Can PIMCO's New Preferred Share Active ETF Counter Inflation Concerns?
Justin Kuepper
|
Let's examine why preferred stocks could be attractive in today's environment and why...
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 examine why preferred stocks could be attractive in today's environment and why...
News
Markets have continued their rally over the past two weeks, as falling inflation...
Justin Kuepper
|
In this article, we'll look at Element Funds' new Element EV, Solar &...
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 examine why preferred stocks could be attractive in today's environment and why...
News
Markets have continued their rally over the past two weeks, as falling inflation...
Justin Kuepper
|
In this article, we'll look at Element Funds' new Element EV, Solar &...
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...