August 9, 2014

Best Industry Stocks Week 32, 2014: Home Furnishings & Fixtures

Find best performing industry stocks of week 32 of 2014. Top stock industries are home furnishings & fixtures, textile industrial, retail, etc.

Best Stocks

Best Industry Stocks Week 32, 2014: Home Furnishings & FixturesThis 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 0.40%. NASDAQ Composite has a weekly return of 0.42%. Dow Jones Industrials Average has a weekly return of 0.47%. The small cap (Russell 2000) has a return of 1.50%.

Best weekly performance of industry stocks of week 32, 2014 (August 4, 2014 – August 10, 2014) are:
  1. Toy & Hobby Stores – 7.72%
  2. Home Furnishings & Fixtures – 5.83%
  3. Textile Industrial – 5.38%
  4. Recreational Goods, Other – 5.25%
  5. Sporting Goods – 4.37%

August 7, 2014

Target Date 2031-2035 Mutual Funds: Best Fund

Find best target date 2031-2035 mutual funds. This target date funds are popular among 401k or individual retirement account (IRA) investors.

Best Target Date Funds

Target Date 2031-2035 Mutual FundsTarget 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.

Target Date 2031-2035 fund provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2031-2035) for retirement or another goal. The investment risks may include market risk, index tracking risk, investment style risk, etc. These target date mutual funds are also known as lifecycle 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 2031-2035 Mutual Funds 2014 are:
  1. T. Rowe Price Retirement 2035 Fund
  2. American Funds 2035 Target Date Retirement Fund
  3. AllianceBernstein 2035 Retirement Strategy Fund
  4. Vanguard Target Retirement 2035 Fund
  5. TIAA-CREF Lifecycle Index 2035 Fund

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

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