1
Can PIMCO's New Preferred Share Active ETF Counter Inflation Concerns?
Justin Kuepper
|
Let's examine why preferred stocks could be attractive in today's environment and why...
The fund tracks the Dow Jones Industrial Average, and is composed the companies in the index. It’s largest sector holdings are financial services, industrials, and consumer cyclical stocks.
Since the announcement that Apple would join the Dow, the index has not exceeded 18,000.
Historical Performance
| 2011 | 2012 | 2013 | 2014 | YTD |
|---|---|---|---|---|
| 9.06% | 17.11% | 61.58% | 16.02% | 2% |
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| - | Mini DJ Industrial Avg ($5) Future Dec. 14 | 12.88% | - |
| V | Visa | 4.20% | +2% |
| GS | Goldman Sachs | 3.30% | -5% |
| IBM | International Business Machines | 2.86% | -1% |
| MMM | 3M | 2.67% | - |
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 examine why preferred stocks could be attractive in today's environment and why...
News
Markets have continued their rally over the past two weeks, as falling inflation...
Justin Kuepper
|
In this article, we'll look at Element Funds' new Element EV, Solar &...
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...
The fund tracks the Dow Jones Industrial Average, and is composed the companies in the index. It’s largest sector holdings are financial services, industrials, and consumer cyclical stocks.
Since the announcement that Apple would join the Dow, the index has not exceeded 18,000.
Historical Performance
| 2011 | 2012 | 2013 | 2014 | YTD |
|---|---|---|---|---|
| 9.06% | 17.11% | 61.58% | 16.02% | 2% |
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| - | Mini DJ Industrial Avg ($5) Future Dec. 14 | 12.88% | - |
| V | Visa | 4.20% | +2% |
| GS | Goldman Sachs | 3.30% | -5% |
| IBM | International Business Machines | 2.86% | -1% |
| MMM | 3M | 2.67% | - |
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 examine why preferred stocks could be attractive in today's environment and why...
News
Markets have continued their rally over the past two weeks, as falling inflation...
Justin Kuepper
|
In this article, we'll look at Element Funds' new Element EV, Solar &...
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...
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.