February 2009

Funds, ETFs, News and Views

FinanceProfessor.com: Strategies - The Index Funds Win Again ...
Then he calculated the average return over a hypothetical 20-year period, net of all expenses, of three hypothetical investments: a stock index fundwith an annualized return of 10 percent, an actively managed mutual fund with an ...

Market Mash: The Beginning of the End for Mutual Funds
However, when you compare the traditional mutual fund structure to that of the youthful ETF or to their oversees equivalents (SICAV and UCITS III) you start to see some draw backs. My main complaint relates to liquidity & cost. ...

3 Sectors and ETFs That Could Lead the Economic Rebound | ETF Trends
What ETF Has Been the Top Performer Post-Election? January 26, 2009 – Not only was election day a glorious time for President Barack Obama, but certain sectors and exchange traded funds (ETFs) that track these sectors have been winners ...

Sharebuilder Mutual Funds
If you ever want to retire or if you want to be rich someday, you will need to make your money grow. The best way to do this is through investing. By investing, you won't have to save as much to make more money, or you can make more ...

Free Money Finance: Frugal Millionaires Love Index Funds
DEFINITION: An index fund is a collective investment scenario (usually a mutual fund or an exchange-traded fund) that aims to replicate the movements of an index of a specific financial market. An index fund is created by trying to hold ...

8 Lessons for ETF Investors | ETF Trends
Blue chip stocks lost half their value, money markets mutual funds aren’t that strong and muni-bonds have fallen double digits. Superstar fund managers are fading out. All of them are smart, hard-working professionals. But in almost every instance, ...

Mutual Funds Update

Best No Load Mutual Funds: The Right Way to Look at Fees and ...
The portfolio manager of an index mutual fund endeavors to invest the funds assets to track the index as closely and cost-effectively as possible. Larger index funds have an advantage in that they can spread their operating costs over a ... Some ...

Index funds good during recession | shoyu
There has been talk about abandoning index stock funds because the market is down. Well, that's a bad idea.

5 Silver Linings Among the ETF and Market Clouds | ETF Trends
February 3, 2009 – Van Eck is launching a new municipal bond exchange traded fund (ETF) that comes with a Treasury backing, perfect for the market conditions and any timid investors. The providers'... Continue Reading » · ETFs for Intrepid ...

3 ETF Sectors That Are Earnings Season Winners | ETF Trends
ETF s&p 500 If you were remotely tuned into the events of our economy, you may have noticed that the fourth quarter was not our heyday. But there were sectors in the S&P 500 with corresponding exchange traded funds (ETFs) that managed to ...

Mutual Fund Disadvantages
That’s actually good advice, but mutual funds have their own pitfalls to watch out for. In today’s economy due diligence is a must for every investor. Here are some of the things you need to know about the disadvantages of mutual fund ...

Humble Student of the Markets: In defense of mutual fund managers
Last week there was a flurry of posts in the blogosphere about how dumb mutual fund managers are. Michael Stokes of MarketSci kicked off the discussion with I Just Don’t Get It (the Failure of Mutual Funds to Think Outside the Box). ...

Mutual Funds: Tips For Choosing The Right Funds For You ...
What is the right type of mutual fund for you? Theoretically, a mutual fund could contain any type of publicly traded market investment and sell you shares in it. But mutual funds typically are made up of shares of stocks, money market ...

Strategies: The Index Funds Win Again | Gobizec.com
A new study provides evidence to invest in simple, plain-vanilla index funds, whose low fees often lead to better net returns.source : www.nytimes.com.

Retirement Planning: Plan your Retirement for Income Through ...
More over with mutual funds the investors can actually plan for themselves and also achieve their planned objectives. As compared to direct equities this option of mutual fund is much safer for planning your retirement corpus. ...

How To Select a Winning Mutual Fund
What should you, the investor look for in a mutual fund? Well 2008 was a bummer for all of us. I was reading a statistic that said the average loss for all mutual funds was -38%. Now here we are in 2009 and still losing money hand over ...

Why It’s Important to Evaluate Your ETFs | ETF Trends
January was the worst month for U.S. equities in history, but there was at least one exchange traded fund (ETF) that delivered a positive return when comparing total markets. The best total market performer in January is awarded ... December 31, ...

