June 5, 2015

Best Oppenheimer Mutual Funds 2015 & 2016

Find best Oppenheimer mutual funds 2015 & 2016. Top Oppenheimer funds are Oppenheimer International Small Company Fund, Oppenheimer Developing Markets Fund, etc.

Best Oppenheimer Mutual Funds 2015 & 2016OppenheimerFunds Inc has grown to become one of the largest investment management firms in U.S. As part of MassMutual (Massachusetts Mutual Life Insurance Company), OppenheimerFunds offer a broad array of products and services to individuals, institutional investors and corporations worldwide.

The product offerings include mutual funds, separate accounts, institutional products, 529 plans and retirement accounts. The investment firm offer Equities (Global, Growth, Core and Value), Fixed Income (Global Debt, High Yield Corporate Debt, Investment Grade Debt, and Municipal Bonds) and Alternatives (Commodities and MLPs) for investors.

Top Performing Oppenheimer Mutual Funds

You can find these best Oppenheimer funds for different sectors such as U.S. stock fund, international stock fund, municipal bond fund, and taxable bond fund. Depend on your risk tolerance; you may pick and choose from this top funds list. Typically, these Janus funds have no sales load.

Best Oppenheimer mutual funds 2015 & 2016 are:
  • Oppenheimer International Small Company Fund (OSMAX)
  • Oppenheimer Main Street Small Cap Fund (OSCAX)
  • Oppenheimer Rochester California Municipal Fund (OPCAX)
  • Oppenheimer Rochester Limited Term California Municipal Fund (OLCAX)
  • Oppenheimer Developing Markets Fund (ODMAX)
  • Oppenheimer Global Fund (OPPAX)

June 3, 2015

Artisan International Fund (ARTIX)

Artisan International Fund (ARTIX) is a popular international stock mutual fund. This equity fund invests in non US stocks located in developed markets. It may invest in emerging and less developed markets.

This best fund is managed by Mark L. Yockey, Andrew J. Euretig, and Charles-Henri Hamker. The current dividend yield is 0.73%. The annual expense ratio fee is 1.17%. The portfolio turnover rate is 46%. The current total net assets are $19 billion.

ARTIX Fund Profile

    Artisan International Fund (ARTIX)
  • Fund Inception Date: 12/28/195
  • Ticker Symbol: ARTIX
  • CUSIP: 04314H204
  • Beta (3yr): 0.87
  • Rank in category (YTD): 83%
  • Category: Foreign Large Growth
  • Distribution Yield: 0.73%
  • Capital Gains: -
  • Expense Ratio: 1.17%
  • Net Assets: $ 19.58 billion
  • Number of Years Up: 13 years
  • Number of Years Down: 6 years

June 2, 2015

Best Technology Mutual Funds 2015

Find top technology stock mutual funds in 2015. Best funds are T. Rowe Price Global Technology Fund, Fidelity Select Electronics Portfolio, USAA Science & Technology Fund, etc.

Popular Tech Funds

Technology mutual funds utilize its assets to purchase high-tech businesses in the U.S. or outside of the U.S. The funds may invest on computer, semiconductor, software, networking, and Internet stocks. Some funds may buy medical-device and biotechnology stocks. Most of these mutual funds concentrate on a single technology industry.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 3 year total returns up to May 25, 2015.

Best technology mutual funds 2015 are:
    Best Technology Mutual Funds 2015
  1. T. Rowe Price Global Technology Fund (PRGTX)
  2. Fidelity Select Electronics Portfolio (FSELX)
  3. USAA Science & Technology Fund (USSCX)
  4. Fidelity Select IT Services Portfolio (FBSOX)
  5. Waddell & Reed Advisor Science and Technology Fund (UNSCX)
  6. Columbia Global Technology Growth Fund (CTCAX)
  7. Ivy Science And Technology Fund (WSTAX)
  8. Rydex Electronics Fund (RYSIX)

June 1, 2015

Fidelity Select Electronics Portfolio Fund (FSELX)

Fidelity Select Electronics Portfolio Fund (FSELX) is a popular sector equity mutual fund. This stock fund invests mainly in electronic components companies. Most of the companies are design, manufacture, or sale of electronic components (semiconductors, connectors, printed circuit boards and other components); equipment vendors to electronic component manufacturers; electronic component distributors; and electronic instruments and electronic systems vendors.

