Factors & Fixed Income: Don’t Ignore Them!
Aaron Levitt
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Factors & Fixed Income: Don’t Ignore Them!
The decline, however, was short-lived. In March, a sudden reversal marked the beginning of a tech resurgence as evidenced by the performance of the Vanguard Information Technology Index Fund (VITAX). In February, the fund traded as low as $48.07 but has since risen to its current price of around $56.37 – a staggering 17% increase in just two months’ time. From oversold to being in high demand – the tech sector still offers prime opportunities for growth-oriented investors.
Objective: This innovative technology fund doesn’t just pick large-cap, blue-chip funds for its investors. Rather, it selects stocks based on a thorough screening process that attempts to identify leading technology companies for growth with a healthy underlying business. It generally invests in no fewer than five countries with at least 25% of its portfolio in non-U.S. companies.
Objective: This fund consistently finds itself rated among the top-performing funds with some of the highest ratings in the industry. It keeps the majority of its assets in the U.S. with around 12% invested overseas and contains some of the biggest and most-recognized names in the technology space.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Factors & Fixed Income: Don’t Ignore Them!
Justin Kuepper
|
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on...
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Justin Kuepper
|
The S&P 500 index posted a respectable year-to-date increase of approximately 5.3%, but...
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Justin Kuepper
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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 decline, however, was short-lived. In March, a sudden reversal marked the beginning of a tech resurgence as evidenced by the performance of the Vanguard Information Technology Index Fund (VITAX). In February, the fund traded as low as $48.07 but has since risen to its current price of around $56.37 – a staggering 17% increase in just two months’ time. From oversold to being in high demand – the tech sector still offers prime opportunities for growth-oriented investors.
Objective: This innovative technology fund doesn’t just pick large-cap, blue-chip funds for its investors. Rather, it selects stocks based on a thorough screening process that attempts to identify leading technology companies for growth with a healthy underlying business. It generally invests in no fewer than five countries with at least 25% of its portfolio in non-U.S. companies.
Objective: This fund consistently finds itself rated among the top-performing funds with some of the highest ratings in the industry. It keeps the majority of its assets in the U.S. with around 12% invested overseas and contains some of the biggest and most-recognized names in the technology space.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
Factors & Fixed Income: Don’t Ignore Them!
Justin Kuepper
|
We'll examine two recently launched actively-managed ESG ETFs offering a unique spin on...
News
Justin Kuepper
|
The S&P 500 index posted a respectable year-to-date increase of approximately 5.3%, but...
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...