July 30, 2014

Top 15 High Yield Municipal Bond Mutual Funds 2014

Top 15 high yield municipal bond mutual funds 2014 are Nuveen High Yield Municipal Bond Fund, AMG GW&K Municipal Enhanced Yield Fund, BlackRock High Yield Municipal Fund, etc.

High Yield Muni Fund

Top 15 High Yield Municipal Bond Mutual Funds 2014High yield municipal bond funds invest most of its assets in lower rated municipal bonds. These bond funds provide tax free high yield income for investors. They usually provide the distribution yield regularly (i.e. monthly or quarterly). They have higher risk than investment grade municipal bond funds. The investment risks include market risk, interest risk, issuer risk, etc.

You can buy and sell this high yield muni fund using your brokerage. You can invest as little as $1,000 for regular investment account or $100 for retirement account. For your 401k account, please check with your fund administrator about this fund.

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 year to date performance in 2014 (up to July 2014).

Top 15 high yield municipal bond mutual funds 2014 are:
  1. Nuveen High Yield Municipal Bond Fund
  2. Eaton Vance High-Yield Municipal Income Fund
  3. AMG GW&K Municipal Enhanced Yield Fund
  4. AllianceBernstein High Income Municipal Portfolio
  5. BlackRock High Yield Municipal Fund
  6. Wells Fargo Advantage High Yield Municipal Bond Fund
  7. Transamerica High Yield Muni Fund
  8. Goldman Sachs High Yield Municipal Fund
  9. MainStay High Yield Municipal Bond Fund
  10. Principal Opportunistic Municipal Fund

July 28, 2014

Best Sector Stocks Week 30, 2014: Property Management

Find best performing sector stocks of week 30 of 2014. Top stock industries are internet service providers, appliances, basic materials wholesale, property management, etc.

Top Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have slightly recovered from previous week. The S&P 500 index has a weekly return of 0.01%. NASDAQ Composite has a weekly return of 0.39%. Dow Jones Industrials Average has a weekly return of -0.82%. The small cap (Russell 2000) has a negative return of 0.59%.

Best weekly performance of industry stocks of week 30, 2014 (July 21, 2014 – July 27, 2014) are:
    Best Sector Stocks Week 30, 2014
  1. Internet Service Providers - 23.69%
  2. Appliances – 5.50%
  3. Basic Materials Wholesale – 4.41%
  4. Property Management – 4.36%
  5. Nonmetallic Mineral Mining – 4.19%
  6. Machine Tools & Accessories
  7. Security Software & Services
  8. Healthcare Information Services
  9. Data Storage Devices
  10. Hospitals

July 26, 2014

Top 8 Real Estate Closed End Funds

Top 8 real estate closed end funds are Nuveen Real Estate Income, Cohen & Steers Quality Income Realty, RMR Real Estate Income Fund, etc. These best REIT stock funds provide high income.

Real Estate Funds

Top 8 Real Estate Closed End FundsReal estate funds can provide high income for investors. These real estate funds invest in companies which involve real estate. It may invest in real estate investment trusts (REITs). These equity funds may invest in office buildings, shopping malls, hotels and even self-storage facilities. These funds has higher yield than typical investment fund.

Using closed end funds, investor can enhance their performance due to leverage and other investment style. Some funds may invest in preferred stocks, dividend stocks, etc. These CEFs may provide value proposition if the market price is lower than NAV (Net Asset Value).

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 year to date performance in 2014 (up to July 2014).

Top 8 real estate closed end funds are:
  1. Nuveen Real Estate Income
  2. Cohen & Steers Quality Income Realty
  3. RMR Real Estate Income Fund
  4. Cohen & Steers REIT & Preferred
  5. LMP Real Estate Income
  6. Neuberger Berman Real Estate Securities

July 24, 2014

Best High Yield Bond ETFs 2014

Best high yield bond ETFs 2014 are iShares B - Ca Rated Corporate Bond, AdvisorShares Peritus High Yield ETF, Market Vectors Fallen Angel HY Bond ETF, etc.

High Yield Funds

Best High Yield Bond ETFs 2014High yield funds invest mainly in lower-quality bonds, which are riskier than those of higher-quality debts. These funds may invest in government or companies bonds. Mostly, they invest in companies debts. These funds provide high yield income for investors due to high credit & economic risk.

You can invest in variety of investment funds for high yield bond such as exchange traded funds (ETFs), closed end funds (CEFs), and mutual funds. Using exchange traded funds; you can easily trade or buy from your stock brokers or other discount brokerage. These funds can be invested in your regular investment account or 401k or retirement account.

