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Implications of "Best Interest" Rule for Annuities
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
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For income investors, this fund offers a dividend yield of about 2.4%. Around 54% of its holdings are in the utility sector, while 37% are in the communications sector and 9% are in the energy sector.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 17.33% | 11.87% | 10.07% | 20.50% | 13.30% |
Approximately 40% of the fund’s portfolio is in its top five holdings.
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| VZ | Verizon | 13% | +4.6% |
| NEE | NextEra Energy | 8.72% | -1.5% |
| D | Dominion Resources | 6.73% | -4% |
| SRE | Sempra Energy | 5.90% | -3.5 |
| EXC | Exelon | 5.66% | -9.5 |
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Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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...
For income investors, this fund offers a dividend yield of about 2.4%. Around 54% of its holdings are in the utility sector, while 37% are in the communications sector and 9% are in the energy sector.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 17.33% | 11.87% | 10.07% | 20.50% | 13.30% |
Approximately 40% of the fund’s portfolio is in its top five holdings.
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| VZ | Verizon | 13% | +4.6% |
| NEE | NextEra Energy | 8.72% | -1.5% |
| D | Dominion Resources | 6.73% | -4% |
| SRE | Sempra Energy | 5.90% | -3.5 |
| EXC | Exelon | 5.66% | -9.5 |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
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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