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Do I-Bonds Deserve a Place in Your Portfolio?
Justin Kuepper
|
Let's take a look at an underappreciated government bond, known as an I-Bond,...
The fund focuses on medium to large sized companies in the retail industry.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 28.06% | 3.36% | 24.83% | 43.93% | 3.32% |
Over half of the fund’s portfolio is made up of its top five holdings. The YTD performance of these stocks are mixed.
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| HD | Home Depot | 18.9% | +17% |
| PCLN | Priceline | 11.04% | +0.50% |
| AMZN | Amazon | 9.39% | -16% |
| TJX | TJX Companies | 9.19% | +0.90% |
| LB | L Brands | 5.46% | +29% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at an underappreciated government bond, known as an I-Bond,...
Aaron Levitt
|
A plethora of new mutual funds, exchange-traded funds (ETFs) and other investment vehicles...
Jayden Sangha
|
In this article, we will take a closer look at the trends and...
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...
The fund focuses on medium to large sized companies in the retail industry.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 28.06% | 3.36% | 24.83% | 43.93% | 3.32% |
Over half of the fund’s portfolio is made up of its top five holdings. The YTD performance of these stocks are mixed.
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| HD | Home Depot | 18.9% | +17% |
| PCLN | Priceline | 11.04% | +0.50% |
| AMZN | Amazon | 9.39% | -16% |
| TJX | TJX Companies | 9.19% | +0.90% |
| LB | L Brands | 5.46% | +29% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at an underappreciated government bond, known as an I-Bond,...
Aaron Levitt
|
A plethora of new mutual funds, exchange-traded funds (ETFs) and other investment vehicles...
Jayden Sangha
|
In this article, we will take a closer look at the trends and...
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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