Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
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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Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
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We are looking at all things marketing in this week’s edition.
Justin Kuepper
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This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
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Let's take a closer look at how ESG investments have outperformed during the...
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
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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.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds 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...