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...
This week, we have chosen the USAA NASDAQ-100 Index Fund (USNQX) as our fund of the week.
The fund is primarily composed of Technology, Healthcare and Consumer stocks.
Historical Performance
2011 | 2012 | 2013 | 2014 | YTD |
---|---|---|---|---|
2.9% | 17.46% | 36% | 18.75% | 6% |
Over 30% of the fund’s portfolio is in its top five holdings. The YTD performance of these holdings are mostly positive.
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
AAPL | Apple | 12.57% | +17% |
MSFT | Mircosoft | 7.96% | -7% |
GOOG | 4.07% | +8.5% | |
INTC | Intel | 3.59% | -6% |
GOOGL | 3.47% | +8.5% |
If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.
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...
This week, we have chosen the USAA NASDAQ-100 Index Fund (USNQX) as our fund of the week.
The fund is primarily composed of Technology, Healthcare and Consumer stocks.
Historical Performance
2011 | 2012 | 2013 | 2014 | YTD |
---|---|---|---|---|
2.9% | 17.46% | 36% | 18.75% | 6% |
Over 30% of the fund’s portfolio is in its top five holdings. The YTD performance of these holdings are mostly positive.
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
AAPL | Apple | 12.57% | +17% |
MSFT | Mircosoft | 7.96% | -7% |
GOOG | 4.07% | +8.5% | |
INTC | Intel | 3.59% | -6% |
GOOGL | 3.47% | +8.5% |
If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.
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...