Finance And Business | Mutual Funds: Good Choice For New Investors ...
In summary, investing in mutual funds can be quite profitable especially if homework is done on both your fund manager and the mutual fund itself. But, nothing is a sure winner nowadays. ...

ETFs and Mutual Funds News

What's in Your ETF? - Morningstar Specialists
Disclosure: Morningstar licenses its indexes to certain ETF and ETN providers, including Barclays Global Investors (BGI), First Trust, and ELEMENTS, for use in exchange-traded funds and notes. These ETFs and ETNs are not ...

The Wallet : Will ETFs Replace Mutual Funds?
Will ETFs Replace Mutual Funds? Posted by WSJ Staff. Journal reporter Jane J. Kim writes:. Despite a difficult market environment, exchange-traded funds are continuing to grow. Investors worldwide poured $268 billion into ETFs last year, ... Many ...

ETF Watch: February 12 – February 18 - Features
The new Macros that will give investors their first chance to trade or hedge home prices using ETFs are the MacroShares Major Metro Housing Up (NYSE Arca: UMM) ETF (capturing 300% of the underlying index's returns) and the MacroShares ...

Mutual Funds | Ultimate
You can get an idea of the kinds of mutual funds that are available by looking at the mutual fund search tool at Integrated Asset Management www.iamllc.biz . Of course, you need to be sure that the funds you choose are spread out ...

7 Signs That the Market and ETF Decline Has Slowed | ETF Trends
7 Signs That the Market and ETF Decline Has Slowed. exchange traded funds (etfs) Once again, the Dow 30, some exchange traded funds (ETFs) and specific sectors have hit those devastating ...

How to Buy, Sell and Choose ETFs | ETF Trends
ETF Investing Questions We love hearing from our readers when they have questions about exchange traded funds (ETFs) or the trend-following strategy. This reader had specific questions about when we buy ETFs, ...

Forecast: ETFs To Top $1 Trillion In Assets - News In Focus
Oh, Canada: As In U.S., ETFs Defying Mutual Funds Through the third quarter, the Canadian ETF market had the eighth-most ETFlistings worldwide and more than $16 billion in assets. ...

bswang.net | » no load mutual funds boost your portfolios returns
In a related article, we have looked at how investors can use sector funds to construct a diversified, no load mutual fund portfolio. In this article, we look at how investors can use sector funds to enhance the ...

Weakonomi¢s - A Story of How Loaded Mutual Funds Work
Loaded mutual funds are mutual funds that come with some extra fees on top of what you would pay for a “no load” fund. They are broken down into different classes in order to charge different fees appropriately. A Shares - These shares typically ...

Funds and ETFs News and Views

Feb. 17: The Best *ETF* Articles In The National Media - News In Focus
Dec. 22: The Best *ETF* Articles In The National Media Dec 22, 2008; This Week At Diehards: A Recap Feb 29, 2008. Muni conditions and inflation forecasts lead to reviews of bond options and best online savings accounts. *...*

The Best *Index Funds* .:. Investing Web Log
*Index funds* have proven to be a successful investment strategy. So where do you find the best *index funds*? Original text: The Best *Index Funds*.

*No-Load Mutual Funds*: Earn More and Spend Less : Accumulating Money
Some investors prefer to buy *no-load mutual funds* because they can get it at net asset value or NAV. The price of this kind of *mutual fund* is relatively lower because it has no front-end, back-end or level sales charges. *...* If you can't do that, ...

Benefits of *No-Load* Funds | HowToEarn.info
You pay a percentage commission up front, or later on. In this case, you have to pay. With *no-load mutual funds*, you will come the closest to free money. *No-load* means you don’t have to pay any commissions or fees. Without the fees you would ...

Money 70: The best *mutual funds* you can buy | Infopirate.org
There’s a rumor going around that the *Mutual Funds* are broken and just can’t work anymore, for a multitude of reasons. They’ve tried *index funds*, but these, too, have been less than impressive since they hit the street a * ...*

*Index Funds*: What They Are And How They Perform | Invesmint
*Index funds* are a type of *mutual fund* that combines a number of different stocks into a single stock market investment vehicle. Instead of buying the individual stocks, you can buy shares of the fund. That way you own a portion of many *...* Why do ...

