1
Rethinking 60/40 Portfolios With More Bonds
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
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.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
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.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
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.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.