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Expert Opinion
Investing in the Impact Generation - Part #6
Bill Davis
|
Investing in the Impact Generation
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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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Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
News
Iuri Struta
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Find out why $30 trillon is invested in mutual funds.
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Download our free report
Find out why $30 trillon is invested in mutual funds.
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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.
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
News
Iuri Struta
|
Global markets were largely down these past two weeks, with small-caps, high-yield bonds...
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
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...
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
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