Defensive Stocks Roar

Nothings are working during week 25, 2015 except defensive stocks. Should you rotate to these value stocks or wait for opportunity? Top stock market industries are apparel footwear & accessories textile, residential REIT.

Top Value Equities

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.16%. NASDAQ Composite has a weekly return of -2.01%. Dow Jones Industrials Average has a weekly return of -0.84%. The small cap (Russell 2000) has a return of -2.67%.

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

1. Tobacco Products, Other 6.63%
2. Textile - Apparel Footwear & Accessories 2.93%
3. Oil & Gas Refining & Marketing 2.39%
4. Office Supplies 1.85%
5. REIT – Residential 1.66%
6. Confectioners 1.62%
7. REIT - Hotel/Motel 1.53%
8. Resorts & Casinos 1.45%
9. Water Utilities 1.38%
10. Electric Utilities 1.34%
11. REIT - Healthcare Facilities 1.13%
12. Research Services 0.93%
13. Home Furnishing Stores 0.80%
14. Machine Tools & Accessories 0.66%
15. Industrial Equipment & Components 0.61%
16. Home Furnishings & Fixtures 0.58%
17. REIT – Retail 0.58%
18. Hospitals 0.58%
19. REIT – Industrial 0.51%
20. Entertainment – Diversified 0.47%

T Rowe Price Retirement 2025 Fund (TRRHX)

T Rowe Price Retirement 2025 Fund (TRRHX) is a popular target date mutual fund. This balanced fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds. It may invest in various asset classes and sectors.

This T Rowe Price Retirement 2025 Fund is managed based on the specific retirement year (target date 2025) included in its name and assumes a retirement age of 65. It may provide yield for income.

TRRHX Fund Profile

• Fund Inception Date: 02/27/2004
• Ticker Symbol: TRRHX
• CUSIP: 74149P788
• Beta (3yr): 1.26
• Rank in category (YTD): 4%
• Category: Target Date 2021-2025
• Yield: 1.50%
• Capital Gains: -
• Expense Ratio: 0.70%
• Net Assets: $ 17.74 billion
• Number of Years Up: 8 years
• Number of Years Down: 2 years

Best 12 World Bond Mutual Funds 2015

World bond mutual funds are investing in debts around the world. The debts are issued by government or corporation. Some of the best funds are rated among the top mutual funds by Morningstar or U.S. News.

Top Performing International Bond Funds

World bond funds invest >40% of their assets in foreign bonds. Some world bond funds follow a conservative approach. They invest in high-quality bonds from developed markets. Other funds may invest in some lower-quality bonds from developed or emerging markets (i.e. high yield bonds).

These top world bond mutual funds are sorted based on its 3 year performance up to May 17, 2015. You can find the fund review, management information, expense fee, sales load, etc. I also provide the table for the fund performance below.

Best 12 world bond mutual funds 2015 are:

1. Chou Income Fund (CHOIX)
2. Henderson Strategic Income Fund (HFAAX)
3. Templeton Global Total Return Fund (TGTRX)
4. Morgan Stanley Global Fixed Income Opportunities Fund (DINAX)
5. PIMCO Foreign Bond (US Dollar-Hedged) Fund (PFOAX)
6. Templeton Global Bond Fund (TPINX)
7. Dreyfus/Standish Global Fixed Income Fund (DHGAX)
8. Payden Global Fixed Income Fund (PYGFX)
9. PIMCO Global Bond (US Dollar-Hedged) Fund (PAIIX)
10. T. Rowe Price Strategic Income Fund (PRSNX)

Fidelity Small Cap Discovery Fund (FSCRX)

Fidelity Small Cap Discovery Fund (FSCRX) is a popular U.S. stock mutual fund. This Fidelity fund invests mainly in equity of small market capitalizations companies. The companies are similar to those companies with market capitalizations similar to companies in the Russell 2000 Index or the S&P SmallCap 600 Index.

This domestic stock fund has a yield of 0.25%. Its expense fee is 1.01%. This fund has no sales load. The portfolio turnover rate is only 17%. With assets of $6.1 billion, the fund manager is Charles L. Myers.

