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Ivan Kading

Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.

More From Ivan Kading

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    Company & Industry Overviews

    A Detailed Analysis of JPMNX’s Low-Volatility Holdings

    Apart from JPMNX’s long positions, the fund’s portfolio is also made up of short holdings in the financial, IT, and healthcare sectors.

    By Ivan Kading
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    Macroeconomic Analysis

    Investing in TILT: What You Should Know about Its Structure

    TILT tweaks the original Morningstar U.S. Index by tilting (giving more weight in) its portfolio to small-cap stocks and value stocks using a multi-factor modeling approach.

    By Ivan Kading
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    Macroeconomic Analysis

    A Subsector Overview of ICF’s Holdings

    ICF currently manages a total portfolio of 30 holdings, all hailing from the financial sector. The fund manages a total portfolio of $3.6 billion.

    By Ivan Kading
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    Fund Managers

    How Investing in ADAIX Could Impact Your Portfolio

    The AQR Diversified Arbitrage Fund – Class I (ADAIX) is one such alternative fund that extensively uses the diversified arbitrage strategy to achieve its investment goals.

    By Ivan Kading
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    Company & Industry Overviews

    An Overview of OPGSX’s Precious Metal Holdings

    OPGSX may also invest up to one-fifth of its portfolio directly into gold or silver bullion and other precious metals.

    By Ivan Kading
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    Macroeconomic Analysis

    VGPMX Has Underperfomed the Market

    Vanguard Precious Metal and Mining Investment Fund (VGPMX) lags in diversification, as it’s a pure sector fund.

    By Ivan Kading
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    Company & Industry Overviews

    An Overview of EAGMX’s Macro Holdings

    The Eaton Vance Global Macro Absolute Return Fund – Class A (EAGMX) applies its global macroeconomic and political research process in directing its fund investments.

    By Ivan Kading
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    Macroeconomic Analysis

    An Overview of PCRIX’s Investment Methodology

    The primary benchmark for PCRIX is the Bloomberg Commodity Index Total Return, an unmanaged index composed of futures contracts on 20 physical commodities.

    By Ivan Kading
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    Company & Industry Overviews

    Running down JPMNX: Structural Analysis of an Alternative Mutual Fund

    JPMNX is an alternative mutual fund that seeks to mimic the “market neutral” hedge fund strategy in achieving its investment objectives.

    By Ivan Kading
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    Fund Managers

    PLVBX Offers Investors a Different Approach

    The PIMCO RAE Low Volatility Plus International Fund – Class A (PLVBX) uses a long or short hedge fund strategy to achieve its investment objective.

    By Ivan Kading
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    Macroeconomic Analysis

    A Closer Look at PCRIX’s Portfolio Holdings

    PCRIX is majorly invested in the corporate bonds of various companies such as of Citigroup, Credit Suisse, Hewlett-Packard, AT&T, and Lloyds Banking.

    By Ivan Kading
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    Company & Industry Overviews

    A Detailed Holdings Analysis of DCMSX

    The holdings of the DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) mainly consist of corporate and government bonds.

    By Ivan Kading
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    Macroeconomic Analysis

    Comparing PTH to Its Peers, PBE and PJP

    The performance of PTH tracks more closely to PBE than PJP.

    By Ivan Kading
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    Company & Industry Overviews

    AMFQX: More Than 60% Exposure to Derivative Securities

    AMFQX is an alternative mutual fund that seeks to generate positive absolute returns with a low correlation to the returns of broad stock and bond markets.

    By Ivan Kading
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    Fund Managers

    What Investors Should Know about the Alternative Mutual Fund ADAIX

    ADAIX is an alternative mutual fund that seeks long-term absolute returns over a reasonable period of time regardless of equity market ups and downs.

    By Ivan Kading
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    Company & Industry Overviews

    What Makes It Tick: EAGMX’s Investment Methodology

    EAGMX employs an absolute return investment approach by benchmarking itself to an index of cash instruments, rather than a stock or bond market index.

    By Ivan Kading
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    Company & Industry Overviews

    Understanding the Investment Methodology of ARBFX

    The Arbitrage Fund Class R (ARBFX) is an alternative mutual fund that relies on arbitrage opportunities to generate profit.

