Best Ranked Conservative Allocation Mutual Funds 2015

Find best ranked conservative allocation mutual funds 2015 for the past decade. These top balance funds are Berwyn Income Fund, Vanguard Wellesley Income fund, etc.

Top Balanced Funds

Conservative allocation mutual funds are part of balanced mutual funds. These investment funds invest in bonds and stocks. Typically the bond portion (50%-80%) is larger than the stock portion (20%-50%). These means the conservative allocation portfolios will hold smaller positions in stocks than moderate allocation portfolios. These portfolios seek to provide both capital growth and income.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top conservative allocation mutual funds 2015 are sorted based on its 10 years performance up to April 2015. You can find the fund review below as well.

Best ranked conservative allocation mutual funds 2015 are:

1. Berwyn Income Fund (BERIX)
2. James Balanced Golden Rainbow Fund Retail Class (GLRBX)
3. Vanguard Wellesley Income Fund Investor Shares (VWINX)
4. Franklin Income Fund Class A (FKINX)
5. Permanent Portfolio Fund (PRPFX)
6. Federated Capital Income Fund Class A Shares (CAPAX)
7. Goldman Sachs Income Builder Fund Class A (GSBFX)
8. T. Rowe Price Personal Strategy Income Fund (PRSIX)
9. API Efficient Frontier Income Fund Class A (APIUX)
10. Columbia Thermostat Fund Class A (CTFAX)

Independent Oil & Gas Stocks

Independent oil & gas stocks are part of basic materials stock sector. An independent oil and gas company is principally a unit that only explores for and produces oil and gas. These companies typically don’t own refining, processing, or marketing assets. They only prepare that oil and gas and then sell the product directly to end users.

These companies are also known as non-integrated oil and gas companies. These companies receive the majority of their revenue from production at the wellhead.

Independent Oil & Gas Companies List

Top 3 independent oil & gas companies include ConocoPhillips, Enterprise Products Partners L.P., and Occidental Petroleum Corporation.

Independent oil & gas companies are:

• ConocoPhillips (COP)
• Enterprise Products Partners L.P. (EPD)
• Occidental Petroleum Corporation (OXY)
• EOG Resources, Inc. (EOG)
• Anadarko Petroleum Corporation (APC)
• Suncor Energy Inc. (SU)
• Canadian Natural Resources Limited (CNQ)
• Devon Energy Corporation (DVN)
• Pioneer Natural Resources Co. (PXD)
• Apache Corp. (APA)
• Hess Corporation (HES)
• Marathon Oil Corporation (MRO)
• Noble Energy, Inc. (NBL)
• Continental Resources, Inc. (CLR)
• Cabot Oil & Gas Corporation (COG)

Air Delivery & Freight Services Stocks

Air delivery & freight services stocks are part of services stock sector. These companies provide air freight transportation, courier, and logistics services, which includes package and mail delivery and customs agents.

The major air delivery & freight services companies are United Parcel Service and Federal Express. Companies such as UPS, Federal Express, DHL and TNT Holdings are also known as integrated carriers, because they are vertically integrated by a service chain consisting of retail locations, warehouse distribution facilities, cargo airlines and delivery services.

Air Delivery & Freight Services List

• Air Delivery & Freight Services are:
• United Parcel Service, Inc. (UPS)
• FedEx Corporation (FDX)
• CH Robinson Worldwide Inc. (CHRW)
• Expeditors International of Washington Inc. (EXPD)
• XPO Logistics, Inc. (XPO)
• Forward Air Corp. (FWRD)
• Hub Group Inc. (HUBG)
• UTi Worldwide Inc. (UTIW)
• Roadrunner Transportation Systems, Inc. (RRTS)
• Air Transport Services Group, Inc. (ATSG)
• Radiant Logistics, Inc. (RLGT)

Rotation to Oil Stocks for Win

Find whether rotation to oil stocks is for the big win in 2015. Top performing industries in week 16, 2015 are oil & gas drilling & exploration, independent oil & gas, etc.

