Unleashing the Potential: Fixed Income for Stock-like Returns
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
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.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
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.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
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...