… companies, and therefore has a smaller exposure to the metals and mining subsector, relative to a global materials sector fund , such as iShares S&P Global Materials MXI. MXI has a significant 51% exposure to the metals and mining subsector …
… couple's total assets. Chris' and Stephanie's Roth IRAs are with Fidelity. Chris' Roth consists of a single sector fund , Fidelity Select Software and Computer Services FSCSX. Stephanie's main Roth holding is Fidelity Contrafund FCNTX …
… utilities-focused ETFs available today, but few funds blend both domestic and international utilities into a single- sector fund . Those looking to complement a core domestic-equities portfolio with international utilities may want to consider …
… it was to diversify and at the time it was considered an asset class. The adviser told me he considers Reits to be a sector fund and recommended no more than 5% holding in a portfolio. What's your opinion. I do know that it did any good during …
… it was to diversify and at the time it was considered an asset class. The adviser told me he considers Reits to be a sector fund and recommended no more than 5% holding in a portfolio. What's your opinion. I do know that it did no good during …
… bid-ask spreads. The fund's 0.18% expense ratio is low even by ETF standards, making it the cheapest utility sector fund available. Alternatives This fund is by far the largest of the three market-cap-weighted U.S.-focused utility …
… a fund managed by Feinberg and Charles Cavanaugh that would rank third on this list but is excluded because it's a sector fund . Both of these funds got hit hard in 2007 and 2008 by some ill-timed bets on financial stocks, but these managers …
… years, it has had a volatility of return of 22.6% compared with 16.0% for the S&P 500. This global tech- sector fund includes U.S. companies, which account for a hefty 77%-plus of the portfolio. After U.S. firms, Japanese …
… theme.You can get similar exposure by putting about 85% of your money in an industrials- sector fund and the remainder in a utilities- sector fund . That way, you'll end up paying a fee of only 0.20% per year versus 0.60% for this …
… different subsectors, and some of the companies in the portfolio may not seem like typical holdings for an industrials- sector fund . For example, among PRN's current holdings are check and business-form maker Deluxe DLX, turnaround specialist …