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Mutual Fund Education
How COVID-19 Is Affecting ESG Investments?
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
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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% | - |
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Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Expert Opinion
Bill Davis
|
Investing in the Impact Generation
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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...
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