First Trust Large Cap Core AlphaDEX Fund
Analyzing Ralph Lauren’s Stock Performance and Dividend Payout
Ralph Lauren’s stock price hasn’t shown any signs of improvement this year. Its stock price has fallen more than 23% YTD (year-to-date) as of May 13, 2016.
Better-than-Expected Earnings Support Falling Ralph Lauren Stock
Despite a decline in earnings, Ralph Lauren continues to hold $1.2 billion in cash and short-term investments on its balance sheet.
What Are J.M. Smucker’s Expectations for Fiscal 2017?
During its fiscal 4Q16 earnings release and in its investor presentation last week, the J.M. Smucker Company (SJM) discussed its outlook for fiscal 2017.
Comparing RL’s Performance and Dividend Payout to Its Peers’
Ralph Lauren has been a consistent dividend payer. It has paid dividends worth $548 million over the five-year period between fiscal 2011 and fiscal 2015.
Inside Ralph Lauren’s Challenges: Promotional Retail Environment versus Currency Headwinds
Ralph Lauren’s fiscal 2015 sales stood at $7.6 billion, which represents a growth of 2.3% on a reported basis and of 4% on a constant currency basis.
How Ralph Lauren’s Retail Channel Became the Biggest Revenue Generator
In retail, Ralph Lauren operated 143 Ralph Lauren stores, 64 Club Monaco stores, and 259 factory outlets at the end of fiscal 2015.
An Overview of FEX’s Alpha Holdings
FEX currently manages a total portfolio of $1.76 billion distributed primarily over the financial, consumer discretionary, and industrials sectors.
Why Did FEX’s Fund Inflow Decrease in 2015?
FEX follows an equal weighted index, and its top ten holdings constitute just 5.20% of its total portfolio.
A Comparative Analysis of the FEX and SPY Portfolios
FEX has performed negatively in the market with a YTD return of -1.8%. The primary reason for its poor performance is its sensitive-to-market alpha holdings.
FEX Was Affected by the S&P 500’s Current Correction
Some of FEX’s top holdings are Murphy Oil (MUR), NVIDIA Corp (NVDA), Tegna (TGNA), General Motors (GM), and Activision Blizzard (ATVI). FEX was launched on August 5, 2007 and has an expense ratio of 0.64%.
A Structural Analysis of the Smart Beta Fund FEX
The First Trust Large Cap Core AlphaDEX ETF (FEX) is based on the Defined Large Cap Core Index. The index provider selects stocks on the basis of alpha.
First Trust: A Smart Beta Fund with a Strong Performance
The First Trust Value Line Dividend Index Fund (FVD) is smart beta fund. It seeks to replicate the performance of the Value Line Dividend Index.
Transporting Sales Growth At Coach Into The Future
There used to be about three flash sales per week. By year end fiscal 2015, Coach plans to have no more than one or two such sales per month.