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How To Stop COVID-19 From Derailing Your Retirement
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
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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% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
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.
Justin Kuepper
|
Let’s take a look at a few key pieces of advice to stop...
News
Iuri Struta
|
Most equities have continued their rally these past two weeks, along with investment-grade...
Aaron Levitt
|
While tax-gains harvesting takes some planning to implement, it can help save investors...
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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