News
Mutual Funds and ETFs Scorecard: May 27 Edition
Iuri Struta
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After weeks of poor performance, markets have reversed losses and small-caps have been...
But while the rate hike is bad news for defensive dividend paying stocks, it’s good news for sectors that thrive on higher rates.
Schwab Financial Services Fund (SWFFX) is a good pick up for rising rates. It contains a diverse set of financial and insurance assets, and comes with an expense ratio of 0.93—well below most sector-specific mutual funds. If rates do go up, look for this fund to take full advantage of the financial industry.
One mutual fund that’s been consistently rated as one of the top consumer discretionary plays is Fidelity’s Select Consumer Discretionary Portfolio (FSCPX). It comes with a low 0.77 expense ratio and holds a wide selection of stocks in the consumer discretionary space. It’s been putting up healthy gains over the past few years as well with a 3-year and 5-year return of 12.50% and 13.10%, respectively.
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News
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
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...
But while the rate hike is bad news for defensive dividend paying stocks, it’s good news for sectors that thrive on higher rates.
Schwab Financial Services Fund (SWFFX) is a good pick up for rising rates. It contains a diverse set of financial and insurance assets, and comes with an expense ratio of 0.93—well below most sector-specific mutual funds. If rates do go up, look for this fund to take full advantage of the financial industry.
One mutual fund that’s been consistently rated as one of the top consumer discretionary plays is Fidelity’s Select Consumer Discretionary Portfolio (FSCPX). It comes with a low 0.77 expense ratio and holds a wide selection of stocks in the consumer discretionary space. It’s been putting up healthy gains over the past few years as well with a 3-year and 5-year return of 12.50% and 13.10%, respectively.
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
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...