Showing posts with label domestic stock fund. Show all posts
Showing posts with label domestic stock fund. Show all posts

Vanguard Growth ETF (VUG)

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Vanguard Growth ETF (VUG) is an index stock ETF (Exchange Traded Fund). This Vanguard ETF invests in US stocks of large cap companies.

This ETF's objective is to provide investment results that, before expenses, correspond the performance of the CRSP US Large Cap Growth Index.. This index fund provides a convenient way to match the performance of many of the nation’s largest growth stocks. Please check with your brokerage for additional commission.

VUG Fund Details

    Vanguard Growth ETF (VUG)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: VUG
  • CUSIP: 922908736
  • Rank in category (YTD): 56%
  • Category: Large Growth
  • Yield: 1.30%
  • Capital Gains: -
  • Expense Ratio: 0.06%
  • Total Assets: $ 28.61 billion
  • Annual Turnover Rate: 21%

SPDR S&P MidCap 400 ETF (MDY)

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SPDR S&P MidCap 400 ETF (MDY) is an index stock ETF (Exchange Traded Fund). This SPDR ETF invests in US stocks of mid-sized companies.

This ETF's objective is to provide investment results that, before expenses, correspond generally to the price and yield performance of  the S&P MidCap 400 Index. The index are companies with market cap in the range of US$ 1 billion to US$ 4.5 billion. Please check with your brokerage for additional commission.

MDY Fund Details

    SPDR S&P MidCap 400 ETF (MDY)
  • Fund Inception Date: May 04, 1995
  • Ticker Symbol: MDY
  • CUSIP: 78467Y107
  • Rank in category (YTD): 56%
  • Category: Mid-Cap Blend
  • Yield: 1.26%
  • Capital Gains: -
  • Expense Ratio: 0.25%
  • Total Assets: $ 18.79 billion
  • Annual Turnover Rate: 21%

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)

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T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) is one of top rated US stock mutual fund. It invests mainly in small growth companies.

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) Profile

This T. Rowe Price QM U.S. Small-Cap Growth Equity Fund objective is to provide long-term growth of capital by investing primarily in common stocks of small growth companies. This stock fund invests most of its assets in equity securities issued by small-cap U.S. growth companies.

This T. Rowe Price fund seeks to invest in a broadly diversified portfolio of securities to minimize the effects of individual security selection on fund performance.

PRDSX Fund Profile

    T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX)
  • Fund Inception Date: 05/24/2001
  • Ticker Symbol: PRDSX
  • CUSIP: 779917103
  • Rank in category (YTD): 67%
  • Category: Small Growth
  • Yield: 0.00%
  • Capital Gains: -
  • Expense Ratio: 0.81%

Parnassus Mid Cap Fund (PARMX)

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Parnassus Mid Cap Fund (PARMX) is one of the top rated stock mutual fund. This equity fund has delivered consistent returns. This fund invests in mid-sized companies.

Parnassus Mid Cap Fund (PARMX) Profile

This Parnassus Mid Cap Fund objective is to provide capital growth. The fund invests mainly in medium-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index measured at the time of purchase. The Russell Midcap Index contains about 800 of the smallest companies in the Russell 1000 Index. The fund may also invest up to 20% of its net assets in smaller- and larger-capitalization companies.

PARMX Profile

    Parnassus Mid Cap Fund (PARMX)
  • Fund Inception Date: April 29, 2005
  • Ticker Symbol: PARMX
  • CUSIP: 701765885
  • Fund Manager: Matthew D. Gershuny and Lori A. Keith
  • Net Assets: $2.3 Billion
  • Beta (3yr): 0.84
  • Category: Mid-Cap Blend
  • Yield: 0.35%
  • Expense Fee: 0.99%

Mairs & Power Growth Fund (MPGFX)

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Mairs & Power Growth Fund (MPGFX) is one of the best large blend mutual funds. This mutual fund is popular among investors. It is one of Kiplinger’s best 25 mutual funds, Kip 25.

Mairs & Power Growth Fund (MPGFX) Profile

This Mairs & Power Growth Fund objective is to provide shareholders with a diversified portfolio of common stocks, which have the potential for above-average, long-term appreciation. This mutual fund invests mainly in US stock companies. I may also invest in securities of foreign issuers which are listed on a United States stock exchange or are represented by American Depositary Receipts.

The fund invests in high quality companies, which are characterized by earnings that are reasonably predictable, have a return on equity that is above average, hold market dominance and have financial strength.

Profile

    Mairs & Power Growth Fund (MPGFX)
  • Fund Inception Date: November 6, 1958
  • Ticker Symbol: MPGFX
  • CUSIP: 560636102
  • Fund Manager: Mark L. Henneman and Andrew R. Adams
  • Net Assets: $4.6 Billion
  • Beta (3yr): 0.94
  • Category: Large Blend

Fidelity New Millennium Fund (FMILX)

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Find details about Fidelity New Millennium Fund (FMILX). As one of the best stock mutual funds, it has delivered consistent performance. This equity mutual fund is popular among investors.

