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Seth Bennett

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 Seth Bennett

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    Company & Industry Overviews

    Analyzing the American Century Equity Income Fund’s Performance

    The American Century Equity Income Fund gained 8.3% monthly for the period ending October 29, though it fell 1.5% for the one-month period ending September.

    By Seth Bennett
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    Fund Managers

    Top Holdings of AGTHX Traded below Its Moving Averages

    The top holdings of the Growth Fund of America (AGTHX) as of January 7, 2016, were Alexion Pharmaceuticals, Costco, EOG Resources, and Precision Castparts.

    By Seth Bennett
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    Macroeconomic Analysis

    ITHAX’s Top Holding Was Trading above Moving Averages

    Amazon was trading at 1.3%, 4.5%, and 33.1% above its 20-day, 50-day, and 200-day moving averages, respectively, as of December 28, 2015.

    By Seth Bennett
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    Fund Managers

    Analyzing ITHAX’s Sector Allocation Compared to Other Funds

    ITHAX, MSIGX, and TINRX have the highest exposure to the information technology sector.

    By Seth Bennett
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    Company & Industry Overviews

    Performance Analysis of the TIAA-CREF Equity Index Retail Fund

    The TIAA-CREF Equity Index Retail Fund returned 10.3% monthly for the period ending October 29, 2015, though it fell by 2.9% in September.

    By Seth Bennett
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    Fund Managers

    The Growth Fund of America: A Performance Analysis

    For the month ended January 7, 2016, The Growth Fund of America (AGTHX) fell by 6.9%. Its benchmark, the S&P 500, fell by 6.1% during the same period.

    By Seth Bennett
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    Fund Managers

    The Growth Fund of America: A Sectoral Analysis

    The Growth Fund of America managed $147.12 billion in assets as of November 2015. As of the end of September 2015, 82% of the fund’s assets were invested in companies from the US.

    By Seth Bennett
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    Macroeconomic Analysis

    How ITHAX Performed in Comparison to Benchmark

    ITHAX has outperformed its benchmark in YTD (year-to-date) returns as of December 28.

    By Seth Bennett
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    Macroeconomic Analysis

    How ITHAX Compared to Other US Diversified Mutual Funds

    The Hartford Capital Appreciation Fund-Class A’s (ITHAX) net assets have risen from $6.9 billion in June 2005 to $10.7 billion in November 2015.

    By Seth Bennett
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    Fund Managers

    The American Century Equity Income Fund Focused on Financials

    As of September 2015, the American Century Equity Income A Fund (TWEAX) had approximately 70% of its net assets invested in US stocks.

    By Seth Bennett
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    Fund Managers

    The TIAA-CREF Equity Index Retail Fund’s Sectoral Allocations

    The TIAA-CREF Equity Index Retail Fund (TINRX) invests in a portfolio of equity securities to track the overall equity market of the United States.

    By Seth Bennett
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    Fund Managers

    The John Hancock Disciplined Value Fund: What You Need to Know

    The John Hancock Disciplined Value A Fund (JVLAX) invests more than 80% of its net assets in a portfolio consisting of equity securities.

    By Seth Bennett
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    Fund Managers

    IT the Biggest Sector for the Oppenheimer Main Street Fund

    The Oppenheimer Main Street Fund (MSIGX) invests most of its funds in the common stocks of US companies, including Apple, Alphabet, Citigroup, and CME.

    By Seth Bennett
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    Fund Managers

    The Essentials of the Hartford Capital Appreciation Fund

    The Hartford Capital Appreciation Fund invests in stocks with the potential for capital appreciation. It invests 35% of net assets in securities of foreign issuers.

    By Seth Bennett
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    Macroeconomic Analysis

    Analyzing American Century Equity Income Fund’s Exposure to Retail

    The American Century Equity Income Fund Class-A (TWEAX) returned -0.2% for the YTD period ending November 19, 2015.

    By Seth Bennett
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    Macroeconomic Analysis

    Analyzing the Oppenheimer Main Street Fund’s Retail Exposure

    The Oppenheimer Main Street Fund-Class A (MSIGX) returned 4.9% for the YTD period ending November 19, 2015.