    By Ivan Kading
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    Company & Industry Overviews

    How Adding EAGMX Could Affect Your Portfolio

    The top holdings of EAGMX include fixed income securities of the firm from various countries, including the US. The fund also has forward contracts of the S&P 500 Index (VFINX).

    By Ivan Kading
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    Fund Managers

    A Detailed Structural Holding Analysis of ARBFX

    As of November 30, 2015, The Arbitrage Fund Class R (ARBFX) manages total net assets worth $1.9 billion.

    By Ivan Kading
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    Fund Managers

    What Investors Should Know about the Alternative Mutual Fund GABCX

    GABCX is an alternative mutual fund that seeks to achieve total returns that are attractive to investors in various market conditions without excessive risk of capital loss.

    By Ivan Kading
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    Company & Industry Overviews

    How Has DCMSX Performed Compared with Its Peers?

    The DFA Commodity Strategy Portfolio – Institutional Class (DCMSX) is an alternative mutual fund that uses a commodity hedge fund return strategy.

    By Ivan Kading
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    Macroeconomic Analysis

    PLVVX: Weak Emerging Economies Lead to Poor Performance

    The PIMCO RAE Low Volatility Plus Emerging Fund Class A (PLVVX) is an alternative mutual fund that mimics the long/short strategy to construct a portfolio with low volatility and high-income securities.

    By Ivan Kading
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    Fund Managers

    What’s PLVBX’s Investment Methodology?

    PLVBX aims to generate a low volatility portfolio with the potential to generate high income. In terms of the strategy, it’s similar to PIMCO’s PLVVX.

    By Ivan Kading
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    Company & Industry Overviews

    Could Investing in ARBFX Benefit Your Portfolio?

    The Arbitrage Fund Class R (ARBFX) uses the merger arbitrage strategy extensively.

    By Ivan Kading
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    Macroeconomic Analysis

    GMOM: A Quantitative Fund

    The Cambria Global Momentum ETF (GMOM) is a quant-based fund-of-funds ETF. It’s managed by Cambria Investment Management.

    By Ivan Kading
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    Company & Industry Overviews

    Introducing the Gotham Neutral Fund Institutional Class (GONIX), an Alternative Mutual Fund

    GONIX is an alternative mutual fund that seeks long-term capital appreciation with minimal correlation to the stock market.

    By Ivan Kading
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    Company & Industry Overviews

    All You Should Know about the Alternative Mutual Fund ARBFX

    The Arbitrage Fund Class R (ARBFX) is an alternative fund that uses the merger arbitrage strategy to achieve its investment objectives.

    By Ivan Kading
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    Macroeconomic Analysis

    Analyzing Alternative Mutual Fund MERFX: How Did It Perform?

    The Merger Fund (MERFX) is an alternative smart beta fund that uses the popular hedge fund strategy “merger arbitrage” to gain profit in the market S&P 500 (SPY).

    By Ivan Kading
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    Macroeconomic Analysis

    QAI Is in Demand among Liquid Alt Investors

    QAI’s top 10 holdings constitute ~73.42% of its total ETF holdings. QAI’s weekly return is 0.4%, and it traded at $29.52 as of August 14, 2015.

    By Ivan Kading
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    Macroeconomic Analysis

    An Overview of CRSAX’s Investment Methodology

    CRSAX presently trades at $4.47 with an average dividend yield of 3.9%, and could benefit Investors seeking to diversify their portfolios.

    By Ivan Kading
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    Macroeconomic Analysis

    What Is Alternative Precious Metal Fund VGPMX’s Investment Strategy?

    VGPMX seeks to achieve its investment goals through an alternative approach to investing in firms that are directly or indirectly related to precious metals.

    By Ivan Kading
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    Company & Industry Overviews

    How Could Investing in EBSAX Affect Your Portfolio’s Performance?

    EBSAX seeks to generate attractive risk-adjusted returns across a broad range of market conditions.

    By Ivan Kading
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    Fund Managers

    What Investors Should Know about GATEX

    The Gateway Fund – Class A (GATEX) has a different approach to investment. It mainly uses a market neutral strategy to achieve its investment objectives.

    By Ivan Kading
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    Macroeconomic Analysis

    Analyzing AQMIX’s Investment Methodology

    As of December 10, 2015, AQMIX has a price-to-dividend yield of 3.9%. AQMIX’s three-year Sharpe ratio, a popular measure of risk, is 0.92%.

