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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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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.
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...
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.
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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