April 30, 2015

10 Best PIMCO Mutual Funds 2015

Find best PIMCO mutual funds 2015. Top investment funds are PIMCO Income Fund, PIMCO StocksPLUS Absolute Return Fund, PIMCO Foreign Bond (USD-Hedged) Fund, etc.

Top Performing PIMCO Funds

Best PIMCO Funds 2015PIMCO Investments Llc is owned by Allianz. It provides investment funds such as mutual funds, exchange traded funds, and closed end funds. Although Bill Gross has moved to Janus, PIMCO funds are still popular among investors. Some of the funds also performed very well for the past years.

You can find these best PIMCO funds for different sectors such as taxable bond fund, stock fund, etc. Depend on your risk tolerance; you may pick and choose from this best mutual funds list. Will these funds be a good choice for 2016?

Top PIMCO mutual funds 2015 are:
  1. PIMCO Income Fund (PONAX) 11.34%
  2. PIMCO StocksPLUS Absolute Return Fund (PTOAX) 23.00%
  3. PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
  4. PIMCO International StocksPLUS AR Strategy (USD-Hg) Fund (PIPAX) 17.81%
  5. PIMCO Small Cap StocksPLUS AR Strategy Fund (PCKAX) 22.17%
  6. PIMCO International StocksPLUS AR Strategy (Unhedged) Fund (PPUAX) 13.38%

April 29, 2015

Catalog & Mail Order Houses Stocks

Catalog & mail order houses stocks are part of services stock sector. Catalog and mail order houses typically market and ship goods. The companies sell goods from a wide variety of brands through mail-delivery services to consumers and businesses.

This industry used to have a number of players operating in it, but this number has declined considerably due to internet-age. Catalog and mail order houses are structured as corporations and offer dividend yields that are below-average when compared with the wider market.

Catalog & Mail Order Houses Companies List

Top 3 big catalog & mail order houses companies are Amazon.com Inc, Liberty Interactive Corporation, and Vipshop Holdings Limited. Some of these companies are located outside of USA including Russia, China, South America, etc.

Catalog & mail order houses companies are:
    Catalog & Mail Order Houses
  • Amazon.com Inc. (AMZN)
  • Liberty Interactive Corporation (QVCA)
  • Vipshop Holdings Limited (VIPS)
  • Mercadolibre, Inc. (MELI)
  • Wayfair Inc. (W)
  • Lands' End, Inc. (LE)
  • E-Commerce China Dangdang Inc. (DANG)
  • Overstock.com Inc. (OSTK)
  • EVINE Live Inc. (EVLV)
  • Liquidity Services, Inc. (LQDT)

April 28, 2015

Nuveen CA Dividend Advantage Muni Fund (NAC)

Nuveen CA Dividend Advantage Muni Fund (NAC) is an actively managed closed end fund. This popular fixed income fund utilizes its assets to purchase municipal debts. This fund seeks current income exempt from both regular federal income taxes and California personal income tax; its secondary investment objective is the enhancement of portfolio value.

NAC Fund Profile

    Nuveen CA Dividend Advantage Muni Fund (NAC)
  • Fund Inception Date: 05/26/1999
  • Ticker Symbol: NAC
  • CUSIP: 67066Y105
  • Rank in category (YTD): 37%
  • Category: CA municipal bond
  • Yield: 6.33%
  • Effective Leverage: 35.12%
  • Capital Gains: -
  • Premium/ Discount: -3.74%
  • Base Expense Ratio: 1.30%
  • Net Assets: $ 2.39 billion

April 26, 2015

Big Earnings for Technology Stocks: Amazon & Microsoft

Find why technology stocks are rising? Is it because of big earning or rotation to non-oil stocks? Top performing industries in week 17, 2015 are catalog & mail order houses, business software & services, etc.

Top Tech Stocks

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of 1.77%. NASDAQ Composite has a weekly return of 3.25%. Dow Jones Industrials Average has a weekly return of 1.45%. The small cap (Russell 2000) has a return of 1.26%.

