Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
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% |
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Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
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This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
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Daniel Cross
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While CITs and mutual funds share many similarities, there are some key differences...
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Sam Bourgi
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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.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...