Emotional Appeal, Female Financial Advisors and Advisor Website Must-Haves
Kristan Wojnar, RCC™
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We are looking at the industry themes of client emotional appeal, the power...
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As of the end of March, the Fidelity Contrafund (FCNTX) owned nearly 20 million shares, making up over 3% of the fund’s overall holdings.
The Vanguard Total Stock Market Index Fund (VTSMX) had Apple as its largest position, with nearly 97 million shares.
The American Funds The Growth Fund of America A shares (AGTHX) is a huge believer in the company, making it account for over 4% of the fund’s overall holdings – the most for any stock.
A fellow American Funds mutual fund – Fundamental Investors Fund Class A (ANCFX) also maintains a sizable percentage of shares (3.28% of fund’s assets), right behind its top holding – Microsoft (MSFT).
Oppenheimer Developing Markets Fund Class A (ODMAX) makes Baidu its largest position in the fund, owning nearly 12M shares as of its last reporting period.
The Artisan International Fund (ARTIX) also makes Baidu its largest position (4.48% of the fund’s assets).
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
We are looking at the industry themes of client emotional appeal, the power...
Justin Kuepper
|
Let’s take a closer look at smart beta funds, strategies for frothy markets...
News
Iuri Struta
|
Check out our latest edition of mutual funds scorecard.
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
As of the end of March, the Fidelity Contrafund (FCNTX) owned nearly 20 million shares, making up over 3% of the fund’s overall holdings.
The Vanguard Total Stock Market Index Fund (VTSMX) had Apple as its largest position, with nearly 97 million shares.
The American Funds The Growth Fund of America A shares (AGTHX) is a huge believer in the company, making it account for over 4% of the fund’s overall holdings – the most for any stock.
A fellow American Funds mutual fund – Fundamental Investors Fund Class A (ANCFX) also maintains a sizable percentage of shares (3.28% of fund’s assets), right behind its top holding – Microsoft (MSFT).
Oppenheimer Developing Markets Fund Class A (ODMAX) makes Baidu its largest position in the fund, owning nearly 12M shares as of its last reporting period.
The Artisan International Fund (ARTIX) also makes Baidu its largest position (4.48% of the fund’s assets).
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
We are looking at the industry themes of client emotional appeal, the power...
Justin Kuepper
|
Let’s take a closer look at smart beta funds, strategies for frothy markets...
News
Iuri Struta
|
Check out our latest edition of mutual funds scorecard.
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...