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Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
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The fund is comprised primarily of U.S.-based companies in the basic materials sector. So far in 2015, this fund is up about 3%.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 53.33% | -15.85% | -8.72% | -48.26% | -2.67% |
Around 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are positive so far in 2015.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| - | Physical Gold | 9.37% | - |
| RGLD | Royal Gold | 5.78% | +6.2% |
| FNV | Franco-Nevada Corp | 5.21% | +6.7% |
| GG | Goldcorp Inc | 4.88% | +9% |
| AEM | Agnico Eagle Mines | 4.68% | +15% |
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Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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 comprised primarily of U.S.-based companies in the basic materials sector. So far in 2015, this fund is up about 3%.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 53.33% | -15.85% | -8.72% | -48.26% | -2.67% |
Around 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are positive so far in 2015.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| - | Physical Gold | 9.37% | - |
| RGLD | Royal Gold | 5.78% | +6.2% |
| FNV | Franco-Nevada Corp | 5.21% | +6.7% |
| GG | Goldcorp Inc | 4.88% | +9% |
| AEM | Agnico Eagle Mines | 4.68% | +15% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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