Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
For more information on international mutual funds, check out the Beginner’s Guide to International Mutual Funds.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
AVGO | Avago Technologies | 3.34% | +92% |
NXPI | NXP Semiconductors NV | 3.32% | +68% |
SHP | Shire | 3.31% | +64% |
NXP Semiconductors NV (NXPI) – Netherlands-based NXP Semiconductors has jumped 68% in 2014, despite a slight dip in October.
Shire (SHP) – Shares of Shire skyrocketed in 2014 after reports that it would be acquired by AbbVie. After the deal was cancelled, shares dropped. However, the stock is up over 60% in 2014.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
NXPI | NXP Semiconductors NV | 6.46% | +68% |
CHKP | Check Point Software Technologies Ltd | 4.88% | +24% |
CPH:MAERSK-B | A P Moller Maersk AS | 4.81% | +4.5% |
Check Point Software Technologies Ltd (CHKP) – This Israel-based company had a volatile year, but shares surged in October.
A P Moller Maersk AS (CPH:MAERSK-B) – A P Moller Maersk had a volatile year, trading essentially flat from a year ago.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
VTX:NESN | Nestle | 1.59% | +12% |
BAYN | Bayer | 0.97% | +13% |
BTI | British American Tobacco | 0.89% | +3% |
Bayer (BAYN) – Bayer has been rising since it began trading in 2011. In 2014, the stock rose 13%.
British American Tobacco (BTI) – Despite its run in the beginning of the year, shares of BTI fell in December.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...
For more information on international mutual funds, check out the Beginner’s Guide to International Mutual Funds.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
AVGO | Avago Technologies | 3.34% | +92% |
NXPI | NXP Semiconductors NV | 3.32% | +68% |
SHP | Shire | 3.31% | +64% |
NXP Semiconductors NV (NXPI) – Netherlands-based NXP Semiconductors has jumped 68% in 2014, despite a slight dip in October.
Shire (SHP) – Shares of Shire skyrocketed in 2014 after reports that it would be acquired by AbbVie. After the deal was cancelled, shares dropped. However, the stock is up over 60% in 2014.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
NXPI | NXP Semiconductors NV | 6.46% | +68% |
CHKP | Check Point Software Technologies Ltd | 4.88% | +24% |
CPH:MAERSK-B | A P Moller Maersk AS | 4.81% | +4.5% |
Check Point Software Technologies Ltd (CHKP) – This Israel-based company had a volatile year, but shares surged in October.
A P Moller Maersk AS (CPH:MAERSK-B) – A P Moller Maersk had a volatile year, trading essentially flat from a year ago.
Largest Holdings
Symbol | Company | Portfolio Weight | YTD Performance |
---|---|---|---|
VTX:NESN | Nestle | 1.59% | +12% |
BAYN | Bayer | 0.97% | +13% |
BTI | British American Tobacco | 0.89% | +3% |
Bayer (BAYN) – Bayer has been rising since it began trading in 2011. In 2014, the stock rose 13%.
British American Tobacco (BTI) – Despite its run in the beginning of the year, shares of BTI fell in December.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...