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Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
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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% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
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...
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.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
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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