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The Muni Market is Becoming More Concentrated
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
This week, we will be focusing on this sector by taking a look at the Fidelity Select Transportation fund (FSRFX) – our fund of the week for November 5.
The fund is almost entirely invested in the Industrials industry. It is also heavily investment – with less than 3% of its total assets in cash.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 41.30% | -5.28% | 11.10% | 48.35% | 22% |
Nearly half of the fund’s portfolio is composed of its top five holdings. This has been favorable for the fund since each of its top holdings is up at least 10% in the last three months.
| Symbol | Stock | Portfolio Weight | 3 Month Performance |
|---|---|---|---|
| UNP | Union Pacific | 18.96% | +17.47% |
| UPS | United Parcel Service | 12.52% | +10.48% |
| FDX | FexEx | 6.07% | +12.52% |
| DAL | Delta Airlines | 5.88% | +12.85% |
| CSX | CSX Corporation | 5.72% | +17.53% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Justin Kuepper
|
In this article, we'll examine these findings and what they mean for the...
Justin Kuepper
|
Let's look at what sets impact investments apart and why they're a good...
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...
This week, we will be focusing on this sector by taking a look at the Fidelity Select Transportation fund (FSRFX) – our fund of the week for November 5.
The fund is almost entirely invested in the Industrials industry. It is also heavily investment – with less than 3% of its total assets in cash.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 41.30% | -5.28% | 11.10% | 48.35% | 22% |
Nearly half of the fund’s portfolio is composed of its top five holdings. This has been favorable for the fund since each of its top holdings is up at least 10% in the last three months.
| Symbol | Stock | Portfolio Weight | 3 Month Performance |
|---|---|---|---|
| UNP | Union Pacific | 18.96% | +17.47% |
| UPS | United Parcel Service | 12.52% | +10.48% |
| FDX | FexEx | 6.07% | +12.52% |
| DAL | Delta Airlines | 5.88% | +12.85% |
| CSX | CSX Corporation | 5.72% | +17.53% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Justin Kuepper
|
In this article, we'll examine these findings and what they mean for the...
Justin Kuepper
|
Let's look at what sets impact investments apart and why they're a good...
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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