Multi-Asset ETFs

Principal Financial Group’s (NYSE: PFG) Principal Global Investors marked its entry to the exchange traded funds industry today with the debut of the Principal EDGE Active Income ETF (NYSEArca: YLD). The Principal EDGE Active Income ETF, subadvised by Principal’s EDGE Asset Management unit, is an actively managed multi-asset fund. Multi-asset exchange traded funds have provided […]

Fixed-income investors won’t don’t meticulously and religiously follow the slightest market shifts should consider an all-encompassing, multi-asset exchange traded fund to generate income and growth. “Most investors are better off choosing multi-asset ETFs over individual stocks,” David Blanchett, head of retirement research at Morningstar, said in a CNBC article. “It’s very hard to build a […]

Multi-asset exchange traded funds have provided diversified exposure to a group of various asset classes and generated attractive yields, but the investments could falter if rates begin to rise this year. ETF investors have turned to multi-asset strategies for their diversification, tax efficiency attractive yields. For instance, the First Trust NASDAQ Multi-Asset Diversified Income Index […]

As the equities markets touch new heights, more conservative players don’t want to press their luck and are looking at defensive investments and related exchange traded funds to hedge against another correction. For instance, the Guggenheim Multi-Asset Income Index ETF (NYSEArca: CVY) covers a range of alternative assets that can zig when the market zags. […]

U.S. life expectancy has hit a record high. As advances in medicine help Americans live longer, investors seeking to finance their golden years could turn to income-generating exchange traded fund strategies. In 2012, life expectancy in the U.S. touched a record 78.8 years, a 0.1% increase from 2011, reports Larry Copeland for CNBC. Life expectancy […]

Investors still crave income, and savers who have come to rely on a steady cash stream may enjoy the monthly distributions offered by some alternative exchange traded fund strategies. Most fixed-income and stocks issue quarterly distributions. However, investors who want more frequent yields to cover daily expenses can browse through dividend-paying ETFs that deliver monthly […]

We scanned through the “Alternatives” category of U.S. listed ETPs, and the list is top heavy “Volatility” linked products in terms of the largest ETPs in terms of asset size, but there are a few non-vol linked products among the top ten funds as well. One example is QAI (IQ Hedge Multi-Strategy Tracker, Expense Ratio […]

Exchange traded funds that can deliver income to yield-starved investors continue to proliferate with some thriving. That much has been highlighted by the roughly $8 billion investors have allocated to dividend ETFs this year. With interest rates low, an array of income-generating sectors and asset classes flourished this year. That group includes the usual suspects […]

First Trust, the sixth-largest U.S. issuer of exchange traded funds, will introduce the First Trust Strategic Income ETF (NasdaqGM: FDIV) today. The new actively managed ETF is multi-strategy fund that generates income through positions in various asset classes, including high-yield bonds and senior loans, mortgage-related securities, preferred securities, international sovereign bonds, master limited partnerships (MLPs) […]

AdvisorShares, one of the largest issuers of actively managed exchange traded funds, today announced the debut of the AdvisorShares Sunrise Multi-Strategy ETF (NasdaqGM: MULT). The new ETF is managed by San Diego-based registered investment advisor Sunrise Capital Partners. Sunrise, which has an established expertise in quantitative asset management, has been in business for 35 years. […]

We have spoken about Actively managed ETFs in addition to alternative index weightings to “market cap” in recent columns, and this gave us reason to quickly scan the offerings of an ETF provider that is well known for their actively managed offerings, AdvisorShares. DBIZ (AdvisorShares Pring Turner Business Cycle ETF, Expense Ratio 1.62%) is a […]

What a difference a year makes. Last year’s “tantrum” resulting from the specter of tapering of its quantitative easing by the Federal Reserve was a drag on multiple corners of the exchange traded products universe, including multi-asset ETFs. At the height of the Federal Reserve’s quantitative easing spectacle and when little thought was given to […]

Arrow Investment Advisors, the Maryland-based boutique investment manager with an emphasis on alternative investments, said Monday its Arrow Dow Jones Global Yield ETF (NYSEArca: GYLD) has topped $100 million in assets under management in less than two years of trading. GYLD can be considered a multi-asset ETF as it holds a basket of income-generating equity […]

Recently the Multi-Asset category has attracted some asset inflows via CVY (Guggenheim Multi-Asset Income, Expense Ratio 0.60%), which has reeled in >$400 million in new assets year to date, and most of this coming in recent days. Tracking the Zacks Multi-Asset Income Index which is designed to consist of 125-150 securities that according to fund […]

Multi-asset exchange traded funds have proven popular with investors in the U.S. due in part to a combination of robust yields and exposure to several income-generating asset classes under one umbrella. ETF sponsors are now looking to test the appetite for multi-asset funds in the U.K. market. Nick Brooks, head of research and investment strategy […]

