March 2, 2016

T. Rowe Price Dividend Growth Fund (PRDGX)

T. Rowe Price Dividend Growth Fund (PRDGX) is one of the best large blend mutual funds. This mutual fund provides dividend yield for investors.

T. Rowe Price Dividend Growth Fund (PRDGX) Profile

This T. Rowe Price Dividend Growth Fund objective is to provide dividend income and long-term capital growth primarily through investments in stocks. This mutual fund invests mainly in stocks, with an emphasis on stocks that have a strong track record of paying dividends or that are expected to increase their dividends over time.

The fund is managed by Thomas J. Huber since 2000. It provides dividend yield of 1.42%.

Fund Details

    T. Rowe Price Dividend Growth Fund (PRDGX)
  • Fund Inception Date: December 29, 1992
  • Ticker Symbol: PRDGX
  • CUSIP: 779546100
  • Fund Manager: Thomas J. Huber
  • Net Assets: $7.5 Billion
  • Beta (3yr): 0.92
  • Category: Large Blend
  • Yield: 1.42%
  • Expense Fee: 0.64%
  • Min to Invest: $2,500

February 20, 2016

Hillary Clinton Investment Funds

Hillary Clinton is a former first lady. As a wife of Bill Clinton, Hillary is also a former United States senator from New York. She is also part of President Barrack Obama cabinet. She held a Secretary of State position.

Hillary Clinton has the mutual-fund portfolio of a politician. She is well known to be closed to well-known investors, Warren Buffet. As one of the democratic presidential candidates in 2016 election, she also invests in investment funds.

If you are interested in other presidential candidate portfolios, you can find my review in future date. Other presidential candidates for 2016 election are Donald Trump, Bernie Sander, Ted Cruz, Marco Rubio, Jeb Bush, etc. Whether you are Republican, Democrat or independent, you can learn from these politicians how to invest.

Clinton Portfolio

Hillary Clinton 2016By looking at recent financial disclosure, Hillary only hold one investment fund.

February 7, 2016

Best Bond ETFs in 2016

Find best bond ETFs in 2016. These top exchange traded funds are sorted based on its year to date return in 2016.

Top Fixed Income Funds

Bond funds invest mainly in fixed income such as government debts (US Treasuries), and corporate bonds. These bond funds provide regular income through their yield. Some funds pay monthly yield to investors and some may pay quarterly yield.

These top performing ETFs are sorted based on its year to date return in 2016. Will the funds continue outperforming other sectors in 2016? You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The 10 best bond ETFs in 2016 are:
    Best Bond ETFs in 2016
  1. PIMCO 25+ Year Zero Coupon U.S. Treasury Index Fund (ZROZ)
  2. Vanguard Extended Duration Treasury ETF (EDV)
  3. iPath US Treasury 5-year Bull ETN (DFVL)
  4. iShares 20+ Year Treasury Bond ETF (TLT)
  5. Vanguard Long-Term Government Bond Index Fund (VGLT)
  6. SPDR Barclays Long Term Treasury ETF (TLO)
  7. iPath US Treasury 2-Year Bull ETN (DTUL)
  8. iShares 10-20 Year Treasury Bond ETF (TLH)

January 27, 2016

Best Large Company Stock Mutual Funds in 2015

Find best large company stock mutual funds in 2015. The funds in this list are sorted based on 1 year return in 2015. Should you invest in these mutual funds for 2016? Find more details below.

Large Cap Stock Funds

Large cap stock funds invest mainly in large companies or corporations. The companies typically have market capitalization value of more than $10 billion. Some of the large companies are well known among businesses or customers such as Wal-Mart, General Electric, Google, and Microsoft.

These top performing mutual funds are sorted based on its total return in 2015. Will the funds outperform the competition again in 2016? You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.

The 10 best large company stock mutual funds in 2015 are:
    Best Large Company Stock Mutual Funds in 2015
  1. Polen Growth Fund (POLRX)
  2. Prudential Jennison Select Growth Fund (SPFAX)
  3. Morgan Stanley Instl Fund Advantage Portfolio Fund (MAPPX)
  4. TCW Select Equities Fund (TGCEX)
  5. Janus Forty Fund (JACTX)
  6. Dunham Focused Large Cap Growth Fund (DAFGX)
  7. Transamerica Capital Growth Fund (IALAX)
  8. Morgan Stanley Institutional Growth Portfolio Fund (MSEGX)

January 11, 2016

Top 25 US Large Cap Stock ETFs in 2015

Find top 25 US large cap stock ETFs in 2015. These best US stock exchange traded funds invest mainly in stocks of US companies with large capitalization.

Best Funds

These large cap companies refer to companies with a market capitalization value of more than $10 billion.  Large cap is an abbreviation of the term "large market capitalization". Market capitalization is measured by multiplying the number of a company’s shares outstanding by its stock price per share.

This top performing exchange traded funds list is sorted based on its 1 year total return performance up to January 10th, 2016. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

Best 10 US large cap stock ETFs in 2015 are:
    Top 25 US Large Cap Stock ETFs in 2015
  1. Barclays Return on Disability ETN (RODI)
  2. Columbia Large Cap Growth ETF (RPX)
  3. iPath CBOE S&P 500 BuyWrite ETN (BWV)
  4. SPDR MFS Systematic Core Equity ETF (SYE)
  5. Columbia Select Large Cap Growth ETF (RWG)

December 13, 2015

Top Stock Market Industries in Week 50, 2015

Stock markets are in turmoil. Most sectors are down. Find top stock market industries in week 50, 2015. Should you invest in stocks or bonds?

Best Stock Industries

This post will look into the top performing stocks, industry, and sector. The S&P 500 index has a weekly return of -3.74%. NASDAQ Composite has a weekly return of -4.06%. Dow Jones Industrials Average has a weekly return of -3.19%. The small cap (Russell 2000) has a return of -5.01%.

Stock market highlights for week 50, 2015 are:
  • Stock markets tumble.
  • Oil sinks to seven-year low due to a glut of crude.
  • Mining and energy companies were once again among the biggest losers.
  • Junk bond markets rattle and hit a new low in 2015.

November 29, 2015

T. Rowe Price’s Best 401k Funds: Part 3

Find part 3 article of T. Rowe Price’s best 401k funds. These mutual funds are popular among investor in retirement account such as 401(k) accounts.

Top 401k Mutual Funds

T. Rowe Price is an American publicly asset management firm. It manages more than $738 billion of investment assets. As one of the largest players in 401(k) plans, T. Rowe Price provides lot of high rated mutual funds for your 401k account.

These top T. Rowe Price mutual funds carry extraordinarily low expense ratios. Low fees aside, we wondered how good these funds really are, so we analyzed them. These top funds are listed among the best funds for your retirement account. They also may be listed as the best funds by Morningstar, Lipper, Forbes, US News, Kiplinger, and others.

T. Rowe Price’s Best 401k Funds: Part 3T. Rowe Price’s best 401k funds are:
  1. T. Rowe Price Blue Chip Growth Fund (TRBCX)
  2. T. Rowe Price Balanced Fund (RPBAX)
  3. T. Rowe Price International Discovery Fund (PRIDX)
  4. T. Rowe Price Mid-Cap Growth Fund (RPMGX)
  5. T. Rowe Price New Horizons Fund (PRNHX)
  6. T. Rowe Price Retirement 2015 (TRRGX)

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