Top Mining Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.98%. NASDAQ Composite has a weekly return of -1.28%. Dow Jones Industrials Average has a weekly return of -1.26%. The small cap (Russell 2000) has a return of -1.00%.

Top performing stock industries in week 16, 2015 (April 13, 2015 to April 19, 2015) are:

1. Oil & Gas Drilling & Exploration 8.19%
2. Copper 7.67%
3. Toys & Games 6.41%
4. Consumer Services 3.79%
5. Cigarettes 3.30%
6. Independent Oil & Gas 3.26%
7. Basic Materials Wholesale 3.19%
8. Major Integrated Oil & Gas 2.95%
9. Oil & Gas Equipment & Services 2.62%
10. Gold 2.39%
11. Long Distance Carriers 2.35%
12. Cement 1.85%
13. Oil & Gas Pipelines 1.74%
14. Data Storage Devices 1.51%
15. Internet Service Providers 1.46%
16. Technical Services 1.44%

Vanguard FTSE Developed Markets ETF (VEA)

Vanguard FTSE Developed Markets ETF (VEA) is an index exchange traded fund. This ETF invests mainly in stocks of developed equity markets excluding the U.S. and Canada.

This international stock fund invests mainly in stocks of large- and mid-capitalization companies in developed equity markets excluding the U.S. and Canada. This index fund has low expense fee.

VEA Fund Details

• Fund Inception Date: 07/20/2007
• Ticker Symbol: VEA
• CUSIP: 921943858
• Rank in category (YTD): 37%
• Category: Foreign Large Blend
• Yield: 2.76%
• Capital Gains: -
• Expense Ratio: 0.07%
• Total Assets: $ 53.59 billion

Other Drug Manufacturers Stocks

Other drug manufacturers stocks are part of healthcare stock sector. These drug manufacturer companies are smaller and more specialized than their counterparts in the Major category. Many of these companies rely on only several drugs and are not nearly as diversified as their larger competitors.

The companies may include diabetes focus companies, generic medicine, etc. There are several top manufacturers such as Novo Nordisk A/S and Teva Pharmaceutical Industries Limited.

Other Drug Manufacturers List

Other Drug Manufacturers are:

• Novo Nordisk A/S (NVO)
• Teva Pharmaceutical Industries Limited (TEVA)
• Endo International plc (ENDP)
• Dr. Reddy's Laboratories Ltd. (RDY)
• United Therapeutics Corporation (UTHR)
• Isis Pharmaceuticals, Inc. (ISIS)
• Taro Pharmaceutical Industries Ltd. (TARO)
• DepoMed Inc. (DEPO)
• Orexigen Therapeutics, Inc. (OREX)
• Sucampo Pharmaceuticals, Inc. (SCMP)
• Amphastar Pharmaceuticals, Inc. (AMPH)
• SciClone Pharmaceuticals, Inc. (SCLN)
• Amarin Corporation plc (AMRN)

Top Performing High Yield Bond ETFs 2015

Find top performing high yield bond ETFs 2015. High yield bond exchange traded funds invest mainly in low quality debts issued by companies or governments. These fixed income funds are known as junk bond funds.

Top Junk Bonds Funds

These top performer ETFs are sorted based on its 1 year return (up to April 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, fund’s holdings, yield, etc.

Top performing high yield bond ETFs 2015 are:

1. SPDR BofA Merrill Lynch Crossover Corporate Bond ETF (XOVR)
2. iShares Baa-Ba Rated Corporate Bond Fund (QLTB)
3. Market Vectors Fallen Angel ETF (ANGL)
4. PowerShares Fundamental High Yield Corporate Bond Portfolio (PHB)
5. iShares iBoxx $ High Yield Corporate Bond ETF (HYG)
6. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)
7. SPDR Barclays Capital High Yield Bond ETF (JNK)
8. iShares Emerging Markets High Yield Bond Fund (EMHY)