September 2009

Mutual Funds, ETFs, News, Views

All ETF Portfolio Performance – The Power of Dollar Cost Averaging
Back in August 2008, I designed a diversified, all-ETF portfolio before the collapse of Lehman Brothers triggered the huge sell-off of the stock market. ... Like I have been doing with my mutual fund investments for years, if possible, I wanted to ...

ETF Risks You Should Know About | Daily Markets
ETF Risk Do you know the ETF risk you face when you own Exchange Traded Funds? The popularity of Exchange Traded Funds has grown exponentially. Like any. ... Knowing your ETF risk is part of your due diligence when evaluating an Exchange ...

The In's and Out's of ETF Trading
Exchange traded index funds are priced every 15 seconds and trade continually throughout the day. This is different from mutual funds that are only bought and sold at the end of the trading day. Since the ETF will be held in a brokerage ... There ...

Investing through Mutual Funds and SIPs | Microreviews.org
After our guide to investing through IPOs, we bring to you the guide to investing through Mutual Funds (MFs) and Systematic Investment Plans (SIPs). This. ... Wikipedia Definition- “A mutual fund is a professionally managed type of collective ...

Mutual Fund Fees Are Your Retirement Account's Biggest Drain ...
Investors often focus obsessively on day-to-day fluctuations of their retirement account, but their balances' real enemy over the long run are the mutual fund fees they pay. ... the vast majority of investors don't (and can't) beat the market indices ...

4 Things It Will Take for ETFs to Overtake Mutual Funds | ETF Trends
Will exchange traded funds(ETFs) ever be able to overtake the mutual fund industry? If you have to ask, that's a good sign. ETFs are fast becoming a formidable opponent to mutual funds, but whether they'll ever surpass that industry's size is ...

Be Cautious When Studying Mutual Fund Ratings | Recent Articles On NET
Wherever you look, you will find various rating systems on mutual funds, each of which uses a different approach. All of them are designed to weed through the.

Mutual Funds Enter iPhone App | Top Industry News, Statistics ...
... its long-term oriented customers have in minute-by-minute updates. The Pennsylvania investment giant is readying an application for Apple Inc's iPhone that will be a first in the mutual funds industry. It follows similar applications from Bank of ...

What A Difference An ETF Strategy Makes | ETF Trends
What A Difference An ETF Strategy Makes. Tom Lydon Bookmark and Share. When it comes to investing in exchange traded funds (ETFs), having a strategy can be the difference between having a winning year ...

Cramer Chimes In On The Most Dangerous ETF List | Daily Markets
Stocks; HBOS, Royal Bank Of Scotland Were Closer To Collapse Than Previously Reported · UNG And DTO Are The Two Most Dangerous ETFs Right Now · Cramer Chimes In On The Most Dangerous ETF List ...

How to Fight Inflation With ETFs | ETF Trends
ETF Balloons As the government has inundated the U.S. economy with stimulus packages, budget deficits, bank bailouts and cash, many think that the end result will be inflation. So how can one use exchange traded funds(ETFs) to fight it ...

Mutual Funds, ETFs, News and Views

Equity Mutual Funds Show Outflows - After 60% Rally!
Unless the US retail mutual fund investors start to believe in a bull market, there won't be a bull market. After all, if the considerable amount of money sitting in fixed income is not used to bid up equity prices, how will we create ...

(T) Top Income Equity Funds – Mutual Fund Commentary | Stock Blog Hub
This open-end, no-load mutual fund pays dividends on a quarterly basis. Capital gains, if any, are distributed in December. Paul Hogan has managed the fund since its inception in April 1996. It has an expense ratio of 1.40%. ... Learn more about the ...

How to Keep Your 'Exuberance' In Check | ETF Trends
Market ETF Rebound As the economy continues to show signs of stability, stocks and exchange traded funds (ETFs) have rebounded nicely since March, enticing even fearful investors back into the markets, lest they miss the rebound. ...

Mutual-Fund Buying Streak Rolls On - DailyFX Forum
Long-term mutual funds saw net buying for the 27th consecutive week on rising bond and hybrid funds, more than offsetting another drop in stock funds.

Investing Online With Mutual Funds
For beginners, investing in mutual funds, it is the most common thing, to grow their hard earned money. Generally, mutual fund is managed by a team of well experienced investors. Of course, these investors are looking in terms of ...

Exchange Traded Funds Venture Further Into Foreign Currency ...
In December of 2005, Rydex listed the Euro Currency Trust (FXE) Exchange Traded Fund. This was the first Exchange Traded Fund that allowed investors to enter the currency markets through investing in Exchange Traded funds. ... Many foreign ETF ...

