Posts tagged as:

AGG

Exchange-traded funds (ETFs) have burst on to the scene in the last few years, raking in hundreds of billions of dollars in assets and prompting a major shift towards indexing strategies in the process. ETFs have empowered financial advisors (FAs), registered investment advisors (RIAs), Chief Financial Officers (CFOs), money managers, and retail investors to take greater control over their portfolios, pushing down fees and maxing out tax efficiency in the process. While ETFs appear quite simple on the surface, these securities can be quite complex. In order to get the most out of ETFs, there’s a lot that investors need to know about the structure, opportunities, and limitations of these securities.

[click to continue…]

{ 0 comments }

Income investing has become particularly popular in recent years, as near-zero interest rates have left many starved for attractive yields. As such, many investors turned to equity ETFs paying out high dividends to find a stable source of income. But looking through past distributions and current yield metrics is not always the most accurate method for evaluating an ETF’s yield, as there are several nuances to these products that need to be taken into account, including capital gains [see also 12 High-Yielding Commodities For 2012]. [click to continue…]

{ 0 comments }

After charging forward on Monday, stocks have been turning in sour performances, as it seems that there is no positive news to keep investors upbeat enough to buy. While the end of today’s session saw a fair amount of buying activity, it was likely due to major indexes sinking nearly 1% intraday, before they rose [...]

{ Comments on this entry are closed }

Bullish momentum cooled off a bit last week thanks to sparse economic data releases and lingering profit taking pressures. Investors fretted over worse-than-expected data from the housing market on the home front, while slowdowns in manufacturing across Europe and China also added to the list of uncertainties. Despite relative weakness in the stock market, gold prices [...]

{ Comments on this entry are closed }

Equity markets continued their trek higher last week as encouraging economic data is a key driver of price action now that Euro zone woes have finally taken a backseat. In light of the positive fundamental improvements on the home front, this week is looking to be fairly uneventful in terms of major data releases aside [...]

{ Comments on this entry are closed }

Today brings the most anticipated ETF launch of the last several years, with PIMCO debuting an exchange-traded version of its popular Total Return Bond Fund (TRXT). The new ETF, PIMCO’s fifth actively managed product, is managed by bond guru Bill Gross–who is widely regarded as the top fixed income manager in the world. The move [...]

{ Comments on this entry are closed }

Bond fund giant PIMCO launched its highly anticipated Total Return ETF (TRXT) on Thursday, bringing to market an exchange-traded version of the mutual fund that has accumulated about $250 billion in assets since its debut in the 1980s. The new ETF is the most eagerly anticipated product launch of the last several years–perhaps throughout the [...]

{ Comments on this entry are closed }

Last week’s bull-run on Wall Street came to a halt screeching halt on Friday as investors expressed their concerns over the looming, unresolved Euro zone debt crisis. Greek leaders and European policymakers have been battling it out in the negotiations room, although it appears that the drama may be nearing a climax as the debt burdened [...]

{ Comments on this entry are closed }

With more than 40% of the U.S. market, iShares has long been the leader in the U.S. ETF industry. But in recent years the competition has been gaining ground, thanks in part to more cost efficient products. According to the ETF Industry Association, Vanguard led all ETF issuers with almost $36 billion in cash inflows [...]

{ Comments on this entry are closed }

The bulls took charge on Wall Street last week as investors reacted positively after a number of encouraging economic data releases. Home builders confidence and existing sales continue to point towards signs of a recovery in the battered down U.S. housing market. Better-than-expected jobless claims also helped restore confidence in the domestic economic recovery. Earnings [...]

{ Comments on this entry are closed }

There are hundreds of exchange-traded products at various points in the product development pipeline, but perhaps none of the funds that could debut in 2012 are as highly anticipated as the PIMCO Total Return Exchange-Traded Fund (TRXT). The bond fund giant had previously filed for approval for an ETF version of the world’s largest bond [...]

{ Comments on this entry are closed }

ETFs: The $10 Billion Club

by on January 11, 2012

It is no secret that the ETF industry is dominated by just a handful of products. The majority of the $1 trillion plus assets are confined to roughly 100 funds, leaving the other 1,300 ETFs in the dust. But as growth in the industry continues to pick up, more and more funds are entering elite [...]

{ Comments on this entry are closed }