These top performer ETFs are sorted based on its 1 year return (up to July 2014). You can find the best exchange traded 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 high yield bond ETFs 2014 are:
  1. iShares B - Ca Rated Corporate Bond
  2. AdvisorShares Peritus High Yield ETF
  3. Market Vectors Fallen Angel High Yield Bond ETF
  4. iShares Baa - Ba Rated Corporate Bond
  5. SPDR Barclays High Yield Bond
  6. Guggenheim BulletShares 2018 High Yield Corporate Bond ETF
  7. iShares iBoxx $ High Yield Corporate Bond
  8. PowerShares Fundamental High Yield Corporate Bond

July 22, 2014

Top Large Blend Mutual Funds 2014

Top large blend mutual funds 2014 are Upright Growth Fund, Franklin Focused Core Equity Fund, Oakmark Select Fund, Vanguard Capital Value Fund, etc.

Large Blend Funds

Top Large Blend Mutual Funds 2014Large blend funds are part of U.S. stock funds. For large cap funds, there are three main types. They are large blend, large growth, and large value. These funds invest based on its investment style such as value, growth, and blend. You can buy these funds for your core investment in your brokerage or traditional IRA or Roth IRA or 401k plan.

Large blend funds invest in neither growth nor value stocks. These funds invest mainly in U.S. large companies with more than $10 billion market capitalization. Most of the companies are listed in stock exchange such as NYSE, NASDAQ, etc. Investing risks include market risk, investment style risk, etc.

Best Mutual Funds

The list is compiled based on the fund year-to-date performance in 2014. The top fund means it managed to rank in top 1% in this large-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top large blend mutual funds 2014 are:
  1. Upright Growth Fund (UPUPX)
  2. Saratoga Large Capitalization Value Fund (SLVYX)
  3. Invesco Exchange Fund (ACEHX)
  4. Franklin Focused Core Equity Fund (FCEQX)
  5. Oakmark Select Fund I (OAKLX)
  6. Oakmark Select Fund II (OARLX)
  7. Vanguard Capital Value Fund (VCVLX)
  8. TCW Concentrated Value Fund (TGFVX)
  9. Leuthold Select Industries Fund (LSLTX)
  10. UBS U.S. Large Cap Equity Fund (BNEQX)

July 20, 2014

Best Performing Stocks Week 29, 2014: Hospitals, Oil & Gas Drilling & Exploration

Find best performing sector stocks of week 28 of 2014. Top stock industries are hospital, oil & gas drilling & exploration, drug related products, semiconductor, etc.

Best Stocks

This post will look into the top performing stocks, industry, sector, and market capitalization. Major market indices have slightly recovered from previous week. The S&P 500 index has a weekly return of 0.56%. NASDAQ Composite has a weekly return of 0.38%. Dow Jones Industrials Average has a weekly return of 0.97%. The small cap (Russell 2000) has a negative return of 0.71%.

Best weekly performance of industry stocks of week 29, 2014 (July 14, 2014 – July 20, 2014) are:
    Best Performing Stocks 2014
  1. Hospitals – 8.26%
  2. Oil & Gas Drilling & Exploration – 5.42%
  3. Drug Related Products – 4.77%
  4. Semiconductor - Broad Line – 4.27%
  5. Business Software & Services – 4.12%
  6. Aluminum
  7. Technical Services
  8. Diversified Investments
  9. Research Services
  10. Catalog & Mail Order Houses

July 18, 2014

Best Performing Multicurrency ETFs 2014

Best performing multicurrency ETFs 2014 are PowerShares DB US Dollar Index Bearish, PIMCO Foreign Currency Strategy ETF, PowerShares DB G10 Currency Harvest, etc.

ETFs

ETFs or Exchange Traded Funds has become popular investment vehicle for investors. You can buy and sell ETFs through your brokerage. You can invest this investment fund in your retirement account and possibly your 401k.

Multicurrency Funds

Best Performing Multicurrency ETFs 2014One of the popular ETF categories is currency ETF. These Currency ETFs track a single foreign currency or basket of currencies by using foreign cash deposits or futures contracts. For the ETFs that use futures, excess cash is usually invested in high quality bonds, typically US Treasury bonds. The management fee is deducted from the interest earned on the bonds.

Multicurrency ETFs can provide attractive choice for investors. These ETFs or ETNs invest in multiple currencies depending upon its objective. Some funds may invest in emerging markets currencies, world currencies, etc.

These top performer ETFs are sorted based on its 1 year return (up to July 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 multicurrency ETFs 2014 are:
  1. PowerShares DB US Dollar Index Bearish (UDN)
  2. PIMCO Foreign Currency Strategy ETF (FORX)
  3. PowerShares DB G10 Currency Harvest (DBV)
  4. WisdomTree Emerging Currency Strategy (CEW)
  5. iPath GEMS Asia 8 ETN (AYT)
  6. iPath Optimized Currency Carry ETN (ICI)

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