Mutual Fund to Active ETF Conversions Continues to Pick Up Steam in 2023
Justin Kuepper
|
Let's take a look at what's driving the trend and some recent examples...
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 what's driving the trend and some recent examples...
Kristan Wojnar, RCC™
|
Our subjects for this week look at goal setting mistakes, how to deal...
Sam Bourgi
|
Although social media investment opportunities have been hit-and-miss over the years, the technology...
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’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 what's driving the trend and some recent examples...
Kristan Wojnar, RCC™
|
Our subjects for this week look at goal setting mistakes, how to deal...
Sam Bourgi
|
Although social media investment opportunities have been hit-and-miss over the years, the technology...
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...