    By Ivan Kading
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    Company & Industry Overviews

    An Analysis of OPGSX’s Investment Methodology

    The Oppenheimer Gold & Special Minerals Fund – Class A (OPGSX) takes an alternative approach to investing in precious metals and related securities.

    By Ivan Kading
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    Macroeconomic Analysis

    Alternative ETFs’ Investment Strategy Guide

    A liquid alternative ETF, the ProShares Large Cap Core Plus ETF (CSM) tracks a long-short index of Credit Suisse 130/30.

    By Ivan Kading
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    Macroeconomic Analysis

    Alternative Mutual Funds: A Structural Analysis of AQMIX

    AQMIX is an alternative mutual fund that invests in long and short positions across global equities, fixed income, currencies, and commodities.

    By Ivan Kading
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    Fund Managers

    A Detailed Portfolio Analysis of PLVBX

    The PIMCO RAE Low Volatility Plus International Fund – Class A (PLVBX) portfolio consists of securities that are issued all over the world.

    By Ivan Kading
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    Company & Industry Overviews

    AMFQX: Structural Analysis of an Alternative Mutual Fund

    Some of the AMFQX fund’s top holdings include floating-rate notes of Apple, JPMorgan Chase, Turquoise Hill Resources, and Hewlett-Packard Enterprise.

    By Ivan Kading
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    Company & Industry Overviews

    How Has JPMNX Performed Relative to Its Peers?

    JPMNX suffered a reduction in its NAV between January 2013 and January 2016. GATEX managed to generate positive returns while CVCSX was the worst performer.

    By Ivan Kading
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    Company & Industry Overviews

    A Look at the AMFQX Fund’s Investment Methodology

    The AMFQX fund’s investment model is primarily a counter-trend model. It looks to sell short-term overbought levels and buy short-term oversold levels.

    By Ivan Kading
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    Company & Industry Overviews

    OPGSX: An In-Depth Look at the Alternative Mutual Fund

    The OPGSX fund aims to grow capital through exposure to equity stocks of companies that are associated with gold and other precious metals.

    By Ivan Kading
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    Company & Industry Overviews

    AMFQX Had an Overall Market Beta of Zero at the End of 4Q15

    At the end of 4Q15, the fund had an overall market beta of zero compared to the beta of 0.04 of its benchmark Morningstar Managed Futures Category Average.

    By Ivan Kading
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    Macroeconomic Analysis

    VGPMX’s Performance Has Disappointed So Far in 2015

    VGPMX’s poor run has resulted in returns of negative 7.5% as opposed to the S&P 500’s YTD return of 1.4%.

    By Ivan Kading
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    Macroeconomic Analysis

    A Must-Read Structural Analysis of Alternative Mutual Fund CRSAX

    Alternative mutual funds such as the Credit Suisse Commodity Return Strategy Fund (CRSAX) use commodity strategy to achieve their investment objectives.

    By Ivan Kading
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    Macroeconomic Analysis

    Why QUAL Selects Fundamentally Strong Stocks for Its Portfolio

    QUAL is one of the top-performing smart beta funds currently in the market for the current year, with an annual return of 11.1%.

    By Ivan Kading
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    Macroeconomic Analysis

    How Has PCRIX Performed in the Market in 2015?

    PCRIX’s invests in the commodity market through various derivative instruments and the fixed income market through Treasury inflation-protected securities.

    By Ivan Kading
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    Macroeconomic Analysis

    IMTM Is Exploring New Depths in Momentum Strategy Investing

    The iShares MSCI International Developed Momentum Factor ETF (IMTM) uses a momentum investment strategy that’s similar to GMOM.

    By Ivan Kading
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    Macroeconomic Analysis

    What Do Analysts Predict for VGPMX’s Top Holdings?

    Nevsun Resources, Agnico-Eagle Mines, Randgold Resources, Dominion Diamond, and Genpact are the top five holdings of Vanguard Precious Metal and Mining Investment Fund (VGPMX).

    By Ivan Kading
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    Company & Industry Overviews

    Could Investing in DCMSX Help Your Portfolio?

    DCMSX is an alternative mutual fund that has suffered due to its commodity real return strategy.

    By Ivan Kading
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    Fund Managers

    How Investing in GATEX Could Impact Your Portfolio

    GATEX could increase the exposure of an investor’s portfolio in the equity market. It has less volatility risk than the equity markets.

