NASDAQ Stocks Are Going Up in Week 29, 2015

NASDAQ stocks are moving higher again. Top stock market industries in week 29, 2015 are internet information providers, biotechnology.

Top NASDAQ Equities

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 2.42%. NASDAQ Composite has a weekly return of 4.25%. Dow Jones Industrials Average has a weekly return of 1.86%. The small cap (Russell 2000) has a return of 1.22%.

Top 25 stock industries in week 29, 2015 (July 13, 2015 to July 19, 2015) are:

1. Internet Information Providers 17.83%
2. Semiconductor- Memory Chips 12.43%
3. Photographic Equipment & Supplies 7.76%
4. Catalog & Mail Order Houses 7.15%
5. Biotechnology 6.97%
6. Internet Service Providers 5.35%
7. Electronic Equipment 4.60%
8. Dairy Products 4.58%
9. Home Health Care 4.36%
10. Research Services 4.02%
11. Conglomerates 3.58%
12. Rental & Leasing Services 3.56%
13. Major Airlines 3.56%
14. Specialty Retail, Other 3.49%
15. Auto Dealerships 3.47%

Top 14 Closed End Funds in 2015

See top 14 closed end funds in 2015. These best funds are Cornerstone Total Return, Tekla Life Sciences Investors, etc.

Best Funds

Closed end funds are similar to exchange traded funds. They may offer value for investors though yield and discounted value from its NAV (Net Asset Value). These funds are traded like stock.

These best performing closed end funds are sorted based on its year to date return in 2015 (up to July, 13 2015). You may find other fund review information: expense ratio, fund’s NAV, management, objective, yield, top holdings, etc.

Top 14 closed end funds in 2015 are:

1. Cornerstone Total Return (CRF)
2. Tekla Life Sciences Investors (HQL)
3. Tekla Healthcare Investors (HQH)
4. Cornerstone Strategic Value (CLM)
5. JH Financial Opportunities (BTO)
6. Aberdeen Japan Equity Fund (JEQ)
7. Japan Smaller Capitalization (JOF)
8. New Ireland Fund (IRL)
9. Herzfeld Caribbean Basin (CUBA)
10. EV Tax-Managed Global Buy Write Opportunities (ETW)
11. BlackRock International Growth & Income (BGY)
12. Aberdeen Israel (ISL)

Dodge & Cox Global Stock Fund (DODWX)

Dodge & Cox Global Stock Fund (DODWX) is a popular international stock mutual fund. This equity fund invests mainly in a diversified portfolio of equity securities issued by companies from at least three different countries, including emerging markets countries.

This Dodge & Cox Global Stock Fund utilizes its assets to purchase 40% of its total assets in securities of non-U.S. companies and will invest at least 80% of its total assets in common stocks, preferred stocks, certain securities convertible into common stocks. The fund objective is to provide long-term growth of principal and income.

DODWX Fund Profile

• Fund Inception Date: 05/01/2008
• Ticker Symbol: DODWX
• CUSIP: 256206202
• Beta (3yr): 0.79
• Rank in category (YTD): 65%
• Category: World Stock
• Distribution Yield: 1.24%
• Capital Gains: -
• Expense Ratio: 0.65%
• Net Assets: $ 6.2 billion
• Number of Years Up: 5 years
• Number of Years Down: 1 year

Top 12 Vanguard ETFs in 2015

Find top 12 vanguard ETFs in 2015 based on its year-to-date performance. These best exchange traded funds are among leaders sectors.

Best Vanguard Funds

These best Vanguard ETFs in 2015 are selected based on its performance in 2015 (up to July 11, 2015). These Vanguard funds have low expense fee. You can buy these index funds from your brokerages. Some of the funds are ranked with 3 star rating or higher by Morningstar. You may find the fund review below and other fund information.

Top 12 Vanguard ETFs in 2015 are:

1. Vanguard Health Care ETF (VHT)
2. Vanguard Russell 2000 Growth ETF (VTWG)
3. Vanguard S&P Small-Cap 600 Growth ETF (VIOG)
4. Vanguard FTSE Europe ETF (VGK)
5. Vanguard Consumer Discretionary ETF (VCR)
6. Vanguard FTSE Developed Markets ETF (VEA)
7. Vanguard S&P Mid-Cap 400 Growth ETF (IVOG)
8. Vanguard FTSE Pacific ETF (VPL)
9. Vanguard Small-Cap Growth ETF (VBK)
10. Vanguard FTSE All-World ex-US Small-Cap ETF (VSS)

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:

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%

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

• 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.

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

• 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