Rotate to Bank and Healthcare Stocks

Every investor is still interested in bank and healthcare stocks. Should you move back to bank and healthcare stocks? Top stock market industries are Home Health Care, Regional - Southeast Banks.

Top Rotation Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.12%. NASDAQ Composite has a weekly return of -0.34%. Dow Jones Industrials Average has a weekly return of 0.35%. The small cap (Russell 2000) has a return of 0.36%.

Top performing stock industries in week 24, 2015 (June 8, 2015 to June 14, 2015) are:

1. Tobacco Products, Other 9.11%
2. Synthetics 4.60%
3. Home Health Care 4.30%
4. Cement 3.38%
5. Regional - Southwest Banks 2.65%
6. Gaming Activities 2.63%
7. Textile Industrial 2.55%
8. Mortgage Investment 2.41%
9. Trucks & Other Vehicles 2.39%
10. Aerospace/Defense - Major Diversified 2.37%
11. Education & Training Services 2.11%
12. Regional - Southeast Banks 2.00%
13. Drug Stores 1.99%
14. Regional - Midwest Banks 1.90%
15. Regional - Pacific Banks 1.86%
16. Meat Products 1.84%
17. Regional - Northeast Banks 1.76%
18. Machine Tools & Accessories 1.76%

Vanguard S&P 500 ETF (VOO)

Vanguard S&P 500 ETF (VOO) is one of the popular exchange traded funds. This index fund uses its assets to purchase large-capitalization stocks. This equity fund is tracking the performance of the S&P 500 index. The fund objective is to provide long term goals for capital growth.

Note: The S&P 500 Index is representing 500 of the largest U.S. companies.

VOO Fund Profile

• Fund Inception Date: 09/07/2010
• Ticker Symbol: VOO
• CUSIP: 922908363
• Rank in category (YTD): 34%
• Category: Large Blend
• Yield: 1.81%
• Capital Gains: -
• Expense Ratio: 0.04%
• Total Assets: $ 68.62 billion
• Annual Turnover Rate: 3%

Updated on May 2017

This U.S. stock fund has a low expense fee of 0.05% per year. It has $31 billion of assets. The 52 week range of share price is $166.11 - $194.65. The current dividend yield is 1.81%.

Best 14 Moderate Allocation Mutual Funds 2015

See best 14 moderate allocation mutual funds 2015. Can these top funds be the contender for 2016? Top mutual funds are Villere Balanced Fund, Bruce Fund, etc.

Top Performing Balanced Mutual Funds

Moderate allocation mutual funds invest in stocks and bonds. These funds normally have higher portion of their assets invested in stocks (60-70%) and the rest of assets invested in bonds or money market (30-40%). You can buy these funds with as little as $100 initial investment for your brokerage or retirement accounts.

These best performing moderate allocation mutual funds are sorted based on its past 5 year performance in 2011-2015. You can find other fund information such as objective, share price, expense ratio, sales load, Morningstar rating, top holding, maturity, etc.

The 14 best moderate allocation mutual funds 2015 are:

1. Villere Balanced Fund (VILLX)
2. SEI Asset Allocation Trust Conservative Strategy Allocation Fund (SMGAX)
3. Bruce Fund (BRUFX)
4. T. Rowe Price Capital Appreciation Fund (PRWCX)
5. SEI Asset Allocation Trust Defensive Strategy Allocation Fund (STDAX)
6. Transamerica Multi-Managed Balanced Fund (IBALX)
7. Dodge & Cox Balanced Fund (DODBX)
8. American Funds American Balanced Fund (ABALX)
9. Fidelity Balanced Fund (FBALX)
10. Fidelity Puritan (FPURX)

Money Center Banks Stocks

Money center banks stocks are part of financial stock sector. Money center banks are banks that raise most of their funds from the domestic and international money marks. They may rely less on depositors for funds. Typically, money center banks borrow from and lends to corporations, governments, and other banks. Some may offer funds to consumers.

Money Center Banks Companies List

A money-center is a bank located in a financial center such as New York or San Francisco. This bank deals in national and international financial markets. Money center banks include JPMorgan Chase, Citigroup and Wells Fargo.

Money Center Banks companies are:

• Wells Fargo & Company (WFC)
• JPMorgan Chase & Co. (JPM)
• Bank of America Corporation (BAC)
• Citigroup Inc. (C)
• Mitsubishi UFJ Financial Group, Inc. (MTU)
• Royal Bank of Canada (RY)
• The Toronto-Dominion Bank (TD)
• The Bank of Nova Scotia (BNS)
• The PNC Financial Services Group, Inc. (PNC)
• Bank of Montreal (BMO)
• Canadian Imperial Bank of Commerce (CM)
• ICICI Bank Ltd. (IBN)
• SunTrust Banks, Inc. (STI)
• Credicorp Ltd. (BAP)
• Banco Santander-Chile (BSAC)
• Comerica Incorporated (CMA)

USAA Science & Technology Fund (USSCX)

USAA Science & Technology Fund (USSCX) is a sector stock mutual fund. This USAA fund invests in US and foreign stocks. The companies are expected to benefit from the development and use of scientific and technological advances and improvements.

This investment fund objective is to provide long term capital growth. The current yield is 1.28%. With assets of 857 million, it has an expense fee of 1.24%. The portfolio turnover rate is 91%. The current share price is $22.73.

USSCX Fund Profile

• Fund Inception Date: 08/01/1997
• Ticker Symbol: USSCX
• CUSIP: 903288876
• Beta (3yr): 0.86
• Rank in category (YTD): 4%
• Category: Technology
• Yield: 1.28%
• Capital Gains: -
• Expense Ratio: 1.24%
• Net Assets: $ 857 million
• Number of Years Up: 12 years
• Number of Years Down: 5 years

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:

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%

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

• 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