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Stadium Bonds: A Homerun or Strike Out During the COVID-19 Pandemic?
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
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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.
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
News
Iuri Struta
|
Equities have continued to outperform, amid unprecedented support from the Federal Reserve.
News
Daniel Cross
|
In this week's edition, we analyze the top three small-cap equity funds.
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...
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.
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
News
Iuri Struta
|
Equities have continued to outperform, amid unprecedented support from the Federal Reserve.
News
Daniel Cross
|
In this week's edition, we analyze the top three small-cap equity funds.
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...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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