The document discusses two funds - FOCPX, a large cap growth fund, and IYW, an ETF that tracks the technology sector. FOCPX's top holdings include Apple, Google, and Oracle. It has an expense ratio of 0.9% and reports holdings semi-annually. IYW's top holdings are similar tech giants and it has a lower expense ratio of 0.48%. It trades on an exchange so there are no sales charges. The document cautions that nothing in the podcast should be considered investment advice and advises consulting an advisor before making investment decisions.

1. Mullooly Asset Management Podcast
February 20, 2013
Mullooly Asset Management February 2013

2. FOCPX - Large Cap Growth
What would you expect to see in a large cap growth
fund?
- Apple (nearly 11%)
- Google (6%)
- Oracle (3%)
Mullooly Asset Management February 2013

3. FOCPX - Large Cap Growth
Expense ratio is 0.90%
Holdings reported at least semi-annually
Mullooly Asset Management February 2013

4. FOCPX - Large Cap Growth
You get closing price that day
- No stop or limit orders (does not trade on an
exchange)
Fidelity offers no load funds, but many other funds
carry sales charges (on top of expense fees)
Mullooly Asset Management February 2013

5. IYW iShares Dow Jones Technology Sector
- Apple (18%)
- IBM (8%)
- Google (8%)
- Microsoft(8%)
- Oracle (5%)
Mullooly Asset Management February 2013

6. IYW iShares Dow Jones Technology Sector
Expense ratio is 0.48%
Holdings are available daily
Mullooly Asset Management February 2013

7. IYW iShares Dow Jones Technology Sector
You can buy or sell at a specified price
- can limit losses with stops or target exit prices with
limits
- some ETF's even trade options
Trade on an exchange, so there is no "sales" charge,
but a commission
Mullooly Asset Management February 2013

8. None of the securities mentioned in this (or any)
podcast or video represent past specific
recommendations of Mullooly Asset Management.
This video is NOT a recommendation to buy or sell any
of the securities mentioned here.
If you’re relying on a podcast for investment advice, you
are likely making a huge mistake.
We strongly urge our listeners to consult with their
investment advisor before they make a decision to buy
or sell any investment.
Mullooly Asset Management February 2013

9. Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management February 2013

10. Mullooly Asset Management, LLC
support (at) mullooly (dot) net
732-223-9000
www.mullooly.net
Mullooly Asset Management February 2013