October 2009

Mutual Funds, ETFs, News and Views

It's Not The Bond ETF That's Busted, It's The Index
At least with a bond ETF you can see the disconnect and decide for yourself. Think about how you purchase a mutual fund. You place your order and you receive shares at the NAV. Remember, that matrix pricing isn't only used for ... I often wonder ...

Two New Ways to Hedge Inflation With ETFs | ETF Trends
Index IQ has introduced two new exchange traded funds (ETFs) that are intended to provide a hedge against inflation. The new ETFs offered by Index IQ are: IQ CPI Inflation Hedged ETF ...

Our Take on the Bond ETF Dilemma - Morningstar - ETF Specialist
At least with a bond ETF you can see the disconnect and decide for yourself. Think about how you purchase a mutual fund. You place your order and you receive shares at the NAV. Remember, that matrix pricing isn't only used for indexes-- active ...

Are There Hidden Fees in Your Mutual Fund? - Morningstar - The ...
Index mutual funds and exchange-traded funds, especially those that focus on large-company stocks, generally limit their trading costs, because they simply mirror the holdings in a given market benchmark. You could also look for those actively ... ...

4 Rules to Follow When It Comes to ETF Investing | ETF Trends
As many investors are eager to make up losses witnessed in last year's market meltdown, there are some basic exchange traded fund (ETF) rules that one could follow to make it a bit easier. Michael Brush of MSN Money outlines a few rules that the ...

Commentary :: Weekly Top 10 ETF Rankings - TraderPlanet
Weekly Top 10 ETF Rankings. by RobertWColby on Oct 26, 2009. 4-Year Outperformance by the. Top 10 Exchange Traded Funds Weekly Rankings of Major Trend Relative Strength My weekly Top 10 ETFs ranked by the Major Trend Relative Strength ...

Mutual Funds, ETFs, News and Views

Fund My Mutual Fund: CBSMarketwatch: Are Amazon.com's (AMZN ...
Some Mutual Funds That Perk My Interest. CGM Mutual (Kenneth Heebner) · CGM Focus (Kenneth Heebner) · Quaker Strategic Growth · Loomis Sayles Mid Cap Growth · Bridgeway Aggressive Investors · Eaton Vance Multi Cap Growth ...

4 Benefits Of Investing In Mutual Funds | Farticle.net
Well before we get into that lets take a look at the question, How do mutual funds work? Basically a mutual fund is a company that takes all of the money invested into it and invests it into securities of their choice. ...

Do Mutual Funds Cheat on Returns? | Tip'd
Mutual funds don't lack for reporting requirements. Ask anyone who has struggled to un-wedge a bulky prospectus from his mailbox. An army of math-ch...

Mutual Funds – Proper Selection For Maximum Return | Forex Market ...
More often than not, mutual funds with high up-capture ratios also have higher down-capture ratios, which translates into higher volatility of returns. A good mutual fund manager, however, can become defensive during market downturns ...

The Lowdown on Index Funds: For Many Investors Index Funds May Be ...
First let's make sure we understand what an index fund is. An index fundis a type of mutual fund based on a portfolio of investments that mirrors a larger stock-exchange index. So an index fund may be based on the overall results of the ...

Mutual Funds, ETFs, News and Views

stockbee: Top 10 ETF by relative strength
Over the years I have subscribed to various services and none of them was satisfactory. I kept switching from one to another looking for the golden fleece. I have been Stockbee member since October 2007. Your site is the first one to ...

CF Economics: Mutual Fund Outflows Accelerate
Mutual Fund Outflows Accelerate.

How to Stop Human Nature From Impeding Your ETF Investing | ETF Trends
When it comes to investing in exchange traded funds(ETFs), having a strategy can be the difference between having a winning year and a losing one. Successful investing is hard...

BankBazaar : Mutual funds - enter free, pay to exit!
Many products were sold driven by commissions and nothing else, which although not wrong as that's a business model, is not right for long term stability of the financial services business and the mutual fund industry as a whole. ...

ETFs and ETNs: Which Do You Choose? | ETF Trends
Direxion, the provider of a number of triple leveraged exchange traded funds (ETFs), is changing the objective for all of their leveraged index mutual funds (LIFs). While the ETFs. ...

