Vanguard's Patent About to Expire: What's Next for Active ETFs?
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
So far in 2015, the fund is up about 11%, which is in-line with the iShares NASDAQ Biotechnology Index (IBB) and well above the S&P 500 index, which is up about 3%.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
11.41% | 18.18% | 36.59% | 65.66% | 35.05% |
Nearly 30% of the fund’s portfolio is comprised of its top 5 holdings.
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
GILD | Gilead Sciences | 6.57% | +12% |
CELG | Celgene | 5.69% | +10% |
VRTX | Vertex Pharmaceuticals | 5.24% | -2% |
BIIB | Biogen | 5.13% | +19% |
ALXN | Alexion Pharmaceuticals | 4.44% | -1% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
Kristan Wojnar, RCC™
|
Let’s dive into the business building ideas of social media planning, cultivating new...
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...
So far in 2015, the fund is up about 11%, which is in-line with the iShares NASDAQ Biotechnology Index (IBB) and well above the S&P 500 index, which is up about 3%.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
11.41% | 18.18% | 36.59% | 65.66% | 35.05% |
Nearly 30% of the fund’s portfolio is comprised of its top 5 holdings.
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
GILD | Gilead Sciences | 6.57% | +12% |
CELG | Celgene | 5.69% | +10% |
VRTX | Vertex Pharmaceuticals | 5.24% | -2% |
BIIB | Biogen | 5.13% | +19% |
ALXN | Alexion Pharmaceuticals | 4.44% | -1% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Vanguard's patent on adding an ETF share class to mutual funds will expire...
Sam Bourgi
|
Regarding portfolio allocation, the investment manager PIMCO believes bonds are alluring again thanks...
Kristan Wojnar, RCC™
|
Let’s dive into the business building ideas of social media planning, cultivating new...
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...