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Municipal Bond Market Update - September Edition
The municipal market concluded its streak of positive returns in August, marking the...
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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.
The municipal market concluded its streak of positive returns in August, marking the...
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Find out why $30 trillon is invested in mutual funds.
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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.
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...
Justin Kuepper
|
Let’s take a look at two common mistakes to avoid during a downturn...
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
|
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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)...
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For investors looking to add mutual funds to their portfolio, they need to...
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