Similar Articles |
|
The Motley Fool November 17, 2006 Ralph Casale |
Not Your Father's Index Funds A number of investment vehicles, mostly ETFs, have been designed to take advantage of alternate company weighting in an index. |
The Motley Fool November 27, 2006 Zoe Van Schyndel |
57 Flavors of Funds New versions of ETFs mean more choices for investors. |
Financial Advisor June 2007 Marla Brill |
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures. |
The Motley Fool March 21, 2007 Zoe Van Schyndel |
Funds of the Rising Sun Japan may be a good consideration for investors seeking an alternative to the much-hyped China and India plays. |
Financial Planning March 1, 2006 Donald Jay Korn |
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. |
Registered Rep. February 15, 2011 Stan Luxenberg |
Fundamental Indexes Have Had a Good Run. Converted Yet? Proponents claimed that fundamental ETFs and mutual funds would outdo the S&P 500 and other traditional benchmarks. Critics scoffed. But now many of the funds have significant track records, and the results are promising. |
The Motley Fool February 22, 2011 Dan Caplinger |
3 Strategies That Beat the Market Alternatives to index funds did well since 2000, but will they keep up the pace? |
Financial Advisor March 2011 Marla Brill |
New Indexes Nudge Out Old Favorites Advisors who have moved into alternative indexes are finding unique ways to use them. |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results. |
The Motley Fool September 27, 2010 Michael Johnston |
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. |
Financial Planning October 1, 2006 Donald Jay Korn |
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu. |
The Motley Fool January 18, 2011 Michael Johnston |
Understanding the Quirks of QQQQ QQQQ -- better known as the "cubes" -- has become a popular option for investors looking to gain exposure to growth companies and the tech sector in general. |
The Motley Fool July 6, 2010 Selena Maranjian |
A Fund Designed to Grow Instead of tracking the Dow or the S&P 500, the PowerShares FTSE RAFI US 1000 ETF tracks an index weighted by company fundamentals, which has given better performance historically. |
The Motley Fool October 10, 2007 Zoe Van Schyndel |
An ETF for Emerging Giants If you're looking to temper the risk of emerging market investing, the new PowerShares FTSE RAFI Emerging Markets ETF might be worth a closer look. |
Financial Advisor April 2006 Raymond Fazzi |
A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks. |
Investment Advisor November 2006 |
Fundamental Index Strategies The report, Retrospectives on Selected Fundamental Index Strategies, offers a long view of Research Affiliates' past and present fundamental indexing strategies. |
The Motley Fool November 16, 2006 Kevin Scollan |
The Best ETF for 2007: iShares MSCI Japan Index Fund There's a lot to like about the iShares MSCI Japan Index Fund. Having made its debut more than 10 years ago, it is one of the pioneers among international ETFs and has attracted more than $13 billion in net assets. |
Investment Advisor November 2006 Kathleen M. McBride |
Fundamental Indexing Goes Main Street Index investing has traditionally been linked to capital-weighted indexes, whereby a company's market cap determines how much of a company actually got into an index. And that's the fatal flaw in conventional index-linked investing. |
Financial Advisor February 2006 Matt Hougan |
Is `Buy The Market' Best? Enhanced indexers say they have the way to go the market one (or two) better. Financial advisors, take note. |
Registered Rep. June 7, 2011 Stan Luxenberg |
Concentrated ETFs PowerShares QQQ has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points |
Financial Planning March 1, 2007 Donald Jay Korn |
ETF Mania! As the number of exchange-traded funds explodes, planners are deploying them to bring sophisticated institutional strategies to affluent clients. |
Registered Rep. January 26, 2010 Brad Zigler |
The Price Is NOT (Always) Right As every financial advisor -- indeed every investor -- knows, there is a difference between price and value. |
The Motley Fool June 29, 2010 Dan Caplinger |
The Better Way to Beat the Market? The jury's still out on alternative indexes. Different market conditions will make index funds perform in various ways. |
Financial Planning June 1, 2009 Richard A. Ferri |
Mapping Indexes Today's advisors can best serve their clients with a working knowledge of the various index methodologies. Unfortunately, this is no easy task. |
The Motley Fool June 13, 2006 Stephen D. Simpson |
The Nikkei Gets Stomped Commodities are falling, rates are rising, and traders are freaking out. |
The Motley Fool June 7, 2011 Morgan Housel |
Searching for a Better Index Going beyond the S&P 500. For those who don't have the time or inclination to dive into individual stocks, index funds are the way to go. |