FSCRX Fund Profile

• Fund Inception Date: 09/26/2000
• Ticker Symbol: FSCRX
• CUSIP: 315912600
• Beta (3yr): 1.08
• Rank in category (YTD): 46%
• Category: Small Blend
• Distribution Yield: 0.25%
• Capital Gains: -
• Expense Ratio: 1.01%
• Net Assets: $ 6.1 billion
• Number of Years Up: 11 years
• Number of Years Down: 3 years

Top 12 Real Estate Mutual Funds 2015

Find top real estate mutual funds in 2015. Best funds are Baron Real Estate Fund, PIMCO RealEstateRealReturn Strategy Fund, etc.

Best Performing REIT Mutual Funds

Real estate mutual fund invests in businesses which involve real estate. It may invest in real estate investment trusts (REITs). This stock mutual fund may invest in companies which operate apartment complex, office buildings, shopping malls, hotels and even self-storage facilities. This mutual fund has higher yield than regular mutual fund.

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 5 year total returns up to May 17, 2015.

Top 12 real estate mutual funds 2015 are:

1. Baron Real Estate Fund (BREFX)
2. PIMCO Real Estate Real Return Strategy Fund (PETAX)
3. Phocas Real Estate Fund (PHREX)
4. American Century Real Estate Fund (REACX)
5. Lazard US Realty Equity Portfolio Open Shares (LREOX)
6. AMG Managers Real Estate Securities Fund (MRESX)
7. Cohen & Steers Real Estate Securities Fund (CSEIX)
8. American Century Real Estate Fund (AREEX)

Rotate to Banks and Hospitals Stocks

Greece is going to default next week. Should you stay in stock markets? Should you rotate to banks and hospital stocks? Top stock market industries are hospitals, pacific regional banks, etc.

Best Bank Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -0.37%. NASDAQ Composite has a weekly return of -0.71%. Dow Jones Industrials Average has a weekly return of -0.38%. The small cap (Russell 2000) has a return of -0.31%.

Top performing stock industries in week 26, 2015 (June 22, 2015 to June 28, 2015) are:

1. Hospitals 8.09%
2. Office Supplies 3.65%
3. Processing Systems & Products 3.63%
4. Foreign Regional Banks 3.48%
5. Residential Construction 3.27%
6. Regional - Southwest Banks 3.01%
7. Drug Related Products 2.89%
8. Telecom Services – Foreign 2.61%
9. Textile - Apparel Footwear & Accessories 2.47%
10. General Entertainment 2.38%
11. Regional - Pacific Banks 2.25%
12. Regional - Northeast Banks 2.13%
13. Savings & Loans 1.99%
14. Conglomerates 1.98%
15. Beverages – Brewers 1.97%

Vanguard Target Retirement 2030 Fund (VTHRX)

Vanguard Target Retirement 2030 Fund (VTHRX) is a popular target date mutual fund. This Vanguard fund objective is to provide capital appreciation and current income consistent with its current asset allocation.

This mutual fund invests mainly in other Vanguard mutual funds according to an asset allocation strategy. This Vanguard fund is designed for investors planning to retire and leave the workforce in or within a few years of 2030.

VTHRX Fund Profile

• Fund Inception Date: 06/07/2006
• Ticker Symbol: VTHRX
• CUSIP: 92202E888
• Beta (3yr): 1.23
• Rank in category (YTD): 40%
• Category: Target Date 2026-2030
• Distribution Yield: 1.85%
• Capital Gains: -
• Expense Ratio: 0.17%
• Net Assets: $ 25.8 billion
• Number of Years Up: 6 years
• Number of Years Down: 2 years
• Annual Turnover Rate: 7%

This Vanguard Target Retirement 2030 Fund is managed Michael H. Buek, William Coleman, and Walter Nejman. It has 12-month dividend yield of 1.85%. This Vanguard fund has $25.8 billion of assets. Its annual holdings turnover is quite low, only 7%.