Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
The fund is composed primarily of U.S.-based stocks in the energy sector.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
18.99% | -4.85% | 4.64% | 24.21% | -12.64% |
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
XOM | Exxon | 13.07% | -7% |
SLB | Schlumberger | 8.22% | +1% |
CVX | Chevron | 6.62% | -3% |
EOG | EOG Resources | 4.99% | +3% |
APC | Anadarko Petroleum Corp | 3.98% | +4% |
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Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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 primarily of U.S.-based stocks in the energy sector.
Historical Performance
2010 | 2011 | 2012 | 2013 | 2014 |
---|---|---|---|---|
18.99% | -4.85% | 4.64% | 24.21% | -12.64% |
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
XOM | Exxon | 13.07% | -7% |
SLB | Schlumberger | 8.22% | +1% |
CVX | Chevron | 6.62% | -3% |
EOG | EOG Resources | 4.99% | +3% |
APC | Anadarko Petroleum Corp | 3.98% | +4% |
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 closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...