August 5, 2014

Top 6 High Yield Muni Bond Closed End Funds

Top 6 high yield muni bond closed end funds are Pioneer Municipal High Income Advantage, Nuveen Municipal High Income Opportunity Fund, etc.

High Yield Municipal Bond Funds

Top 6 High Yield Muni Bond Closed End FundsHigh yield municipal bond funds use its assets to purchase lower rated municipal bonds. These bond funds provide tax free high yield income for investors. These funds are suitable for high income investor or retiree who seeks tax free income. These investment funds usually provide the distribution yield regularly (i.e. monthly or quarterly).

These high yield municipal bond funds have higher risk than investment grade municipal bond funds. The investment risks include market risk, interest risk, issuer risk, etc. There are 3 ways to invest in high yield muni funds such as through ETF, CEF, and mutual fund. I will focus on high yield muni closed end fund in this article.

Investing in high yield muni CEF can provide more opportunities for investors to enhance their returns and/or income. You can buy and sell this high yield muni fund using your brokerage hence this fund is traded like stocks. You can invest as little as $5 per share for regular investment account or 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 August 2014).

Top 6 high yield muni bond closed end funds are:
  1. Pioneer Municipal High Income Advantage
  2. Nuveen Municipal High Income Opportunity Fund
  3. Pioneer Municipal High Income
  4. MFS High Yield Municipal Trust

August 3, 2014

Best Industry Stocks Week 31, 2014: Gaming Activities

Find best performing sector stocks of week 31 of 2014. Top stock industries are gaming activities, manufactured housing, home health care, internet service providers, etc.

Best Stocks

Best Industry Stocks Week 31, 2014: Gaming ActivitiesThis post will look into the top performing stocks, industry, and sector. Major market indices have been down a lot this week. The S&P 500 index has a weekly return of -2.66%. NASDAQ Composite has a weekly return of -2.18%. Dow Jones Industrials Average has a weekly return of -2.74%. The small cap (Russell 2000) has a negative return of -2.59%.

Best weekly performance of industry stocks of week 31, 2014 (July 28, 2014 – August 3, 2014) are:
  1. Gaming Activities – 5.15%
  2. Manufactured Housing – 3.99%
  3. Home Health Care – 3.52%
  4. Internet Service Providers – 3.42%
  5. Office Supplies – 3.31%
  6. Hospitals
  7. Wholesale, Other
  8. Semiconductor Equipment & Materials
  9. Education & Training Services
  10. Department Stores

August 1, 2014

Best Performing Large Value ETFs 2014

Best performing large value ETFs 2014 are First Trust Large Cap Value AlphaDEX, WisdomTree LargeCap Value, iShares MSCI USA Value Factor, etc.

Large Value Funds

Best Performing Large Value ETFs 2014The large value fund is part of US stock fund. This large mutual fund utilizes its assets to purchase common stocks of U.S. large companies which are considered undervalue. These undervalued companies are less expensive or growing more slowly than other large-cap companies. Other large cap funds are large blend, and large growth.

You can invest in large value ETFs if you like their liquidity and low cost. Exchange Traded Funds (ETFs) can be bought or sold through your online brokerage or stock broker. Some may offer these ETFs for free commission such as Fidelity, Vanguard, Schwab, TD Ameritrade, etc.

The top performing list is sorted based on its past 1 year performance up to July 2014. Investors can find the review and other fund information such as expense ratio, fund manager, yield, turnover rate, sales load, top holdings, top sectors, etc.

Best performing large value ETFs 2014 are:
  1. First Trust Large Cap Value AlphaDEX
  2. WisdomTree LargeCap Value
  3. Forensic Accounting ETF
  4. iShares MSCI USA Value Factor
  5. SPDR S&P 1500 Value Tilt ETF

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

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