The fund managers are Benno J. Fischer and Douglas Forsyth. This fund has $1.5 billion of assets. The fund sponsor is Allianz Global Investors Fund Management LLC. The expense fee is 0.95% per year. The current share price is $14.21. The market price is trading 12.77% discount from its NAV (Net Asset Value).
September 10, 2015
AllianzGI NFJ Dividend, Interest & Premium Strategy Fund (NFJ)
AllianzGI NFJ Dividend, Interest & Premium Strategy Fund (NFJ) is a popular closed end fund. It invests in common stocks, convertible and using option to enhance its returns. This fund has a high dividend yield of 12.74%.
The fund managers are Benno J. Fischer and Douglas Forsyth. This fund has $1.5 billion of assets. The fund sponsor is Allianz Global Investors Fund Management LLC. The expense fee is 0.95% per year. The current share price is $14.21. The market price is trading 12.77% discount from its NAV (Net Asset Value).
The fund managers are Benno J. Fischer and Douglas Forsyth. This fund has $1.5 billion of assets. The fund sponsor is Allianz Global Investors Fund Management LLC. The expense fee is 0.95% per year. The current share price is $14.21. The market price is trading 12.77% discount from its NAV (Net Asset Value).
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.
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:
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:
- UBS AG FI Enhanced Large Cap Growth ETN (FBGX)
- Credit Suisse FI Large Cap Growth Enhanced ETN (FLGE)
- First Trust US IPO ETF (FPX)
- Columbia Large Cap Growth ETF (RPX)
- SPDR MFS Systematic Growth Equity ETF (SYG)
- Columbia Select Large Cap Growth ETF (RWG)
- iShares Morningstar Large-Cap Growth ETF (JKE)
- 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.
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
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.
Stock market highlights for week 36 are:
Top 4 memory chips semiconductor stocks in 2015 are:
The 8 best regional airlines stocks in 2015 are:
Top stock issues are:
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:
- 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
| No. | Name | Perf Week | Perf Month | Perf YTD |
|---|---|---|---|---|
| 1 | Semiconductor- Memory Chips | 4.67% | -8.99% | -48.18% |
| 2 | Basic Materials Wholesale | 2.82% | 4.92% | 2.55% |
| 3 | Regional Airlines | 1.83% | -2.68% | -4.27% |
| 4 | Sporting Activities | 1.24% | -2.01% | 7.25% |
| 5 | Tobacco Products, Other | 0.91% | -11.30% | 19.94% |
| 6 | Internet Service Providers | 0.83% | 0.53% | -59.90% |
| 7 | Apparel Stores | 0.56% | -3.39% | 1.97% |
| 8 | Home Health Care | 0.54% | -8.84% | 23.91% |
| 9 | Electronics Stores | 0.37% | 8.02% | 4.09% |
| 10 | Residential Construction | 0.14% | 1.42% | 8.05% |
| 11 | Paper & Paper Products | 0.10% | -2.38% | -7.86% |
| 12 | General Building Materials | -0.06% | -2.11% | 19.25% |
| 13 | Drug Stores | -0.06% | -6.74% | 14.83% |
| 14 | Textile Industrial | -0.10% | -7.01% | 12.52% |
| 15 | Home 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. | Company | Ticker | Perf Week | Perf Month | Perf Year |
|---|---|---|---|---|---|
| 1 | Micron Technology, Inc. | MU | 5.39% | -10.15% | -48.94% |
| 2 | SunEdison Semiconductor Limited | SEMI | 1.27% | -6.54% | -27.23% |
| 3 | Rambus Inc. | RMBS | 0.45% | 1.27% | 10.11% |
| 4 | Integrated Silicon Solution, Inc. | ISSI | 0.09% | 0.87% | 49.15% |
| No. | Company | Ticker | Perf Week | Perf Month | Perf Year |
|---|---|---|---|---|---|
| 1 | Republic Airways Holdings Inc. | RJET | 23.02% | -13.98% | -68.13% |
| 2 | SkyWest Inc. | SKYW | 7.26% | -1.22% | 90.05% |
| 3 | JetBlue Airways Corporation | JBLU | 6.37% | 1.93% | 89.15% |
| 4 | Alaska Air Group, Inc. | ALK | 3.65% | 1.32% | 68.52% |
| 5 | Ryanair Holdings plc | RYAAY | 3.21% | 0.87% | 36.81% |
| 6 | Hawaiian Holdings Inc. | HA | 2.79% | -1.30% | 53.52% |
| 7 | Virgin America Inc. | VA | 2.32% | -3.90% | - |
| 8 | Southwest Airlines Co. | LUV | 0.35% | -1.35% | 14.16% |
- 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.
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.
The 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:
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
The 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:
- EV Tax Advantaged Global Dividend Income Fund (ETG)
- EV Tax Advantaged Global Dividend Opportunities Fund (ETO)
- Nuveen Tax-Advantaged Total Return Fund (JTA)
- Nuveen Tax- Advantaged Dividend Growth Fund (JTD)
- EV Tax Advantaged Dividend Income Fund (EVT)
- 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.
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
- 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.
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.
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.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.
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