July 12, 2015

Top 25 Stock Market Industries in Week 28, 2015

Top stock market industries in week 28, 2015 are drug stores, major airlines. Do you need to invest in these industries?

Top Sector Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 0.03%. NASDAQ Composite has a weekly return of -0.23%. Dow Jones Industrials Average has a weekly return of 0.19%. The small cap (Russell 2000) has a return of 0.31%.

Top 25 stock industries in week 28, 2015 (July 6, 2015 to July 12, 2015) are:
    Top 25 stocks in week 28, 2015
  1. Drug Stores 7.70%
  2. Basic Materials Wholesale 7.46%
  3. Major Airlines 4.02%
  4. Surety & Title Insurance 3.52%
  5. Regional Airlines 3.35%
  6. Diagnostic Substances 3.28%
  7. Advertising Agencies 3.04%
  8. REIT – Industrial 2.98%
  9. REIT - Healthcare Facilities 2.80%
  10. Cigarettes 2.78%
  11. Electronics Stores 2.71%
  12. Drug Manufacturers – Other 2.71%
  13. Multimedia & Graphics Software 2.69%
  14. Research Services 2.67%
  15. Grocery Stores 2.57%

July 11, 2015

T Rowe Price Retirement 2015 Fund (TRRGX)

T Rowe Price Retirement 2015 Fund (TRRGX) is a popular target date mutual fund. This balanced fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors.

This T Rowe Price Retirement 2015 Fundis managed based on the specific retirement year (target date 2015) included in its name and assumes a retirement age of 65. It may provide yield for income.

TRRGX Fund Profile

    T Rowe Price Retirement 2015 Fund (TRRGX)
  • Fund Inception Date: 02/27/2004
  • Ticker Symbol: TRRGX
  • CUSIP: 74149P796
  • Beta (3yr): 1.04
  • Rank in category (YTD): 8%
  • Category: Target Date 2011-2015
  • Yield: 1.76%
  • Capital Gains: -
  • Expense Ratio: 0.63%
  • Net Assets: $ 10.2 billion
  • Number of Years Up: 8 years
  • Number of Years Down: 2 years
  • Annual Turnover Rate: 14.70%
This T Rowe Price fund has $10.2 billion of total net assets. The dividend is 1.76% per year. It has 5-stars and gold rating from Morningstar. The portfolio turnover rate is low, only 15%. This mutual fund is also known as fund of funds.

July 9, 2015

Fidelity Diversified International Fund (FDIVX)

Fidelity Diversified International Fund (FDIVX) is a popular mutual fund. This fund invests mainly in non-US stocks. It invests in different countries and regions. The fund objective is to provide capital growth.

This Fidelity fund has a yield of 1.03%. The fund manager is William Bower since 2001. Total net assets are $25.9 billion. Its expense fee is 0.92%. The portfolio turnover rate is 39%. The current NAV is $38.90. This no load fund is open for new investors.

FDIVX Fund Profile

    Fidelity Diversified International Fund | FDIVX
  • Fund Inception Date: 12/27/1991
  • Ticker Symbol: FDIVX
  • CUSIP: 315910802
  • Beta (3yr): 0.89
  • Rank in category (YTD): 46%
  • Category: Foreign Large Growth
  • Distribution Yield: 1.03%
  • Capital Gains: -
  • Expense Ratio: 0.92%
  • Net Assets: $ 25.9 billion
  • Number of Years Up: 16 years
  • Number of Years Down: 7 years

July 7, 2015

Best T. Rowe Price Mutual Funds 2015 & 2016

Find best T. Rowe Price mutual funds 2015 & 2016. Top TRP funds are T. Rowe Price Capital Appreciation Fund, T. Rowe Price Blue Chip Growth Fund, etc.

Top Performing TRP Mutual Funds

T. Rowe Price provides a wide selection of over 90 no load mutual funds to investors. It provides either actively managed funds, index funds, brokerages, retirement services, etc. Investors can choose these funds for asset diversification. It also offers low cost option for long term investment.

You can find these popular T. Rowe Price mutual funds for different sectors such as U.S. stock fund, sector stock fund, municipal bond fund, target date funds, etc. Depend on your risk tolerance; you may pick and choose from this best T. Rowe Price funds list.

We review rankings from Morningstar, Lipper, Zacks, TheStreet.com, U.S. News, and Standard & Poor’s. You can learn from our methodology from variety of our previous articles.

Best T. Rowe Price mutual funds 2015 & 2016 are:
    Best T. Rowe Price Mutual Funds 2015 & 2016
  1. T. Rowe Price Capital Appreciation Fund (PRWCX) 16.00%
  2. T. Rowe Price Blue Chip Growth Fund (TRBCX) 21.02%
  3. T. Rowe Price Mid-Cap Growth Fund (RPMGX) 18.69%
  4. T. Rowe Price Diversified Small Cap Growth Fund (PRDSX) 19.95%
  5. T. Rowe Price Summit Municipal Income Fund (PRINX) 6.19%
  6. T. Rowe Price Retirement 2005 Fund (TRRFX) 8.46%
  7. T. Rowe Price Retirement 2010 Fund (TRRAX) 9.51%
  8. T. Rowe Price Retirement 2015 Fund (TRRGX) 11.02%
  9. T. Rowe Price Retirement 2020 Fund (TRRBX) 12.33%
  10. T. Rowe Price Retirement 2025 Fund (TRRHX) 13.46%

July 5, 2015

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:
    Value Stocks
  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

    T Rowe Price Retirement 2025 Fund (TRRHX)
  • 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

July 3, 2015

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:
    Best World Bond Mutual Funds 2015
  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)

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