Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Thank you!
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
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
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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...
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
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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...