    By Seth Bennett
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    Macroeconomic Analysis

    Analyzing the TIAA-CREF Equity Index Fund’s Retail Exposure

    The TIAA-CREF Equity Index Fund-Retail (TINRX) returned 2.2% for the YTD period ending November 19, 2015.

    By Seth Bennett
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    Macroeconomic Analysis

    What Is the John Hancock Disciplined Value Fund’s Exposure to Retail?

    The John Hancock Disciplined Value Fund-Class A (JVLAX) has returned -2.6% for the YTD period ending November 19, 2015.

    By Seth Bennett
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    Macroeconomic Analysis

    What Is the Hartford Capital Appreciation Fund’s Retail Exposure?

    The Hartford Capital Appreciation Fund-Class A (ITHAX) returned 2.9% for the YTD (year-to-date) period ending November 19, 2015.

    By Seth Bennett
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    Macroeconomic Analysis

    October Retail Sales Rose on Online Shopping and Restaurant Sales

    The US Department of Commerce reported that retail sales rose 0.1% in October 2015 after staying flat in September.

    By Seth Bennett
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    Macroeconomic Analysis

    The Oppenheimer Main Street Fund’s Performance Analysis

    The Oppenheimer Main Street Fund returned 10.9% monthly for the period ending October 29, 2015, though it fell 5.6% in the last three months ending September.

    By Seth Bennett
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    Macroeconomic Analysis

    Performance Analysis: The Hartford Capital Appreciation Fund

    The Hartford Capital Appreciation Fund gained 11.3% for the month ending October 29, 2015. Meanwhile, the Russell 3000 Index, its benchmark, rose 10.6%.

    By Seth Bennett
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    Company & Industry Overviews

    How Is the John Hancock Disciplined Value Fund Performing?

    The John Hancock Disciplined Value Fund returned 10.1% for the monthly period ending October 29, but fell 4.3% for the one-month period ending on September.

    By Seth Bennett
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    Macroeconomic Analysis

    In-Depth: The Oppenheimer Main Street Fund

    The Oppenheimer Main Street ETF focuses on US large capitalization companies with a market capitalization equal to companies in the Russell 1000 Index.

    By Seth Bennett
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    Company & Industry Overviews

    The American Century Equity Income Fund: A Deeper Look

    The American Century Equity Income Fund was launched in March 1997. The minimum investment requirement to open an account is $2,500.

    By Seth Bennett
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    Macroeconomic Analysis

    Exploring the John Hancock Disciplined Value Fund

    The John Hancock Disciplined Value Fund invests 80% of its net assets in equities with a market capitalization greater than $1 billion.

    By Seth Bennett
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    Macroeconomic Analysis

    The Hartford Capital Appreciation Fund: What You Need to know

    The top invested sectors of the Hartford Capital Appreciation – Class A fund are information technology, healthcare, and consumer discretionary.

    By Seth Bennett
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    Macroeconomic Analysis

    A Look at Current and Future Scenarios of the Energy Sector

    The monthly and quarterly returns of the S&P energy sector index fell by 6.7% and 17.4%, respectively, for the period ending September 2015.

    By Seth Bennett
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    Macroeconomic Analysis

    Analysis of the American Funds Growth Fund of America (AGTHX)

    AGTHX returned -5.4% for the one-month period ended August 31, 2015. For the three-month period ended August, the fund fell 4.75%.

    By Seth Bennett
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    Macroeconomic Analysis

    Analysis of the Vanguard 500 Index Admiral Fund (VFIAX)

    The Vanguard 500 Index Admiral Shares (VFIAX) returned -6.04% in the month of August. In the three-month period ended August 31, 2015, it returned -5.92% due to a fall in the US stock market.

    By Seth Bennett
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    Macroeconomic Analysis

    Analysis of the T. Rowe Price Growth Stock Fund (PRGFX)

    The T. Rowe Price Growth Stock Fund (PRGFX) had returns of -5.72% for August 2015. Returns for the three-month period ended August 31 were -2.2%, and returns for one year were 8.51%.

    By Seth Bennett
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