AEE (Ameren Corporation)

Utilities (Electricity)

Investment Models With Most Exposure In This Sector

Manager

Model

Sector Exposure

Since Inception

Sub. Fee

Special SituationsInception Oct 30, 2010

Using proprietary computer algorithms, this model buys and holds 50 dividend stocks using multiple valuation factors such as cash …

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ValueInception Mar 16, 2011

This portfolio invests in U.S. equities with strong fundamentals that are undervalued in relation to the rest of the market and …

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ValueInception Sep 12, 2010

Uses AthenaInvest's patented Strategy Based Investing methodology to invest in 10-20 high dividend-paying stocks, REITs and CEFs …

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Special SituationsInception Jan 06, 2010

Income producing model of companies that have bought back their own shares, thereby decreasing shares outstanding. Screening then …

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Sector FocusInception Aug 30, 2010

The Investment Strategy’s objective is to seek positive net annual returns over the long term through a focus on companies …

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Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. Manager returns include trades that fail Covestor’s trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More
  3. Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions including cash plus reinvested dividends and earnings in the account provided by the member. It is exclusive of any commissions and fees in the portfolio.
  4. Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
  5. The subscription fee range between 0.5%-2.30% p.a. per subscription to a model. They are subject to a $12.50 minimum per subscription per month, whether or not any trade activity occurs. No subscripition fees are charged on cash that is not subscribed to models
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash or transaction costs.
  7. All Personal Track Record holder & Model Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Model Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request.