June 8, 2015

Bank Stocks Soar with Interest Rate

With interest rate is rising, bank stocks have one of the biggest gain in 2015. Should you move back to bank stocks? Top stock market industries are Pacific regional banks, southwest regional banks, etc.

Top Financial Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.65%. NASDAQ Composite has a weekly return of -0.03%. Dow Jones Industrials Average has a weekly return of -0.87%. The small cap (Russell 2000) has a return of 1.18%.

Top performing stock industries in week 23, 2015 (June 1, 2015 to June 7, 2015) are:
    Top Bank Stocks
  1. Photographic Equipment & Supplies 7.11%
  2. Beverages - Wineries & Distillers 4.44%
  3. Resorts & Casinos 4.17%
  4. Regional - Pacific Banks 4.16%
  5. Regional - Southwest Banks 4.14%
  6. Auto Dealerships 3.91%
  7. Investment Brokerage – Regional 3.72%
  8. Gaming Activities 3.46%
  9. Textile - Apparel Clothing 3.44%
  10. Trucking 3.26%
  11. Regional - Mid-Atlantic Banks 3.03%
  12. Investment Brokerage – National 2.99%
  13. Regional - Southeast Banks 2.94%
  14. Air Delivery & Freight Services 2.92%
  15. Tobacco Products, Other 2.88%

June 7, 2015

Dodge & Cox Global Bond Fund (DODLX)

Dodge & Cox Global Bond Fund (DODLX) is a new taxable bond mutual fund. This mutual fund invests mainly in international bonds. It uses its assets to purchase securities of non-U.S. issuers and invests at least 80% of its total assets in debt instruments. This fund may use derivatives such as forwards, futures contracts, swap agreements, or options.

The fund normally invests in an array of securities with short, intermediate, and long maturities in varying proportions.

DODLX Fund Profile

    Dodge & Cox Global Bond Fund (DODLX)
  • Fund Inception Date: 12/05/2012
  • Ticker Symbol: DODLX
  • CUSIP: 256206301
  • Beta (3yr): -
  • Rank in category (YTD): 61%
  • Category: World Bond
  • Distribution Yield: 1.41%
  • Capital Gains: -
  • Expense Ratio: 0.60%
  • Net Assets: $ 68.30 million
  • Number of Years Up: 2 years
  • Number of Years Down: 0 year

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%

The Importance of Diversification in Investing

Diversification is a key principle in investing, and it's especially important in today's uncertain economic climate. By spreading y...