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Expert Opinion
Investing in the Impact Generation - Part #6
Bill Davis
|
Investing in the Impact Generation
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The fund is heavily invested, with less than 1% of its assets in cash. Nearly 97% of its holdings are in the financial services sector – with around 7% of these holdings in foreign securities.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 12.90% | -15.28% | 27.48% | 38.93% | 9% |
Around 20% of the fund’s portfolio is composed of its top five holdings. Each of these holdings has a positive 3-month performance, compared to PRISX’s 3-month performance of +5.75%.
| Symbol | Stock | Portfolio Weight | 3 Month Performance |
|---|---|---|---|
| C | Citigroup | 5.39% | +7.4% |
| JPM | JP Morgan | 4.80% | +5.0% |
| BAC | Bank of America | 4.13% | +7.4% |
| V | Visa | 3.64% | +22% |
| WFC | Wells Fargo | 3.29% | +6% |
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Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
News
Iuri Struta
|
Global markets were largely down these past two weeks, with small-caps, high-yield bonds...
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
Daniel Cross
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Mutual Fund Education
Sam Bourgi
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Mutual Fund Education
Sam Bourgi
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The article explores the implications of negative yields and what it might mean...
The fund is heavily invested, with less than 1% of its assets in cash. Nearly 97% of its holdings are in the financial services sector – with around 7% of these holdings in foreign securities.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | YTD |
|---|---|---|---|---|
| 12.90% | -15.28% | 27.48% | 38.93% | 9% |
Around 20% of the fund’s portfolio is composed of its top five holdings. Each of these holdings has a positive 3-month performance, compared to PRISX’s 3-month performance of +5.75%.
| Symbol | Stock | Portfolio Weight | 3 Month Performance |
|---|---|---|---|
| C | Citigroup | 5.39% | +7.4% |
| JPM | JP Morgan | 4.80% | +5.0% |
| BAC | Bank of America | 4.13% | +7.4% |
| V | Visa | 3.64% | +22% |
| WFC | Wells Fargo | 3.29% | +6% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
News
Iuri Struta
|
Global markets were largely down these past two weeks, with small-caps, high-yield bonds...
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
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 Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
TAXATION
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