Fidelity New Millennium Fund (FMILX) Profile

This Fidelity New Millennium Fund objective is to provide capital growth. The fund manager will try to identify early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies.

Profile
    Fidelity New Millennium Fund (FMILX)
  • Fund Inception Date: November 1992
  • Ticker Symbol: FMILX
  • CUSIP: 316200302
  • Fund Manager: John D. Roth
  • Net Assets: $3.2 Billion
  • Beta (3yr): 1.01
  • Category: Large Growth
  • Yield: 1.07%
  • Expense Fee: 0.57%

Best Large Growth Stock Mutual Funds in 2016

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Find best large growth stock mutual funds in 2016. Top equity mutual funds are Madison Investors Fund, Davis Opportunity Fund, etc.

Large Growth Equities Mutual Funds

Large-growth mutual funds invest in large U.S. companies that are growing faster than other large-cap stocks. Typically the stocks are in the top 70% of the capitalization of the U.S. equity market. These stocks are defined as large-cap stocks.

Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields). Most of these funds focus on businesses in rapidly expanding modes.

Best Large Cap Growth Funds

These top large growth stock mutual funds in 2016 is sorted based on its year to date return up to July 1, 2016. You can find the fund review details below. These large growth stock funds have been one of the top performing funds for the past 5 years.

Best large growth stock mutual funds in 2016 are:
    Best Large Growth Stock Mutual Funds in 2016
  1. Equinox EquityHedge U.S. Strategy Fund (EEHAX)
  2. Madison Investors Fund (MNVAX)
  3. Guggenheim RBP Large-Cap Defensive Fund (TVDAX)
  4. STAAR Larger Company Stock Fund (SITLX)
  5. AlphaMark Large Cap Growth Fund (AMLCX)
  6. Dreyfus U.S. Equity Fund (DPUAX)
  7. Guggenheim Directional Allocation Fund (TVRAX)
  8. Davis Opportunity Fund (RPEAX)
  9. Manning & Napier Equity Series Fund (EXEYX)
  10. Commerce Growth Fund (CFGRX)

T. Rowe Price Dividend Growth Fund (PRDGX)

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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

Best Large Company Stock Mutual Funds in 2015

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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)

Top 25 US Large Cap Stock ETFs in 2015

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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)

Top Large Growth Mutual Funds 2015

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Find top large growth mutual funds in 2015. Large growth mutual funds invest mainly in U.S. companies with high growth potential. The funds are sorted based on its performance return in 2015.

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 year to date return up to November 21, 2015.

Best Funds

Top large growth mutual funds in 2015 are:
    Top Large Growth Mutual Funds 2015
  1. Morgan Stanley Institutional Fund, Inc. Opportunity Portfolio Fund
  2. Polen Growth Fund
  3. Prudential Jennison Select Growth Fund
  4. Dunham Focused Large Cap Growth Fund
  5. Brown Advisory Sustainable Growth Fund
  6. Morgan Stanley Institutional Fund, Inc. Advantage Portfolio Fund
  7. Janus Forty Fund
  8. Prudential Jennison Growth Fund

John Hancock Tax-Advantaged Dividend Income Fund (HTD)

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John Hancock Tax-Advantaged Dividend Income Fund (HTD) is a popular closed end fund. It invests mainly in dividend paying common and preferred securities.

This John Hancock fund’s investment objective is to provide a high level of after-tax total return from dividend income and capital appreciation. The fund managers are Gregory K. Phelps, Harindra de Silva, Gregory McMurran, Dennis Bein, and Joseph H. Bozoyan. This fund has a high dividend yield of 7.50%.

This equity fund has an expense fee of 1.55%. With assets of 1.2 billion, the fund sponsor is John Hancock Advisers LLC. The fund market price is trading 11.05% discount from its net asset value (NAV). This creates opportunity for value investor to invest in this fund.

HTD Fund Profile

    John Hancock Tax-Advantaged Dividend Income Fund (HTD)
  • Fund Inception Date: 02/27/2004
  • Ticker Symbol: HTD
  • CUSIP: 41013V100
  • Rank in category (YTD): 100%
  • Category: US Stock - Equity Tax-Advantaged
  • Distribution Rate: 7.50%
  • Effective Leverage: 32.78%
  • Capital Gains: -
  • Base Expense Ratio: 1.21%
  • Net Assets: $ 1.24 billion

AllianzGI NFJ Dividend, Interest & Premium Strategy Fund (NFJ)

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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).

