Best Performing Long Term Bond Mutual Funds 2014

Year 2014 has been great for long duration bond mutual funds. Some of these best performing long term bond funds are managing to achieve double digits returns. They also provides higher yield for income.

Long Term Bond Funds

Long-term bond funds utilize its assets to purchase corporate and other investment-grade U.S. fixed-income issues. These fixed income funds have durations of more than six years (or, if duration is unavailable, average effective maturities greater than 10 years). Due to their long durations, these portfolios are exposed to greater interest rate risk.

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. If you are interested in ETF, you can check my previous article. The list is sorted based on its year to date return up to October 19, 2014.

Best performing long term bond mutual funds 2014 are:

1. Vanguard Long-Term Bond Index Fund (VBLTX)
2. PIMCO Long Duration Total Return Fund (PLRIX)
3. Schroder Broad Tax-Aware Value Bond Fund (STWTX)
4. SEI Long Duration Fund (LDRAX)
5. SEI Long Duration Corporate Bond Fund (SLDAX)
6. Spirit of America Income Fund (SOAIX)

DoubleLine Income Solutions Fund (DSL)

DoubleLine Income Solutions Fund (DSL) is an actively managed closed end fund. The fund’s objective is to provide high current income and capital appreciation. This fixed income fund invests most of its assets in debt securities and other income-producing investments anywhere in the world, including in emerging markets.

DSL Fund Profile

• Fund Inception Date: 04/26/2013
• Ticker Symbol: DSL
• CUSIP: 258622109
• Rank in category (YTD): 26%
• Category: Multi Sector Bond
• Yield: 8.35%
• Effective Leverage: 30.87%
• Capital Gains: -
• Premium/ Discount: -8.32%
• Base Expense Ratio: 0.66%
• Net Assets: $ 3.40 billion
• Annual Turnover Rate: 5.3%

DoubleLine Income Solutions Fund is managed by Bonnie Baha, Jeffrey Gundlach, and Luz Padilla. This popular closed end fund has a high yield of 8.35%. This fund has total annual expense ratio fee of 0.77% (including interest expense of 0.11%).

Bull Strikes Back Stocks on Week 43, 2014

Find top industry stocks of week 43 of 2014. Top sector stocks of week 43 2014 are major airlines, biotechnology, auto dealership, etc.

Bull Market Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 4.14%. NASDAQ Composite has a weekly return of 5.29%. Dow Jones Industrials Average has a weekly return of 2.62%. The small cap (Russell 2000) has a return of 3.38%.

Best weekly performance of industry stocks of week 43, 2014 (October 20, 2014 – October 26, 2014) are:

1. Toy & Hobby Stores 14.06%
2. Major Airlines 13.17%
3. Biotechnology 9.77%
4. Auto Dealerships 8.81%
5. General Entertainment 8.72%
6. Processing Systems & Products 8.58%
7. Newspapers Publishing 8.37%
8. Paper & Paper Products 8.33%
9. Dairy Products 7.92%
10. Auto Parts Stores 7.76%
11. Industrial Equipment & Components 7.73%
12. Specialty Retail, Other 7.44%
13. Diagnostic Substances 7.44%
14. Memory Chips Semiconductor 7.35%
15. Drug Delivery 7.19%

PowerShares QQQ ETF (QQQ)

PowerShares QQQ ETF (QQQ) is an index exchange traded fund. This popular ETF is formerly known as QQQ or the NASDAQ-100 Index ETF.

This PowerShares fund will invest in all of stocks in the index. The index includes 100 largest domestic and international nonfinancial companies listed on the NASDAQ Stock Market based on market capitalization.

QQQ Fund Profile

• Fund Inception Date: 03/10/1999
• Ticker Symbol: QQQ
• CUSIP: 73935A104
• Rank in category (YTD): 1%
• Category: Large Growth
• Yield: 2.27%
• Capital Gains: -
• Expense Ratio: 0.14%
• Total Assets: $ 54.19 billion
• Annual Turnover Rate: -

This popular ETF has a low expense fee of 0.20%. The total net assets are $38 billion. It has a decent dividend yield of 1.36%. The current share price is $94.45. The price 52 week ranges are between $78.40 & $100.56.

Vanguard Growth Index Fund (VIGRX)

Vanguard Growth Index Fund (VIGRX) is an index mutual fund. This equity fund invests mainly in growth stocks of large U.S. companies. This low-cost index fund follows a buy-and-hold approach and invests in substantially all of the stocks represented in its broad benchmark. The index benchmark is the CRSP US Large Cap Growth Index.

VIGRX Fund Profile

• Fund Inception Date: 11/02/1992
• Ticker Symbol: VIGRX
• CUSIP: 922908504
• Beta (3yr): 1.06
• Rank in category (YTD): 14%
• Category: Large Growth
• Distribution Yield: 1.02%
• Capital Gains: 0%
• Expense Ratio: 0.24%
• Net Assets: $ 42.4 billion
• Number of Years Up: 17 years
• Number of Years Down: 14 years
• Annual Turnover Rate: 32%

This Vanguard Growth Index Fund is managed by Gerard C. O'Reilly. The current dividend yield is 1.02%. Its annual expense ratio fee is 0.24%.

Best Utilities ETFs 2014

Utilities ETFs are investing mainly in stocks of utilities companies. These exchange traded funds provide high yield income for investors. The utilities companies include gas utilities, electric utilities, and water utilities. This sector ETFs may be more volatile than other diversified ETFs.

Top ETFs

These top utilities funds are selected based on its year-to-date return in 2014. You can find the expense ratio fee, turnover rate, management, fund performance information below. Also, you will see the fund review and fund performance or return below.

Best utilities ETFs 2014 are:

1. Guggenheim S&P 500 Equal Weight Utilities ETF (RYU)
2. SPDR Utilities Select Sector SPDR ETF (XLU)
3. Deutsche X-trackers Regulated Utilities (UTLT)
4. iShares US Utilities ETF (IDU)
5. Vanguard Utilities ETF (VPU)
6. Fidelity MSCI Utilities ETF (FUTY)
7. First Trust Utilities AlphaDEX ETF (FXU)
8. PowerShares DWA Utilities Momentum ETF (PUI)

Turnaround Sector Stocks Week 42, 2014

Find top industry stocks of week 42 of 2014. Top sector stocks of week 42 2014 are Building Materials Wholesale, Textile Industrial, Marketing Services, residential construction, etc.

Top Industry Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.00%. NASDAQ Composite has a weekly return of -0.42%. Dow Jones Industrials Average has a weekly return of -0.90%. The small cap (Russell 2000) has a return of 2.76%.

Best weekly performance of industry stocks of week 42, 2014 (October 13, 2014 – October 19, 2014) are:

1. Toy & Hobby Stores 10.23%
2. Building Materials Wholesale 8.49%
3. Synthetics 7.41%
4. Dairy Products 7.12%
5. Textile Industrial 6.64%
6. Marketing Services 6.27%
7. Residential Construction 6.25%
8. Appliances 6.12%
9. Computer Peripherals 5.98%
10. Mortgage Investment 5.93%