Factors & Fixed Income: Don’t Ignore Them!
Aaron Levitt
|
Factors & Fixed Income: Don’t Ignore Them!
The fund is composed of stocks from from the consumer cyclical, industrials, real estate and basic materials sectors.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
21.54% | 2.89% | 38.01% | 21.25% | 15.74% |
Nearly half of the fund’s assets are in its top five holdings. While these securities are primarily home improvement retailers and real estate investment trusts (REITs), the fund boasts holdings from all corners of the home builder industry.
Symbol | Stock | Portfolio Weight | 2015 Performance |
---|---|---|---|
HD | Home Depot | 24.68% | +11% |
LOW | Lowe's | 11.33% | +10% |
UDR | UDR Inc | 4.49% | +13% |
ESS | Essex Property Trust | 3.98% | +15% |
ACC | American Campus Communities | 5.21% | +3% |
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Aaron Levitt
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Factors & Fixed Income: Don’t Ignore Them!
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The fund is composed of stocks from from the consumer cyclical, industrials, real estate and basic materials sectors.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
21.54% | 2.89% | 38.01% | 21.25% | 15.74% |
Nearly half of the fund’s assets are in its top five holdings. While these securities are primarily home improvement retailers and real estate investment trusts (REITs), the fund boasts holdings from all corners of the home builder industry.
Symbol | Stock | Portfolio Weight | 2015 Performance |
---|---|---|---|
HD | Home Depot | 24.68% | +11% |
LOW | Lowe's | 11.33% | +10% |
UDR | UDR Inc | 4.49% | +13% |
ESS | Essex Property Trust | 3.98% | +15% |
ACC | American Campus Communities | 5.21% | +3% |
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.
Aaron Levitt
|
Factors & Fixed Income: Don’t Ignore Them!
Justin Kuepper
|
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on...
News
Justin Kuepper
|
The S&P 500 index posted a respectable year-to-date increase of approximately 5.3%, but...
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...