NFJ Fund Profile

    AllianzGI NFJ Dividend, Interest & Premium Strategy Fund (NFJ)
  • Fund Inception Date: 02/28/2005
  • Ticker Symbol: NFJ
  • CUSIP: 01883A107
  • Rank in category (YTD): 26%
  • Category: US Equity-Covered Call
  • Yield: 12.74%
  • Effective Leverage: -
  • Capital Gains: -
  • Premium/ Discount: -12.77%
  • Base Expense Ratio: 0.90%
  • Net Assets: $ 1.5 billion

Top 10 Large Growth ETFs in 2015

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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)

Janus Triton Fund (JANIX)

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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

Top 8 Tax Advantaged Stock Closed End Funds in 2015

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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)

Vanguard Growth ETF (VUG)

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Vanguard Growth ETF (VUG) is a popular stock exchange trade fund. This equity ETF invests in large-capitalization growth stocks. This fund is tracking the performance of the CRSP US Large Cap Growth Index.

This Vanguard fund has a low expense fee of 0.09%. With assets of $18.96 billion, it has a dividend yield of 1.21%. This investment fund also has a low annual holdings turnover rate of 9%. This index fund is passively managed by Vanguard Equity Investment Group.

VUG Fund Profile

    Vanguard Growth ETF (VUG)
  • Fund Inception Date: 01/26/2004
  • Ticker Symbol: VUG
  • CUSIP: 922908736
  • Rank in category (YTD): 70%
  • Category: Large Growth
  • Yield: 1.21%
  • Capital Gains: -
  • Expense Ratio: 0.09%
  • Total Assets: $ 18.96 Billion
  • Average Volume: 682k

Top 15 US Stocks Mutual Funds in 2015

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Find top 15 US stocks mutual funds in 2015. Best funds are Driehaus Micro Cap Growth fund, Turner Small Cap Growth Fund.

Best US Equity Funds

US stock mutual funds invest in US companies. The funds may invest in small cap, mid cap, and large cap stocks.

You can buy these top mutual funds for your brokerage account, retirement account (IRA), and 401k account. The minimum initial funding may be as little as $100 for retirement account. These top US stock mutual funds in 2015 are sorted based on its year to date performance in 2015 (up to July 19, 2015). You can find the fund review below as well.

Top 15 US stocks mutual funds in 2015 are:
    Top 15 US Stocks Mutual Funds in 2015
  1. Driehaus Micro Cap Growth Fund (DMCRX)
  2. Turner Small Cap Growth Fund (TSCEX)
  3. Meyers Capital Aggressive Growth Fund (MAGFX)
  4. Federated Kaufmann Small Cap Fund (FKASX)
  5. Tocqueville Opportunity Fund (TOPPX)
  6. Oberweis Small-Cap Opportunities Fund (OBSOX)
  7. Emerald Growth A (HSPGX)
  8. Tanaka Growth Fund (TGFRX)
  9. Morgan Stanley Institutional Opportunity Fund (MEGPX)
  10. Lazard US Small Cap Equity Growth Open (GRWOX)

10 Best Option Strategies Closed End Funds in 2015

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Find 10 best option strategies closed end funds in 2015. Top CEFs are Columbia Seligman Premium Technology Growth Fund, Eaton Vance Enhanced Equity Income Fund.

Top Covered Call Funds

Covered call closed end funds are also known as buy write funds. The vast majority of funds are devoted to owning common shares and writing calls against their holdings. In general these funds write call options against 40-95% of their portfolios.

These top closed end funds are selected based on its year to date performance in 2015 (up to July 26, 2015). You may find other information such as expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.

The 10 best option strategies closed end funds in 2015 are:
    Best Option Strategies Closed End Funds in 2015
  1. Columbia Seligman Premium Technology Growth Fund (STK)
  2. Eaton Vance Enhanced Equity Income Fund II (EOS)
  3. Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV)
  4. Voya Global Advantage and Premium Opportunity Fund (IGA)
  5. Eaton Vance Tax-Managed Buy-Write Income Fund (ETB)
  6. Nuveen S&P 500 Buy-Write Income Fund (BXMX)
  7. Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
  8. BlackRock Enhanced Capital & Income Fund (CII)

EV Tax Advantaged Dividend Income Fund (EVT)

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EV Tax Advantaged Dividend Income Fund (EVT) is a popular closed end fund. This Eaton Vance fund invests mainly in dividend paying common and preferred stock. The fund’s objective is to provide current income and capital growth.

This fund has a share price of $20.60. It has a high yield of 6.72%. The yield is distributed on monthly basis. This top closed end fund is managed by Michael A. Allison, John H. Croft, John D. Crowley, and Edward J. Perkin. The current market price is trading at 10.59% discount to its NAV (Net Asset Value). The total expense ratio fee is 1.37% per year.

EVT Fund Profile

    EV Tax Advantaged Dividend Income Fund | EVT
  • Fund Inception Date: 09/30/2003
  • Ticker Symbol: EVT
  • CUSIP: 27828G107
  • Rank in category (YTD): 25%
  • Category: US Equity Tax-Advantaged
  • Distribution Rate: 6.74%
  • Effective Leverage: 21.03%
  • Capital Gains: -
  • Base Expense Ratio: 1.15%
  • Net Assets: $ 2.15 billion