September 9, 2015

Top 10 Large Growth ETFs in 2015

Find 20 best large growth ETFs in 2015. These large growth exchange traded funds are investing in big U.S. companies with high growth potential.

Best Large Growth Funds

These large growth funds invest in large U.S. companies that tend to grow faster than other large cap companies. These funds are aiming to invest on companies in rapidly expanding industries in term of earning, sales, book value, and cash flow. These companies also provide little to no dividend yield and have high price ratios.

These best large growth ETFs in 2015 are sorted based on its year to date performance in 2015 (up to August 16, 2015). You can find the fund details and review below. Some of these ETFs can be bought for free from variety of brokerages such as Fidelity, Schwab, TD Ameritrade, and Vanguard.

Top 10 large growth ETFs in 2015 are:
    Top 10 Large Growth ETFs in 2015
  1. UBS AG FI Enhanced Large Cap Growth ETN (FBGX)
  2. Credit Suisse FI Large Cap Growth Enhanced ETN (FLGE)
  3. First Trust US IPO ETF (FPX)
  4. Columbia Large Cap Growth ETF (RPX)
  5. SPDR MFS Systematic Growth Equity ETF (SYG)
  6. Columbia Select Large Cap Growth ETF (RWG)
  7. iShares Morningstar Large-Cap Growth ETF (JKE)
  8. iShares MSCI USA Momentum Factor ETF (MTUM)

September 8, 2015

Janus Triton Fund (JANIX)

Janus Triton Fund (JANIX) is a popular US stock mutual fund. This fund invests its assets in common stocks selected for their growth potential. This investment fund uses its assets to purchase stocks of small- and medium-sized companies have a market capitalization of less than $10 billion. The fund may also invest in foreign securities, which may include investments in emerging markets.

This fund has $6.9 billion of assets. The fund manager is Jonathan D. Coleman. Its expense fee is 0.84%. The portfolio turnover rate is 30%. The fund has a yield of 0.08%. This class D fund has no sales load. The current share price is $25.29.

JANIX Fund Profile

    Janus Triton Fund | JANIX
  • Fund Inception Date: 02/25/2005
  • Ticker Symbol: JANIX
  • CUSIP: 47103E692
  • Beta (3yr): 0.95
  • Rank in category (YTD): 27%
  • Category: Small Growth
  • Yield: 0.08%
  • Capital Gains: -
  • Expense Ratio: 0.84%
  • Net Assets: $ 17.74 billion
  • Number of Years Up: 8 years
  • Number of Years Down: 1 year

September 6, 2015

Stock Market is in Turmoil for 2015

Is the stock market dead? During week 36, 2015, top stock market industries are memory chips semiconductor, and regional airlines stocks.

Top Equity Industries

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -3.36%. NASDAQ Composite has a weekly return of -2.99%. Dow Jones Industrials Average has a weekly return of -1.59%. The small cap (Russell 2000) has a return of -2.28%.

Stock market highlights for week 36 are:
    Stock Market is in Turmoil for 2015
  • Stocks are dropping to near low again. Stocks reverse course again and close in negative territory for 2015.
  • China’s slowdown can be felt regionally
  • Fed uncertain to raise or hold interest rates in near term
  • Technology sector may have little impact to China
  • Oil is stabilizing
Top 15 stock industries in week 36, 2015 (August 31, 2015 to September 6, 2015) are:

No.NamePerf WeekPerf MonthPerf YTD
1Semiconductor- Memory Chips4.67%-8.99%-48.18%
2Basic Materials Wholesale2.82%4.92%2.55%
3Regional Airlines1.83%-2.68%-4.27%
4Sporting Activities1.24%-2.01%7.25%
5Tobacco Products, Other0.91%-11.30%19.94%
6Internet Service Providers0.83%0.53%-59.90%
7Apparel Stores0.56%-3.39%1.97%
8Home Health Care0.54%-8.84%23.91%
9Electronics Stores0.37%8.02%4.09%
10Residential Construction0.14%1.42%8.05%
11Paper & Paper Products0.10%-2.38%-7.86%
12General Building Materials-0.06%-2.11%19.25%
13Drug Stores-0.06%-6.74%14.83%
14Textile Industrial-0.10%-7.01%12.52%
15Home Furnishing Stores-0.10%-6.00%-9.89%

Best Stocks Return

Looking into best weekly stocks can provide an insight what stock market will bring for the next session. Retail or institutional investors may want to rotate to this sector to avoid bad returns. Can growth stocks finally make the comeback? Will value stocks continue to be the winner? Some great sectors in 2015 are drug, health care, grocery, consumer, etc.

Top 4 memory chips semiconductor stocks in 2015 are:

No.CompanyTickerPerf WeekPerf MonthPerf Year
1Micron Technology, Inc.MU5.39%-10.15%-48.94%
2SunEdison Semiconductor LimitedSEMI1.27%-6.54%-27.23%
3Rambus Inc.RMBS0.45%1.27%10.11%
4Integrated Silicon Solution, Inc.ISSI0.09%0.87%49.15%
The 8 best regional airlines stocks in 2015 are:

No.CompanyTickerPerf WeekPerf MonthPerf Year
1Republic Airways Holdings Inc.RJET23.02%-13.98%-68.13%
2SkyWest Inc.SKYW7.26%-1.22%90.05%
3JetBlue Airways CorporationJBLU6.37%1.93%89.15%
4Alaska Air Group, Inc.ALK3.65%1.32%68.52%
5Ryanair Holdings plcRYAAY3.21%0.87%36.81%
6Hawaiian Holdings Inc.HA2.79%-1.30%53.52%
7Virgin America Inc.VA2.32%-3.90%-
8Southwest Airlines Co.LUV0.35%-1.35%14.16%
Top stock issues are:
  • Indices are bouncing lower again.
  • Oil is finally catching a bid.
  • Is China in trouble?
  • Bearish Divergence on stock charts gives warning to investors to skip stock markets for a while.