*No Load Mutual Funds*: Investment Hype Vs. Investment Help | Fusion *...*
In my *no-load mutual fund* practice I use specific recommendations, even for my free newsletter subscribers. They are first based on my trend tracking indicator giving us the green light and secondarily on the selection *...*

Motley Fool Launches A *Mutual Fund*, Forgets Being Hypocritical *...*
According to the SF Gate, they even rip on *mutual funds* so the SF Gate rips on them:. But the Fool has always liked to jab its collective finger in the eye of nonbelievers, so the Web site’s *Mutual Fund* Center - its basic introduction to *...* ...

Hot *Mutual Funds* & ETFs: Hot *Mutual Funds* and ETFs - February 2009
Hot *Mutual Funds* publishes highly ranked *Mutual funds* and *Exchange Traded Funds* (ETFs) *...* How do I follow Hot *Mutual Funds*recommendations? 1. Pick the *Mutual fund*/*ETF* Categories based on your risk level and to establish a well rounded ...

Vanguard, SPDR ETFs: How Low Can Fees Go? | *ETF* Trends
*ETF* Vanguard SPDRs While stocks took a considerable dip last year, assets in most niche-sector *exchange traded funds* (ETFs) mirrored the markets decline and now different *ETF* providers are vying to keep hold of their * ...*

All about *mutual fund*: Market *Index Funds* And ETFs Vs *Mutual Funds*
For those of you with RRSP, 401K's or discretionary saving plans or if you're planning on staring up a savings fund - consider moving from actively managed *mutual funds* to *ETF's* or passively managed *index funds* that * ...*

*ETF* Trading Systems vs. *Mutual Fund* Trading | spacetruck.net
*ETF* trading systems are done on an exchange during trading day. This transaction is subject to a broker’s commission, which depends on the brokers plans and conditions. On the other hand, *mutual funds* are generally *...*

Why ETFs Pose a Threat to *Mutual Funds* | *ETF* Trends
*ETF Mutual Funds* As more people, along with fund giants, turn away from traditional *mutual funds*, *exchange traded funds* (ETFs) are enjoying a new found popularity amongst open-minded investors who are looking for a better way to invest. *...*

*ETF* Stocks: Can you beat SPY? How to benchmark your performance *...*
That's why I suggest putting an *ETF* (*Exchange Traded Fund*) inside your portfolio to benchmark yourself. This way you can see if all of your efforts are doing better than the overall market. *...*

Inflation or Deflation, What Lies Ahead for ETFs? | *ETF* Trends
November 2008 was a historical month characterized by many securities and *exchange traded funds* (ETFs) hitting 52-week lows, or at least flirting with this bottomed-out mark. To make matters even worse, fears of deflation and the * ...* January 16, ...

Funds, ETFs: News and Views

Feb. 13: The Best ETF Articles In The National Media - News In Focus
He observes that after a rush of new exchange-traded funds and exchange-traded notes in early 2008, the rebound by the U.S. dollar has dampened the fire that made currency funds white-hot last year. You can read this story here. ... This ...

Benefits of No-Load Funds | Kelsey Publishing Knowledge Base
You pay a percentage commission up front, or later on. In this case, you have to pay. With no-load mutual funds, you will come the closest to free money. No-load means you don’t have to pay any commissions or fees. ...Even if it does earn more ...

4 ETF Myths Debunked | ETF Trends
4 ETF Myths Debunked. February 12, 2009 at 11:00 am by Tom Lydon. Exchange traded funds (ETFs) have earned their way into the mainstream investing arena, and with their quick popularity and success comes some controversy, ...

Should Mutual Funds Be Moving Into Cash? by Weakonomics
The job of the mutual fund is to invest your money as deemed by the investment strategy of the specific fund. If it is a technology fund, it should be invested in technology. An index fund should be invested in the index. ...

Four Safe Money Strategies For Retirees In '09 - Features
Municipal Bond ETFs worth considering include PowerShares Insured National Municipal Bond Portfolio (NYSE: PZA), iShares S&P National Municipal Bond Index Fund (NYSE: MUB) and SPDR Lehman Municipal Bond ETF (NYSE: TFI). ...