The Motley Fool October 4, 2011 Dan Caplinger |
Watch Out for These Costly Investments High costs can make ETFs look bad. |
Financial Advisor March 2012 Tom Lydon |
Slow Build Companies have lined up to introduce active ETFs, but so far less than 1% of ETF assets are in these products. |
The Motley Fool August 18, 2009 Dan Caplinger |
The Easy Way to Find Big Dividends Choosing a solid dividend ETF can help you diversify your portfolio while giving you the benefits that dividend-payers offer. |
The Motley Fool July 3, 2007 Selena Maranjian |
Best and Worst ETFs When you study ETFs, make sure you look at them from several angles. Learn to get the biggest bang for your bucks. |
The Motley Fool July 28, 2010 Jared Cummans |
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. |
The Motley Fool December 18, 2007 Dan Caplinger |
Improving on Index Funds As the fund universe continues to evolve, new funds have emerged that try to improve on their first-generation counterparts. One fund in particular has its sights set high -- the Rydex S&P Equal Weight ETF. |
Investment Advisor February 2010 Vaughan Scully |
The ETF Advisor: S&P 500 ETFs While some S&P 500 Index funds are virtually identical to the SPDR fund, a handful of other ETFs offers more substantial modifications to the original formula. |
The Motley Fool December 4, 2006 Zoe Van Schyndel |
ETFs: From DOG to DOO The ETF market may contain DOG and DOO, but it also holds funds like the PowerShares HighYield Dividend Achievers -- an investment that we can only hope will live up to its ticker symbol (PEY), over and over again. |
Financial Planning November 1, 2010 William Atkinson |
Pick Me Financial planners have their own processes for selecting individual stocks for their clients. And given that mutual funds have been around for decades, planners also have their favorite fund families. However, ETFs are a different animal. |
The Motley Fool August 29, 2007 Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
The Motley Fool April 6, 2011 MIchael Johnston |
AAPL Weighting in QQQ to Be Slashed What does the change mean for the ETF? |
The Motley Fool August 10, 2011 Selena Maranjian |
Make Money in Tech the Easy Way There's no need to guess which technology-oriented companies will perform best. A well-chosen ETF can grant you instant diversification across tech stocks. |
The Motley Fool December 27, 2010 Eric Dutram |
Round Out Your China Exposure With These 3 ETFs Give these ETFs a try. |
The Motley Fool May 19, 2010 Dan Caplinger |
A Hidden Trap for Bond Investors Bond-index weighting methods may have you buying dangerous bonds. |
The Motley Fool September 17, 2007 Zoe Van Schyndel |
Healthy Exchange-Traded Funds Regardless of how much they exercise or how much they spend on plastic surgery, the baby boomers just keep getting older. Therefore, this may be the right time to consider funds focused on the health-care industry. |
The Motley Fool May 18, 2009 Dan Caplinger |
Don't Let Dying ETFs Snare You In a sign of the times, some ETFs have decided to pull the plug after failing to attract a big following from investors. |
Registered Rep. July 1, 2006 Stan Luxenberg |
Fundamental Indexing During the 1990s, S&P 500 index funds were all the rage -- and, for most core investments, the bogey to beat. But lately the index has been offering stingy returns. |
The Motley Fool May 21, 2007 Dan Caplinger |
Going Beyond the Index Rather than using a weighted index based on the market cap of the component stocks, WisdomTree ETFs base their portfolio allocations for index components on fundamental aspects of those stocks, such as dividend yield and company earnings. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
The Motley Fool January 19, 2012 Selena Maranjian |
Make Money in Undervalued Large Caps the Easy Way If you expect undervalued large companies to perform well over time the PowerShares Fundamental Pure Large Value Portfolio ETF could save you a lot of trouble. |
Investment Advisor April 2007 Green & McBride |
Catching up with... Jeffrey Mortimer Here, the CIO-Equities at Schwab Investment Management and Laudus Funds discusses fundamental index funds. |
The Motley Fool August 17, 2007 Selena Maranjian |
Beware of Seemingly Similar ETFs While ETFs can quickly get you invested in a certain index or a certain sector, beware, because similar-sounding ones are not necessarily so similar, and they won't serve you equally well. |
Financial Planning June 1, 2008 Arnott et al. |
Heads I Win, Tails I Lose Less A Fundamental Index portfolio is neutral relative to the economy, weighting companies in accordance with their current economic footprint. When is it the right choice for investors? |
The Motley Fool May 6, 2010 Dan Caplinger |
These ETF Traps Could Burn You Some exchange-traded funds aren't as diversified as you think. |