Investors Could See a LIFE-line in Their 401ks
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
This fund is an open-ended retail mutual fund with a $1,000 minimum investment requirement for both standard and IRA accounts.
Manager Profile
Dan Chamby co-manages the fund and is a CFA charter holder. Previously employed with Merrill Lynch Investment Management and Fujitsu in Japan, Chamby’s global experience is invaluable. He has also worked in credit and money market roles at Bank of New York Mellon.
Historical Performance
Dividend Analysis
The fund is not an income vehicle, with a conservative dividend yield of 0.3% and a semi-annual payment frequency. Payment months are July and December.
Asset Allocation Weightings
The attractiveness of this fund is its diversified approach to asset allocation. Current weightings are:
Portfolio Sector Weightings
Top 10 Holdings
The top holdings for the fund are made of a combination of bonds, preferential and common stock. There is no weighting over 1.7% with the fund holding U.S., Australian, British, Italian and Mexican government debt.
Concerns
The primary concern of the fund is the exposure to Italy debt. Current developments in Greece could affect debt markets globally. On the equity side, the fund has a 4.57% basic materials weighting, which could influence overall performance.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Justin Kuepper
|
Let's take a closer look at the new actively-managed ETF and why investors...
Kristan Wojnar, RCC™
|
As we enter a new week, we are touching on the subjects of...
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 fund is an open-ended retail mutual fund with a $1,000 minimum investment requirement for both standard and IRA accounts.
Manager Profile
Dan Chamby co-manages the fund and is a CFA charter holder. Previously employed with Merrill Lynch Investment Management and Fujitsu in Japan, Chamby’s global experience is invaluable. He has also worked in credit and money market roles at Bank of New York Mellon.
Historical Performance
Dividend Analysis
The fund is not an income vehicle, with a conservative dividend yield of 0.3% and a semi-annual payment frequency. Payment months are July and December.
Asset Allocation Weightings
The attractiveness of this fund is its diversified approach to asset allocation. Current weightings are:
Portfolio Sector Weightings
Top 10 Holdings
The top holdings for the fund are made of a combination of bonds, preferential and common stock. There is no weighting over 1.7% with the fund holding U.S., Australian, British, Italian and Mexican government debt.
Concerns
The primary concern of the fund is the exposure to Italy debt. Current developments in Greece could affect debt markets globally. On the equity side, the fund has a 4.57% basic materials weighting, which could influence overall performance.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Building on the momentum of the _SECURE Act_, a new bill in Congress...
Justin Kuepper
|
Let's take a closer look at the new actively-managed ETF and why investors...
Kristan Wojnar, RCC™
|
As we enter a new week, we are touching on the subjects of...
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...