The Wallet : Do Actively-Managed Mutual Funds Deliver Better ROI ...
Do Actively-Managed Mutual Funds Deliver Better ROI Than Index Funds? Posted by WSJ Staff. Journal reporter Eleanor Laise on mutual-fund manager performance:. Most people would like to beat the market, especially when the Standard ...

Are Mutual Funds the next crash ‘n burn category? | Dogshit, Reloaded
Until 1976 there were perhaps a total of four mutual funds. The birth of Vanguard's low-cost S&P 500 index fund in 1976 began an explosion of mutual fund.

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Mutual Funds, ETFs News and Views

Sharebuilder Mutual Funds « noank6.com
Try investing in any of Sharebuilders great mutual funds. You simply pool your money together with other investors and a fund manager takes care of choosing investments and making trades. This is perfect for the novice ...

Mutual Funds With Low Minimums Can Put Investors Back on the ...
For some help, we turned to Morningstar.com’s handy mutual fund screener. And here’s what we did. We looked for funds with an initial purchase of $500 or less. Not wanting big chunks of our capital to for sales commissions, we set the “load ” status ...

Making a case for mutual funds (New Haven Register) | Advice on ...
Many people have done far better investing in individual stocks than in mutual funds. Part of the reason is that we do our homework and will sit with a company’s stock through good and bad times, at a cost lower than a mutual fund.

Who needs 7770 mutual funds? | Advice on stocks, stock quotes ...
Suddenly, there are three mutual funds, four, five until today there are over 7000. The mutual fund like everything else free market capitalism produces has become a commodity, bought and sold like grain. How do you make money off a commodity? ...

Mutual Funds for 2009
My Top Mutual Funds For 2009 Keeping a solid investment Mutual Fundportfolio can be very hard work. Now throw in today's troubling times and you have all you can do to stay in the green.

ETFs or Index Funds: Which are Right for You? - Consumerism ...
With last year’s market meltdown affecting both managed mutual funds as well as their low-cost counterparts index funds and exchange-traded funds (ETFs), many investors are asking why they are paying extra money for managers who ... These are ...

ETF Stats for January 2009 | Invest With An Edge
Claymore/NYSE Arca Airline ETF (FAA); Direxion Mid Cap Bear 3x Shares (MWN); Direxion Mid Cap Bull 3x Shares (MWJ); iPath S&P 500 VIX Mid-Term Futures ETN (VXZ); iPath S&P 500 VIX Short-Term Futures ETN (VXX); iShares S&P/Citigroup 1-3 ...

New ETFs for 2009
Since we discussed the performance of ETFs in 2008 in the last blog post, I thought it only fitting to see what's in store for exchange traded fundsin 2009. Here are some the newly slated or "coming soon" ETFs for this year. IGOV - Barclay's iShares ...

Mutual Funds Have a Tough Decade
For the great many who live normal lives and investing is simply something they do through most large cap mutual funds (many of which are simply S&P 500 clones disguised to rake in large fees) in their regular accounts or 401ks, ...

MarketWatch’s Mutual Fund Manager of the Year is a Buffett ...
MarkertWatch’s Mutual Fund Manager of the Year is a Buffett follower:. Deysher, manager of Pinnacle Value Fund, trolls the same ponds where Buffett is fishing, but he focuses on shares of small-cap and microcap companies with the cheap ...

6 ETFs that Whipped Mutual Funds in 2008 | ETF Trends
6 ETFs that Whipped Mutual Funds in 2008. February 05, 2009 at 3:00 pm by Kevin Grewal. Mutual Fund, ETFs 2008 was a crumbling year for securities, mutual funds and some exchange traded funds (ETFs). However, there were six ETFs that ...

Can You Invest Solely in ETF’s? | Million Dollar Journey
As regular readers of the Intelligent Speculator know, we are big fans of Exchange Traded Funds (ETF’s) which are one of the fastest growing products in the market. Were it not for the fact that financial firms and advisors have .... But most of ...

Environment mutual funds | Scarlet Ortiz
Green Century Funds are famous clean environment mutual funds. This is a family of no load environmentally screened mutual funds. Non profit environment groups have partnership in it. Green Century Balanced Funds and ...

