Stocks: Undervalue or More Pains

We’ll look at worst performing industry stocks in this article. Some of the industries have going down a lot in 2014. Worst performing sectors are commodity, oil sector, construction, shipping, and more. Are these stocks undervalued or will there be more pains for these stocks?

Worst Performing Industries

Worst performing industry stocks for week 41, 2014 (October 6, 2014 to October 12, 2014) are:

1. Semiconductor- Memory Chips -17.99%
2. Shipping -11.54%
3. Semiconductor - Specialized -11.17%
4. Major Airlines -10.61%
5. General Entertainment -9.20%
6. Computer Peripherals -9.15%
7. Broadcasting - Radio -8.89%
8. Semiconductor - Broad Line -8.88%
9. Networking & Communication Devices -8.42%
10. Semiconductor - Integrated Circuits -8.36%
11. Printed Circuit Boards -8.33%
12. Computer Based Systems -8.31%
13. Railroads -8.29%

Best Performing Closed End Funds October 2014

Closed end funds or CEFs are popular among value investors and income seekers. Like exchange traded funds (ETFs), closed end funds are being traded like a stock on a stock exchange. The fund is a publicly traded investment company that raises a fixed amount of capital through an IPO (Initial Public Offering).

Closed end fund is also known as closed-end mutual fund or closed-end investment.

These best performing closed end funds are sorted based on its year to date return up to October 4, 2014. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Best performing closed end funds October 2014 are:

1. MS India Investment (IIF) - 41.59%
2. Thai Fund Inc (TTF) - 36.12%
3. Kayne Anderson Energy Dev Co (KED) - 34.34%
4. India Fund Inc (IFN) - 33.72%
5. EV Municipal Income (EVN) 30.10%
6. Columbia Seligman Premium Tech (STK) - 29.88%

Vanguard Developed Markets Index Fund (VDVIX)

Vanguard Developed Markets Index Fund (VDVIX) is an index mutual fund. It uses its assets to purchase stocks of companies located in developed foreign markets. These companies are located in Europe, Asia, and Australia, which make up about 75% of the non-U.S. equity market.

VDVIX Fund Profile

• Fund Inception Date: 12/19/2013
• Ticker Symbol: VDVIX
• CUSIP: 92206J107
• Beta (3yr): 0.96
• Rank in category (YTD): 22%
• Category: Foreign Large Blend
• Distribution Yield: -
• Capital Gains: 0%
• Expense Ratio: 0.20%
• Net Assets: $ 46.2 billion
• Number of Years Up: 0 year
• Number of Years Down: 0 year
• Annual Turnover Rate: 13%

Vanguard Developed Markets Index Fund Information

The fund advisor is Vanguard Equity Investment Group. It is managed by Christine D. Franquin. This foreign large blend mutual fund is tracking the FTSE Developed ex North America Index. The expense ratio fee is only 0.20%. This investor class has 1,369 holdings.

Top Stocks Week 40, 2014: Meat Products & Diagnostic Substances

Find top industry stocks of week 40 of 2014. Top stock industries are meat products, diagnostic substances, auto dealership, etc.

Best Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.72%. NASDAQ Composite has a weekly return of -0.81%. Dow Jones Industrials Average has a weekly return of-0.57%. The small cap (Russell 2000) has a return of -1.28%.

Best weekly performance of industry stocks of week 40, 2014 (September 29, 2014 – October 5, 2014) are:

1. Manufactured Housing 7.71%
2. Photographic Equipment & Supplies 5.86%
3. Meat Products 4.50%
4. Diagnostic Substances 4.08%
5. Drug Related Products 2.73%
6. Auto Dealerships 2.43%
7. Internet Service Providers 2.07%
8. Auto Parts Stores 2.00%
9. Toys & Games 1.99%
10. Networking & Communication Devices 1.92%
11. Education & Training Services 1.70%
12. Drugs Wholesale 1.70%
13. Wholesale, Other 1.70%
14. Diversified Utilities 1.57%
15. Medical Instruments & Supplies 1.45%

Eaton Vance Tax-Managed Global Fund (EXG)

Eaton Vance Tax-Managed Global Fund (EXG) is an actively managed closed end fund. This stock fund objective is to seek current income with capital appreciation through investment in global common stock and through utilizing an options strategy. The current common shares outstanding are about 300 million shares.

EXG Fund Profile

• Fund Inception Date: 02/23/2007
• Ticker Symbol: EXG
• CUSIP: 27829F108
• Rank in category (YTD): 59%
• Category: US Equity-Covered Call
• Distribution Rate: 9.45%
• Effective Leverage: -
• Capital Gains: -
• Base Expense Ratio: 1.01%
• Net Assets: $ 3.23 billion
• Annual Turnover Rate: 163%

This largest closed end fund has a high dividend yield of 9.45%. The fund managers are Michael A. Allison and Walter A. Row III. Its net asset value (NAV) price is $10.86 per share. The market price is trading at 5.06% discount to its NAV. The expense ratio fee is 1.06% per year.

Eaton Vance Tax-Managed Global Fund Performance

Morningstar has ranked this Eaton Vance Tax-Managed Global Fund with 3 stars and neutral rating. In 2014, the year-to-date return is 10.74%. This world stock fund has returned 17.24% over the past 1 year, 18.13% over the past 3 year, and 7.84% over the past 5 years.

Janus Global Unconstrained Bond Fund (JUCDX)

This Janus Global Unconstrained Bond Fund (JUCDX) is an actively managed mutual fund. The fund objective is to provide maximize total return and capital preservation. It may provide an active hedge against the effects of inflation and market volatility. This fixed income fund is previously known as Janus Unconstrained Bond Fund before October 2014.

This bond fund invests mainly in government notes and bonds, corporate bonds, convertible bonds, commercial and residential mortgage-backed securities, asset-backed securities, zero-coupon bonds, and derivatives. It may invest in high yield / high risk bonds.

JUCDX Fund Profile

• Fund Inception Date: 05/27/2014
• Ticker Symbol: JUCDX
• CUSIP: 47103D447
• Beta (3yr): -
• Rank in category (YTD): -
• Category: Nontraditional Bond
• Distribution Yield: -
• Capital Gains: -
• Expense Ratio: 1.06%
• Net Assets: $ 12.9 million
• Number of Years Up: -
• Number of Years Down: -
• Annual Turnover Rate: 15%

The current 30 day SEC yield is 0.60%. The fund manager is William H. Gross since October 2014. Bill Gross is a former Managing Director, Chief Investment Officer, and a founding partner of Pacific Investment Management Company LLC (“PIMCO”). Previous managers are Gibson Smith and Darrell Watters. Its expense fee is 1.06%.

iShares Core S&P 500 ETF (IVV)

iShares Core S&P 500 ETF (IVV) is an index stock ETF (Exchange Traded Fund). This iShares ETF is investing in large U.S. companies.

Its objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of large-capitalization U.S. equities. This stock fund provide low cost access to 500 top US stocks in a single fund.

IVV Fund Details

• Fund Inception Date: 05/15/2000
• Ticker Symbol: IVV
• CUSIP: 464287200
• Rank in category (YTD): 23%
• Category: Large Blend
• Yield: 1.85%
• Capital Gains: -
• Expense Ratio: 0.04%
• Total Assets: $ 110.58 billion
• Annual Turnover Rate: -

This stock ETF has a dividend yield of 1.75%. The total assets are $59 billion. As one of popular ETFs, this large blend fund has low expense fee of 0.07%, the current share price is $200.48. This fund price has 52 week range between $165.44 and $202.90.