Mutual Funds, ETFs, News and Views Update

*ETF* Industry Busts Records In Third Quarter | Daily Markets
The third quarter of 2009 has been another hit for the *exchange traded fund * (*ETF*) industry. ETFs have benefited from a rebound in the stock market, pushing. ... Current research on the *ETF* industry indicates that the asset pool of funds that ...

Don't Let Your *Mutual Fund* Misuse Your Money - CBS MoneyWatch.com
Yet it is a typical arrangement in the *mutual fund* industry, and most fund prospectuses contain language that permits them to do precisely what the Reserve Primary fund is doing. The bottom line is that fund investors have * ....* but they are ...

KaChing: A Better Alternative to *Mutual Funds*? | Technologizer
KaChing founder Dan Carroll told me that KaChing is aimed at investors who'd otherwise sock money away in *mutual funds*, but who want more information on how their money is working for them than the *mutual fund* industry provides. ...

IFIC's 36 point-of-sale recommendations for *mutual funds*; why are *...*
As the piece notes, National Instrument 81-101 is aimed at *mutual fund*sales people who would be required to provide to prospective purchasers a 2- or 3-page Fund Facts document. This would outline the most important information ... Given that IFIC ...

Use A Stock Screener To Find Stocks To Buy (Morningstar Demo)
These days, you'll have to be much more particular about which stocks, ETFs and *mutual funds* to buy. Today, I doubt I'd be as enthusiastic about anyone's word-of-mouth recommendations as I used to be. I would do a lot more due diligence before I ...

Actively Managed ETFs Coming Into Their Own | *ETF* Trends
*ETF* active management Active *exchange traded funds* (ETFs) are going mainstream as the industry's big names join in to get their share of the pie. This inchoate *ETF* space has the potential for more growth and innovation with more firms vying for ...

Mutual funds, ETFs, News, Views

The Good ETF « Economics
What makes a good ETF in the long term? My, what a question, driven by the ETFs challenging the limits of what is prudent. Maybe it is easier to start with what makes a bad ETF, then: Headline risk can be eclipsed by credit risk. ...

Advantages of Index Funds: Outperform Actively Managed Funds with ...
By avoiding the typically higher costs of actively managed funds, index fund investors benefit from higher returns. ... Index funds are mutual funds that track a specific index or set of guidelines. Rather than trying to beat the index, the fund ...

Socially responsible mutual funds - KIVITV.COM | Boise. News ...
Socially responsible mutual funds tend to have higher fees than regular funds. These higher fees can be attributed to the additional ethical research that mutual fund managers must undertake. In addition, socially responsible funds tend ...

Our ETF Analyzer | ETF Trends
The majority of exchange traded funds (ETFs) boast low costs, however when there is an issue of liquidity and a low asset base, ETFs can sometimes be a bit costly for investors.... Continue Reading » · Has Infrastructure Stimulus ...

10 Tips for Trading ETFs | ETF Trends
Exchange traded funds (ETFs) are unique instruments: they're like mutual funds, in that they hold baskets of stocks, but they're like stocks, in that they trade all day on an... Continue Reading » ...

Are Mutual Funds Losing Faith in the Dollar? - Morningstar - Fund Spy
Morningstar provides stock market analysis; equity, mutual fund, and ETFresearch, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help ... Russell 2000 quote is 15 ...

Water ETFs: Playing Our Most Valuable Resource | ETF Trends
Investors who want to play the shortage of the commodity can easily do so with exchange traded funds (ETFs). The state of the water industry at the moment makes it difficult for investors to single out a few good water stocks, so an ETF ...

Findings of mutual fund advertising study at a glance | San ...
University researchers have concluded a two-year-old rule requiring equal disclosure of mutual fund expense information alongside performance data may not lead to better decisions by consumers, who tend to ignore the importance of ...

5 ETF Themes Investors Can Consider | ETF Trends
ETF best Every exchange traded fund (ETF) investor has at least a few of their favorite, go-to funds. It's also worthwhile at times to periodically check out the favorites of others to expand your horizons and get new ideas. According to Don Dion ...

By The Way, Bond ETF's Are Broken Too
WSJ: Keeping ETF returns in line with the indexes has proven to be tough in the murky bond market. For most bonds, there is no centralized exchange matching bond buyers and sellers, and different market players can assign very different ...

Rick Ferri: Managing The Biggest Risk Of All - Features
Ferri: There are a few funds we use that are not index funds. We use the Vanguard High-Yield Corporate Fund (VWEHX) for high-yield bonds. The high-yield bond indexes are not diversified enough and they have liquidity issues. ... The way to get around ...