Why It Matters How Your ETF Indexes Are Weighted | ETF Trends
When it comes to exchange traded fund (ETF) investing, did you know that different indexing strategies can either make or break your success? Click through to read about the different types and how they can affect you. ...

Mutual Funds, ETFs, News, Views

Determine Asset Allocation Of Mutual Funds
I have shared the asset allocation of our mutual fund investments a few times in the past. However, as you may have noticed, I didn't include everything in the analysis. The reasons for only looking at the allocation of mutual funds ...

The Mutual Fund Industry vs. Mutual Fund Investors, Part Two - CBS ...
Harris Associates serves as the investment advisor for the Oakmark family of mutual funds. Like many mutual fund advisors, Harris Associates also manages money for a number of institutional clients — pension funds, endowment funds, and the like. ...

Index Funds - When NOT to Use Them
Index funds have lower costs, and will beat the majority of mutual fundsover time. There are myriad reasons why most mutual funds underperform. The fact is, mutual fund companies are primarily asset gatherers. They do not benefit from ...

Superiority That Index Mutual Funds Have Over Other Types of ...
In fact most of the index mutual funds are no-load funds. The term no-load simply means that you as the investor will have no need to pay any kind of fee when you are buying or even selling stock and bonds. With an index mutual fund you ...

Mutual funds wipe out most losses caused by crisis | Prague Monitor
Prague, Sept 20 (CTK) - Domestic mutual funds have just lived through the most eventful twelve months in their history but thanks to the spring recovery, they managed to wipe out most of their losses, consulting companies Broker ...

Complacency: A Major Misstep of Mutual Fund Investors
Individual investors (and their advisers) are far too patient when it comes to dealing with changes in their mutual funds. They're quick to make moves based on short-term trends and performance, but slow to recognize the impact of ...

A return from 'fairyland': Meltdown shakes up consumers' money ...
Boomers piled their money into the latest market fad — whether it was biotechnology stocks, the Internet or exchange-traded funds. They put the money for their children's college education in 529 plans and saved for retirement by investing in 401(k)s ...

Invesco Planning Build America Bonds ETF
Invesco's PowerShares subsidiary has filed to offer an exchange-traded fund that will primarily invest in the Build America Bonds being issued as part of the stimulus plan. Eaton Vance has also filed to offer a mutual fundtied to the bonds being ...

Mutual Funds, ETFs, News, Views

Lipper report shows U.S. mutual funds charge lower fees than those ...
Phil Coggan of The Economist tells of a survey by Lipper (I can't find it online) on mutual fund fees: The average total expense ratios of US mutual funds are 1.32%, for German funds 1.57% and for UK funds 1.66%. ...

The Next Five Years in ETFs: What Will They Bring? | ETF Trends
Although there's on crystal ball to tell us what's in store for exchange traded funds (ETFs), there's plenty of speculation about what the next five years may bring to the table. Filings for new ETFs are pouring into the Securities ... Why Mutual ...

A Year After Lehman: Are Financial ETFs Ready for Their Close-Up ...
ETF 101, Sector ETFs, ... One year ago today, Lehman Brothers collapsed and sent the entire financial system and its related exchange traded funds (ETFs) on a downward spiral. Today, the ...

This Is What An Enhanced Index Fund Entails | What Defines Our Life
This is especially true when it comes to mutual funds. Among the terms is enhanced index fund which basically refers to an investment that tracks a stock market index, with the aim of making the management of the investment much easier to keep ...

Putnam To Roll Out Six Mutual Funds
Putnam Investments is launching a new suite of global investment funds.

(PBR) Top Non-US Equity Funds – Mutual Fund Commentary | Stock ...
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual funds section. This part of Zacks.com offers a variety of tools, including mutual fund research, ...

ETF DAILY NEWS » Actively Managed Exchange-Traded Funds ...
Evaluate the competitive advantages of the ETF structure over open-end mutual funds and other investment products in the delivery of active management strategies. Identify the roadblocks ETFs still face in their evolution toward true active ... ...

The Mutual Fund Industry vs. Mutual Fund Investors, Part One - CBS ...
Even better, focusing on expense ratios allows the ICI to make assertions like the one made on page five of their brief: “the total cost of investing in mutual funds has experienced a decades-long decline.” This is absolutely, unequivocally false. ...

ETF Trading Strategies: Should One Size Fit All?
Here's a simple guide to help you understand the way ETF investing strategies work and which will work best for your portfolio.

