Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Thank you!
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
With crude oil prices testing $80 a barrel, the fund has been hurt by declining energy stocks, and it’s down nearly 13% in just one month.
The fund focuses primarily on stocks located in the Americas and has a dividend yield of about 1.46%.
Historical Performance
2010 | 2011 | 2012 | 2013 | YTD |
---|---|---|---|---|
23.09% | -9.25% | 3.35% | 17.49% | -4.95% |
The fund’s top five holdings represent over 37% of its total portfolio. Each of its top five holdings are down during the last three months, while the fund itself is down 12.49% in the last three months.
Symbol | Stock | Portfolio Weight | 3 Month Performance |
---|---|---|---|
SLB | Schlumberger NV | 8.91% | -13.95% |
CVX | Chevron | 8.65% | -12.71% |
EOG | EOG Resources | 6.74% | -17.81% |
HAL | Halliburton | 4.70% | -22.48% |
NBL | Noble Energy | 3.99% | -19.17% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund 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...
With crude oil prices testing $80 a barrel, the fund has been hurt by declining energy stocks, and it’s down nearly 13% in just one month.
The fund focuses primarily on stocks located in the Americas and has a dividend yield of about 1.46%.
Historical Performance
2010 | 2011 | 2012 | 2013 | YTD |
---|---|---|---|---|
23.09% | -9.25% | 3.35% | 17.49% | -4.95% |
The fund’s top five holdings represent over 37% of its total portfolio. Each of its top five holdings are down during the last three months, while the fund itself is down 12.49% in the last three months.
Symbol | Stock | Portfolio Weight | 3 Month Performance |
---|---|---|---|
SLB | Schlumberger NV | 8.91% | -13.95% |
CVX | Chevron | 8.65% | -12.71% |
EOG | EOG Resources | 6.74% | -17.81% |
HAL | Halliburton | 4.70% | -22.48% |
NBL | Noble Energy | 3.99% | -19.17% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund 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...