Top California Municipal Bond Closed End Funds 2014

If you look for tax free income, you need to consider top California municipal bond closed end funds 2014. These CA muni bond funds provide high yield income for investors.

California Municipal Bond Funds

Municipal bond funds are popular among investors who pay high income tax. As one of the highest tax income state in U.S, California residents can reduce their income tax by investing in CA municipal bond funds. These CA municipal bond funds invest mainly in California municipal debts. The income from these bond funds is generally free from federal taxes and California state taxes.

For California residents, these investment funds are very attractive. Typically, the bonds have long average duration of more than 7 years. Investing in closed end funds can enhance your income as well due to its higher yield and leverage usage.

Best Closed End Funds

These top closed end funds list is selected based on its year to date return in 2014. For details about the closed end fund screener, you can find the below table. Some of these top highest yield CEFs are among the best closed end funds.

Top California municipal bond closed end funds 2014 are:

1. PIMCO CA Municipal Income III (PZC)
2. EV CA Muni Bond II (EIA)
3. Nuveen CA Div Adv Muni 2 (NVX)
4. Nuveen CA AMT-Tax Free Muni Income (NKX)
5. PIMCO CA Municipal Income (PCQ)
6. Nuveen CA Div Adv Muni 3 (NZH)
7. EV CA Municipal Bond (EVM)
8. Neuberger Berman CA Inter Muni (NBW)
9. EV CA Municipal Income (CEV)
10. BlackRock MuniYield CA (MYC)
11. Nuveen CA Municipal Value 2 (NCB)
12. Nuveen CA Div Adv Muni (NAC)

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:

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

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:

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

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

Target 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)

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.

Top 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

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:

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

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 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