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Mutual Fund Education
How COVID-19 Is Affecting ESG Investments?
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
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This fund focuses on the utility sector and currently has $3.6 billion in assets under management (AUM).
The fund focuses primarily on holdings based in the Americas (93%), although it does have small stakes in Europe and Asia.
It’s also notable that the fund is fully invested – with just less than 1% of its portfolio in cash.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 14.44% | 7.92% | 13.24% | 26.22% | 18.38% |
The fund’s top five holdings represent over 17% of its total portfolio. Although this is a utility-focused fund, the top three holdings are energy stocks.
| Symbol | Stock | Portfolio Weight | Dividend Yield |
|---|---|---|---|
| WMB | Williams Companies | 3.82% | 4.60% |
| TRGP | Targa Resources Corp | 3.78% | 2.43% |
| ETE | Energy Transfer Equity LP | 3.76% | 3.07% |
| EIX | Edison International | 3.06% | 2.38% |
| SRE | Sempra Energy | 3.04% | 2.60% |
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Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
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...
This fund focuses on the utility sector and currently has $3.6 billion in assets under management (AUM).
The fund focuses primarily on holdings based in the Americas (93%), although it does have small stakes in Europe and Asia.
It’s also notable that the fund is fully invested – with just less than 1% of its portfolio in cash.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 14.44% | 7.92% | 13.24% | 26.22% | 18.38% |
The fund’s top five holdings represent over 17% of its total portfolio. Although this is a utility-focused fund, the top three holdings are energy stocks.
| Symbol | Stock | Portfolio Weight | Dividend Yield |
|---|---|---|---|
| WMB | Williams Companies | 3.82% | 4.60% |
| TRGP | Targa Resources Corp | 3.78% | 2.43% |
| ETE | Energy Transfer Equity LP | 3.76% | 3.07% |
| EIX | Edison International | 3.06% | 2.38% |
| SRE | Sempra Energy | 3.04% | 2.60% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
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...
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