Are The Dow, ETF Distorted? | Daily Markets
Economists tend to be almost fanatical about maintaining precise data in our economy, but recent events may show that the Dow Jones Industrial Average (DJIA) (^DJI) and its subsequent exchange traded fund (ETF) may be misrepresented. ...

Personal Finance Roundup

* Money spat with your spouse? Let the downturn help
... Day, make it a priority to put those simmering financial worries on the table. People are finally being shocked into talking," said Sharon Epperson, a personal finance correspondent for CNBC and author of "The Big Payoff," a guide to help couples manage their finances... By CANDICE CHOI, AP Personal Finance Writer Money spat with your spouse. Let the downturn help.

* What kids need to know about money
Kids this age don't have a real idea of what things are worth, says Janet Bodnar, the deputy editor of Kiplinger's Personal Finance and author of " Raising Money Smart Kids... Talk back: Should schools teach personal finance... Talk back: Who taught you about personal finance. Tackle credit: Author Pearl remembers one young man on a college campus who filled out ...

* A little-known tax credit
Tax dodge of the week: turn your losses to profit. MoneyWeek's personal finance email... Written by personal finance experts Tim Bennett and Ruth Jackson, plus guest contributors.

* 8 ways to boost your income
This article was reported and written by Erin Burt for Kiplinger's Personal Finance Magazine... Kiplinger's Personal Finance Magazine 8 ways to boost your income.

* Keeping your head above water in a recession
Personal finance guru and host of the TV show, Til Debt Do Us Part, Gail Vaz-Oxlade will take your questions ... Every week on her television show, Til Debt Do Us Part , personal finance guru Gail Vaz-Oxlade helps couples figure out what it means to live within their means.

* Best places to stuff your cash right now
By DAVE CARPENTER, AP Personal Finance Writer Best places to stuff your cash right now.

Exchange-Traded Funds

* ETF Performance Report - January 2009
... fourth quarter were reported through the month, affecting markets and exchange traded funds (ETFs... the worst year ever in the fifteen-year history of exchange traded funds (ETFs – The most tumultuous year for the markets and exchange traded funds (ETFs) has come to a quiet, but positive, close ...

* Making ETFs user-friendly
will be offering a dividend-reinvestment plan (DRiP) for its family of exchange-traded funds (ETFs) on the Toronto Stock Exchange... This is a breakthrough in making ETFs more convenient... Now they can DRiP with Claymore ETFs, which have much lower annual expense ratios... Larry MacDonald Making ETFs user-friendly.

* ETNs vs ETFs - Which Fits You Best?
... and have become an interesting alternative to Exchange Traded Funds (ETFs. ETFs and ETNs are very similar in the fact that they ... This article will explain the differences between ETNs and ETFs as well as provide examples of ETNs so that you ... ETFs represent a stake in the actual underlying product and are ...

* ETF Watch: January 22 – January 28
NEW LISTINGS First Airlines ETF Rolls Out Claymore became the first-mover in yet another ... space, with the launch of the Claymore/NYSE Arca Airline ETF (NYSE Arca: FAA) on Monday... The Claymore ETF is a pure-play modified market-cap-weighted passenger airline ETF that will be rebalanced quarterly ...

* What's in the ETF Pipeline for 2009 and Beyond?
P>The panel at the Inside ETFs Conference titled, "What's in the Pipeline: New ETFs of 2009, 2010 & Beyond" was interesting for a couple of ... To no one's surprise, the topic of leveraged ETFs quickly emerged... and joked, "We're coming out with a 10-times levered ETF; can you beat that.

* ETFs on the Move
Scanning through a list of ETFs last night brought up the following that I found interesting... There is not an ETF for this index, but the trend is worth watching... GLD and SLV are two ETFs that allow you to play both gold and silver and ... Jim Farrish ETFs on the Move.

* Why 17 ETFs Closing Up Shop
Northern Trust , which entered the exchange traded fund (ETF) business last year, is closing its funds... the market tumult, with a new member for their NETS exchange traded fund (ETF) family... – Exchange traded fund (ETF) providers and enthusiasts, know that 2009 could be a ... is drawing to a close, and the retailers and related exchange traded funds (ETFs) didn't get the turnout they had hoped for ...