July 21, 2015

Top 15 Emerging Markets Bond ETFs in 2015

See top 15 emerging markets bond ETFs in 2015. These best exchange traded funds invests in debts issued by developing countries.

Best EM Debt Funds

Emerging markets bond ETFs invest mainly in debts issued by emerging markets countries such as China, Brazil, India, Russia, etc. These bond funds may invest in corporate and government debts.

These top performing ETFs are sorted based on its year to date return (up to July 18, 2015). You can find the best exchange traded fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, fund’s holdings, yield, etc.

Emerging Markets Bond ETFsTop 15 emerging markets bond ETFs in 2015 are:
  1. Market Vectors Emerging Markets High Yield Bond ETF (HYEM)
  2. iShares Emerging Markets High Yield Bond ETF (EMHY)
  3. ProShares Short Term USD Emerging Markets Bond ETF (EMSH)
  4. PowerShares Chinese Yuan Dim Sum Bond ETF (DSUM)
  5. iShares Emerging Markets Corporate Bond ETF (CEMB)
  6. SPDR BofA Merrill Lynch Emerging Markets Corporate Bond ETF (EMCD)
  7. Vanguard Emerging Markets Government Bond ETF (VWOB)
  8. Global X GF China Bond ETF (CHNB)
  9. WisdomTree Emerging Markets Corp Bond ETF (EMCB)
  10. Market Vectors ChinaAMC China Bond ETF (CBON)

July 20, 2015

IQ Global Oil Small Cap ETF (IOIL)

IQ Global Oil Small Cap ETF (IOIL) is an equity energy exchange traded fund. This ETF invests in stocks of oil sector companies. It uses its assets to purchase global small cap companies engaged in the oil sector, including in the areas of exploration and production, refining and marketing, and equipment, services and drilling. This equity fund is tracking the IQ Global Oil Small Cap Index.

This index fund has $5.24 million of assets. Its dividend yield is 1.66%. The annual expense ratio fee is 0.76%. The current share price is $16.20.

IOIL Fund Profile

    IQ Global Oil Small Cap ETF | IOIL
  • Fund Inception Date: 05/05/2011
  • Ticker Symbol: IOIL
  • CUSIP: 45409B842
  • Rank in category (YTD): 6%
  • Category: Equity Energy
  • Yield: 1.66%
  • Capital Gains: -
  • Expense Ratio: 0.76%
  • Total Assets: $ 5.24 million

July 19, 2015

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:
    NASDAQ Stocks
  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%

July 17, 2015

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:
    Top 14 Closed End Funds in 2015
  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)

July 15, 2015

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

    Dodge & Cox Global Stock Fund | DODWX
  • 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

July 14, 2015

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:
    Top 12 Vanguard ETFs in 2015
  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)

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%

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