At the height of the Federal Reserve’s quantitative easing spectacle and when little thought was given to rising Treasury yields, income investors were smitten by multi-asset exchange traded funds. Under one wrapper, dividend seekers could almost have it all with multi-asset ETFs like the Guggenheim Multi-Asset Income Index ETF (NYSEArca: CVY) – common stocks, master […]

An actively managed ETF that debuted in mid-2011 has caught our attention lately thanks to a huge uptick in trading volume in the product. MATH (Meidell Tactical Advantage ETF, Expense Ratio 1.58%) came to the market via AdvisorShares, whom are well-known for their actively managed approach to ETF offerings. MATH is generally categorized as “Diversified […]

No longer is an investor’s search for yield confined to stocks and U.S. government bonds. The exchange traded products industry has helped drive the changing landscape of income investing by offering a growing number of income-generating instruments, many of which have unique themes and concepts. Income investors can now use ETFs to tap a plethora […]

Investors can now super charge their income portfolio with UBS’s new leveraged diversified high income exchange traded note. The ETRACS Monthly Pay 2xLeveraged Diversified High Income ETN (NYSEArca: DVHL), which began trading last week, tries to generate the variable monthly coupon linked to 2 times the net cash distributions of the underlying index, NYSE Diversified […]

Many have sought out targeted markets as they expand their search for yield, but this may leave many overexposed to riskier areas. Instead, investors can look at a multi-asset exchange traded fund strategy to diversify exposure while generating attractive yields. For instance, the Arrow Dow Jones Global Yield ETF (NYSEArca: GYLD) holds a basket of […]

BlackRock’s iShares exchange traded fund unit is crafting managed portfolios that help smaller retail investors diversify across a range of asset classes with just one investment. According to a Securities and Exchange Commission filing, iShares is working on four ETFs-of-ETFs tailored for conservative, moderate, moderate growth and growth investment strategies. BlackRock Fund Advisors (BFA) will […]

Nearly a year after it introduced the popular First Trust Multi-Asset Diversified Income Index Fund (NasdaqGS: MDIV), First Trust will roll out MDIV’s international counterpart today with the debut of the First Trust International Multi-Asset Diversified Income Index Fund (NasdaqGS: YDIV). YDIV, which will charge 0.79% per year, will track the NASDAQ International Multi-Asset Diversified […]

As interest rates inch up, bond exchange traded fund investors have to find a delicate balance between rate risk and portfolio diversification. After yields on benchmark 10-year Treasuries rose a full percentage point to 2.7% from May to July, long-maturity bond funds tracked by Morningstar declined 7.5%, even with interest income, reports Michael A. Pollock […]

Squeezed by low interest rates on money market funds and U.S. Treasurys, investors have cast wider and wider nets over the past few years in search of yield. The yield hunt has predictably included common stocks, but investors have warmed to other asset classes with even more robust yields such as MLPs, REITS and junk […]

First Trust, the eleventh-largest U.S. ETF issuer by assets, filed plans with the Securities and Exchange Commission to possibly introduce the First Trust International Multi-Asset Diversified Income Index Fund. That ETF, if it comes to market, would be the global equivalent of the popular First Trust Multi-Asset Diversified Income Index Fund (NasdaqGS: MDIV). MDIV, which […]

Some ETFs track broad, easy-to-understand indexes. For example, the SPDR S&P 500 (NYSEArca: SPY) tracks the S&P 500, an index that millions of investors are familiar with. Other ETFs feature more focused, niche strategies. In some cases, a unique spin on accessing mid- and large-cap U.S. stocks can garner big returns. The PowerShares Buyback Achievers […]

When it comes to income, traders can browse through fixed-income and equity assets. Exchange traded fund investors, though, can hold an all-encompassing, multi-asset that covers multiple income producing investments. The Guggenheim Multi-Asset Income ETF (NYSEArca: CVY) tracks the Zacks Multi-Asset Income Index, which includes both domestic and international common stocks, American depositary receipts paying dividends, […]

Investors gaining confidence in the economic recovery are shoveling record amounts of cash into “balanced” mutual funds that invest in both stocks and bonds. The huge inflows to balanced or “hybrid” funds coincide with the rise of so-called multi-asset ETFs designed to give investors exposure to a diversified portfolio with one trade and low fees. […]

The current low interest rate, low yield environment has sent investors scurrying to an array of destinations in an effort to generate income. Dividend stocks, high-yield bonds, MLPs and REITs remain popular choices for income-staved investors. ETFs that offer one-stop shopping for yield-starved investors, commonly known as multi-asset ETFs, are also becoming part of the […]

I do the “ETF of the Week” for MarketWatch every Thursday on Chuck Jaffe’s MoneyLife Show where I highlight big movers and disappointments within the exchange traded fund market. This Thursday, I focused on the IQ Real Return ETF (NYSEArca: CPI). Given the Federal Reserve’s accommodative measures to stimulate the economy, it is no longer […]