This mutual fund objective is to provide long term capital appreciation. The fund manager is Stephen Barwikowski since 2009. This fund has a little yield of 0.50%. The annual expense fee is 0.77%. With assets of $2.2 billion, this mutual fund has no sales load. It has a high portfolio turnover rate of 132%. This fund uses an investment style of large blend.

FSELX Fund Profile

    Fidelity Select Electronics Portfolio Fund (FSELX)
  • Fund Inception Date: 07/29/1985
  • Ticker Symbol: FSELX
  • CUSIP: 316390863
  • Beta (3yr): 0.89
  • Rank in category (YTD): 66%
  • Category: Technology
  • Yield: 0.50%
  • Capital Gains: -
  • Expense Ratio: 0.77%
  • Net Assets: $ 2.2 billion
  • Number of Years Up: 20 years
  • Number of Years Down: 9 years

May 31, 2015

Back to Semiconductor Stocks

Are you rotating to semiconductor stocks in week 22 of 2015? Top stock market industries are memory chips semiconductor, broad line semiconductor, and integrated circuits semiconductor.

Top Tech Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.84%. NASDAQ Composite has a weekly return of -0.34%. Dow Jones Industrials Average has a weekly return of -1.15%. The small cap (Russell 2000) has a return of -0.43%.

Top performing stock industries in week 22, 2015 (May 25, 2015 to May 31, 2015) are:
    Top Semiconductor Stocks
  1. Synthetics 4.92%
  2. Basic Materials Wholesale 4.63%
  3. Semiconductor- Memory Chips 3.83%
  4. Photographic Equipment & Supplies 3.67%
  5. Semiconductor - Broad Line 3.65%
  6. Semiconductor - Integrated Circuits 3.45%
  7. Drugs – Generic 2.38%
  8. Home Health Care 2.24%
  9. Confectioners 2.06%
  10. Drug Delivery 2.00%
  11. CATV Systems 1.97%
  12. Computers Wholesale 1.47%
  13. Jewelry Stores 1.38%
  14. Health Care Plans 1.32%

May 30, 2015

BlackRock Enhanced Equity Dividend Fund (BDJ)

BlackRock Enhanced Equity Dividend Fund (BDJ) is a popular U.S stock closed end fund. The fund invests mainly in equity securities and through utilizing an options strategy. This fund objective is to provide current income and capital appreciation.

This BlackRock fund has a high yield of 6.77%. This yield is paid in monthly frequency. The fund managers are Kathleen Anderson, Kyle McClements, and Bob Shearer. The current market share price is $8.30. Its expense fee is low, only 0.16%.

BDJ Fund Profile

    BlackRock Enhanced Equity Dividend Fund (BDJ)
  • Fund Inception Date: 08/26/2005
  • Ticker Symbol: BDJ
  • CUSIP: 09251A104
  • Rank in category (2014): 62%
  • Category: US Equity - Covered Call
  • Yield: 6.77%
  • Effective Leverage: 0%
  • Capital Gains: -
  • Premium/ Discount: -9.39%
  • Base Expense Ratio: 0.16%
  • Net Assets: $ 1.73 billion

May 29, 2015

T. Rowe Price Global Technology Fund (PRGTX)

T. Rowe Price Global Technology Fund (PRGTX) is a popular sector stock mutual fund. This equity fund invests mainly in global technology companies. Most of the companies are expected to generate a majority of their revenues from the development, advancement, and use of technology.

This mutual fund objective is to provide long term capital growth. The fund manager is Joshua K. Spencer. There is no yield currently. Its expense fee is 0.91% per year. It has $1.97 billion of assets. This mutual fund has no sales load. It has a high portfolio turnover rate of 229%.

PRGTX Fund Profile

    T. Rowe Price Global Technology Fund (PRGTX)
  • Fund Inception Date: 09/29/2000
  • Ticker Symbol: PRGTX
  • CUSIP: 741494108
  • Beta (3yr): 0.99
  • Rank in category (YTD): 1%
  • Category: Technology
  • Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 0.91%
  • Net Assets: $ 1.97 billion
  • Number of Years Up: 10 years
  • Number of Years Down: 4 years

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