    By Ivan Kading
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    Company & Industry Overviews

    All You Should Know about the Alternative Mutual Fund DCMSX

    DCMSX is an alternative mutual fund that gives retail investors access to the commodity return strategy.

    By Ivan Kading
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    Fund Managers

    GATEX: A Sectorial Portfolio Breakdown

    The Gateway Fund – Class A (GATEX) seeks to attain capital appreciation through its equity market investments. It has less risk compared to equity markets.

    By Ivan Kading
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    Macroeconomic Analysis

    Analyzing VGPMX’s Geographical Focus

    The VGPMX has performed poorly in the market in 2015. Top-weighted holdings Nevsun Resources and Dominion Diamond have fallen by 33% and 54%, respectively.

    By Ivan Kading
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    Company & Industry Overviews

    Would Investing in JPMNX Hamper or Benefit Your Portfolio?

    JPMNX’s top holdings include Avago Technologies (AVGO), Lam Research Corporation (LRCX), Verizon Communication (VZ), and Johnson & Johnson (JNJ).

    By Ivan Kading
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    Fund Managers

    Analyzing Gabelli ABC Fund’s Key Holdings

    The Gabelli ABC Fund – Class AAA’s (GABCX) portfolio mainly consists of corporate bonds, stocks, and government securities.

    By Ivan Kading
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    Macroeconomic Analysis

    LALT: A True Hedge ETF

    The PowerShares Multi-Strategy Alternative Portfolio ETF (LALT) is one of those rare alternative ETFs that tries to replicate the performance of its index by active management of its assets.

    By Ivan Kading
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    Company & Industry Overviews

    Moving Average Trends and Analyst Estimates of JPMNX’s Top Holdings

    All of JPMNX’s top holdings except CJPXX were trading below their 20-day and 100-day moving averages as of January 29, 2016.

    By Ivan Kading
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    Macroeconomic Analysis

    A Must-Read Structural Overview of Alternative Fund PCRIX

    The PIMCO Commodity Real-Return Strategy Fund (PCRIX) has suffered the most from the weak commodity market. It has fallen by 22.3% this year.

    By Ivan Kading
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    Company & Industry Overviews

    An Overview of SGGDX’s Precious Metals Holdings

    The First Eagle Gold Fund Class ­A’s (SGGDX) portfolio mainly consists of stocks from the precious metals and mining sector.

    By Ivan Kading
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    Company & Industry Overviews

    Moving Average and Trend Analysis of GONIX’s Top Holdings

    In GONIX, as of January 13, Sanderson Farms, Pilgrim’s Pride, and Hormel Foods were trading above their respective 20-day and 100-day moving averages.

    By Ivan Kading
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    Company & Industry Overviews

    How Has EBSAX Performed in the Market?

    Managed futures The Equinox Campbell Strategy Fund Class A (EBSAX) is an alternative mutual fund that seeks to achieve its investment objectives by using the “managed futures” strategy. The Natixis ASG Managed Futures Strategy Fund Class A (AMFAX) and the Direxion Indexed Commodity Strategy Fund Class A (DXCTX) use similar alternative managed futures strategies. 7 […]

    By Ivan Kading
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    Macroeconomic Analysis

    Some Commodity Hedge Funds Closed due to the Market Slump

    Recently, a number of commodity hedge funds such as the Galena Metals Fund and the Armajaro Commodities Fund have closed due to the global market downfall.

    By Ivan Kading
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    Fund Managers

    What Is GABCX’s Investment Methodology?

    The Gabelli ABC Fund – Class AAA (GABCX) uses an event-driven strategy to generate profit at relatively low risk.

    By Ivan Kading
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    Company & Industry Overviews

    Understanding TFSMX’s Investment Methodology

    TFSMX seeks to grow capital while having a low correlation to the S&P 500 Index. It also seeks to produce lower volatility.

    By Ivan Kading
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    Macroeconomic Analysis

    GMOM Is a Pioneer in Quant-Based Funds

    GMOM gave a -1.35% return since January. Since April 11, 2014, the fund has given a total return of -0.42. It’s a relatively new fund and it’s actively managed.

    By Ivan Kading
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    Company & Industry Overviews

    Exposure to OPGSX, the Precious Metal Fund: Good or Bad?

    The Oppenheimer Gold & Special Minerals Fund – Class A (OPGSX) seeks capital appreciation through exposure to gold-related stocks.

