How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper
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Let’s take a look at a few key pieces of advice to stop...
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According to the article, there are five signs that you are paying too much for your mutual funds.
If you are seeking lower fees, it may be a good idea to re-examine your funds. You may be able to find a better value elsewhere.
Symbol | Mutual Fund | 10 Year Return |
---|---|---|
WICAX | InvestEd Conservative Portfolio | 25% |
NSTAX | Neuberger Berman Strategic Income Fund Class A | 16% |
TGMNX | TCW Total Return Bond Fund Class N | 7% |
During the quarter, Lockheed Martin (LMT) and Microsoft (MSFT) added the most gains to the fund. LMT gained a total of +14.59% and MSFT posted gains of +11.86%.
Pier 1 Imports (PIR) and Chesapeake Energy (CHK) reported the biggest losses of the quarter. PIR’s share price dropped -22.54%, while CHK fell -21.53%.
The fund’s decline was primarily due to a decline in the Russell 2000, which hurt the fund’s small cap holdings. However, the fund’s 16 of 24 holdings that are in the index outperformed.
Weitz noted: “Six stocks in 10 days, that is usually a year and a half supply for us."
The recent pullback has given portfolio managers like Weitz a cheap buying opportunity. He noted that he is excited about opportunities and is amazed that disease, war and recession happen every few years.
For more information, click here.
The fund is compiled of stocks, bonds and cash from countries around the world. Net income for the quarter was $640.6 million, or $1.02 a share, up from $509 million, or 80 cents per share, a year ago. Analysts expected to see EPS of 92 cents.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
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Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
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While tax-gains harvesting takes some planning to implement, it can help save investors...
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
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Let's take a closer look at how ESG investments have outperformed during the...
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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...
According to the article, there are five signs that you are paying too much for your mutual funds.
If you are seeking lower fees, it may be a good idea to re-examine your funds. You may be able to find a better value elsewhere.
Symbol | Mutual Fund | 10 Year Return |
---|---|---|
WICAX | InvestEd Conservative Portfolio | 25% |
NSTAX | Neuberger Berman Strategic Income Fund Class A | 16% |
TGMNX | TCW Total Return Bond Fund Class N | 7% |
During the quarter, Lockheed Martin (LMT) and Microsoft (MSFT) added the most gains to the fund. LMT gained a total of +14.59% and MSFT posted gains of +11.86%.
Pier 1 Imports (PIR) and Chesapeake Energy (CHK) reported the biggest losses of the quarter. PIR’s share price dropped -22.54%, while CHK fell -21.53%.
The fund’s decline was primarily due to a decline in the Russell 2000, which hurt the fund’s small cap holdings. However, the fund’s 16 of 24 holdings that are in the index outperformed.
Weitz noted: “Six stocks in 10 days, that is usually a year and a half supply for us."
The recent pullback has given portfolio managers like Weitz a cheap buying opportunity. He noted that he is excited about opportunities and is amazed that disease, war and recession happen every few years.
For more information, click here.
The fund is compiled of stocks, bonds and cash from countries around the world. Net income for the quarter was $640.6 million, or $1.02 a share, up from $509 million, or 80 cents per share, a year ago. Analysts expected to see EPS of 92 cents.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
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...