Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
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% |
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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
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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
|
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
|
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...