    By Ivan Kading
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    Macroeconomic Analysis

    Analyzing the iShares’ Quality Smart Beta ETFs

    The iShares MSCI International Developed Quality Factor ETF (IQLT) is a similar fund to QUAL with respect its strategy for selecting stock.

    By Ivan Kading
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    Company & Industry Overviews

    How Might Investing in the the Gotham Neutral Fund (GONIX) Affect Your Portfolio?

    Alternative mutual funds like GONIX give retail investors access to modern hedge strategies such as market neutral, global macro, and arbitrage hedge.

    By Ivan Kading
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    Macroeconomic Analysis

    USMV: A Passive Smart Beta Fund with Active Management

    The iShares MSCI USA Minimum Volatility ETF (USMV) tries to mimic the performance of the MSCI USA Minimum Volatility Index. It includes US stocks with low volatility.

    By Ivan Kading
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    Company & Industry Overviews

    SGGDX’s 2015 Performance: A Peer Comparison

    The First Eagle Gold Fund Class ­A (SGGDX) is an alternative mutual fund that invests more than 80% of its net assets in gold and gold-related companies.

    By Ivan Kading
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    Company & Industry Overviews

    A Must-Read Structural Analysis of Alternative Mutual Fund TFSMX

    Though the TFS Market Neutral Fund (TFSMX) has given a return lower than the benchmark S&P 500, it has shown consistent positive performance over the years.

    By Ivan Kading
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    Macroeconomic Analysis

    WDTI: A Global Alternative Fund

    The Wisdom Tree Managed Futures ETF (WTDI) mainly tries to mimic a global macro hedge fund strategy by diversifying its portfolio on a worldwide level and by including commodities futures in its holdings.

    By Ivan Kading
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    Company & Industry Overviews

    What Would Investment in TFSMX Mean for Your Portfolio?

    TFSMX’s top holdings include stocks such as YRC Worldwide (YRCW), MRC Global (MRC), Tech Data (TECD), and Concert Pharmaceuticals (CNCE), among others.

    By Ivan Kading
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    Company & Industry Overviews

    A Deep Dive into the Alternative Fund EAGMX

    An alternative fund, the Eaton Vance Global Macro Absolute Return Fund – Class A (EAGMX) uses the popular global macro hedge fund strategy. The primary benchmark of EAGMX is the BofA Merrill Lynch 3-Month US Treasury Bill Index.

    By Ivan Kading
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    Macroeconomic Analysis

    PRF’s Factors for Stock Selection—a Departure from LRGF

    PRF’s index has an investment model that selects stocks for investment based on four fundamental factors: book value, cash flow, sales, and dividends.

    By Ivan Kading
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    Macroeconomic Analysis

    A Fund Flow and Volume Analysis of ICF and PJP

    ICF has observed healthy growth in its fund inflow after negative fund inflow in 2013, surpassing PJP’s total fund inflows in 2014 and 2015.

    By Ivan Kading
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    Macroeconomic Analysis

    How Has PKW Performed in the Market in 2015?

    Of the total 206 holdings of PKW, 102 have given negative performances in the market, whereas the rest have given positive returns.

    By Ivan Kading
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    Consumer

    What Investors Should Know about MOM

    MOM’s underlying index is the Dow Jones U.S. Thematic Market Neutral Momentum Index. It selects stocks that are exhibiting high and low momentum.

    By Ivan Kading
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    Company & Industry Overviews

    Understanding the Gold Investment Model of TGLDX

    Gold is an asset with universal appeal, so it’s impacted by the international monetary and political developments that directly affect the supply of gold.

    By Ivan Kading
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    Company & Industry Overviews

    A Detailed Holding Analysis of TGLDX

    More than 15% of TGLDX’s AUM is invested in physical gold, but no more than 20% of total assets are invested directly in gold and other precious metals.

    By Ivan Kading
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    Company & Industry Overviews

    A Rundown of TGLDX: Structural Analysis

    Alternative funds like TGLDX provide investors with an alternative route to gold investment by taking real positions in gold and gold-related securities.

    By Ivan Kading
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    Company & Industry Overviews

    How Could Investing in SGGDX Affect Your Portfolio’s Performance?

    Both the First Eagle Gold Fund Class ­A (SGGDX) and its benchmark, the FTSE Gold Mines Index, have underperformed the S&P 500 over the year.

