Implications of "Best Interest" Rule for Annuities
Aaron Levitt
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With broker-dealers and agents now acting in favor of clients, investors may be...
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In this edition, we take a look at large-cap value equity funds – one of the most common fund types investors hold in their portfolios. Unlike growth-oriented funds, value funds search for dividend payers and low-volatility stocks. While growth funds usually focus on companies in their early life cycle that have the potential to substantially grow revenues, value funds focus on well-established companies with solid fundamentals. By limiting stocks to those classified as large-cap, volatility is greatly reduced as well, making these funds a good choice to add to portfolios with a longer-term outlook.
As the name suggests, large-cap value equity funds usually invest at least 80% of their assets into companies that have a market cap of $10 billion or greater, and also exhibit typical characteristics of a value stock, such as a low price-to-earnings ratio and a stable dividend profile.
Be sure to check out the Large-Cap Value Equity Funds page to find out more about the other funds in this category as well.
The fund’s manager, Edward J. Perkin, is the vice president and chief equity investment officer of Eaton Vance Management. He has more than five years’ tenure running the fund. He is supported by Aaron S. Dunn, CFA, vice president and Bradley T. Galko, vice president.
The top five holdings for the fund include: J.P.Morgan Chase (JPM), NextEra Energy (NEE), Verizon Communications (VZ), Sempra Energy (SRE), Apple (AAPL) and PNC Financial Services Group (PNC).
Learn more about different Portfolio Management concepts here.
Donald M. Butler, CFA, has been with Vanguard since 1992. He has been managing the fund since December 2015. He is supported by Michelle Louie, CFA, who joined the team in November 2017.
Five of the fund’s top ten holdings include: Berkshire Hathaway Inc B (BRK-B), AT&T (T), Bank of America (BAC), Exxon Mobil (XOM) and UnitedHealth Group (UNH).
Find out which of the funds are most suitable for your portfolio by using our free Screener.
The fund’s manager is David W. Palmer,CFA, senior managing director and equity portfolio manager of Wellington Management with a decade of experience managing this fund.
The fund’s top five holdings include CVS Health (CVS), Comcast Corp Class A (CMCSA), Philip Morris International (PM), Intel (INTC) and MetLife (MET).
Want to learn more about portfolio rebalancing? Click here.
And don’t forget to visit our News section to catch up with the latest news about mutual fund performance.
Note: Data as of February 21, 2020
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
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In this edition, we take a look at large-cap value equity funds – one of the most common fund types investors hold in their portfolios. Unlike growth-oriented funds, value funds search for dividend payers and low-volatility stocks. While growth funds usually focus on companies in their early life cycle that have the potential to substantially grow revenues, value funds focus on well-established companies with solid fundamentals. By limiting stocks to those classified as large-cap, volatility is greatly reduced as well, making these funds a good choice to add to portfolios with a longer-term outlook.
As the name suggests, large-cap value equity funds usually invest at least 80% of their assets into companies that have a market cap of $10 billion or greater, and also exhibit typical characteristics of a value stock, such as a low price-to-earnings ratio and a stable dividend profile.
Be sure to check out the Large-Cap Value Equity Funds page to find out more about the other funds in this category as well.
The fund’s manager, Edward J. Perkin, is the vice president and chief equity investment officer of Eaton Vance Management. He has more than five years’ tenure running the fund. He is supported by Aaron S. Dunn, CFA, vice president and Bradley T. Galko, vice president.
The top five holdings for the fund include: J.P.Morgan Chase (JPM), NextEra Energy (NEE), Verizon Communications (VZ), Sempra Energy (SRE), Apple (AAPL) and PNC Financial Services Group (PNC).
Learn more about different Portfolio Management concepts here.
Donald M. Butler, CFA, has been with Vanguard since 1992. He has been managing the fund since December 2015. He is supported by Michelle Louie, CFA, who joined the team in November 2017.
Five of the fund’s top ten holdings include: Berkshire Hathaway Inc B (BRK-B), AT&T (T), Bank of America (BAC), Exxon Mobil (XOM) and UnitedHealth Group (UNH).
Find out which of the funds are most suitable for your portfolio by using our free Screener.
The fund’s manager is David W. Palmer,CFA, senior managing director and equity portfolio manager of Wellington Management with a decade of experience managing this fund.
The fund’s top five holdings include CVS Health (CVS), Comcast Corp Class A (CMCSA), Philip Morris International (PM), Intel (INTC) and MetLife (MET).
Want to learn more about portfolio rebalancing? Click here.
And don’t forget to visit our News section to catch up with the latest news about mutual fund performance.
Note: Data as of February 21, 2020
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With broker-dealers and agents now acting in favor of clients, investors may be...
Justin Kuepper
|
Let’s take a look at what sets China apart from other emerging markets,...
News
Iuri Struta
|
Check out the latest edition of mutual fund scorecard.
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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...