Growing Your Business, Networking Tips and Working with Smaller Clients
Kristan Wojnar, RCC™
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This week we are examining the topics of blocks that keep you from...
This week, we have chosen the Fidelity® Event Driven Opportunities Fund (FARNX) as the fund of the week.
The majority of the fund’s holdings are smaller sized companies that are based in the United States. Nearly a quarter of the fund’s portfolio holdings are in the consumer cyclical industry.
Historical Performance
2014 | YTD |
---|---|
9.23% | 3.4% |
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
UVV | Universal Corp | 8.32% | +9% |
CNSI | Comverse Inc | 4.19% | +21% |
ALLE | Allegion PLC | 2.03% | +8% |
MANT | Mantech International Corp | 1.84% | +8% |
NEWM | New Media Investment Group | 1.43% | -8% |
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Kristan Wojnar, RCC™
|
This week we are examining the topics of blocks that keep you from...
News
Iuri Struta
|
The market has continued its poor performance over the past two weeks, with...
Daniel Cross
|
By effectively balancing out your stock selections in your investment portfolio, you can...
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...
This week, we have chosen the Fidelity® Event Driven Opportunities Fund (FARNX) as the fund of the week.
The majority of the fund’s holdings are smaller sized companies that are based in the United States. Nearly a quarter of the fund’s portfolio holdings are in the consumer cyclical industry.
Historical Performance
2014 | YTD |
---|---|
9.23% | 3.4% |
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
UVV | Universal Corp | 8.32% | +9% |
CNSI | Comverse Inc | 4.19% | +21% |
ALLE | Allegion PLC | 2.03% | +8% |
MANT | Mantech International Corp | 1.84% | +8% |
NEWM | New Media Investment Group | 1.43% | -8% |
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 are examining the topics of blocks that keep you from...
News
Iuri Struta
|
The market has continued its poor performance over the past two weeks, with...
Daniel Cross
|
By effectively balancing out your stock selections in your investment portfolio, you can...
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...