1
News
Trending: Top Three Japan Equity Funds
Daniel Cross
|
Japan Equity Funds give investors exposure to Japanese stocks and investments that they...
Welcome to MutualFunds.com
Please help us personalize your experience and select the one that best describes you.
Your personalized experience is almost ready.
Thank you!
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission
We hope you enjoy your experience
Fixed income news, reports, video and more.
Municipal bonds news, reports, video and more.
Practice management news, reports, video and more.
Portfolio management news, reports, video and more.
Retirement news, reports, video and more.
Learn from industry thought leaders and expert market participants.
Deepen your understanding of Responsible Investing and learn how it can potentially help you build a more successful practice.
18 Most Popular Mutual Fund Categories
View All Categories
15 Most Popular Fund Company Quick Screens
View All Fund Company Quick Screens
Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.
Content focused on helping financial advisors build successful client relationships and grow their business.
Content geared towards helping financial advisors build better client portfolios.
Get insights on the industry trends and investment news from leading fund managers and experts.
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.
News
Daniel Cross
|
Japan Equity Funds give investors exposure to Japanese stocks and investments that they...
The COVID-19 pandemic has caused widespread disruption in the bond market as many...
News
Iuri Struta
|
The past two weeks have experienced a brutal market selloff with all U.S....
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.
News
Daniel Cross
|
Japan Equity Funds give investors exposure to Japanese stocks and investments that they...
The COVID-19 pandemic has caused widespread disruption in the bond market as many...
News
Iuri Struta
|
The past two weeks have experienced a brutal market selloff with all U.S....
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.