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Expert Opinion
Investing in the Impact Generation - Part #6
Bill Davis
|
Investing in the Impact Generation
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The Voya Real Estate fund focuses primarily on real estate. The fund’s holdings include many big-name real estate investment trusts (REITs)
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 27.43% | 9.31% | 15.31% | 1.77% | 30.16% |
Nearly 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are up in 2015.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| SPG | Simon Property Group | 8.24% | +12% |
| EQR | Equity Residential | 5.52% | +12% |
| HST | Host Hotels & Resorts | 4.77% | +1% |
| HCN | Health Care REIT | 4.56% | +10% |
| PLD | Prologis | 4.49% | +10% |
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Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
News
Iuri Struta
|
Global markets were largely down these past two weeks, with small-caps, high-yield bonds...
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
Daniel Cross
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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...
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
The Voya Real Estate fund focuses primarily on real estate. The fund’s holdings include many big-name real estate investment trusts (REITs)
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 27.43% | 9.31% | 15.31% | 1.77% | 30.16% |
Nearly 30% of the fund’s portfolio is in its top five holdings. Each of these holdings are up in 2015.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| SPG | Simon Property Group | 8.24% | +12% |
| EQR | Equity Residential | 5.52% | +12% |
| HST | Host Hotels & Resorts | 4.77% | +1% |
| HCN | Health Care REIT | 4.56% | +10% |
| PLD | Prologis | 4.49% | +10% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
News
Iuri Struta
|
Global markets were largely down these past two weeks, with small-caps, high-yield bonds...
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
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...
Mutual Fund Education
Sam Bourgi
|
The article explores the implications of negative yields and what it might mean...
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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