Sentences with phrase «funds top holdings»

To help answer that question its best to look at the funds top holdings to see what caused the outperformance.

Several other of the funds top holdings showed great returns as well, as Geron posted a 8.47 % gain during the week and Prothena (NASDAQ: PRTA) showed a gain of more than 6 %.

Not exact matches

According to Mackenzie Investments, if you invested $ 100,000 in arncorporate class fund that earned 6 % a year, you would have $ 370,268 rnafter 25 years, assuming it's taxed annually at the top marginal rate.rnIf you held an interest - paying investment over the same period, yournwould have made $ 239,841.

But the fund has substantially increased that position and it is now a top - five holding, according to a person familiar with the fund.

CNBC's Tyler Mathisen speaks with Sarah Ketterer, Causeway Capital Management CEO, about being named Morningstar's top international fund manager of 2017 and the firm's holdings.

For example, the US Department of Education's Race to the Top Fund, which offered $ 4 billion in grants to states that developed successful educational reforms, spurred innovations that hold promise for school systems across the country.

The fund owns stocks in hotels and other leisure companies, but almost 60 % of it is made up of restaurant stocks — top holdings include Starbucks, Yum Brands, and McDonald's.

Meanwhile, Harvard Business School held strong with 34 startups out of the top 100, including nine out of the 20 with the most funding.

Schwab is one of the fund's top five holdings, along with Bank of New York Mellon, Alphabet Class C, PepsiCo and Paychex, as of year - end 2017.

The fund's top five holdings include MuleSoft, Syntel and Google - parent Alphabet Class C as of Jan. 31, according to Morningstar.

For the past 15 years, Goldman Sachs has been tracking S&P 500 companies with the highest hedge fund ownership, along with its Hedge Fund VIP List, a set of companies that appear most in hedge funds» top 10 holdifund ownership, along with its Hedge Fund VIP List, a set of companies that appear most in hedge funds» top 10 holdiFund VIP List, a set of companies that appear most in hedge funds» top 10 holdings.

Bitwise's flagship fund, the HOLD 10 Private Index Fund, tracks a market - cap - weighted index of the top 10 cryptocurrencies, representing approximately 80 % of the total market capitalization of the cryptomarfund, the HOLD 10 Private Index Fund, tracks a market - cap - weighted index of the top 10 cryptocurrencies, representing approximately 80 % of the total market capitalization of the cryptomarFund, tracks a market - cap - weighted index of the top 10 cryptocurrencies, representing approximately 80 % of the total market capitalization of the cryptomarket.

The bitcoin trust is the top holding of two of Ark Invest's exchange - traded funds, which unsurprisingly were among the top performing ETFs last year, according to ETF.com.

Some of the most widely held mutual funds in 401 (k) plans, including the $ 116.1 billion Fidelity Contrafund and the $ 39.3 billion Fidelity Growth Company, have large tech stakes and big chunks of assets concentrated in their top five holdings.

Only KARS has Tesla among its top 10 holdings, at a fund weighting of 3.5 percent.

Even though some of the first autonomous vehicle ETFs have major automakers including BMW, GM, Ford and Tesla among top holdings, «These are more tech funds than automakers [stock] funds» said Drew Voros, editor - in - chief of ETF.com.

GBTC is up more than 2,300 percent this year and is the largest holding of the top - performing ARK Innovation Exchange - Traded Fund (ARKK) at nearly 10.5 percent as of Monday.

The man knows people; he has held top positions at Compaq and 3Com and worked as an entrepreneur - in - residence at the Mayfield Fund before founding a software company that was later sold to Cisco.

The Top 5 VC funding deals in Q3 2014 were the $ 70 million raise by DXY (Ting Ting Group), an online healthcare community for medical institutions and healthcare providers in China, from Tencent Holdings Limited, a provider of comprehensive internet services in China, followed by the $ 52 million raise by Proteus Digital Health, a developer of products and services integrating medicines with ingestible sensors, wearable sensors, mobile and cloud computing.

Led by BPI France and Temasek Holdings, a number of top sovereign wealth funds have increased their healthcare investments over the past five years.

Portfolio Holdings for Non-US Funds / Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminFunds / Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminfunds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminFunds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminated.

This may include having held a senior position at another top - quality brand hedge fund, having spun out of a top investment bank proprietary trading desk, or having been seeded by a well - known investor.

U.S. Global Jets ETF (JETS) is a concentrated fund with 34 holdings and the top - 10 holdings representing 70 % of total assets.

The fund's top 10 holdings are 90 % Neutral - or - better rated while 60 % receive an Attractive - or - better rating.

It is not surprising then, that my two top - rated Consumer Staples ETFs, Vanguard Consumer Staples ETF (VDC) and Consumer Staples Select Sector SPDR (XLP) allocate over 7 % of their holdings to WMT and are rated 4 - star or Attractive funds.

On top of all this, the fund's index holds a synthetic protective put on itself — in practice, this means DMRI shifts more assets into notes and bills after a significant decline, potentially staving off an even larger crash.

