Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
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Let's take a closer look at whether transparency really matters for portfolio managers...
The stock market is a dynamic environment that’s in constant motion. Sometimes within a single trading day investor sentiment can change from bullish optimism to bearish pessimism. But there are larger patterns that can be seen in the markets if one knows where to look. That brings us to the top trending category of this edition – socially responsible and ESG.
According to Vanguard, the sustainable investment category is growing fast with over 350 ESG funds and ETFs available to investors in the U.S. representing more than $89 billion in assets under management. Contrary to what many believe, sustainable investing doesn’t mean sacrificing returns – studies have shown that ESG companies are competitive with non-ESG companies, with many actually outperforming in the long run.
Want to know more about portfolio rebalancing? Click here.
The top three funds in this category are broken down further below.
Gerard C. O’Reilly, Principal of Vanguard Group, and William Coleman, Portfolio Manager, have been managing the fund since December 2015. The relatively short manager tenure is somewhat mitigated by the fact that the index fund doesn’t require an active management team.
The fund’s top holdings include Apple (AAPL), Microsoft (MSFT), Facebook (FB), JPMorgan & Chase (JPM) and Alphabet Inc (GOOG).
Learn more about different Portfolio Management concepts here.
The fund’s managers Philip Campagna, a quantitative portfolio manager responsible for managing all equity index strategies at TIAA-CREF, and Lei Liao, CFA has been managing the fund since August 2015.
The top holdings for the fund include Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Alphabet Inc (GOOG), and Proctor & Gamble (PG).
The fund’s manager Walter Hunnewell, currently the Vice President of Amundi Pioneer, has over 14 years of experience having joined as a portfolio manager for the fund in 2005. He is supported by 2 other managers – Bradley Komenda, CFA, Senior Vice President, and Lawrence Zeno, Vice President at Amundi Pioneer. Both of them support Mr. Hunnewell on managing the fixed-income components of the fund.
The top holdings of the fund include Microsoft (MSFT), Alphabet Inc (GOOGL), Amazon (AMZN), Verizon Communications (VZ) and JPMorgan & Chase (JPM).
Find out the funds suitable for your portfolio by using our free Screener.
And don’t forget to visit our news section to catch up with the latest news about mutual fund performance.
Note: Data as of January 31, 2020
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Justin Kuepper
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Let's take a closer look at whether transparency really matters for portfolio managers...
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The stock market is a dynamic environment that’s in constant motion. Sometimes within a single trading day investor sentiment can change from bullish optimism to bearish pessimism. But there are larger patterns that can be seen in the markets if one knows where to look. That brings us to the top trending category of this edition – socially responsible and ESG.
According to Vanguard, the sustainable investment category is growing fast with over 350 ESG funds and ETFs available to investors in the U.S. representing more than $89 billion in assets under management. Contrary to what many believe, sustainable investing doesn’t mean sacrificing returns – studies have shown that ESG companies are competitive with non-ESG companies, with many actually outperforming in the long run.
Want to know more about portfolio rebalancing? Click here.
The top three funds in this category are broken down further below.
Gerard C. O’Reilly, Principal of Vanguard Group, and William Coleman, Portfolio Manager, have been managing the fund since December 2015. The relatively short manager tenure is somewhat mitigated by the fact that the index fund doesn’t require an active management team.
The fund’s top holdings include Apple (AAPL), Microsoft (MSFT), Facebook (FB), JPMorgan & Chase (JPM) and Alphabet Inc (GOOG).
Learn more about different Portfolio Management concepts here.
The fund’s managers Philip Campagna, a quantitative portfolio manager responsible for managing all equity index strategies at TIAA-CREF, and Lei Liao, CFA has been managing the fund since August 2015.
The top holdings for the fund include Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), Alphabet Inc (GOOG), and Proctor & Gamble (PG).
The fund’s manager Walter Hunnewell, currently the Vice President of Amundi Pioneer, has over 14 years of experience having joined as a portfolio manager for the fund in 2005. He is supported by 2 other managers – Bradley Komenda, CFA, Senior Vice President, and Lawrence Zeno, Vice President at Amundi Pioneer. Both of them support Mr. Hunnewell on managing the fixed-income components of the fund.
The top holdings of the fund include Microsoft (MSFT), Alphabet Inc (GOOGL), Amazon (AMZN), Verizon Communications (VZ) and JPMorgan & Chase (JPM).
Find out the funds suitable for your portfolio by using our free Screener.
And don’t forget to visit our news section to catch up with the latest news about mutual fund performance.
Note: Data as of January 31, 2020
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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...