June 8, 2014

Best Stocks Week 23, 2014: Major Airlines

Find best performing sector stocks of week 23 of 2014. Top stock industries are major airlines, internet service providers, hospitals, etc.

Best 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 1.10%. NASDAQ Composite has a weekly return of 1.14%.

Best weekly performance of industry stocks of week 23, 2014 (June 2, 2014 – June 8, 2014) are:
    Best Stocks Week 23, 2014: Major Airlines
  1. Toy & Hobby Stores – 8.53%
  2. Major Airlines – 6.92%
  3. Internet Service Providers – 6.33%
  4. Hospitals – 5.42%
  5. Metal Fabrication – 5.17%
  6. Catalog & Mail Order Houses
  7. Regional - Pacific Banks
  8. Auto Parts Wholesale
  9. Aluminum
  10. Paper & Paper Products
  11. Gaming Activities
  12. Regional - Southwest Banks
  13. Life Insurance
  14. Farm & Construction Machinery
  15. Printed Circuit Boards
  16. Publishing - Newspapers
  17. General Building Materials
  18. Asset Management
  19. Regional - Mid-Atlantic Banks

June 6, 2014

Best Small Growth Mutual Funds 2014

Find best small growth mutual funds 2014. Top small cap stock funds are Franklin Small Cap Growth fund, Wasatch Small Cap Value Fund, Satuit Capital US Smid Cap fund, etc.

Small Cap Funds

Small cap investment funds provide opportunity for investors to grow their capital faster. This higher reward usually also involves higher risk for investors. These small cap stock funds typically invest in small size U.S. companies. There are 3 types of small cap funds such as small growth, small value, and small blend. The small growth funds invest in companies with high growth potential in term of metrics such as high book value, revenue, sales, etc.

Mutual funds as part of investment funds are popular among many investors including retiree, long term investors, and short term investors.

Top Mutual 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 1 year total return up to May 25, 2014.

Best small growth mutual funds 2014 are:
    Best Small Growth Mutual Funds 2014
  1. Satuit Capital US Smid Cap (SATDX)
  2. Oberweis Micro-Cap (OBMCX)
  3. Satuit Capital US Small Cap (SATSX)
  4. AMG Managers Essex Sm/Micro Cap Grade Investor (MBRSX)
  5. Wasatch Small Cap Value (WMCVX)
  6. 1492 Small Cap Growth (FNTGX)
  7. TCM Small Cap Growth (TCMSX)
  8. Franklin Small Cap Growth A (FSGRX)
  9. Oberweis Small-Cap Opportunities (OBSOX)
  10. AllianzGI Micro Cap A (GMCAX)
  11. Wells Fargo Advantage Small Co Growth A (WFSAX)
  12. Lord Abbett Developing Growth A (LAGWX)

June 4, 2014

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

Top California Municipal Bond Closed End Funds 2014Municipal 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)

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

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...