March 11, 2015

Vanguard Dividend Appreciation ETF (VIG)

Vanguard Dividend Appreciation ETF (VIG) is an index exchange traded fund offered by Vanguard Group. Vanguard Dividend Appreciation ETF invests in US stocks.

Known for its index mutual fund, Vanguard also provides vast selections of index ETFs for investors.

Vanguard Dividend Appreciation ETF seeks to track the performance of the NASDAQ US Dividend Achievers Select Index (formerly known as the Dividend Achievers Select Index). It invests in stocks of companies with a record of growing their dividends year over year. The fund is passively managed by manager.

VIG Fund Details

    Vanguard Dividend Appreciation ETF (VIG)
  • Fund Inception Date: 04/21/2006
  • Ticker Symbol: VIG
  • CUSIP: 921908844
  • Rank in category (2014): 75%
  • Category: Large Blend
  • Yield: 2.01%
  • Capital Gains: -
  • Expense Ratio: 0.09%

March 9, 2015

Top Consumer Services Stocks 2015

Consumer services stocks are the top performing sectors in week 10, 2015. Can they be the leader in 2015? Top performing industries are Electronics Stores, Sporting Goods Stores, etc.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.54%. NASDAQ Composite has a weekly return of -0.73%. Dow Jones Industrials Average has a weekly return of -1.50%. The small cap (Russell 2000) has a return of -1.26%.

Top performing stock industries in week 10, 2015 (March 2, 2015 to March 8, 2015) are:
    Consumer Stocks
  1. Electronics Stores 5.37%
  2. Sporting Goods Stores 3.78%
  3. Consumer Services 2.43%
  4. Sporting Activities 2.42%
  5. Hospitals 1.88%
  6. Synthetics 1.82%
  7. Regional - Pacific Banks 1.67%
  8. Processing Systems & Products 1.60%
  9. Internet Information Providers 1.44%
  10. Gaming Activities 1.39%

March 7, 2015

Top Performing Emerging Markets Stock Closed End Funds 2015

Investor can invest in emerging markets sector through ETF (exchange traded fund), mutual fund, stock, bond, and CEF (closed end fund). This article will look into the emerging markets stock closed end fund investment especially the best performing funds.

The emerging markets CEFs focus its investment in companies located in emerging markets region. These countries are Brazil, India, China, Turkey, South Africa, etc. Typically, the funds have higher growth rate than the developed countries fund such as US or European.

The top performing list is sorted based on its 1 year performance (up to 02/25/2015). You can find the fund review, performance, expense ratio, dividend yield, fund’s NAV, management, leverage, fund’s sponsor, premium/discount info, etc.

Top performing emerging markets stock closed end funds 2015 are:
    Top Emerging Markets Stock Closed End Funds
  1. Turkish Investment Fund (TKF)
  2. Aberdeen Emerging Markets Smaller Company Opportunities Fund (ETF)
  3. Templeton Emerging Markets Fund (EMF)
  4. MS Emerging Markets Fund (MSF)
  5. Voya Emerging Market High Dividend Fund (IHD)
  6. MS Eastern Europe Fund (RNE)
  7. Central Europe Russia & Turkey Fund (CEE)

March 5, 2015

American Funds 2030 Target Date Retirement Fund (AAETX)

American Funds 2030 Target Date Retirement Fund (AAETX) is one of the top target date mutual funds. This American fund uses its assets to purchase a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date.

AAETX Fund Profile

    American Funds 2030 Target Date Retirement Fund (AAETX)
  • Fund Inception Date: 02/01/2007
  • Ticker Symbol: AAETX
  • CUSIP: 02630T712
  • Beta (3yr): 1.10
  • Rank in category (YTD): 4%
  • Category: Target Date 2026-2030
  • Distribution Yield: 1.01%
  • Capital Gains: -
  • Expense Ratio: 0.75%
  • Net Assets: $ 4.6 billion
  • Number of Years Up: 5 year
  • Number of Years Down: 2 year

March 3, 2015

Best BlackRock Mutual Funds 2015

BlackRock is one of the largest asset investment firms in the world. It offers financial products & services. Some of the products are mutual funds, iShares ETFs, closed end funds, alternative investments, and money market 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.

Popular BlackRock Funds

You can find these popular BlackRock 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 BlackRock funds list.

Best BlackRock Mutual Funds for 2015 are:
    Top BlackRock Funds
  1. BlackRock US Mortgage Portfolio Fund (BMPAX)
  2. BlackRock National Municipal Fund Investor A (MDNLX)
  3. BlackRock Multi-Asset Income Investor A (BAICX)
  4. BlackRock PA Municipal Bond Inv A (MEPYX)
  5. BlackRock High Yield Bond Inv A (BHYAX)
  6. BlackRock NJ Municipal Bond Inv A1 (MDNJX)
  7. BlackRock Health Sciences Opps Inv A (SHSAX)
  8. BlackRock S&P 500 Stock Investor A (BSPAX)
  9. BlackRock Global SmallCap Inv A (MDGCX)
  10. BlackRock NJ Municipal Bond Inv A (MENJX)

March 1, 2015

Top Drug Stocks 2015

Drug stocks are still the top performing sectors in week 9, 2015. Can they go higher in 2015? Top performing industries are drug delivery, drug stores, home healthcare, etc.

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.24%. NASDAQ Composite has a weekly return of 0.15%. Dow Jones Industrials Average has a weekly return of 0.02%. The small cap (Russell 2000) has a return of 0.16%.

Top performing stock industries in week 9, 2015 (February 23, 2015 to March 1, 2015) are:
    Drug Stocks
  1. Drug Delivery 11.00%
  2. Internet Service Providers 8.25%
  3. Drug Stores 6.52%
  4. Home Health Care 5.75%
  5. Auto Parts Wholesale 4.73%
  6. Basic Materials Wholesale 4.64%
  7. Specialized Health Services 4.36%
  8. Research Services 3.80%
  9. Gold 3.68%
  10. Restaurants 3.46%

February 27, 2015

Gabelli Dividend & Income Fund (GDV)

Gabelli Dividend & Income Fund (GDV) is a popular U.S. stock closed end fund. This fund objective is to seek high total return through capital growth & income. This equity fund utilizes its assets to purchase dividend paying equity and debt securities.

GDV Fund Profile

    Gabelli Dividend & Income Fund (GDV)
  • Fund Inception Date: 11/28/2003
  • Ticker Symbol: GDV
  • CUSIP: 36242H104
  • Rank in category (YTD): 67%
  • Category: US Stock - Equity Tax-Advantaged
  • Distribution Rate: 5.55%
  • Effective Leverage: 18.50%
  • Capital Gains: -
  • Base Expense Ratio: 1.33%
  • Net Assets: $ 2.44 billion

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