Posts tagged as:

MDY

By now, most investors are familiar with exchange-traded funds (ETFs), as they have become some of the most popular securities currently on the market. There are, however, fewer investors who are familiar with unit investment trusts (UITs) despite the fact that some of the most popular ETFs in the world are actually structured as UITs. Take the SPDR S&P 500 ETF (SPY), one of the largest funds in the world; underneath the hood, it is actually a UIT. [click to continue…]

{ Comments on this entry are closed }

Since SPY made its debut as the first exchange-traded fund in 1993, the ETF industry has certainly come a long way. Investors can now choose from more than 1,400 products, allowing them to gain cheap and easy access to nearly every corner of the investable universe. While ETF issuers keep filling the product pipeline, pumping out some of the most unique and compelling funds on the market, many investors still rely on some of the oldest and most popular plain-vanilla ETFs as essential building blocks of any portfolio. In the 1990s, legendary ETF issuers State Street and iShares were the first to bring these products to market, and a close look at their performances goes to show that these ETFs have certainly withstood the test of time. Below we highlight five of the biggest veteran ETF winners since inception (cumulative returns as of November 8, 2012) [see 101 ETF Lessons Every Financial Advisor Should Learn]: [click to continue…]

{ Comments on this entry are closed }

Brief History Of ETFs

by on September 11, 2012 | Updated December 8, 2014

Exchange-traded products are ubiquitous in the world of investing. The more than 1,600 products have accumulated billions of dollars, and are widely used by all types of investors, from individuals with relatively small accounts and simple strategies to sophisticated hedge funds managing billions. So it may be hard to believe that the ETF industry is […]

{ 0 comments }

Over the years, mid-cap equities have certainly held their ground, proving to be a useful and potentially lucrative allocation for many investors’ portfolios. Despite their solid performance, some investors take a “barbell” approach to equities, shifting assets primarily to large and small cap funds, believing that the risk-return profile of mid-caps fall somewhere in between. […]

{ Comments on this entry are closed }

As we approach the halfway point of 2012, we are on track for yet another period of tremendous growth for the lineup of ETFs. More than a hundred new funds have begun trading already this year, and dozens of issuers continue to plan aggressive expansions of their product lineups.  While the blistering pace of expansion […]

{ Comments on this entry are closed }

Stocks In Free Fall

by on May 19, 2012

Equity markets were rattled back-and-forth as Euro zone debt drama swept over Wall Street for another week. Volatility levels climbed higher across asset classes as profit taking pressures and bargain buying created a trading frenzy, although major stock indexes did end the week lower in red territory. Investors got no relief on the home front as the latest Fed […]

{ Comments on this entry are closed }

Beware Of Bargain Shopping

by on May 14, 2012

Stock markets headed south last week as uncertainty over the political situation in Greece led many investors to question the health of the fragile currency bloc as a whole. Amidst the flurry of volatile trading on Wall Street, profit taking pressures also spread to commodities; futures prices for gold and oil both traded lower, settling […]

{ Comments on this entry are closed }

The ETF industry has been routinely praised for its innovation over the last several years, which is no doubt a contributing factor to the surge in interest and assets. Generally, reference to such innovation relates to the growth in the product lineup, as issuers of all sizes have launched a number of creative, first-to-market products […]

{ 0 comments }

Wall Street enjoyed its third consecutive win despite a mixed bag of earnings on the day. The most notable report from today was from Exxon Mobil (XOM) who’s profit was 11% off of original targets, prompting the stock to dip during the day. Traders also cheered on better-than-expected housing data, a rare win considering the […]

{ Comments on this entry are closed }

Ongoing worries of a global economic slowdown coupled with Euro zone debt woes have prompted many investors to reallocate capital to safer corners of the market in recent months. U.S. large cap stocks have been a popular destination, largely considered a “safe haven” amongst equity investors, as this asset class has staged an impressive comeback […]

{ Comments on this entry are closed }

September was a brutal month for equity markets around the globe, as anxiety over Europe and intensifying concerns about the growth prospects for many emerging markets hammered asset prices. The freefall in stock markets hit the bottom line of the ETF industry as well; despite another month of strong inflows, industry assets fell below the […]

{ Comments on this entry are closed }

Rydex, the issuer behind the ultra-popular S&P Equal Weight ETF (RSP), announced this week the introduction of two new ETFs that offer equal-weighted exposure to the S&P MidCap 400 Index and S&P SmallCap 600 Index. The new ETFs include:

{ Comments on this entry are closed }