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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. mark for My Articles similar articles
The Motley Fool
November 27, 2006
Zoe Van Schyndel
57 Flavors of Funds New versions of ETFs mean more choices for investors. mark for My Articles similar articles
Financial Advisor
June 2007
Marla Brill
Indexing Debate Heats Up Proponents of fundamental indexing say it beats traditional market-cap-weighted measures. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
March 1, 2006
Donald Jay Korn
Weight Watchers New equity indexes, weighed by fundamental factors, are challenging the conventions of passive investing. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 27, 2010
Michael Johnston
6 Reasons to Consider Dumping SPY A list of six ETFs to consider instead. mark for My Articles similar articles
Financial Planning
October 1, 2006
Donald Jay Korn
Beyond Benchmarks Tracking alternative indexes can add a flavor of active management to the ETF menu. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Stephen D. Simpson
The Nikkei Gets Stomped Commodities are falling, rates are rising, and traders are freaking out. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 4, 2011
Dan Caplinger
Watch Out for These Costly Investments High costs can make ETFs look bad. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 28, 2010
Jared Cummans
Simplifying Investing: 5 All Cap ETF Options Get exposure in all the right places. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 6, 2011
MIchael Johnston
AAPL Weighting in QQQ to Be Slashed What does the change mean for the ETF? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 27, 2010
Eric Dutram
Round Out Your China Exposure With These 3 ETFs Give these ETFs a try. mark for My Articles similar articles
The Motley Fool
May 19, 2010
Dan Caplinger
A Hidden Trap for Bond Investors Bond-index weighting methods may have you buying dangerous bonds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2009
Marla Brill
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles