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Assessing Investment-Grade Corporate Debt Performance During COVID-19
Justin Kuepper
|
Let’s take a look at how investment-grade debt has performed thus far during...
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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% |
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Justin Kuepper
|
Let’s take a look at how investment-grade debt has performed thus far during...
News
Daniel Cross
|
In this week's edition, we analyze the top three U.S. large cap value...
Let’s dig into the topics of back-to-school support during COVID-19, jumpstarting your marketing...
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 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.
Justin Kuepper
|
Let’s take a look at how investment-grade debt has performed thus far during...
News
Daniel Cross
|
In this week's edition, we analyze the top three U.S. large cap value...
Let’s dig into the topics of back-to-school support during COVID-19, jumpstarting your marketing...
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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