October 17, 2014

DNP Select Income Fund (DNP)

DNP Select Income fund (DNP) is a popular stock closed end fund. This fund objective is to provide current income and long term growth of income with capital appreciation. This equity fund utilizes its assets to purchase equity and fixed income securities of companies in the public utilities industry.

DNP Fund Profile

    DNP Select Income Fund
  • Fund Inception Date: 01/21/1987
  • Ticker Symbol: DNP
  • CUSIP: 23325P104
  • Rank in category (YTD): 71%
  • Category: Utilities
  • Distribution Rate: 7.72%
  • Effective Leverage: 27.18%
  • Capital Gains: -
  • Base Expense Ratio: 1.10%
  • Net Assets: $ 3.64 billion
  • Annual Turnover Rate: 42%
This closed end fund is incepted since 1987. It has a high dividend yield of 7.72%. The fund manager is Nathan Partain. This top closed end fund is sponsored by Duff & Phelps.

October 15, 2014

iShares MSCI EAFE ETF (EFA)

iShares MSCI EAFE ETF (EFA) is an index stock exchange traded fund. This popular ETF utilizes its assets to purchase a broad range of companies in Europe, Australia, Asia, and the Far East. The fund objective is to track the investment results of an index composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada.

EFA Fund Details

    iShares MSCI EAFE ETF
  • Fund Inception Date: 08/14/2001
  • Ticker Symbol: EFA
  • CUSIP: 464287465
  • Rank in category (YTD): 23%
  • Category: Foreign Large Blend
  • Yield: 2.78%
  • Capital Gains: -
  • Expense Ratio: 0.33%
  • Total Assets: $ 71.86 billion
  • Annual Turnover Rate: 3%
This equity ETF provide convenient access to 900+ EAFE stocks. The expense fee is 0.34%. The current share value is $65.99. The dividend yield is 3.34%. This popular ETF has total assets of $54billion. It has a low portfolio turnover rate of 3%.

October 13, 2014

Diamond In The Rough Stocks of 2014

Find top industry stocks of week 41 of 2014. Diamond in the rough stocks of week 41 2014 are REIT, drug stores, water utilities, etc.

Best Performing

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -3.09%. NASDAQ Composite has a weekly return of -4.45%. Dow Jones Industrials Average has a weekly return of-2.70%. The small cap (Russell 2000) has a return of -4.64%.

Best weekly performance of industry stocks of week 41, 2014 (October 6, 2014 – October 12, 2014) are:
    Top Stocks
  1. Healthcare Facilities REIT 4.21%
  2. Drug Stores 2.70%
  3. Water Utilities 2.40%
  4. Residential REIT 2.38%
  5. Soft Drinks Beverages 1.99%
  6. Wholesale, Other 1.70%
  7. Retail REIT 1.69%
  8. Foreign Utilities 1.38%
  9. Oil & Gas Drilling & Exploration 1.30%
  10. Office REIT 1.26%
  11. Medical Instruments & Supplies 1.14%
  12. Silver 1.03%

October 12, 2014

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:
    Red Stocks
  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%

October 10, 2014

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:
    Best Performing Closed End Funds October 2014
  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%

October 8, 2014

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

    Vanguard Developed Markets Index Fund (VDVIX)
  • 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.

October 6, 2014

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:
    Top Stocks Week 40, 2014
  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%

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