I have an international focus, a downside capture of 85, and my comparable index is the MSCI All Country World.
What is EUPAC
100
No tobacco? No problem. I love equities, so my holdings may not be addicting, but my returns sure are with a 10 yr return north of 11%.
What is WMIF.
100
I like to represent a large array of diversity, whether that's domestic or international, equities or fixed-income. I'm our jack-of-all trades for international investing.
What is GBAL.
100
You want a coke that tastes like a coke. How about a bond fund that acts like a bond fund? I'm our largest core bond holding.
What is BFA.
100
No more fund with these funds. We're getting the Ned Stark treatment.
What is TEFMD & TEFVA.
200
I love pizza, as Domino's is my largest holding, and I also take advantage of newer markets, with over 40% of my assets domiciled in Europe & Asia.
What is SmallCap.
200
Older than your grandparents, but like them my experience is still paying dividends.
What is ICA.
200
A quarter of my assets can go international, and a fifth can be invested in bonds lower than investment grade. My first love is the America, and I derive a majority of my value from Industrials & Informational Technology.
What is IFA.
200
I feature a 2000% turnover rate with an opportunistic approach to fixed-income investing.
What is SBF.
200
Time to start the party. We are the two funds joining the fray in the next couple of months.
What is Corporate Bond Fund & Emerging Market Bond Fund.
300
My brawn has been a stalwart in our fund lineup since 1973. With a lifetime return of over 13% it's hard to beat the land of the free.
What is GFA.
300
DAILY DOUBLE
I boast over 1300 positions. I may be new, but my funds live up to the billing. I have a 12-month yield over 1.7% & an upside capture of 133.
What is PSGI.
300
I'm the rock that keeps your portfolio strong. I'm into preserving capital by investing in top grade bonds and having a standard deviation of nearly 5 points less than the S&P.
What is AMBAL.
300
I'm the brain child of 3 Pack. I feature over 1400 funds & two levels of management oversight. Living off AFS? I can give you 3-4% yearly.
What is RIPS-Enhanced.
300
It's lonely at the top for this fund. I was recently named as the top international-stock manager of the year by Morningstar.
What is NPF.
400
I'm as aggressive as they come & Morningstar is a huge fan. My Brazilian holdings were a mighty plus for my portfolio & Russian commodities bolstered my returns as well in the first quarter.
What is NWF.
400
I like fast cars, big planes, building houses, & specialize in heavy machinery. Down markets? That's fine. I focus on companies with strong balance sheets, high quality products, & a leading market share.
What is FI.
400
3 pack with a little high income flavor. And for 64 bps? Sheesh. Get outta here. Give your clients the income they need by giving them me.
What is Income Portfolio.
400
Yield at 3.89%? Check. Tax-Advantaged? Check. Negative correlation to equity markets? Check. I have everything you would want even though I may be a bit underrated.
What is AHIM.
400
Passive investing? You cray. These two screens separate the haves from the have nots.
What is fund expenses & high manager ownership.
500
My expense ratio is bottom of the barrel at 75 bps. My largest holding resides in Denmark, and I like to look for opportunities to exploit our ever changing global economy.
What is NPF.
500
International flexibility while getting paid while you wait are my specialties. I'm younger than most in this room and like up to 10% of my assets in bonds rated BB and below.
What is WGI.
500
YTD Returns over 6.3% & a current Yield of nearly 3.5%. Sign your client's up. I'm a little pricy at $58/share, but you get my management for dirt cheap at just 59 bps.
What is CIB.
500
I have a downside capture of 23 & invest 40% into U.S Treasuries. Why use a MMF when you can have a yield of 76 bps with me?
What is STBF.
500
Daily Double.
Apparently every American DOES need a Margaritaville blender. Fund managers are bullish on my ability to take advantage of US consumer oriented companies. I was a feature fund to consider in our 2016 outlook.