Marsh & McLennan Companies Inc
Inside the Vanguard PRIMECAP Fund Portfolio
VPMCX counts information technology, healthcare, and industrials as its core invested sectors. These three sectors make up a combined 80% of the portfolio.
Inside the Portfolio Changes in the Vanguard PRIMECAP Fund in 2016
Vanguard PRIMECAP Fund’s assets were invested across 131 stocks as of June 2016, and it was managing assets worth $44.9 billion as of the end of June.
What Do Analysts Recommend for XLF’s Insurance Stocks?
Wall Street (SPY) analysts are the most upbeat about Chubb (CB). It received “buy” ratings from 19 analysts among the 26 analysts that are covering the stock.
How Have Treasuries Fared since the Fed’s March Policy Statement?
The yield on the benchmark ten-year Treasury note stood at 1.97% on March 15, a day before the March policy statement. The next day, it fell just 3 basis points.
The Fidelity Series All-Sector Equity Fund’s Performance
The Fidelity Series All-Sector Equity Fund is not directly available to investors, as only certain Fidelity funds can buy its shares.
How Minimum Volatility ETFs Are Affected by the Volatility Index
The VIX is a measure of the total implied volatility of the market. It has an inverse relationship with minimum volatility funds.
A Comparative Analysis of Smart Beta Funds
Smart beta fund indexes are tweaked to acquire active management factors such as value, quality, size, and growth.
A Must-Read Comparative Analysis of SPLV and USMV
The iShares MSCI USA Minimum Volatility ETF (USMV) and PowerShares S&P 500 Low Volatility Portfolio (SPLV) are two smart beta ETFs that include only those stocks from the S&P 500 index (SPY) that have low volatility.
Understanding the Investment Strategy of SPLV
SPLV currently manages a total portfolio of $4.48 billion distributed over 100 stocks. It has a net expense ratio of 0.25%
Why BB&T’s Insurance Services Revenue Is Diversified
BB&T’s (BBT) Insurance Services segment has diversified revenue between retail and wholesale markets as well as by insurance product types.