When should I redeem my mutual fund? - Rediff | eLagaan
Rediff. RediffWhen should I redeem my mutual fund? Rediff Usually, you are supposed to pay income tax each year on the dividends or interest you receive on your mutual funds. However, you won't pay any capital ...and more » ...

Mutual Funds, ETFs, News, Views

ETF Industry Continues Breaking Records in August | ETF Trends
The August exchange traded fund (ETF) numbers are in, and the industry continues to grow as new investors discover ETFs, old investors wade back into the markets and ETF providers continue to launch exciting new products. Total assets in ...

Behind the Numbers: Month to Date Market Review (Sept.12)
NXR (Municipal ETF): 14.07, 0.0%. Commentary: The fact that U.S. Treasury rates continued to decline this week even in the face of $70 billion of 3yr, 10yr, and 30yr issuance indicates to me: investors view the U.S. economy as weak ...

PIMCO Launches Two New TIPS ETFs | ETF Trends
As exchange traded funds (ETFs) continue to prosper, PIMCO has introduced two new fixed income ETFs focusing on the interesting realm of Treasury Inflation-Protected Securities (TIPS). The first is the PIMCO 15+ Yr. US TIPS Index Fund ... The ...

ETF Snapshot: A Look At August Trends - Research
The top three managers in the US ETF marketplace were: Barclays Global Investors (BGI), State Street Global Advisors (State Street), and Vanguard. Collectively, they accounted for approximately 84.5% of the US-listed ETFmarket ...

Slicing & Dicing Sectors Into Themes - Features
(Editor's Note: The following is an excerpt from an article in the Exchange-Traded Funds Report in July. Subscribers to ETFR can read the complete piece here.) Specialty-sector ETFs—also called “thematic” ETFs—have emerged as a major .... Largest ...

(SCHW) Top Aggressive Growth Equity Funds – Mutual Fund Commentary ...
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual fundssection. This part of Zacks.com offers a variety of tools, including mutual fund research, ...

Stop buying mutual funds - The Wealthy Boomer
The Wealthy Boomer -- which of course led indirectly to the blog you are now perusing -- described alternative forms of Managed Money for investors with at least $200000: wrap accounts, segregated management and index funds. ... I still invest some ...

Why Emotions Don't Mix With ETF Investing | ETF Trends
Everyone has tips and tricks for being a smarter, wiser investor when it comes to exchange traded funds (ETFs), stocks and other tools of investing. But most people may agree: the one single thing you can do to become a better trader is to learn to ...

Intelligent Speculator | Money being poured in ETF's
Exchange traded funds, known by most as ETF's have been the latest trend in both institutional and retail investing and we have been very strong believers in the fact that ETF's represent a great asset class to build a portfolio with. ...

Mutual Funds News and Views

As ETF industry grows, new trends emerge | Opalesque Commodities ...
Commodities Briefing - free daily updates covering in the sectors like agriculture, bullion/gold, energy, commodity prices, oil price watch, metals and minerals, commodity trading, market moves and trends, ETFs/ETCs, indices, ...

ETF Investing: Develop your portfolio with emerging markets ETFs ...
Emerging-markets stocks have cooled as concern over China's economic growth halted a robust rally, but this volatile sector still has a place in most investors' portfolios. (source: Market Watch) - News widgets and RSS feeds on ...

China fund assets set to top 1 trillion dollars | Vanguard
China's 18-year-old fund industry is stepping up innovations under Beijing's financial reforms, preparing for products such as global exchange-traded funds (ETFs), overseas index-tracking products and real estate investment trusts (REITs). ... China ...

Humberto Cruz: Where to find useful fund analysis online | Dollars ...
And I relished the idea of keeping costs down by focusing on index mutual funds, exchange-traded funds and low-cost actively managed funds with consistent performance. I received these fund suggestions from Cake Financial, an online computer-driven ...

SPY : Another Bearish signal for the remainder of this year ...
Back in March 13th 2009, the cover of the famous "BARRON'S" magazine had a Bull crashing on the street as if he was thrown out from the top of a building ! You know what happened next, the SPY(S&P 500)...

Advisers Favor Flexible Mutual Funds, Pare Down Equity Exposure
Many are turning to flexible, broadly based mutual funds, including index funds. Exchange-traded funds frequently figure more greatly in portfolios, too, since they can be traded intraday and are so low cost. ...

Ulli...The Wall Street Bully — insights into no load mutual fund ...
insights into no load mutual fund/etf investing. Not always politically correct, Ulli Niemann shares his observations, his investing insights and his unreserved ruminations & reactions to market behavior. A registered investment advisor ...

