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Mutual Fund Education
How COVID-19 Is Affecting ESG Investments?
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
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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% |
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Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
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 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.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
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...
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)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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