Top Performing Large Value Mutual Funds 2014

Large value mutual funds invest mainly in U.S. large companies which are undervalued. These investment funds may provide high dividend yield for income. Some of the popular large value mutual funds include: American Funds Washington Mutual Fund (AWSHX), Dodge & Cox Stock Fund (DODGX), and Vanguard Windsor II Fund (VWNFX).

YTD Best Performing Funds

The list is compiled based on the fund year-to-date performance in 2014. The top fund means it managed to rank in top 1% in this large-cap blend category. You can find other fund information such as expense ratio, review, management, risk, top holdings, fund sector, etc.

Top performing large value mutual funds 2014 are:

1. Snow Capital Focused Value Fund (SFOAX)
2. Buffalo Dividend Focus Fund (BUFDX)
3. Poplar Forest Partners Fund (PFPFX)
4. Valley Forge Fund (VAFGX)
5. Snow Capital Market Plus Fund (SPLAX)
6. DoubleLine Shiller Enhanced CAPE Fund (DSENX)
7. Payden Equity Income Fund (PYVLX)
8. Touchstone Premium Yield Equity Fund (TPYAX)
9. Destra Dividend Total Return Fund (DHDAX)
10. Hillman Focused Advantage Fund (HCMAX)

PIMCO Dynamic Credit Income Fund (PCI)

This PIMCO Dynamic Credit Income Fund (PCI) objective is to provide current income with capital appreciation. This fixed income fund uses its assets to purchase multiple fixed-income sectors in the global credit markets, including corporate debt, mortgage-related and other asset-backed securities. This bond closed end fund is a leveraged, tax-paying closed end fund.

PCI Fund Details

• Fund Inception Date: 01/29/2013
• Ticker Symbol: PCI
• CUSIP: 72201Y101
• Rank in category (YTD): 58%
• Category: Taxable Income-Multi-Sector
• Distribution: 8.03%
• Effective Leverage: 43.23%
• Capital Gains: -
• Base Expense Ratio: 1.30%
• Net Assets: $ 6.06 billion
• Annual Turnover Rate: -

This PIMCO Dynamic Credit Income Fund has a high yield of 8.03%. This distribution rate is paid every month. The fund managers Sai S. Devabhaktuni, Daniel J Ivascyn, Mark Kiesel, Elizabeth O. MacLean, and Alfred Murata since 2013. This bond fund has net asset value of $6.06 billion.

Top Stocks Week 38, 2014: Building Materials & Drugs

Find top industry stocks of week 38 of 2014. Top stock industries are building materials wholesale, publishing books, drug related products, generic drugs etc

Best Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 1.27%. NASDAQ Composite has a weekly return of 0.27%. Dow Jones Industrials Average has a weekly return of 1.73%. The small cap (Russell 2000) has a return of -1.16%.

Best weekly performance of industry stocks of week 38, 2014 (September 15, 2014 – September 21, 2014) are:

1. Building Materials Wholesale 5.25%
2. Publishing - Books 3.85%
3. Drug Related Products 3.80%
4. Drugs - Generic 3.50%
5. Home Improvement Stores 3.31%
6. Beverages - Brewers 3.20%
7. Agricultural Chemicals 3.18%
8. Toy & Hobby Stores 3.15%
9. Telecom Services - Domestic 2.86%
10. Basic Materials Wholesale 2.85%

SPDR S&P 500 ETF (SPY)

SPDR S&P 500 ETF (SPY) is an index stock ETF (Exchange Traded Fund). This SPDR ETF is one of the largest ETFs.

This ETF's objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index. Please check with your brokerage for additional commission.

SPY Fund Details

• Fund Inception Date: 01/22/1993
• Ticker Symbol: SPY
• CUSIP: 78462F103
• Rank in category (YTD): 25%
• Category: Large Blend
• Yield: 1.90%
• Capital Gains: -
• Expense Ratio: 0.10%
• Total Assets: $ 231.45 billion
• Annual Turnover Rate: 21%

The current dividend yield is 1.78%. This index ETF has total assets of $172 billion. With low expense fee of 0.09%, the current share price is $200.71. This large blend fund price has 52 week range between $163.17 and $200.82.