Sector Highlight: Energy ETFs | ETF Trends
Green energy exchange traded funds (ETFs) are trading higher this morning after reports that the U.S. government has spent more than $1 billion on private sector renewable energy. ...

Mutual Funds, ETF, News and Views

5 ETF Winners in the Third Quarter | ETF Trends
ETF 3rd quarter Although the third quarter ended on a downbeat, it was the best quarter in the markets since 1998. A number of exchange traded funds(ETFs) also exhibited some impressive gains. Where were the hot spots? Airline Industry. Total ...

Tune Out Mutual Fund Horse Race Reporting - CBS MoneyWatch.com
For better or worse (mostly, in my strong opinion, the latter) most mutual fund reporting makes investing seem like a horse race: Here's who won. ... Of course there are exceptions to this, but they are discouragingly rare. In light of this fact, the ...

ETF Trends in the Wall Street Journal | ETF Trends
ETF Trends received a shout-0ut in today's Wall Street Journal as one of the go-to sites for all the information you need on exchange traded funds(ETFs).

ETF Update: Why Weighting is Important « Economics
When there are several ETF choices related to the same sector, which one is best? There are plenty of considerations, many of which relate to the expected holding period. In our ETF trading we make choices with a three-week time horizon ...

» Cheapest S&P 500 Index Funds | Tip'd
An index fund is an index fund is an index fund (for the most part), so why pay more than you have to? In this post I list the cheapest S&P 500 index funds from some "brand name" brokers. comments 1 Comment addto Save & Share Topple ...

StockWeb: Treasury inflation protected securities ETF
Recently PIMCO launched their two exchange traded funds for inflation hedging PIMCO BROAD U.S. TIP (TIPZ) and PIMCO 15+ Yr. US TIPS Index Fund(NLTPZ). These funds protect against US inflation. International exposure provides fund SPDR ...

The 5 Most-Wanted ETFs | ETF Trends
ETF trading volume The markets are recovering, albeit slowly, and investors are wading back in to buy exchange traded funds (ETFs). Most of those investors, at one point or another, will come across these five ETFs, the most heavily ...

Mutual Funds, Etf, News and Views

Cheapest S&P 500 Index Funds
If you own an index fund and you're paying an expense ratio greater than 0.35%, you're getting ripped off. I created a list of index funds from major brokers, like Vanguard, Fid...

6 Strategies To Rebuild Your ETF Portfolio | Daily Markets
Now that the dust has settled and investors are faced with the task of rebuilding their portfolios, there are some exchange traded fund (ETF) strategies you.

Mutual Funds Keep Streaking - DailyFX Forum
Long-term mutual funds saw net inflows for the 28th week in a row on continued strength for bond and hybrid funds, more than offsetting another drop.

September ETF Performance Report | ETF Trends
ETF Performance Report The month of September marks both the close of the third quarter and an anticipated return of investors coming back from vacation. Despite faltering on the last day, stocks and exchange traded funds (ETFs) just ...

Famous Quotes About Money and Investing From Index Fund Pioneer ...
Bogle is famous for his insistence in his numerous books on the superiority of index funds over traditional actively-managed mutual funds. He believes that actively managed mutual funds cannot beat a well run index fund over a long period ... ...

Manager vs. Index Funds: Who Wins | The Dividend Guy Blog
If you weed through the advice to buy mutual funds then it can be very helpful. Recently there was an article about the actively managed mutual funds versus index funds and a discussion on who wins. Once again, index funds came out on top. ... ...

Who Actually Believes in Index Fund Investing and Other Boring ...
Who Actually Believes in Index Fund Investing and Other Boring Investment Ideas? Diversification, index funds, low expenses, tax efficiency…they're all so boring. Isn't there a better way? Can't I use research, insight, intuition, and intelligence ...

Debt funds boost mutual fund assets: CRISIL | Invest In India
The mutual fund industry's assets under management (AUM) reached a new peak at the end of August touching Rs.7.57 trillion, growing by 5 per cent over the previous month. Only the debt category, driven by ultra short term debt funds, ...

The Stock Market and ETF Rally: Will It Stick? | ETF Trends
ETF trends The markets, along with exchange traded funds (ETFs), have seen a dramatic uptrend since the March 9 low. So much so that rumors of a correction refuse to completely go away. But is it really going to happen? ...