|Expense Ratio (net)||0.14%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Average|
|Beta (3Y Monthly)||1.03|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Apr 27, 1992|
Will Iron Ore Breach $100 in the Wake of Vale's Dam Collapse?(Continued from Prior Part)Iron ore prices and mill margins So far in this series, we’ve discussed how Vale’s (VALE) dam disaster has breathed new life into iron ore and why this could
What Drove Your Energy Portfolio This Week?US crude oil fell on February 7 On February 7, US crude oil March futures fell 2.5% and settled at $52.64 per barrel. On the same day, the European Commission lowered the GDP growth rate for the European
Will Natural Gas Rise from Almost a Ten-Month Low?(Continued from Prior Part)Required fall in inventoriesOn February 7, the EIA (U.S. Energy Information Administration) is scheduled to release its natural gas inventory report for the week ending
Warren Buffett versus David Einhorn: Who's Right about Apple?(Continued from Prior Part)Warren Buffett In the previous article, we looked at the top five holdings of multibillionaire investor Warren Buffett’s investment company, Berkshire Hathaway
Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. A version of this article appeared on Sept. 11, 2018. Tightening up all of the costs in a portfolio is one of the best ways to enhance your take-home return.
If you're older than 70 1/2 and own tax-deferred accounts such as traditional IRAs and 401(k)s, be sure to put required minimum distributions at the top of your to-do queue. While you can't get the cash back into an IRA, you can reinvest in a taxable account or, if you or your spouse has earned income, in a Roth IRA. This article discusses how to use RMDs to improve your portfolio.
Activision Blizzard, Inc. (NASDAQ: ATVI) is one of the largest interactive gaming companies in the world. The company is the result of a December 2007 merger between Blizzard Entertainment and Activision Publishing, two of the largest video game producers at the time of the acquisition. Activision Blizzard's business is broken into three segments — media, technology, and entertainment — with a robust portfolio of top-performing video game franchises.
Specifically, an individual must have both low taxable income and high levels of taxable holdings (nonretirement accounts) to benefit from tax-gain harvesting in a meaningful way. First, the income limitations: In order to qualify for the 0% tax rate currently in place for long-term capital gains, you must be a single filer with taxable income of $38,600 or a joint filer with taxable income of $77,200 in 2018. It's important to point out that those income thresholds are inclusive of any capital gains you've realized during the year.
Roku, Inc. is a $6.12 billion consumer electronics and broadcast media company competing with giants like Amazon and Apple in the booming and competitive streaming business. Roku is perhaps best known for their device players and TVs which give viewers access to a homepage where they can subscribe to various paid and free streaming apps like Netlifx, Amazon, and Hulu. Roku released Q3 2018 earnings on November 7, 2018.
Apple Inc. ( AAPL) is one of the largest technology companies in the world and the first U.S. company to reach a market valuation of $1 trillion. The Vanguard Total Stock Market Index Fund is known on Wall Street as a one-stop shop for a wide variety of small and large cap stocks. While the composition of VTSMX is not much different from S&P 500 ETFs, its investment in many small-cap stocks has kept it above others for several years. Approximately 20.1% of the fund's assets are invested in technology stocks, with Apple being the largest of its assets. As of November 2018, the fund owns more than 110.5 million shares of Apple, amounting to 2.29% of the company's outstanding stock. Apple shares account for 3.28% of the fund's $756.6 billion portfolio.
In 2016, General Motors Company (NYSE: GM) was the third-largest automaker in the world, behind Volkswagen AG (VWAGY) and Toyota Motor Corp. (NYSE: TM). GM famously held the top spot in global auto sales for 77 consecutive years from 1931 to 2007.
Facebook, Inc. (NASDAQ: FB) has established itself as the leading social media giant with a market capitalization of $418.18 billion as of October 29, 2018. When Facebook issued its initial public offering (IPO) on May 18, 2012, many mutual funds had already snapped up shares on the private market. Thereafter, these funds spread their shares of Facebook across many funds. Although Facebook's stock price has gone on a roller coaster ride, those funds that held on to shares benefited from its high growth rate.
As of 2018, approximately 73% of Pfizer's 5.9 billion outstanding shares are owned by mutual funds and institutional investors. Pfizer is a leading pharmaceuticals company in the healthcare industry.
International Business Machines Corporation (NYSE: IBM) began in 1911, from the merger of three manufacturing businesses by financier Charles Flint. At the time, the company was named The Computing-Tabulating-Recording Company and had $800,000 in net income. With the exception of the tabulating machines, business was stagnant until Thomas Watson Sr. came on board as the company's first CEO in 1914.
The top three mutual fund holders of Alphabet Inc. ( GOOGL) stock include the Vanguard Total Stock Market Index Fund, Vanguard 500 Index Fund, and the Fidelity Contrafund Fund. Alphabet became the holding company for Google on October 2, 2015. The Vanguard Total Stock Market Index Fund (VTSMX), launched in 1992, aims to reflect the performance of the overall stock market by acting as a benchmark index. VTSMX is the largest mutual fund holder of Alphabet and owns 7.5 million shares of the company as of October 25, 2018.
Southwest Airlines Co. (NYSE: LUV) is North America’s third-largest airline. The airline is known for discount fares and having the world’s largest fleet of Boeing 737 aircrafts. Southwest released its Q3 2018 earnings on October 25, 2018.
Learn more about the four largest mutual fund holders of Microsoft shares, and determine how their portfolios benefit from these holdings.
Founded in 2003 by entrepreneur Elon Musk, Tesla Motors ( TSLA) has captured the imagination of customers and investors alike with its line of electric vehicles. Through a series of production delays, lawsuits, and tweets by co-founder and CEO Elon Musk, the company has taken investors along for a rollercoaster ride with stocks plummeting more than 22%, from $370 to $288 between September 27 and October 24.