Secure and Stable: Why Fixed Annuities Are the Perfect Bond Alternative for Retirees
Aaron Levitt
|
With their steady and guaranteed rates of return as well as the ability...
With $56.5 billion in net assets and 1,490 holdings, the portfolio offers a small-cap blend, with a low fee structure and a 10% turnover rate. Foreign holdings account for 0.1% and the aggressive nature allows the manager to increase sector concentration.
Return Ranking - Calendar | |||||
---|---|---|---|---|---|
Period | NAESX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
2014 | 6% | 0.8% | 6% | 50% | 1 |
2013 | 38.2% | 38.2% | 43.4% | 100% | 3 |
2012 | 18.8% | 18.8% | 29.6% | 100% | 3 |
2011 | -2.9% | -2.9% | 0.5% | 100% | 3 |
2010 | 29.9% | 29.9% | 45.9% | 100% | 3 |
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Aaron Levitt
|
With their steady and guaranteed rates of return as well as the ability...
Justin Kuepper
|
We'll look at some of the top crypto ETFs and their varying levels...
Kristan Wojnar, RCC™
|
We are exploring three very different but important topics this week.
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...
With $56.5 billion in net assets and 1,490 holdings, the portfolio offers a small-cap blend, with a low fee structure and a 10% turnover rate. Foreign holdings account for 0.1% and the aggressive nature allows the manager to increase sector concentration.
Return Ranking - Calendar | |||||
---|---|---|---|---|---|
Period | NAESX Return | Category Return Low | Category Return High | Rank in Category (%) | Quintile |
2014 | 6% | 0.8% | 6% | 50% | 1 |
2013 | 38.2% | 38.2% | 43.4% | 100% | 3 |
2012 | 18.8% | 18.8% | 29.6% | 100% | 3 |
2011 | -2.9% | -2.9% | 0.5% | 100% | 3 |
2010 | 29.9% | 29.9% | 45.9% | 100% | 3 |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With their steady and guaranteed rates of return as well as the ability...
Justin Kuepper
|
We'll look at some of the top crypto ETFs and their varying levels...
Kristan Wojnar, RCC™
|
We are exploring three very different but important topics this week.
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...