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Profit-taking pressures have begun to creep onto Wall Street as earnings euphoria has bolstered major equity indexes to all-time highs, prompting many to lock-in gains ahead of the next potential pullback. Amid the strong bull market, industry juggernaut WisdomTree is expanding its suite of offerings with a targeted fund that should appeal to investors who have been eagerly looking to participate in Wall Street’s rally. The new WisdomTree U.S. SmallCap Dividend Growth Fund (DGRS) will look to take advantage of the markets’ growing optimism as it targets arguably the most volatile corner of the domestic market: small cap stocks, with a twist [Download 101 ETF Lessons Every Financial Advisor Should Learn].  [click to continue…]

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When it comes to portfolio allocations strategies, for years small-cap equities have found their way into many investors’s portfolios, proving to be a useful and potentially lucrative allocation. The investment thesis behind small caps is that these firms are likely to provide strong growth prospects and should have a much easier time growing than their large-cap counterparts. Although these securities can be extremely volatile, small-cap equities can serve as great diversifying agents since they tend to move somewhat independently of large caps. Additionally, the small capitalization segment of an equity market makes for a better “pure play” on the local economy [see also 3 Surprising A+ ETFs].

For investors looking to gain exposure to small-cap equities, there are a number of popular options, but perhaps the best way to start sifting through the space is to look at the funds that have delivered stellar returns. Below we highlight five small-cap ETFs standouts, whose double-digit returns over the past five years may convince some investors to include them in their portfolios: [click to continue…]

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Cautiously Bullish At Home

by on May 7, 2012

Mixed economic releases coupled with concerning nonfarm payrolls data left many scrambling to take profits, sending major indexes into red territory for the week. With earnings season in the books, investors will once again focus their attention on fundamental data releases along with headlines from the Euro zone. The week ahead looks to be clouded with uncertainty as parliamentary elections across the […]

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U.S. ETF assets declined slightly in November according to the latest data from the National Stock Exchange, as the rapidly-growing industry experienced net outflows amidst a general flight from both domestic and international equities. The industry finished last month with $1.06 trillion in net assets, down about 2% from the previous month but up 12% […]

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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 […]

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In perhaps a sign of things to come, a newcomer to the ETF industry has popped up, offering a fund-of-fund ETFs designed to offer exposure to global equity markets. The One Fund (ONEF) currently consists of five ETFs, including four Vanguard products and one iShares ETF:

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The reasons for the rise of the ETF industry are numerous: intraday liquidity, (potentially) superior tax efficiency, and enhanced transparency relative to traditional actively-managed mutual funds have all contributed to the billions of dollars of inflows that these funds have seen in recent years. But the real attraction for most ETF investors is the reduced […]

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Charles Schwab, one of the world’s best known and largest asset management firms, recently took another step towards finally breaking into the rapidly-expanding ETF industry. Earlier this month, Schwab filed paperwork with the SEC to launch nine ETFs. The proposed funds will have the benefit of the Schwab name (and the tremendous resources that come […]

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