    By Ivan Kading
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    Company & Industry Overviews

    Trend Analysis of SGGDX’s Top Holdings

    Franco Nevada, Randgold Resources, Thor Industries, Genpact, and Agnico Eagle Mines are SGGDX’s top equity stock holdings.

    By Ivan Kading
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    Company & Industry Overviews

    A Structural Analysis of the Alternative Mutual Fund SGGDX

    The First Eagle Gold Fund Class ­A (SGGDX) provides investors exposure to gold and, to a limited extent, other precious metals.

    By Ivan Kading
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    Company & Industry Overviews

    A Sectoral Holding Analysis of EBSAX

    EBSAX holds a major portfolio of fixed income securities such as bonds and notes of various corporations and the federal government.

    By Ivan Kading
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    Macroeconomic Analysis

    A Detailed Holdings Analysis of PLVVX

    PLVVX holds fixed income securities in both long and short positions. The fund also holds derivative forward, future, and swap agreements on government securities, indexes, and currencies.

    By Ivan Kading
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    Macroeconomic Analysis

    PLVVX’s Multiple Strategies Bring Low Volatility, Potential Gain

    Using multiple strategies helps PLVVX have low volatility in the market with the potential to gain capital appreciation in the market. The first strategy exposes the fund to emerging market economies.

    By Ivan Kading
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    Company & Industry Overviews

    A Must-Read Structural Analysis of EBSAX

    EBSAX has given a total return of 10.8% to its investors since its inception on March 1, 2013.

    By Ivan Kading
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    Macroeconomic Analysis

    PLVVX Has Fallen Considerably YTD, Underperforming Its Benchmark

    Weak economic positions of developed countries have affected the growth of emerging markets. This has resulted in PLVVX falling considerably this year with a negative YTD return of 24%.

    By Ivan Kading
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    Macroeconomic Analysis

    How Has VGPMX Performed Historically Compared to Its Benchmark?

    Though the VGPMX has fallen considerably this year, it has still managed to beat its benchmark index.

    By Ivan Kading
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    Macroeconomic Analysis

    IWF had a Huge Outflow of Funds in 2015

    The iShares Russell 1000 Growth ETF is based on the Russell 1000 Growth Index. The index provider uses a growth approach for beating the traditional market return.

    By Ivan Kading
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    Macroeconomic Analysis

    A Comparative Analysis: IWF Relative to the Broader Markets

    One of the primary reasons for why IWF outperformed the S&P 500 could be the high performance of IWF’s holdings. Amazon is one of the top-weighted stocks in IWF.

    By Ivan Kading
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    Macroeconomic Analysis

    How Did AQMIX Perform Compared to the Market?

    The AQR Managed Futures Strategy Fund STR I (AQMIX) uses the modern alternative hedge fund strategy “Managed Futures” for investment purposes.

    By Ivan Kading
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    Macroeconomic Analysis

    Could Investing in AQMIX Benefit Your Portfolio?

    AQMIX gave a total YTD return of 4.1% to its investors. It’s better than the market S&P 500’s (SPY) YTD return of 3.5%. AQMIX is an alternative mutual fund.

    By Ivan Kading
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    Macroeconomic Analysis

    A Comparative Analysis of ICF’s Market Performance

    ICF tracks the performance of the realty subsector through the average performances of its holdings.

    By Ivan Kading
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    Macroeconomic Analysis

    Could Investing in SDY Benefit Your Portfolio?

    The total annualized return of SDY since its inception on November 15, 2005, is 7.9%, which is on par with other smart beta ETFs.

    By Ivan Kading
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    Macroeconomic Analysis

    A Detailed Overview of SDY’s Holdings

    As of November 2015, SDY manages a total portfolio of $13.1 billion, distributed majorly over the financials, industrials, and consumer staples sectors.

    By Ivan Kading
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    Company & Industry Overviews

    A Closer Look at TILT’s Vast Portfolio

    The financial sector, which is the highest-weighted sector for TILT, is trading below its 20-day and 100-day moving averages…

    By Ivan Kading
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    Macroeconomic Analysis

    How Has SDY Performed in the Market in 2015?

    SDY has underperformed in the market, having given total year-to-date returns of 0.9%, which is less than the market’s year-to-date return of 3.3%.

    By Ivan Kading
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