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Staying Top-of-Mind with Clients, Creative Marketing Ideas and Advisor Blog Mistakes
Kristan Wojnar, RCC™
|
We are looking at the subjects of staying top-of-mind with your clients, creative...
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Mutual Funds to Watch
For investors that are interested in gaining exposure to Apple without owning the individual stock, a mutual fund investment may be a good alternative. Below are the mutual funds with the largest stake in Apple.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VTSMX | Vanguard Total Stock Market Index | 1.69% |
| VFINX | Vanguard 500 Index | 1.08% |
| VIGRX | Vanguard Growth Index | 0.51% |
Mutual Funds to Watch
For investors that are interested in investing in Vertex without owning the individual stock, a mutual fund holding may be a good alternative. Below are the mutual funds with the largest stake in Vertex.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VGHCX | Vanguard Health Care | 4.91% |
| FBIOX | Fidelity Select Biotechnology Portfolio | 2.06% |
| VMCIX | Vanguard Mid Cap Index | 1.72% |
Kent noted: “Reasons for our downgrade: (1) Staying disciplined. CCL hit our price target, and it is time to move on. (2) The “no supply” environment is no longer true. Over 40,000 new berths will be added over a two year period in an already saturated market with little pricing power, with new aggressive strategies from MSC and NCLH in particular. (3) CCL’s turnaround has been too slow, in our view. When CCL appointed a new CEO, we expected to see more activity, but so far changes seem elusive. For example, management cited it could reduce airline expenses in 1Q14 results but nothing has materialized yet. (4) Management has not been as clear on financial and operational goals as we expected. In contrast, NCLH and RCL have laid out long-term return expectations.”
Mutual Funds to Watch
For investors seeking exposure to Carnival, a mutual fund may be a good alternative. Below are the funds with the largest stakes in CCL.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VTSMX | Vanguard Total Stock Market Index | 0.91% |
| PRFDX | T. Rowe Price Equity Income | 0.80% |
| ACSTX | Invesco Comstock | 0.77% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
We are looking at the subjects of staying top-of-mind with your clients, creative...
Justin Kuepper
|
Let’s take a look at how investment-grade debt has performed thus far during...
News
Daniel Cross
|
In this week's edition, we analyze the top three U.S. large cap value...
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...
Mutual Funds to Watch
For investors that are interested in gaining exposure to Apple without owning the individual stock, a mutual fund investment may be a good alternative. Below are the mutual funds with the largest stake in Apple.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VTSMX | Vanguard Total Stock Market Index | 1.69% |
| VFINX | Vanguard 500 Index | 1.08% |
| VIGRX | Vanguard Growth Index | 0.51% |
Mutual Funds to Watch
For investors that are interested in investing in Vertex without owning the individual stock, a mutual fund holding may be a good alternative. Below are the mutual funds with the largest stake in Vertex.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VGHCX | Vanguard Health Care | 4.91% |
| FBIOX | Fidelity Select Biotechnology Portfolio | 2.06% |
| VMCIX | Vanguard Mid Cap Index | 1.72% |
Kent noted: “Reasons for our downgrade: (1) Staying disciplined. CCL hit our price target, and it is time to move on. (2) The “no supply” environment is no longer true. Over 40,000 new berths will be added over a two year period in an already saturated market with little pricing power, with new aggressive strategies from MSC and NCLH in particular. (3) CCL’s turnaround has been too slow, in our view. When CCL appointed a new CEO, we expected to see more activity, but so far changes seem elusive. For example, management cited it could reduce airline expenses in 1Q14 results but nothing has materialized yet. (4) Management has not been as clear on financial and operational goals as we expected. In contrast, NCLH and RCL have laid out long-term return expectations.”
Mutual Funds to Watch
For investors seeking exposure to Carnival, a mutual fund may be a good alternative. Below are the funds with the largest stakes in CCL.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VTSMX | Vanguard Total Stock Market Index | 0.91% |
| PRFDX | T. Rowe Price Equity Income | 0.80% |
| ACSTX | Invesco Comstock | 0.77% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
We are looking at the subjects of staying top-of-mind with your clients, creative...
Justin Kuepper
|
Let’s take a look at how investment-grade debt has performed thus far during...
News
Daniel Cross
|
In this week's edition, we analyze the top three U.S. large cap value...
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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