TheStreet.com Ratings: Top-Rated Closed-End Funds, ETFs
TheStreet.com ratings take into account both the performance and volatility of a company's stock, so when markets are in turmoil there are bound to be changes.
Here's a look at how our top-20 rated closed-end funds and exchange-traded funds fared during the tumultuous month of February.
As the charts below illustrate, they did relatively well in February.
For purposes of comparison, we have separated the funds with a track record of greater than three years from younger funds with less than a three-year track record. (We rate closed-end funds and ETFs with a track record of at least 12 months.)Most of the older funds are ETFs from Barclays iShares, but two are closed-end funds -- Mexico Fund (MXF) and MVC Capital (MVC). A further distinction is that all but one of the older top-rated funds invest overseas, with the exception of MVC Capital. MVC is a business development company that provides long-term equity and debt investment capital to fund growth, acquisitions and recapitalizations of small and middle-market companies.
|Top-Rated Older Funds as of End of February 2007|
|28-Feb-07||1 Month Return||6 Month Return||3 Year Return|
|iShares MSCI Spain - EWP||4.59||27.81||25.98|
|MVC Capital - MVC||28.35||29.08|
|iShares MSCI Singapore - EWS||8.04||44.37||28.74|
|iShares MSCI Pacific ex-Japan - EPP||6.63||28.13||24.5|
|iShares MSCI Australia - EWA||9.26||28.48||27.4|
|iShares MSCI Germany - EWG||6.78||24.99||22.33|
|iShares S&P Europe 350 - IEV||3.74||17.41||19.67|
|iShares MSCI EMU - EZU||4.78||20.34||21.37|
|iShares MSCI France - EWQ||4.08||15.94||19.95|
|iShares MSCI Malaysia - EWM||9.79||47.52||18.5|
|Source: TheStreet.com Ratings|
|Top-Rated Younger Funds as of End of February 2007|
|28-Feb-07||1 Month Return||6 Month Return||Type|
|iShares MSCI EAFE Value - EFV||4.41||17.74||Int'l|
|Vanguard Telecom Serv ETF - VOX||2.33||22.42||Income|
|Vanguard European ETF - VGK||4.07||18.56||Int'l|
|PowerShares Dynamic Mid Cap Value - PWP||6.15||20.66||Growth|
|BlackRock S&P Qual Rkg Glob Eq Mgd - BQY||1.71||18.43||Growth|
|iShares Morningstar Mid Value - JKI||5.07||19.01||Growth|
|PowerShares Intl Dividend Ach - PID||2.71||16.44||Int'l|
|Gabelli Global Utility&Income Trust - GLU||0.93||19.55||Util.|
|PowerShares Aerospace & Defense - PPA||5.48||21.56||Income|
|iShares Morningstar Large Value - JKF||1.97||10.27||Income|
|Source: TheStreet.com Ratings|
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