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How To Look at Alternatives in the Middle of Market Volatility?
Sam Bourgi
|
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has...
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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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Sam Bourgi
|
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has...
We are tackling the topics of choosing the right webinar topic, finding balance...
We will take a closer look at how credit rating agencies are assessing...
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
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Let's take a closer look at how ESG investments have outperformed during the...
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Daniel Cross
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While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
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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.
Sam Bourgi
|
Appetite for alternatives, which includes hedge funds, real estate, and precious metals, has...
We are tackling the topics of choosing the right webinar topic, finding balance...
We will take a closer look at how credit rating agencies are assessing...
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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