Over $250 Billion in Bonds Are at Risk
Aaron Levitt
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
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
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
Aaron Levitt
|
One of the biggest and most important positions of the bill deals with...
News
Markets have continued to rally these past two weeks, after the Federal Reserve...
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
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
Aaron Levitt
|
One of the biggest and most important positions of the bill deals with...
News
Markets have continued to rally these past two weeks, after the Federal Reserve...
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...