Why Mutual Funds Want In on the ETF Game | ETF Trends
Mutual Funds ETFs As the exchange traded fund (ETF) industry continues its major growth spurt and it becomes increasingly evident that they're here to stay, mutual fund companies are increasingly left with little choice but to join in with ...

7 'Great Recession' Lessons for ETF Investors | ETF Trends
Fidelity Backtests ETF Trend Following Plan – At a time when all investors are trying to recoup some of the losses witnessed in 2008, a sound investment strategy with the utilization of exchange traded funds (ETFs) can ...

Mutual Funds, ETFs, News, Views

As ETF Industry Grows, New Trends Emerge | ETF Trends
The exchange traded fund (ETF) industry has been experiencing superb growth this year: new providers are appearing on the scene while assets under management are hitting record levels. ... One analyst feels that ETFs will continue to pull assets ...

A Strategy for Longer Term ETF Traders
In 2002 he developed the Alpha Rotation Program (ARP), a long-short market timing system using no-load mutual funds and exchange-traded funds(ETFs). He also trades a portfolio of stocks and ETFs. ...

Summer's Over – What's Your ETF Re-Entry Strategy? | ETF Trends
ETF Strategy The summer of 2009 is about to become a memory as we get back to the daily grind. You might be considering wading back into the markets and invest in a few exchange traded funds (ETFs), too, but do you have a strategy? ...

Record Assets Posted for ETF Industry | ETF Trends
Record Assets Posted for ETF Industry. September 02, 2009 at 6:00 am by Tom Lydon Bookmark and Share. images For the first half of 2009, exchange traded funds (ETFs) had a decent period in which they accumulated enough assets to break records. ... ...

Fidelity Backtests ETF Trend Following Plan | ETF Trends
At a time when all investors are trying to recoup some of the losses witnessed in 2008, a sound investment strategy with the utilization of exchange traded funds (ETFs) can be a key component of any portfolio. Recently, Fidelity Investments ...

Another Drawback of Exchange Traded Funds (ETFs)
In using an ETF for a sector you are giving up the chance to outperform at the sector level. This potentially becomes a smaller issue the narrower ETFs become. For many people this opportunity cost is probably small consideration but it ...

Why Use Exchange Traded Funds (ETFs) In Your Securities Portfolio ...
An Exchange Traded Fund (ETF) offers many benefits to investors seeking to build a growing portfolio. If you are looking for ways to build, or rebuild you. ... ETF's offer some advantages over mutual funds. Like index funds, ETF securities ...

Mutual Funds, ETFs News and Views

Will This Market and ETF Rally Last? | ETF Trends
Mutual funds have long been a trusted and popular form of investment, but are they going the way of the dinosaurs? Exchange traded funds (ETFs) are quickly becoming the investment. ...

Tips on Choosing an Actively Managed Fund - CBS MoneyWatch.com
During his career, he's researched and written extensively about personal investing, the mutual fund industry, and financial services, contributing to a number of books and articles. In this role, he uses a nom de plume ... but they are ...

Fewer mutual funds and more ETFs mean better options for investors ...
But investors who put in a set amount on a weekly or monthly basis would likely find mutual funds the better choice. That's because as long as they've chosen a no-load mutual fund they won't have to pay commissions each time they make ...

Intelligent Speculator | 6 things to look at before buying an ETF
Of course, when you have a few million dollars, the fees charged by most ETF's are a bit expensive. But most of us, unfortunately, do not have millions to invest. So between mutual funds and ETF's, the choice is very easy. ...

How Mutual Fund Rating Is Done | Forex Juggernaut: Trading Reviews
Mutual fund ratings are especially easy to look at and understand. The rating goes a long way in helping an investor determine whether any type of investment he intends to take up is worth as a long or short-term investment.

Best Mutual Funds With No Load | Personal Finance Buzz
Personal finance social boookmarking portal where you can find the best business and personal finance articles.

What Happens After Opening A Roth Ira In A Mutual Fund? | Roth IRA
First off, you contribute funds to a Roth IRA, and then you use those funds to purchase investments such as CDs, mutual funds, stocks, etc. So it's more accurate to say you would purchase a mutual fund inside your Roth IRA rather than the other way ...

4 Differences Between ETFs and UITs | ETF Trends
According to a recent survey, financial advisors are moving some of their clients' assets out of mutual funds and into exchange traded funds (ETFs), for a number of reasons... 2618 ETFs and $1.15 Trillion In ...

Top Diversified Bond Funds – Mutual Fund Commentary | Stock Blog Hub
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual fundssection. This part of Zacks.com offers a variety of tools, including mutual fund research, ...