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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 is composed primarily of large and giant sized companies that are based in the Americas and Europe. The largest sectors in the fund include consumer cyclical, communications and technology.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 26.79% | -0.03% | 22.69% | 40.78% | 4.14% |
Over 25% of the fund’s portfolio is composed in its top five holdings. The fund is up 3% YTD.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| AMT | American Tower | 5.87% | +57% |
| BIDU | Baidu | 5.60% | -10% |
| CCI | Crown Castle | 5.38% | +13% |
| PCLN | Priceline | 5.33% | +1% |
| LBTYA | Liberty Group | 5.21% | +5% |
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Justin Kuepper
|
Let's examine why preferred stocks could be attractive in today's environment and why...
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Justin Kuepper
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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 is composed primarily of large and giant sized companies that are based in the Americas and Europe. The largest sectors in the fund include consumer cyclical, communications and technology.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 26.79% | -0.03% | 22.69% | 40.78% | 4.14% |
Over 25% of the fund’s portfolio is composed in its top five holdings. The fund is up 3% YTD.
| Symbol | Stock | Portfolio Weight | 2015 Performance |
|---|---|---|---|
| AMT | American Tower | 5.87% | +57% |
| BIDU | Baidu | 5.60% | -10% |
| CCI | Crown Castle | 5.38% | +13% |
| PCLN | Priceline | 5.33% | +1% |
| LBTYA | Liberty Group | 5.21% | +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 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.
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