Best Performing US Equity Closed End Funds

Find the best performing US equity closed end funds in 2015. This list is sorted based on its 1 year total return up to January 18, 2015.

US Stock Funds

The US equity funds are investing in U.S. companies’ stocks. These funds are typically less volatile than international stock funds. You can find the fund review below.

Best performing US general equity closed end funds in 2015 are:

1. Denali Fund (DNY)
2. Boulder Total Return Fund (BTF)
3. Nuveen Core Equity Alpha Fund (JCE)
4. Boulder Growth & Income Fund (BIF)
5. Adams Express (ADX)
6. Guggenheim EW Enhanced Equity Fund (GEQ)
7. Tri-Continental Corporation (TY)
8. Source Capital Inc (SOR)

Top Precious Metals, REIT, Utilities Stocks

The gold & silver stocks are still out performing in week 3 of 2015. Other top performing sector stocks of weeks 3, 2015 are healthcare REIT, utilities, etc.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.22%. NASDAQ Composite has a weekly return of -1.48%. Dow Jones Industrials Average has a weekly return of -1.25%. The small cap (Russell 2000) has a return of -0.75%.

Best weekly performance of industry stocks of week 3, 2015 (January 12, 2015 – January 18, 2015) are:

1. Gold 8.12%
2. Long Distance Carriers 8.07%
3. Silver 5.53%
4. Publishing - Books 4.14%
5. REIT - Healthcare Facilities 3.99%
6. Beverages - Brewers 3.44%
7. Basic Materials Wholesale 3.35%
8. Processing Systems & Products 3.26%
9. Consumer Services 3.18%
10. Diagnostic Substances 2.96%

JPMorgan Strategic Income Opportunities Fund (JSOAX)

JPMorgan Strategic Income Opportunities Fund (JSOAX) is an actively managed bond mutual fund. This popular mutual fund seeks to provide high total return. It has an absolute return orientation and doesn’t manage relative to an index.

This top JPMorgan fund invests in various debts instruments. It may invest in U.S. market, international market such as developed and emerging markets, and non-investment grade bonds (junk bonds).

JSOAX Fund Profile

• Fund Inception Date: 10/10/2008
• Ticker Symbol: JSOAX
• CUSIP: 4812A4385
• Beta (3yr): 0.10
• Rank in category (YTD): 78%
• Category: Non-Traditional bond
• Distribution Yield: 1.27%
• Capital Gains: -
• Expense Ratio: 0.90%
• Net Assets: $ 24.4 billion
• Number of Years Up: 4 years
• Number of Years Down: 1 years

Top iShares ETFs for 2015

Finding best ETFs for 2015 is essential. The following will look into best iShares exchange traded funds. There are several of sector fund, U.S. stock fund, bond fund, international stock fund, etc.

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 1 year average returns of these best mutual funds from this list.

Top iShares ETFs for 2015 are:

• iShares Aggressive Allocation ETF (AOA) 9.88
• iShares Cali AMT-Free Muni Bond ETF (CMF) 9.31
• iShares Core S&P 500 ETF (IVV) 17.25
• iShares Core S&P Mid-Cap ETF (IJH) 12.79
• iShares Core S&P Small-Cap ETF (IJR) 6.42
• iShares Core S&P Total US Stock Market ETF (ITOT) 16.52
• iShares Core US Growth ETF (IUSG) 16.93
• iShares Core US Value ETF (IUSV) 15.11
• iShares Dow Jones US ETF (IYY) 16.35
• iShares Emerging Markets Infrastructure ETF (EMIF) 5.09
• iShares Floating Rate Bond ETF (FLOT) 0.5
• iShares Global Energy ETF (IXC) -1.93
• iShares Global Timber & Forestry ETF (WOOD) 4.43
• iShares Gold Trust ETF (IAU) -3.73

Calamos Strategic Total Return Fund (CSQ)

Calamos Strategic Total Return (CSQ) is a popular growth & income U.S. equity closed end fund. This fund objective is to provide current income and capital appreciation. It utilizes its assets to purchase common and preferred equity securities.

CSQ Fund Profile

• Fund Inception Date: 03/26/2004
• Ticker Symbol: CSQ
• CUSIP: 128125101
• Rank in category (YTD): 25%
• Category: U.S Stock - Growth & Income
• Distribution Rate: 8.56%
• Effective Leverage: 26.84%
• Capital Gains: -
• Base Expense Ratio: 1.44%
• Net Assets: $ 2.62 billion
• Annual Turnover Rate: 279%

More: Calamos Growth & Income Fund

This closed end fund is incepted since 2004. It has a high dividend yield of 8.56%. This yield is paid monthly. The fund managers are Nick P Calamos and John P Calamos. This top closed end fund is sponsored by Calamos Advisors LLC. The current share price is $11.55.

Top Stocks in Week 2 of 2015: Gold & Silver

The gold & silver stocks are out performing in week 2 of 2015. Other top performing sector stocks of weeks 2, 2015 are drug delivery, sporting good stores, etc.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.61%. NASDAQ Composite has a weekly return of -0.48%. Dow Jones Industrials Average has a weekly return of -0.49%. The small cap (Russell 2000) has a return of -1.09%.

Best weekly performance of industry stocks of week 2, 2015 (January 5, 2015 – January 11, 2015) are:

1. Basic Materials Wholesale 17.24%
2. Gold 9.02%
3. Drug Delivery 6.99%
4. Sporting Goods Stores 6.15%
5. Silver 6.07%
6. Aluminum 5.06%
7. Residential Construction 4.38%
8. REIT - Retail 4.33%
9. REIT - Industrial 4.33%
10. Drugs Wholesale 4.08%

Best Fidelity Mutual Funds 2015

Fidelity is one of the largest financial and brokerage companies in the world. It offers online trading brokerage, IRAs, retirement planning or 401k, mutual funds, exchange traded funds, credit cards, cash management, etc.

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.

Popular Fidelity Funds

You can find these popular Fidelity funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, balanced fund, target date fund, taxable bond fund. Depend on your risk tolerance; you may pick and choose from this best Fidelity funds list.

Best Fidelity Mutual Funds for 2015 are:

• Fidelity Advisor New Insights A Fund (FNIAX)
• Fidelity Asset Manager 40% Fund (FFANX)
• Fidelity Asset Manager 85% Fund (FAMRX)
• Fidelity Blue Chip Growth Fund (FBGRX)
• Fidelity Capital & Income Fund (FAGIX)
• Fidelity Capital Appreciation Fund (FDCAX)
• Fidelity Connecticut Municipal Income Fund (FICNX)
• Fidelity Contrafund (FCNTX)
• Fidelity EMEA Fund (FEMEX)
• Fidelity Four-in-One Index Fund (FFNOX)
• Fidelity Freedom 2030 Fund (FFFEX)
• Fidelity GNMA Fund (FGMNX)