Webinar: Fixed Income Investing in an Inflationary Period
Concerns about inflation have investors looking for safe and robust returns in the...
The fund is comprised completely of U.S-based companies in the technology and consumer cyclical sectors. So far in 2014, the fund is down 2.5%.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
52.47% | -13.55% | 28.27% | 83.94% | -.50% |
Nearly 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are down YTD.
Symbol | Stock | Portfolio Weight | 2015 Performance |
---|---|---|---|
FB | 7.58% | -2% | |
AMZN | Amazon | 6.17% | -4.5% |
PCLN | Priceline | 4.96% | -9% |
EBAY | eBay | 4.67% | -1% |
YHOO | Yahoo! | 4.13% | -5% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Concerns about inflation have investors looking for safe and robust returns in the...
News
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
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 completely of U.S-based companies in the technology and consumer cyclical sectors. So far in 2014, the fund is down 2.5%.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
52.47% | -13.55% | 28.27% | 83.94% | -.50% |
Nearly 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are down YTD.
Symbol | Stock | Portfolio Weight | 2015 Performance |
---|---|---|---|
FB | 7.58% | -2% | |
AMZN | Amazon | 6.17% | -4.5% |
PCLN | Priceline | 4.96% | -9% |
EBAY | eBay | 4.67% | -1% |
YHOO | Yahoo! | 4.13% | -5% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Concerns about inflation have investors looking for safe and robust returns in the...
News
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
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...