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Over $250 Billion in Bonds Are at Risk
Aaron Levitt
|
For investors, the wipe-out of CoCo bonds brings forth a variety of questions...
As biotechnology stocks continue to rally, we have decided to dig into this fund’s details this week.
Year-to-date, the fund is up about 26%, which is in-line with the NASDAQ Biotechnology index. This fund has 100% of its holdings in the healthcare sector. The fund’s holdings range from micro to giant sized. The majority of these holdings are U.S.-based stocks.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 17.28% | 8.35% | 29.35% | 68.64% | 26% |
The fund’s top five holdings account for over 33% of its portfolio. Excluding BIIB, all of its top holdings have rallied over the last three months.
| Symbol | Stock | Portfolio Weight | 3 Month Performance |
|---|---|---|---|
| CELG | Celgene Corp | 9.44% | +20.26% |
| GILD | Gilead Sciences | 8.44% | +23.56% |
| BIIB | Biogen | 7.32% | -6.14% |
| AMGN | Amgen | 5.08% | +26.81% |
| MDVN | Regeneron Pharmaceuticals | 3.08% | +32.67% |
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...
As biotechnology stocks continue to rally, we have decided to dig into this fund’s details this week.
Year-to-date, the fund is up about 26%, which is in-line with the NASDAQ Biotechnology index. This fund has 100% of its holdings in the healthcare sector. The fund’s holdings range from micro to giant sized. The majority of these holdings are U.S.-based stocks.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 17.28% | 8.35% | 29.35% | 68.64% | 26% |
The fund’s top five holdings account for over 33% of its portfolio. Excluding BIIB, all of its top holdings have rallied over the last three months.
| Symbol | Stock | Portfolio Weight | 3 Month Performance |
|---|---|---|---|
| CELG | Celgene Corp | 9.44% | +20.26% |
| GILD | Gilead Sciences | 8.44% | +23.56% |
| BIIB | Biogen | 7.32% | -6.14% |
| AMGN | Amgen | 5.08% | +26.81% |
| MDVN | Regeneron Pharmaceuticals | 3.08% | +32.67% |
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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