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Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
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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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Receive email updates about best performers, news, CE accredited webcasts and more.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
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 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.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
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...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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