Investors Could See a LIFE-line in Their 401ks
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
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.
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Justin Kuepper
|
Let's take a closer look at the new actively-managed ETF and why investors...
Kristan Wojnar, RCC™
|
As we enter a new week, we are touching on the subjects of...
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 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.
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Justin Kuepper
|
Let's take a closer look at the new actively-managed ETF and why investors...
Kristan Wojnar, RCC™
|
As we enter a new week, we are touching on the subjects of...
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...