September 5, 2015

Top 8 Tax Advantaged Stock Closed End Funds in 2015

Find best tax advantaged stock closed funds in 2015. Top 8 funds are EV Tax Advantaged Global Dividend Income fund, Nuveen Tax-Advantaged Total Return fund. Investing in these funds may lower your tax bill.

Tax Advantaged Equity Funds

Tax advantaged equity funds invest mainly in dividend stocks. The fund objective is to maximize after-tax returns by investing in dividend stocks. The fund may use active tax management to maximize their return or yield.

While many stock closed end funds distribute a portion of qualified dividends to investors, few focus on these preferential dividends as an integral part of the strategy. Some of these equity funds also manage capital gains and losses in an attempt to make the portfolio tax-neutral from a capital gains perspective.

Best Performing CEFs

Top 8 Tax Advantaged Stock Closed End Funds in 2015The top performing list is sorted based on its 1 year performance (up to 02/25/2015). You can find the fund review, performance, expense ratio, dividend yield, fund’s NAV, management, leverage, fund’s sponsor, premium/discount info, etc.

Top 8 tax advantaged stock closed end funds in 2015 are:
  1. EV Tax Advantaged Global Dividend Income Fund (ETG)
  2. EV Tax Advantaged Global Dividend Opportunities Fund (ETO)
  3. Nuveen Tax-Advantaged Total Return Fund (JTA)
  4. Nuveen Tax- Advantaged Dividend Growth Fund (JTD)
  5. EV Tax Advantaged Dividend Income Fund (EVT)
  6. JH Tax-Advantaged Dividend Income Fund (HTD)

September 4, 2015

Vanguard Total Bond Market ETF (BND)

Vanguard Total Bond Market ETF (BND) is an Intermediate-Term Bond ETF. The objective is to keep pace with U.S. bond market returns.

This bond fund utilizes its assets to purchase U.S. investment-grade bonds including US Treasuries, and corporate bonds. It offers relatively high potential for investment income. The total net assets are $26.48 billion. The 12-month yield is 2.47%. This top fund also has 0.07% annual expense ratio. The market price is currently traded at 0.03% discount of its NAV.

BND Fund Profile

    Vanguard Total Bond Market ETF (BND)
  • Fund Inception Date: 04/03/2007
  • Ticker Symbol: BND
  • CUSIP: 921937835
  • Rank in category (YTD): 93% (YTD)
  • Category: Intermediate-Term Bond
  • Yield: 2.43%
  • Capital Gains: -
  • Expense Ratio: 0.05%
  • Total Assets: $ 33.82 billion
  • Annual Turnover Rate: 0%
Updated May 2017
Morningstar analysts rank this fund with 3-stars rating. The benchmark is Spliced Barclays US Aggregate float Adjusted Index.

September 2, 2015

Top Large Cap Stocks Mutual Funds 2015: YTD Performance

Find top large cap stocks mutual funds in 2015 based on its YTD performance. Find best funds for large growth, large blend, and large value mutual fund.

Equity Funds

Large cap stock funds are investing mainly in U.S. companies with big market capitalization, 10 billion or more of assets. Depending on the management style, the fund may invest in value stocks or growth stocks or mix of both stocks. They may provide some dividend yield for income.
Top Large Cap Stocks Mutual Funds 2015

From this best performing funds list, you may find each individual fund review. The fund is sorted based on its year to date returns (up to August 9, 2015). Whether it is for your brokerage account or retirement account or 401k plan, you need to find the right fund for your long term plan. You can find the fund performance, expense ratio, and yield or dividend from the table below.

Large Growth

Large-growth mutual funds invest in big U.S. companies or corporations that are projected to grow faster than other large-cap stocks.

September 1, 2015

Appliances Stocks

Appliance stocks are part of consumer goods stock market industry. Appliance companies manufacture, distribute, and sell appliances such as laundry appliances, refrigerators, and cooking appliances for household use. They also sell their products to other retailers or channels for resale under the retailers’ brand name (i.e. OEM).

These companies are generally structured as corporations. The stocks typically offer below-average dividend yields.

Appliances Companies List

If you buy appliances, you might know the brands. Some of the popular appliance brands are:
    Appliances Stocks
  • Sub zero & Wolf
  • Thermador
  • Whirlpool
  • Bosch
  • Electrolux
  • GE
  • KitchenAid
Appliances companies are:
  • Whirlpool Corp. (WHR)
  • iRobot Corporation (IRBT)

Top Performing Appliances Stocks in 2015

The following is the year-to-date return of these stocks in 2015. Some of these stocks are listed in New York Stock Exchange (NYSE), NASDAQ, etc. They may be part of international stocks listed in US stock exchange.

Top performing Appliances Stocks in 2015 (up to august 15, 2015) are:

Appliance stocks are part of consumer goods stock market industry. Appliance companies manufacture, distribute, and sell appliances such as laundry appliances

Appliances Stocks Table

No.CompanyTickerPerf YTDPerf WeekPerf MonthPerf Quart
1Whirlpool Corp.WHR-7.76%4.00%4.25%-5.65%
2iRobot CorporationIRBT-9.36%5.04%-1.47%-2.63%

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