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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 primarily of U.S-based holdings in the energy sector. To the right is a 1-year chart of the U.S. National Average Natural Gas Price.
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 6.43% | -7.67% | 2.44% | 24.66% | -13.29% |
Over 35% of the fund’s portfolio are in its top five holdings. The majority of these holdings are flat so far in 2015. YTD, the fund is up about 1%.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| BHI | Baker Hughes | 8.92% | +9% |
| DVN | Devon Energy | 8.41% | +5% |
| ECA | Encana | 6.73% | -3% |
| CNQ | Canadian Natural Resources | 6.56% | - |
| SWN | Southwestern Energy | 5.19% | - |
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 primarily of U.S-based holdings in the energy sector. To the right is a 1-year chart of the U.S. National Average Natural Gas Price.
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 6.43% | -7.67% | 2.44% | 24.66% | -13.29% |
Over 35% of the fund’s portfolio are in its top five holdings. The majority of these holdings are flat so far in 2015. YTD, the fund is up about 1%.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| BHI | Baker Hughes | 8.92% | +9% |
| DVN | Devon Energy | 8.41% | +5% |
| ECA | Encana | 6.73% | -3% |
| CNQ | Canadian Natural Resources | 6.56% | - |
| SWN | Southwestern Energy | 5.19% | - |
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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