Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
With the shares up an astounding 85% this year, several mutual funds are enjoying the surge in stoc prices..
Vanguard Windsor Inv (VWNDX) has the largest exposure, owning 4.65M shares, or 2.46% of shares outstanding. The fund is up 8.55% YTD.
Oppenheimer Main Street Mid Cap A (OPMSX) owns 3.4M shares and the stock makes up nearly 4% of the fund’s assets, a pretty big bet that is paying off handsomely. The fund is up 6.76% YTD.
Here’s a look at the overall top 10 mutual fund holders of the stock.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...
With the shares up an astounding 85% this year, several mutual funds are enjoying the surge in stoc prices..
Vanguard Windsor Inv (VWNDX) has the largest exposure, owning 4.65M shares, or 2.46% of shares outstanding. The fund is up 8.55% YTD.
Oppenheimer Main Street Mid Cap A (OPMSX) owns 3.4M shares and the stock makes up nearly 4% of the fund’s assets, a pretty big bet that is paying off handsomely. The fund is up 6.76% YTD.
Here’s a look at the overall top 10 mutual fund holders of the stock.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...