Oil & Bank Stocks Are Roaring Back

Oil & bank stocks are roaring back in week 6, 2015. Top performing industries are banks, oil & gas exploration, cement, copper, etc. All indices are having big returns.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 3.12%. NASDAQ Composite has a weekly return of 2.36%. Dow Jones Industrials Average has a weekly return of 3.93%. The small cap (Russell 2000) has a return of 3.46%.

Best weekly performance of industry stocks of week 6, 2015 (February 2, 2015 – February 8, 2015) are:

1. Tobacco Products, Other 15.90%
2. Regional - Southwest Banks 10.57%
3. Oil & Gas Drilling & Exploration 9.41%
4. Cement 9.23%
5. Copper 9.06%
6. Regional - Southeast Banks 8.44%
7. Mortgage Investment 8.39%
8. General Contractors 7.52%
9. Investment Brokerage – National 7.52%
10. Regional - Pacific Banks 7.22%

Vanguard Capital Opportunity Fund (VHCOX)

Vanguard Capital Opportunity Fund (VHCOX) is a popular actively managed mutual fund. This investment fund focuses in US stock mutual funds with growth.

It uses its assets to purchase stocks of companies that will grow in time, but may be volatile in the short-term. This Vanguard fund may focus in certain market sectors, including information technology and health care, helps differentiate the fund from its benchmark and peer funds.

VHCOX Fund Profile

• Fund Inception Date: 08/14/1995
• Ticker Symbol: VHCOX
• CUSIP: 922038302
• Beta (3yr): 1.01
• Rank in category (YTD): 2%
• Category: Large Growth
• Distribution Yield: 0.60%
• Capital Gains: 0%
• Expense Ratio: 0.45%
• Net Assets: $ 15.4 billion
• Number of Years Up: 13 year
• Number of Years Down: 5 year

Best SPDR ETFs for 2015

Finding best ETFs for 2015 is important. The following will look into best SPDR exchange traded funds. There are several branches of ETFs including U.S. stock ETF, index ETF, bond fund, international stock fund, etc.

SPDR ETF is part State Street Global Advisors offering. It has been licensed for use by State Street Corporation. The ETF distributor is State Street Global Markets, LLC, member of FINRA & SIPC. It is a wholly owned subsidiary of State Street Corporation.

Popular SPDR Funds

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.

Best SPDR ETFs for 2015 are:

• SPDR Barclays Long Term Corporate Bond ETF (LWC)
• SPDR Barclays Long Term Treasury ETF (TLO)
• SPDR Barclays TIPS ETF (IPE)
• SPDR Dow Jones Global Real Estate ETF (RWO)
• SPDR Dow Jones Industrial Average ETF (DIA)
• SPDR Nuveen Barclays Build America Bond ETF (BABS)
• SPDR Nuveen S&P High Yield Muni Bond ETF (HYMB)
• SPDR Russell 1000 ETF (ONEK)
• SPDR Russell 3000 ETF (THRK)
• SPDR Russell Small Cap Completeness ETF (RSCO)

iShares Russell 1000 Growth ETF (IWF)

iShares Russell 1000 Growth ETF (IWF) is an index stock ETF (Exchange Traded Fund). This iShares  fund is investing in large U.S. companies with higher growth potential than the market. Its objective is to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit growth characteristics. This stock fund provides low cost access to this index in a single fund.

IWF Fund Details

• Fund Inception Date: 05/22/2000
• Ticker Symbol: IWF
• CUSIP: 464287614
• Rank in category (YTD): 71%
• Category: Large Growth
• Yield: 1.26%
• Capital Gains: -
• Expense Ratio: 0.20%
• Total Assets: $ 35.48 billion
• Annual Turnover Rate: -

Updated May 2017

This stock ETF has a dividend yield of 1.26%. The total assets are $28 billion. As one of popular ETFs, this large growth fund has an expense fee of 0.20%. Its current share price is $97.00. This fund price has 52 week range between $165.44 and $202.90.

Best Performing Mortgage Bond Closed End Funds 2015

Mortgage bond closed end funds are investing mainly in mortgage backed securities in U.S. These securities may include debts issued by government backed institutions Fannie Mae and Freddie Mac. It also may invest in non-agency debts that are not backed by government.

US Mortgage Debt Funds

These best performing closed end funds are sorted based on its 1 year total return up to January 27, 2014. You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Best performing mortgage bond closed end funds 2015 are:

1. Western Asset Mortgage Defined Opportunity Fund (DMO)
2. Brookfield Total Return Fund (HTR)
3. Nuveen Multi-Market Income Fund (JMM)
4. Brookfield Mortgage Opportunity Income Fund (BOI)
5. BlackRock Income Trust (BKT)
6. BlackRock Enhanced Government Fund (EGF)

Best American Beacon Mutual Funds 2015

American Beacon Advisors Inc is previously part of AMR Corporation (i.e. American Airlines). It is now part of Lighthouse Holdings, Inc., an Affiliate of Pharos Capital Group, LLC and TPG Capital, L.P. American Beacon provides mainly mutual funds. It offers alternative mutual fund, equity funds, index funds, fixed income funds, money market funds, balanced funds, etc.

Note: The lighthouse holding Inc will be acquired by Private equity firms Kelso & Company and Estancia Capital Management in a deal set to be completed in the second quarter of 2015.

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 American Beacon Funds

You can find these popular American Beacon 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 mutual funds list.

Best American Beacon mutual funds 2015 are:

• American Beacon Bridgeway Large Cap Value Fund (BWLIX)
• American Beacon SiM High Yield Opportunities Fund (SHYPX)
• American Beacon International Equity Fund (AAIPX)
• American Beacon Mid Cap Value Fund (AMPAX)
• American Beacon Balanced Fund (AABPX)
• American Beacon Zebra Global Equity Fund (AZLPX)
• American Beacon Flexible Bond Fund (AFXPX)

Amazon and Apple Stocks Outperform

Nothing is working in week 5, 2015. Only Amazon stock and Apple stocks are outperforming other sectors. Top performing industry stocks in week 5 of 2015 are basic materials wholesale, electronic equipment, residential construction, gold, etc.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -2.75%. NASDAQ Composite has a weekly return of -2.58%. Dow Jones Industrials Average has a weekly return of -2.87%. The small cap (Russell 2000) has a return of -1.96%.

Best weekly performance of industry stocks of week 5, 2015 (January 26, 2015 – February 1, 2015) are:

1. Catalog & Mail Order Houses 9.54%
2. Basic Materials Wholesale 5.32%
3. Building Materials Wholesale 5.04%
4. Electronic Equipment 4.50%
5. Multimedia & Graphics Software 3.28%
6. Residential Construction 3.21%
7. Gold 2.68%
8. Computer Based Systems 2.63%
9. Oil & Gas Refining & Marketing 2.00%
10. Paper & Paper Products 1.74%