PIMCO All Asset All Authority Fund (PAUAX)

PIMCO All Asset All Authority Fund (PAUAX) is a popular fund of funds. This mutual fund utilizes its assets to purchase Institutional Class or Class M shares of any funds of the Trust or PIMCO Equity Series or PIMCO ETF Trust. This mutual fund also has a high yield.

PAUAX Fund Profile

• Fund Inception Date: 07/29/2005
• Ticker Symbol: PAUAX
• CUSIP: 72200Q232
• Beta (3yr): 0.93
• Rank in category (YTD): 82%
• Category: Tactical Allocation
• Distribution Yield: 5.05%
• Capital Gains: -
• Expense Ratio: 1.68%
• Net Assets: $ 24.7 billion
• Number of Years Up: 6 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 65%

PIMCO All Asset All Authority Fund Info

The current fund manager is Robert D. Arnott since 2003. This popular tactical allocation fund has large total net assets of $24.7 billion. It also has annual expense ratio of 1.68. It has a high dividend yield of 5.05%.

Defensive Stocks Now! REIT and Healthcare

Defensive stocks are still holding for now. Will they be the leader stocks now? Top stocks are drug stores, dairy products, REIT, 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 -3.47%. NASDAQ Composite has a weekly return of -4.28%. Dow Jones Industrials Average has a weekly return of -3.69%. The small cap (Russell 2000) has a return of -2.50%.

Best weekly performance of industry stocks of week 50, 2014 (December 8, 2014 – December 14, 2014) are:

1. Drug Stores 7.43%
2. Dairy Products 3.48%
3. REIT - Healthcare Facilities 2.70%
4. Auto Parts Stores 2.69%
5. Building Materials Wholesale 2.30%
6. Home Furnishing Stores 1.26%
7. Marketing Services 0.92%
8. REIT – Residential 0.34%
9. Home Health Care 0.29%
10. Tobacco Products, Other 0.27%

Cohen & Steers Infrastructure Fund (UTF)

Cohen & Steers Infrastructure (UTF) is a popular stock closed end fund with $3.1 billion of assets. It invests in stocks of Infrastructure companies. The fund objective is to provide high total return with an emphasis of income.

UTF Fund Profile

• Fund Inception Date: 03/30/2004
• Ticker Symbol: UTF
• CUSIP: 19248A109
• Rank in category (YTD): 42%
• Category: Utilities
• Distribution Rate: 6.23%
• Effective Leverage: 26.38%
• Capital Gains: -
• Base Expense Ratio: 1.41%
• Net Assets: $ 3.13 billion
• Annual Turnover Rate: 58%

With a high dividend yield of 6.23%, this equity fund is managed by Robert Becker and William F. Scapell. Its net asset value (NAV) price is $26.61 per share.

Best Mutual Funds Families 2015 List

Finding best mutual funds for 2015 is essential. The following will look into variety of best mutual funds by fund family such as Vanguard, Fidelity, T. Rowe Price, American, DoubleLine, PIMCO, and more.

Popular Mutual Funds Family

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles. You can also find the 3 years average returns of these best mutual funds from this list. Will you invests in these funds for 2016?

Vanguard Mutual Funds

Vanguard is one of the world largest mutual fund companies. Known as the leader in low cost index fund including mutual funds, and exchange traded funds; Vanguard provides variety of selection for investor in 401k account.

Top Vanguard Mutual Funds for 2015 are:

1. Vanguard Equity-Income Fund (VEIPX) 18.88%
2. Vanguard Strategic Small-Cap Equity Fund (VSTCX) 20.94%
3. Vanguard Capital Opportunity Fund (VHCOX) 24.09%
4. Vanguard Wellesley Income Fund (VWINX) 9.40%
5. Vanguard GNMA Fund (VFIIX) 2.30%
6. Vanguard Wellington Fund (VWELX) 13.75%
7. Vanguard High-Yield Tax-Exempt Fund (VWAHX) 6.22%
8. Vanguard Managed Payout Fund (VPGDX) 10.56%
9. Vanguard PRIMECAP Fund (VPMCX) 22.55%
10. Vanguard Mid-Cap Value Index Fund (VMVIX) 21.14%

Vanguard REIT ETF (VNQ)

Vanguard REIT ETF (VNQ) is a popular index exchange traded fund. This ETF objective is to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index, the MSCI U.S. REIT Index. This top ETF invests mainly in publicly traded equity REITs (Real Estate Investment Trusts).

VNQ Fund Profile

• Fund Inception Date: 09/23/2004
• Ticker Symbol: VNQ
• CUSIP: 922908553
• Rank in category (YTD): 36%
• Category: Real Estate
• Yield: 4.41%
• Capital Gains: -
• Expense Ratio: 0.12%
• Total Assets: $ 33.81 billion
• Annual Turnover Rate: 11%

This exchange traded fund has total assets of $25.97 billion. The current dividend yield is 3.19%. With low expense fee of 0.10%, the current share price is $78.93. This large blend fund price has 52 week range between $63.96 and $80.18.

More: Best Real Estate ETFs 2014

End of the Year Push for Stocks

Will good employment report continue the end of the year push for stocks? Which sectors will be the winner in 2014 and possibly in 2015? Some of the top performing industries are office supplies, silver, hospitals, national investment brokerage, etc.

Top 2014 Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.42%. NASDAQ Composite has a weekly return of -0.23%. Dow Jones Industrials Average has a weekly return of 0.78%. The small cap (Russell 2000) has a return of 0.81%.

Best weekly performance of industry stocks of week 49, 2014 (December 1, 2014 – December 7, 2014) are:

1. Office Supplies 5.85%
2. Silver 5.53%
3. Hospitals 5.25%
4. Internet Service Providers 4.94%
5. National Investment Brokerage 4.64%
6. Trucks & Other Vehicles 4.59%
7. Synthetics 4.50%
8. Newspapers Publishing 3.45%
9. Gaming Activities 3.10%
10. Auto Dealerships 3.08%
11. Auto Parts Stores 2.84%

Top Mid Cap Growth ETFs 2014

Mid cap growth ETFs invest most of assets in stocks of U.S. medium sized companies with high potential growth. These ETFs may provide little to no dividend income for investors. ETFs are traded like stocks and can provide better tax strategies for investors.

Mid Growth Funds

These top performers are sorted based on its 1 year total return performance (up to November 27, 2014). You can find this best ETF funds review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, holdings, yield, etc.

Top performing mid cap growth ETFs 2014 are:

1. Vanguard Mid-Cap Growth ETF (VOT)
2. PowerShares DWA Momentum ETF (PDP)
3. iShares Russell Mid-Cap Growth (IWP)
4. iShares Morningstar Mid-Cap Growth (JKH)
5. RevenueShares NavellierOverall A-100 ETF (RWV)
6. PowerShares Fundamental Pure Mid Growth ETF (PXMG)
7. iShares S&P Mid-Cap 400 Growth (IJK)
8. Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
9. First Trust Multi Cap Gr AlphaDEX ETF (FAD)
10. SPDR® S&P 400 Mid Cap Growth ETF (MDYG)