A Client-Centric Approach, Your Ideal Number of Clients and Working with Female Investors
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
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Mutual Funds to Watch
Investors seeking exposure to Apple may also consider a mutual fund investment. The funds below currently own the largest stakes 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% |
According to the analyst: “As the least expensive QSR on a PEG basis and with potential upside to F1Q comp trends, we view this as an attractive entry point for the long-term story – the sole concept offering “real food” with QSR-style ubiquity and convenience.”
Mutual Funds to Watch
Investors seeking exposure to SBUX may also consider a mutual fund investment. Below are three funds that currently have the largest stakes in SBUX.
Symbol | Mutual Fund | Stake |
---|---|---|
FCNTX | Fidelity Contrafund | 2.27% |
VTSMX | Vanguard Total Stock Market Index | 1.58% |
PRGFX | T. Rowe Price Growth Stock | 1.08% |
The analyst commented: “We show that the probability of an earnings surprise (either a beat or a miss) is normally distributed across all of the companies in the S&P 500. In contrast to the S&P 500, MA’s returns are not normally distributed; rather they are positively skewed, meaning that the distribution is distorted to the right owing to the number of positive surprises significantly outnumbering negative ones. V’s returns are also not normally distributed; instead, the distribution of V’s surprise history is more tightly clustered and peaked around the mean. Distributions that are more peaked than normal reflect a lower likelihood of extreme outcomes relative to a normal distribution. We have revisited our outlook in the light of recent developments and are raising our target prices to reflect enhanced confidence in the repeatability and sustainability of mid-to-high teens EPS growth for both payment networks. We continue to like the risk vs reward trade-off inherent in owning V and MA shares at current levels.”
Mutual Funds to Watch: Visa
The funds below currently own the largest stakes in Visa. These funds can be considered an investment alternative to purchasing the individual stock.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.33% |
FCNTX | Fidelity Contrafund | 1.03% |
VFINX | Vanguard 500 Index | 0.84% |
The funds below currently have the largest stakes in Mastercard.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.44% |
FCNTX | Fidelity Contrafund | 1.38% |
PRGFX | T. Rowe Price Growth Stock | 1.04% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
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
Investors seeking exposure to Apple may also consider a mutual fund investment. The funds below currently own the largest stakes 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% |
According to the analyst: “As the least expensive QSR on a PEG basis and with potential upside to F1Q comp trends, we view this as an attractive entry point for the long-term story – the sole concept offering “real food” with QSR-style ubiquity and convenience.”
Mutual Funds to Watch
Investors seeking exposure to SBUX may also consider a mutual fund investment. Below are three funds that currently have the largest stakes in SBUX.
Symbol | Mutual Fund | Stake |
---|---|---|
FCNTX | Fidelity Contrafund | 2.27% |
VTSMX | Vanguard Total Stock Market Index | 1.58% |
PRGFX | T. Rowe Price Growth Stock | 1.08% |
The analyst commented: “We show that the probability of an earnings surprise (either a beat or a miss) is normally distributed across all of the companies in the S&P 500. In contrast to the S&P 500, MA’s returns are not normally distributed; rather they are positively skewed, meaning that the distribution is distorted to the right owing to the number of positive surprises significantly outnumbering negative ones. V’s returns are also not normally distributed; instead, the distribution of V’s surprise history is more tightly clustered and peaked around the mean. Distributions that are more peaked than normal reflect a lower likelihood of extreme outcomes relative to a normal distribution. We have revisited our outlook in the light of recent developments and are raising our target prices to reflect enhanced confidence in the repeatability and sustainability of mid-to-high teens EPS growth for both payment networks. We continue to like the risk vs reward trade-off inherent in owning V and MA shares at current levels.”
Mutual Funds to Watch: Visa
The funds below currently own the largest stakes in Visa. These funds can be considered an investment alternative to purchasing the individual stock.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.33% |
FCNTX | Fidelity Contrafund | 1.03% |
VFINX | Vanguard 500 Index | 0.84% |
The funds below currently have the largest stakes in Mastercard.
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.44% |
FCNTX | Fidelity Contrafund | 1.38% |
PRGFX | T. Rowe Price Growth Stock | 1.04% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we are tackling the practice management topics of a client-centric approach,...
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
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...