Can Direct Indexing Offer a Better Alternative to ETFs?
Justin Kuepper
|
We'll look at direct indexing and whether it's actually a better alternative to...
According to analyst Mike Baker: “Historically, the auto parts retailers see the greatest benefit from lower gas prices and as a result, we are increasing our comp and EPS estimates for AAP (and ORLY). We are also increasing estimates due to our belief that AAP should be able to drive higher than expected synergies from its General Parts integration. As a result, we are increasing our price target to $180 from $150 for AAP and raising our rating to Buy from Hold as we look to add exposure to the auto parts group to play the lower gas theme, especially given relatively reasonable valuation.”
Symbol | Mutual Fund | Stake |
---|---|---|
VWNFX | Vanguard Windsor | 4.32% |
MEIAX | MFS® Value A | 2.04% |
VMCIX | Vanguard Mid Cap | 1.95% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
We'll look at direct indexing and whether it's actually a better alternative to...
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
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 Mike Baker: “Historically, the auto parts retailers see the greatest benefit from lower gas prices and as a result, we are increasing our comp and EPS estimates for AAP (and ORLY). We are also increasing estimates due to our belief that AAP should be able to drive higher than expected synergies from its General Parts integration. As a result, we are increasing our price target to $180 from $150 for AAP and raising our rating to Buy from Hold as we look to add exposure to the auto parts group to play the lower gas theme, especially given relatively reasonable valuation.”
Symbol | Mutual Fund | Stake |
---|---|---|
VWNFX | Vanguard Windsor | 4.32% |
MEIAX | MFS® Value A | 2.04% |
VMCIX | Vanguard Mid Cap | 1.95% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
We'll look at direct indexing and whether it's actually a better alternative to...
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
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...