Active ETF Performance Shifts From Tech to Value
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
According to analyst Andrew Rosivach: “Our PSA upgrade is predicated on (1) best-in-class fundamentals for storage, (2) higher earnings growth, and (3) a more reasonable valuation since our February downgrade. We are increasing our 2015/2016 FFO estimates by 2%/3% and now believe the company can produce two-year growth of 10%, slightly above our short lease term coverage average. Since being added to the Americas Sell List on February 26, 2014, shares are up 12% vs. the S&P 500 +10% and the RMZ +18%.”
For more information on real estate mutual funds, check out Beginner’s Guide to Real Estate Funds.
Symbol | Mutual Fund | Stake |
---|---|---|
VGSIX | Vanguard REIT Index | 6.26% |
{% mutualfund VTSMX %} | Vanguard Total Stock Market Index | 1.42% |
FRESX | Fidelity Real Estate Investment Port | 0.92% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
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.
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...
According to analyst Andrew Rosivach: “Our PSA upgrade is predicated on (1) best-in-class fundamentals for storage, (2) higher earnings growth, and (3) a more reasonable valuation since our February downgrade. We are increasing our 2015/2016 FFO estimates by 2%/3% and now believe the company can produce two-year growth of 10%, slightly above our short lease term coverage average. Since being added to the Americas Sell List on February 26, 2014, shares are up 12% vs. the S&P 500 +10% and the RMZ +18%.”
For more information on real estate mutual funds, check out Beginner’s Guide to Real Estate Funds.
Symbol | Mutual Fund | Stake |
---|---|---|
VGSIX | Vanguard REIT Index | 6.26% |
{% mutualfund VTSMX %} | Vanguard Total Stock Market Index | 1.42% |
FRESX | Fidelity Real Estate Investment Port | 0.92% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
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.
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...