25 Largest Closed End Funds (CEFs)

There are two classes of mutual funds: open-end funds and closed-end funds. You can buy these funds for your brokerage or retirement accounts. Open-end funds can sell an unlimited number of shares to investors. Closed-end funds only issue a set number of shares at the fund’s origin that trade on the stock exchange (NYSE, NASDAQ) throughout the day.

As a prospective buyer, you need to ask whether you should invest in the biggest and most popular closed end funds. Are these popular closed end funds really worth your money? The answer isn’t as easy to find as you might think. You can find many companies which provide ratings on closed end funds including Morningstar, CEFConnect, CEFA, Money, Kiplinger, etc.

Popular Closed End Funds for Investment

The 25 largest closed end funds are:

1. Kayne Anderson MLP (KYN) $4.4B
2. Central Fund of Canada (CEF) $3.5B
3. PIMCO Dynamic Credit Income Fund (PCI) $3.2B
4. EV Tax-Managed Global Fund (EXG) $3.1B
5. DNP Select Income Fund (DNP) $2.8B
6. Tortoise Energy Infrastructure Fund (TYG) $2.3B
7. DoubleLine Income Solutions Fund (DSL) $2.2B
8. Cohen & Steers Infrastructure Fund (UTF) $2.1B
9. ClearBridge Energy MLP Fund (CEM) $2.0B
10. Nuveen Municipal Value Fund (NUV) $1.9B

Vanguard Total Bond Market II Index Fund (VTBIX)

Vanguard Total Bond Market II Index Fund (VTBIX) is a popular bond mutual fund. This vanguard fund invests in US bond markets.

This Vanguard Total Bond Market II Index Fund (VTBIX) objective is to track the performance of a broad, market-weighted bond index. The index benchmark is the Barclays U.S. Aggregate Float Adjusted Index. This fixed income fund invests mainly in a diversified exposure to investment-grade U.S. bond market. This index fund has an Intermediate-duration portfolio.

VTBIX Fund Profile

• Fund Inception Date: 01/26/2009
• Ticker Symbol: VTBIX
• CUSIP: 92203C105
• Beta (3yr): 0.96
• Rank in category (YTD): 47%
• Category: Intermediate-Term Bond
• Distribution Yield: 2.34%
• Capital Gains: 0%
• Expense Ratio: 0.09%
• Net Assets: $ 126.2 billion
• Fund Manager: Joshua C. Barrickman
• Number of Years Up: 3 years
• Number of Years Down: 1 year
• Annual Turnover Rate: 111%

Updated on May 2017

This Vanguard Total Bond Market II Index Fund is managed by Joshua C. Barrickman since 2010. It has 12-month dividend yield of 2.21%. The total net assets are $84.7 billion. It has an annual holdings turnover of 111%. This index mutual fund has a low expense ratio is 0.12%.

Top Stocks Week 37, 2014: Research Services

Find top industry stocks of week 37 of 2014. Top stock industries are research services, hospitals, other drug manufacturers, etc.

Best Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -1.05%. NASDAQ Composite has a weekly return of -0.33%. Dow Jones Industrials Average has a weekly return of -0.81%. The small cap (Russell 2000) has a return of -0.77%.

Best weekly performance of industry stocks of week 37, 2014 (September 8, 2014 – September 14, 2014) are:

1. Research Services 7.82%
2. Long Distance Carriers 6.45%
3. Hospitals 4.16%
4. Drug Manufacturers - Other 3.30%
5. Publishing - Books 3.17%
6. Basic Materials Wholesale 3.08%
7. Electronic Equipment 2.45%
8. Drug Delivery 2.41%
9. Processing Systems & Products 2.30%
10. Diversified Investments 2.24%