invest

Find article about how to invest in small growth ETFs. This small growth stock exchange trade funds provide high risk and high reward opportunities for investors.

Small Growth Funds

For growth seeker investors, small growth funds provide a right risk and reward. These small growth funds utilize their assets to purchase stocks of small size companies with high growth potential. These companies are fast growing and often richly valued. The stocks may be volatile and easily swing up/down.

Exchange traded funds or ETFs are used by investors to seek investing in this small growth stocks. Investor can buy or sell the ETFs through your brokerage. These ETFs are traded like stocks through variety of stock exchange/market such as NASDAQ, NYSE, or AMEX. Most of the small growth ETFs are index ETFs (i.e. passively managed & tracking their benchmark).

Top ETFs

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 1 year total return up to May 19, 2014.

Small Growth ETFs: How to InvestTop performing small growth exchange trade funds 2014 are:
  1. Guggenheim S&P SmallCap 600 Pure Growth
  2. SPDR S&P 600 Small Cap Growth ETF
  3. iShares S&P Small-Cap 600 Growth
  4. Vanguard S&P Small-Cap 600 Growth Idx ETF
  5. PowerShares Fundamental Pure Small Grow
  6. iShares Morningstar Small-Cap Growth
  7. iShares Russell 2000 Growth
  8. Vanguard Small Cap Growth ETF
  9. Vanguard Russell 2000 Growth Index ETF
  10. First Trust Small Cap Growth AlphaDEX
Updated on May 19, 2014

May 25, 2014

Top Stocks Week 21, 2014: Internet Providers

Find best performing sector stocks of week 21 of 2014. Top stock industries are internet service providers, dairy products, electronic stores, internet information providers, 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 1.25%. NASDAQ Composite has a weekly return of 2.33%. The Russell 2000 has a positive return of 2.13%.

Best weekly performance of industry stocks of week 21, 2014 (May 19, 2014 – May 25, 2014) are:
    Top Stocks Week 21, 2014: Internet Providers
  1. Internet Service Providers – 10.54%
  2. Dairy Products – 8.55%
  3. Toy & Hobby Stores – 6.61%
  4. Electronics Stores – 6.07%
  5. Internet Information Providers – 6.06%
  6. Jewelry Stores – 5.69%
  7. Hospitals
  8. Computer Peripherals
  9. Synthetics
  10. Healthcare Information Services
  11. Broadcasting - Radio
  12. Movie Production, Theaters
  13. Drug Delivery
  14. Drug Related Products
  15. Manufactured Housing
  16. Semiconductor- Memory Chips
  17. Auto Parts
  18. General Entertainment

May 23, 2014

Investing in Convertible Closed End Funds

Investing in convertible closed end funds can be done easily. You can buy these closed end funds from your brokerage.

Convertible Bond Funds

Investing in Convertible Closed End FundsInvesting in convertible securities can be very attractive for investors. Generally, these convertible bonds are interest-paying bonds that can be swapped for shares of the issuing company's stock at a predated price. The bond-like yield aspect of a convertible protects against stock declines, while the ability to convert into stock offers shelter against falling bond prices.

Using closed end funds, investors can maximize its return if there is an arbitrage between the fund’s NAV and fund’s price. The yield of these convertible closed end funds can be higher than convertible ETFs or convertible mutual funds.

Top Closed End Funds

These top performing closed end funds are selected based on its year-to-date performance in 2014. Most of these convertible bond mutual funds are also rated among the best in their category. I have also provided some details about its management, performance, expense ratio, initial investment requirement, risk, top holdings, etc.

Top performing convertible closed end funds in 2014 are:
  1. AGIC Convertible & Income II
  2. Calamos Convertible & High Income
  3. AGIC Convertible & Income
  4. Bancroft Fund
  5. Advent Claymore Convertible Securities & Income
  6. Ellsworth Fund
  7. Calamos Convertible Opportunities & Income
  8. Advent Claymore Convertible & Income
Updated on 5/18/2014

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

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