Investments, expressed as a percentage of the total portfolio assets, in the fund's top 10 portfolio holdings.

Used in combination with number of holdings, the percent of portfolio in top 10 investments figure can indicate how concentrated a fund is.

2014.11.06 RBC Global Asset Management Inc. wins top honours in multiple categories at Lipper Canada Fund Awards RBC Global Asset Management Inc. (RBC GAM Inc.) was recognized for investment excellence at the 2014 Lipper Canada Fund Awards, held last evening in Toronto...

The quantity of gold held by the top 10 central banks, including the International Monetary Fund (IMF), is estimated to be in excess of 25,000 tons, which makes them the third - largest investor in the precious metal following retail investments in jewellery and bars / coins.

Based on prior research / experience and performances of the top ten (long) holdings from quarterly Form 13F filings for selected fund managers during January 2000 through December 2014, he concludes that: Keep Reading

The fund's top 10 holdings comprise 25 % of assets and are 90 % Neutral - or - better rated.

An Australian health care services company was the Fund's top contributor in the quarter, while a Swiss bank holding company was the largest detractor.

The firms at the top of the industry — Barrick, Newmont and Goldcorp — make up roughly 1/3 of its portfolio, and over 60 % of fund assets are in the top 10 holdings.

Apple takes the eleventh spot on the list and is a top 10 holding in 34 hedge funds.

It is also one of the largest holdings in my top - rated Materials sector fund: Materials Select Sector SPDR [s: XLB].

The fund's top holdings represent true industry leaders, among them Apple, Microsoft, Intel, Facebook, Google, and Cisco.

By comparison, Amazon is the most popular tech stock with hedge funds — as a top 10 holding in 80 funds.

Microsoft follows as a top holding in 52 funds.

Look up the holdings within your funds, and you're likely to find the top 10 all include Apple, Microsoft and GE.

Finally, Spencer stated his fund's top holding is NXP Semiconductors NV (NASDAQ: NXPI) as the company stands to benefit from a growing trend of «technology content moving in to new areas» such as industrial and automotive.

Even though Apple is a «big five» technology company, Goldman Sachs analysts said in a note that it's not in the «top five» holdings by hedge funds, according to news from CNBC.

The fund's top holdings, performance, and overall riskiness remain essentially in line with our benchmark.

Here's a letter to the board of Biglari Holdings re: executive compensation [Noise Free Investing] & then more thoughts on Biglari's compensation agreement [My Investing Notebook] Where things stand in the market [Bespoke Investment Group] A list of stocks Nasdaq is canceling trades in from yesterday's madness [Business Insider] The best interest rate chart in the world [Trader's Narrative] A great macro overview from Barry Ritholtz [The Big Picture] A look at John Paulson's possible ownership of Bear Stearns CDOs [Zero Hedge] John Mauldin on the future of public debt [Advisor Perspectives] Top buys & sells from Morningstar's ultimate stock pickers [Morningstar] The truth about «Sell in May & Go Away» [WSJ] An interview with hedge fund manager Hugh Hendry [Investment Week] Bill Ackman: Let's have a public registry for stock opinion [Barron's] Hedge fund Harbinger hires ex-Orange chief for wireless plan [Dealbook] & Deutsche Telekom has been in talks with Harbinger [FT] Hedge funds begin to restructure fee system [FT]

What top hedge funds have been buying [Hedge Fund Wisdom] Free e-book on Texas HoldEm Investing [Texas Hold Em Investing] Latest letter from Greenstone Value Opportunity Fund [Distressed Debt Investing] Citigroup (C) offers attractive risk - reward [Greg Speicher] Video: How Berkowitz got comfortable with Citi [Morningstar] Summary of a recent talk with SAC Capital's Steven Cohen [Dealbook] How Stevie Cohen changed my life [James Altucher] Hedge funds buying more municipal bonds [CNBC] Sum of the parts valuation of Yahoo (YHOO)[Minyanville] Buffett says pricing power more important than good management [Bloomberg] Passport Capital sees oil prices holding up [WSJ] Bank loan funds drawing interest [InvestmentNews] For more great links, scroll through this linkfest [AbnormalReturns]

Find out which of the four largest real estate investment trusts (REITs) hold the top five positions in the $ 51 billion Vanguard REIT Index Fund.

Top holdings But what specifically happened this week that caused the fund to do so well?

Inclusion of Cash as one of the assets in the SACEMS universe of exchange - traded funds (ETF) already prevents the SACEMS Top 1 portfolio from holding an asset with negative past returns.

From the SPDR S&P 500 ETF (SPY), with outflows of $ 2.4 billion, to the Financial Select Sector SPDR Fund (XLF), with outflows of $ 926 million, to the iShares Select Dividend ETF (DVY), with outflows of $ 227 million — every single ETF on the top 10 outflows list holds U.S. equities.

Looking at the top 50 holdings for our Global Resources Fund, what jumps out immediately is just how cheap these stocks are relative to their growth rate, trading at 20 times in the last quarter earnings.