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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’s holdings are primarily U.S based banks.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 21.44% | -13.31% | 22.42% | 39.38% | 7.58% |
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| WFC | Wells Fargo | 11.07% | -1% |
| USB | U.S Bancorp | 7.65% | -3% |
| BAC | Bank of America | 6.49% | -12% |
| JPM | JP Morgan | 5.47% | +1% |
| C | Citigroup | 5.36% | -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
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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’s holdings are primarily U.S based banks.
Historical Performance
| 2010 | 2011 | 2012 | 2013 | 2014 |
|---|---|---|---|---|
| 21.44% | -13.31% | 22.42% | 39.38% | 7.58% |
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| WFC | Wells Fargo | 11.07% | -1% |
| USB | U.S Bancorp | 7.65% | -3% |
| BAC | Bank of America | 6.49% | -12% |
| JPM | JP Morgan | 5.47% | +1% |
| C | Citigroup | 5.36% | -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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