What the Upcoming Apple Event Means for Mutual Fund Investors

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.
Not interested

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Fixed Income

Fixed income news, reports, video and more.

Municipal Bonds

Municipal bonds news, reports, video and more.

Practice Management

Practice management news, reports, video and more.

Portfolio Management

Portfolio management news, reports, video and more.

Retirement

Retirement news, reports, video and more.

Strategists

Learn from industry thought leaders and expert market participants.

Charles Schwab IMPACT 2019

Find the latest content and information here about the 2019 Charles Schwab Impact Conference.

Screener
Funds
Categories

18 Most Popular Mutual Fund Categories

Canada Equity Funds Global Equity Funds Micro-Cap Equity Funds Precious Metals Equity Funds Water Equity Funds
Consumer Staples Funds US Funds China Funds Israel Funds Retirement Income Funds
Bear Market Strategy Funds Market Neutral Funds Alternative Funds Commodity Funds
Currency Funds Mortgage-Backed Securities Funds High Yield Municipal Bond Funds Money Market Funds

View All Categories

Fund Companies

15 Most Popular Fund Companies

Vanguard Fidelity Investments American Funds T. Rowe Price
JPMorgan BlackRock Dimensional Fund Advisors Franklin Templeton
PIMCO Goldman Sachs Federated MFS
Charles Schwab John Hancock Invesco

View All Fund Companies

15 Most Popular Fund Company Quick Screens

Vanguard Index Funds Vanguard Retirement Funds Vanguard Money Market Funds Fidelity Index Funds
Fidelity Money Market Funds Fidelity Blue Chip Growth Equity Funds American Balanced Funds T. Rowe Price Blue Chip Growth Equity Funds
Blackrock Global Allocation Funds Franklin Income Funds PIMCO Income Funds Charles Schwab Index Funds
Charles Schwab Money Market Funds Invesco Real Estate Funds Matthews Asia International Funds

View All Fund Company Quick Screens

Articles

Articles

Mutual Fund Education Index Fund Center Domestic Stock Funds International and Global Stock Funds Target-Date Funds
Fixed-Income Funds Asset Allocation Specialized Funds Enhanced Index Funds Actively Managed Funds
No-Load Funds Bond Funds Equity Funds Hybrid Funds Resources For Mutual Fund Investors
Q&As and Interviews Lighter Side: Quizzes and More Taxation Expert Analysis and Commentary News
Advisors

Advisor Access

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Practice Management

Content focused on helping financial advisors build successful client relationships and grow their business.

Portfolio Management

Content geared towards helping financial advisors build better client portfolios.

Expert Opinion

Get insights on the industry trends and investment news from leading fund managers and experts.

Advisor Access
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

What the Upcoming Apple Event Means for Mutual Fund Investors

Shauna O'Brien

|

Apple logo in blue
On Thursday, Apple (AAPL) announced its highly anticipated event for the iWatch. Here’s what the upcoming event means for mutual fund investors.

Inside the Announcement

Apple announced that it will host a “special event” on March 9, which is expected to be the announcement of its iWatch. The event, which Apple named its “Spring Forward” event, will be hosted in San Francisco and will likely include a product demonstration, pricing information and availability.

While spectators are expecting an iWatch announcement, many analysts expect additional products to be announced.

The iWatch and Apple Shares

The spotlight has certainly been on Apple for some time. The company has passed the $750 billion market cap point, and is now twice as large as Exxon (XOM). In addition to its exceptional growth, there have been several rumors floating around about the tech giant including, an entry into the auto industry with a potential iCar, and the possibility of the company being added to the Dow 30.

However, going forward, many investors will be focusing on what they already know – the iWatch will be unveiled next month. The next question will be: How will this announcement impact shares?

While we cannot be sure how shares will react, we can compare this event to the iPhone 6 announcement on September 9. After the iPhone 6 was unveiled and then released on September 19, shares were sluggish. However, since the iPhone 6 event, shares have grew over 30% and analyst estimates have surged. For more information check out: How Does Apple Stock React to Product Releases?

Mutual Funds to Watch

Investors interested in AAPL may be interested in the funds listed below. These funds currently have the largest stakes in the company.
Symbol Mutual Fund Stake
Liquid error: internal Vanguard Total Stock Market Index 1.73%
Liquid error: internal Vanguard 500 Index 1.11%
Liquid error: internal Fidelity® Contrafund® 0.58%

The Bottom Line

The funds listed above allow investors to gain exposure to AAPL while remaining diversified. Investors interested in AAPL may also be interested in Microsoft (MSFT) and Google (GOOG).

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

Apple logo in blue

What the Upcoming Apple Event Means for Mutual Fund Investors

Shauna O'Brien

|

On Thursday, Apple (AAPL) announced its highly anticipated event for the iWatch. Here’s what the upcoming event means for mutual fund investors.

Inside the Announcement

Apple announced that it will host a “special event” on March 9, which is expected to be the announcement of its iWatch. The event, which Apple named its “Spring Forward” event, will be hosted in San Francisco and will likely include a product demonstration, pricing information and availability.

While spectators are expecting an iWatch announcement, many analysts expect additional products to be announced.

The iWatch and Apple Shares

The spotlight has certainly been on Apple for some time. The company has passed the $750 billion market cap point, and is now twice as large as Exxon (XOM). In addition to its exceptional growth, there have been several rumors floating around about the tech giant including, an entry into the auto industry with a potential iCar, and the possibility of the company being added to the Dow 30.

However, going forward, many investors will be focusing on what they already know – the iWatch will be unveiled next month. The next question will be: How will this announcement impact shares?

While we cannot be sure how shares will react, we can compare this event to the iPhone 6 announcement on September 9. After the iPhone 6 was unveiled and then released on September 19, shares were sluggish. However, since the iPhone 6 event, shares have grew over 30% and analyst estimates have surged. For more information check out: How Does Apple Stock React to Product Releases?

Mutual Funds to Watch

Investors interested in AAPL may be interested in the funds listed below. These funds currently have the largest stakes in the company.
Symbol Mutual Fund Stake
Liquid error: internal Vanguard Total Stock Market Index 1.73%
Liquid error: internal Vanguard 500 Index 1.11%
Liquid error: internal Fidelity® Contrafund® 0.58%

The Bottom Line

The funds listed above allow investors to gain exposure to AAPL while remaining diversified. Investors interested in AAPL may also be interested in Microsoft (MSFT) and Google (GOOG).

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.

X