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Active Small-Cap Outperforms, Foreign Funds Underperform
Justin Kuepper
|
Let's take a look at some of the best-performing and worst-performing active fund...
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 look at some of the best-performing and worst-performing active fund...
Justin Kuepper
|
Let's look at one portfolio manager's dynamic model and a few lessons to...
Justin Kuepper
|
Let's examine whether small-cap stocks represent a good opportunity in today's market and...
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.
Justin Kuepper
|
Let's take a look at some of the best-performing and worst-performing active fund...
Justin Kuepper
|
Let's look at one portfolio manager's dynamic model and a few lessons to...
Justin Kuepper
|
Let's examine whether small-cap stocks represent a good opportunity in today's market and...
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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