February 20, 2016

Hillary Clinton Investment Funds

Hillary Clinton is a former first lady. As a wife of Bill Clinton, Hillary is also a former United States senator from New York. She is also part of President Barrack Obama cabinet. She held a Secretary of State position.

Hillary Clinton has the mutual-fund portfolio of a politician. She is well known to be closed to well-known investors, Warren Buffet. As one of the democratic presidential candidates in 2016 election, she also invests in investment funds.

If you are interested in other presidential candidate portfolios, you can find my review in future date. Other presidential candidates for 2016 election are Donald Trump, Bernie Sander, Ted Cruz, Marco Rubio, Jeb Bush, etc. Whether you are Republican, Democrat or independent, you can learn from these politicians how to invest.

Clinton Portfolio

Hillary Clinton 2016By looking at recent financial disclosure, Hillary only hold one investment fund.
She invests in one mutual fund only. She uses its assets to purchase the Vanguard 500 Index Fund (VFINX). This popular mutual fund may be the only mutual fund that you need for your investment account.

Vanguard 500 Index Fund (VFINX)

The Vanguard 500 Index Fund (VFINX) utilizes its assets to purchase the large-capitalization stocks include in the S&P 500 index. These companies are located mainly in USA. They may include Walmart, General Electric, Google, etc. This passive index fund has a dividend yield of 2.09%. This fund also has a low expense fee of 0.17%. Michael H. Buek is the fund manager. It has $211 billion of assets.

More: Vanguard’s Best 401k Funds

Morningstar has ranked this mutual fund with 4 stars and gold rating. In 2016, this mutual fund has a year to date return of -5.87% (up to February 20, 2016). This equity fund has returned -6.71 percent over the past 1 year, 9.93 percent over the past 3 years, and 9.54 percent over the past 5 years.

The top 5 stocks in its portfolio are Apple Inc, Microsoft Corp, Exxon Mobil Corporation, Johnson & Johnson, and General Electric Co. Top 3 sectors are technology, healthcare, and financial services.

You also can invest in this mutual fund or other S&P 500 mutual funds or ETFs (Exchange Traded Funds). Other alternative to invest in the S&P 500 index includes:
Investing in this S&P 500 index fund can be used for any long term investors. This investment choice is among that no one can criticize. Should you invest in Hillary Clinton fund or not?

More: Donald Trump Investment Funds

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