The Trump trade: Sector investing for a new era

Consider ways to benefit from the prospect of coming policy changes

 

While presidential politics has little effect on overall markets, it may bring about meaningful rotations among sectors. Which sectors and themes may get a boost from the Trump administration? We’ll provide a few ideas, as well as offer tips on how investors may be able to position their portfolio.

Want an informed second opinion?

Financial funds

Financial funds seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. financial-services companies, including banks, brokerage firms, insurance companies, and consumer credit providers.
 

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio
 

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Energy funds

Equity energy funds focus on equity securities of U.S. or non-U.S. companies that conduct business primarily in energy-related industries. This includes, but is not limited to, companies in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services, and refineries.
 

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio
 

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Infrastructure funds

Infrastructure funds seek capital appreciation by having at least 60% of their assets invested in equity securities of U.S. or non-U.S. companies involved in infrastructure projects around the world.
 

Mutual Funds

Fund Name / Symbol
Overall Morningstar
Rating
Fund
Category
Total Net
Assets
Yield
Net Expense
Ratio
 

ETFs

Data as of ET
Fund Name / Symbol
Overall Morningstar
Rating
Category
Market Price
Today's %
Change
Expense
Ratio

Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked/button section in the phrase “X of X results”, "See More Mutual Funds", or "See More ETFs.

Non-diversified investment in a significant portion of assets in one sector, issuer, geographical area or industry, or in related industries, may involve greater risks, including greater potential for volatility, than more diversified portfolios.

There are risks associated with certain industries or companies within an industry. This could cause performance to be susceptible to the economic, business, government regulation, or other developments that affect those industries.

You can invest in the mutual funds available through E*TRADE Securities' no-load, no-transaction-fee program without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no-transaction-fee funds that are held for less than 90 days. Direxion funds (other than the Indexed Commodity Strategy Fund DXCTX), ProFunds, Rydex mutual funds, and all money market funds are not subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing.

You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.)

Expense ratios are provided by Morningstar and are based on information obtained from the ETF's last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page


Data provided by Morningstar, Inc.

Learn more about sector investing

 

Sector investing for the Trump administration