Top performing stock industries in week 17, 2015 (April 20, 2015 to April 26, 2015) are:
    Amazon & Microsoft Stocks
  1. Catalog & Mail Order Houses 14.91%
  2. Toys & Games 10.71%
  3. Industrial Metals & Minerals 10.34%
  4. Business Software & Services 10.17%
  5. Basic Materials Wholesale 8.35%
  6. Specialty Eateries 7.97%
  7. Wireless Communications 7.12%
  8. Foreign Utilities 6.64%
  9. Major Airlines 6.63%
  10. Diagnostic Substances 6.09%
  11. Steel & Iron 5.88%
  12. Semiconductor Equipment & Materials 5.53%
  13. Internet Information Providers 5.34%
  14. Foreign Regional Banks 5.15%

April 25, 2015

Other Air Services Stocks

Other air services stocks are part of services stock sector. These companies provide management and other airport operation services to airports throughout the world. Some may also provide leasing, financing, sale, and management of commercial aircraft and engines.

This stock industry is comprised of only a few companies. They may offer an attractive dividend yield.

Other Air Services Stocks List

Top 3 other air services stocks are AerCap Holdings N.V., Macquarie Infrastructure Company LLC, and Grupo Aeroportuario del Sureste, SAB de CV. These 3 companies may be considered as mid cap companies.

Other air services stocks are:
    Other Air Services Stocks
  • AerCap Holdings N.V. (AER)
  • Macquarie Infrastructure Company LLC (MIC)
  • Grupo Aeroportuario del Sureste, SAB de CV (ASR)
  • Grupo Aeroportuario del Pacifico S.A.B. de CV (PAC)
  • Air Methods Corp. (AIRM)
  • Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB)
  • Atlas Air Worldwide Holdings, Inc. (AAWW)
  • PHI Inc. (PHII)

April 24, 2015

Best 15 Municipal Bond Closed End Funds 2015

Find best performing municipal bond closed end funds 2015. Top muni bond funds are PIMCO Municipal Income fund, Eaton Vance Municipal Bond fund, etc.

Top 15 Muni Closed End Funds

Municipal Bond Closed End FundsMunicipal bond funds use its assets to purchase high quality municipal bonds. These bond funds provide tax free high yield income for investors. The yield from the funds is exempted from federal tax rate, and state income tax, etc.

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and yield or dividend from the table below. The list is sorted based on its 1 year total return (up to April 2015).

Best performing municipal bond closed end funds 2015 are:
  1. PIMCO Municipal Income Fund (PMF)
  2. EV Municipal Income Fund (EVN)
  3. BlackRock MuniAssets Fund (MUA)
  4. Nuveen Enhanced Muni Value Fund (NEV)
  5. MainStay DefinedTerm Municipal Opportunities Fund (MMD)
  6. BlackRock Municipal Bond Fund (BBK)
  7. Dreyfus Municipal Bond Infrastructure Fund (DMB)
  8. Western Asset Managed Muni Fund (MMU)

April 23, 2015

American Funds Global Balanced Fund (GBLAX)

American Funds Global Balanced Fund (GBLAX) is an actively managed balanced mutual fund. As a balanced fund with global scope, the fund seeks to invest in equity and debt securities around the world that offer the opportunity for growth and/or provide dividend income, while also constructing the portfolio to protect principal and limit volatility.

This mutual fund objective is to seek the balanced accomplishment of three objectives: long-term growth of capital, conservation of principal and current income.

GBLAX Fund Profile

    American Funds Global Balanced Fund (GBLAX)
  • Fund Inception Date: 02/01/2011
  • Ticker Symbol: GBLAX
  • CUSIP: 02629W106
  • Beta (3yr): 1.05
  • Rank in category (YTD): 68%
  • Category: World Allocation
  • Distribution Yield: 1.78%
  • Capital Gains: -
  • Expense Ratio: 0.89%
  • Net Assets: $ 8.2 billion
  • Number of Years Up: 3 years
  • Number of Years Down: 0 year

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