The Best Mutual Fund Holders of FedEx

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FedEx Corporation (NYSE: FDX) is famous for being the company “if you absolutely have to be there overnight.” The company has grown beyond express service; it now offers ground transportation and freight services. FedEx can deliver a package almost anywhere in the world. A growing part of the company is its services segment, which enables back-office, logistics and customer service solutions for large and small businesses.

The company’s stock price has experienced pressure from market concerns such as Amazon.com (NASDAQ: AMZN) starting to deliver its own packages and eliminating intermediaries such as FedEx and United Parcel Service, Inc. (NYSE: UPS). Amazon has also indicated plans to start a full shipping service to permanently cut off FedEx and UPS, as well as deliver packages for other companies.

As of July 3, 2018, FedEx has a market capitalization of 6 60 billion. The five largest mutual fund investors own 10.79% of the total shares held.

Vanguard PRIMECAP Inv (VPMCX)
The Vanguard PRIMECAP Inv (VPMCX) is an actively managed equity growth fund that invests primarily in U.S. equity securities. The objective of the fund is to achieve long-term growth of capital. The fund’s benchmark index is the Standard&Poor’s 500 Index. Consistently and significantly exceeds the index.

As of July 2018, the fund had a five-year annualized total return of 16.78%, an expense ratio of 0.39%, assets under management (AUM) of $ 65.2 billion, and a five-star Morningstar Rating. It has 3.64% of its assets invested in FedEx and owns 3.58% of FedEx’s outstanding common shares. The fund requires a minimum investment of $3,000.

Dodge & Cox shares (DODGX)
The Dodge & Cox Stock Fund (DODGX) is an actively managed stock fund that invests in companies that appear undervalued and have favorable long-term prospects. Portfolio managers invest for the long-term growth of capital and income with a secondary objective of current income. The fund’s returns are compared with the performance of the S&P 500 index.

As of July 2018, the fund had a five-year annualized total return of 12.80%, an expense ratio of 0.52%, AUM of $ 69.9 billion, a four-star Morningstar Rating, and a turnover rate of 13%. It has 2.21% of its total assets invested in 2.37% of FedEx’s outstanding Common Shares. The fund requires a minimum investment of $2,500.

Vanguard Total Stock Mkt Idx Inv (VTSMX)
The Vanguard Total Stock Mkt Idx Inv (VTSMX) is a passive-managed stock index fund that invests in the common shares of U.S. companies in direct relation to their weightings in the CRSP U.S. Total Market Index. The index is composed of more than 3,700 shares that are traded on the New York Stock Exchange (NYSE) and Nasdaq. Shares account for almost 100% of the total market capitalization.

As of July 2018, the fund had a five-year annualized total return of 13.08%, an expense ratio of 0.14%, AUM of $ 698.6 billion, and a turnover rate of 3%. It has 0.21% of net assets invested in 2.25% of FedEx’s outstanding Common Shares. The fund requires a minimum investment of $3,000.

Vanguard 500 Index Inv (VFINX)
The Vanguard 500 Index Inv (VFINX) is a passively managed stock index fund that tracks the S&P 500 index.

As of July 2018, the fund had a five-year annualized total return of 13.21%, an expense ratio of 0.14%, AUM of 9 90.9 billion, a four-star Morningstar Rating, and a turnover rate of 3%. It has 0.26% of net assets invested in 1.65% of FedEx’s outstanding Common Stock. The fund requires a minimum investment of $3,000.

SPDR S & P 500 ETF (SPY)
The SPDR S&P 500 ETF (SPY) is a computer-managed stock index fund that seeks to match the performance of the S & P 500 index. Your returns are equal to the index return. It is famous for being the first ETF.

As of March 31, 2018, the fund has a five-year annualized total return of 13.19%. As of July 3, 2018, SPY had an ultra-low expense ratio of 0.09% and AUM of $ 259.3 billion. It has 0.24% of its total assets invested in 0.94% of FedEx’s outstanding Common Shares.


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