- August 2013 Interviews The September/October 2013 issue of Journal of Indexes includes...
- There are five different ways to invest in a MLP; each investment vehicle has different...
- A number of financial publications believe that when a mutual fund manager leaves a fund, fund...
- An established ETF operator can make a small profit by offering a new ETF that brings in as little...
- The major selling point of “risk parity” funds is they are designed to make money in most...
- Over the 30-day period May 23 through June 23, 2013, high-yield closed-end funds (CEFs) dropped 10....
- A number of online brokers offer free ETF trading for their clients for select funds: Schwab has at...
- Research by Sharpe in 1992 showed that style and size explain roughly 80-90% of mutual fund returns...
- According to Mark Hulbert, editor of the Hulbert Financial Digest, one of the best methods for...
- According to 2012 research by The Leuthold Group, investing in last year’s 2nd-best performing...
- In 2006, no load fund shares accounted for 63% of all fund sales recorded by advisors (source:...
- As of the beginning of the second quarter of 2013, the six mutual funds with the largest percentage...
- The average expensive ratio for the 100 largest mutual funds that oversee U.S. stock portfolios is...
- Exchange-traded notes represent ~1% of the exchange-traded marketplace; ETFs account for the other...
- About a dozen mutual fund families rely extensively on outside managers. In most cases, the fund...
- In 2008, the typical high-yield municipal bond fund had a total return of > -25%; some of these...
- Roughly $85 billion was invested in emerging markets bond funds and ETFs as of March 2013. There...