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Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
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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% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
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.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
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...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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