Where ETFs Are Going From Here
December 2, 2008 – As the popularity of exchange traded funds (ETFs) has surged, they have developed into an excellent investment tool.  When first introduced, ETFs were used to track equity indexes. Today they track equity, fixed income, commodities and currencies. (more…) Continue Reading »

$2.5 Trillion Leaves Mutual Funds - Where Is It?
December 1, 2008 – The mutual fund industry has gotten demolished this year, losing 21% of its assets in just five months, and some believe that exchange traded funds (ETFs) are the reason why. As of Oct. 31, mutual funds had $9.5... Continue Reading »

ETFs Encroaching on Mutual Fund Turf
November 26, 2008 – Exchange traded funds (ETFs) are becoming the fastest growing of the three major fund types used by retail investors. A recent study by Financial Research Corp. projected that ETFs will represent 6.8% of the total assets... Continue Reading »

Mutual Fund Fee Hike Could Spark Exodus to ETFs
November 25, 2008 – Mutual fund fees could be increasing next year, and it hardly seems like a good way to bring back investors who have left in favor of exchange traded funds (ETFs). After capital gains distributions and underperformance,... Continue Reading »

ETF Head: Market Volatility Skews Numbers
November 22, 2008 – Recently, Lee Kranefuss, CEO of Barclays’ iShares business, spoke about exchange traded funds (ETFs).  In particular, he discussed the implications of the Barclays/Lehman deal on ETF nomenclature, widening of bid/ask spreads and the future of the investment tool. In... Continue Reading »

Tax Hit Is Another Reason to Switch to ETFs
November 21, 2008 – Exchange traded funds (ETFs) may snatch up investors from mutual funds as investors see unsatisfactory returns in their mutual funds being taxed. The insult to industry may exacerbate the exodus that mutual funds have been... Continue Reading »

Ways to Protect Your ETF Portfolio Now
November 19, 2008 – The Dow Jones Industrial Average has tumbled to lows not seen since 2003, and many must be wondering how they can protect their exchange traded fund (ETF) portfolios in times like these. Much of today’s weakness... Continue Reading »

ETFs In Trend-Setting Mode
November 18, 2008 – Studies suggest that the economic downturn has fueled the acceleration of investors who are shunning mutual funds and moving to certificate of deposits (CDs), variable annuities and exchange traded funds (ETFs). In particular, a study by... Continue Reading »

ETFs May Steal Fee Revenue
November 13, 2008 – As investors become better educated and informed, they are shunning actively managed mutual funds and moving toward other investments, such as exchange traded funds (ETFs). Researchers from the Boston Consulting Group found that actively managed funds generated $147... Continue Reading »

Mutual Fund Industry Feeling the Shift
November 11, 2008 – The market shakeup has resulted in a number of changes to the mutual fund and exchange traded fund (ETF) industry, with even more waiting in the wings. One of them is how managers are perceived... Continue Reading »

If Your Mutual Fund Is Costing You, Look At ETFs
November 10, 2008 – One of the many advantages of exchange traded funds (ETFs) is that they’re, on average, cheaper than most mutual funds. How does that happen? Easy - ETFs are passive investment tools, meaning that there’s no manager... Continue Reading »

ETFs Winning Global Popularity Contest
November 7, 2008 – All over the world, exchange traded funds (ETFs) are enjoying investor interest. Canadian ETFs are seeing record inflows of cash while their mutual funds are experiencing record sell offs, according to Investment Executive. It’s a situation... Continue Reading »

Active Mutual Fund Investors Head for Exits to ETFs
November 5, 2008 – According to one study, It appears that the actively managed mutual fund is out and other investment tools such as structured notes, 130/30 funds, separately managed accounts and exchange traded funds (ETFs) are in. Financial Research... Continue Reading »

Investors Navigate New Frontiers; Can ETFs Give Direction?
October 30, 2008 – Mutual fund companies are bearing the brunt of the anger associated with the fallout of many retirees, and speculative retirees, retirement plans, giving exchange traded funds (ETFs) a chance to grab a share of the... Continue Reading »

Investors Distrust Mutual Funds; Could ETFs Benefit?
October 30, 2008 – Investor distrust is plaguing the mutual fund industry, and perhaps we’ll find some of them jumping ship into the exchange traded fund (ETF) realm instead. The survey conducted by Ignites fund that 36% said increasing investor... Continue Reading »

ETF Assets Surge While Mutual Funds’ Leak
October 28, 2008 – If you think that exchange traded funds (ETFs) have been hemorrhaging assets along with mutual funds, you’d be completely wrong. The kind of inflows and trading volume ETFs have received this year might be enough... Continue Reading »

Buy-and-Hold ETF Strategy Gets Burned
October 27, 2008 – The recent market and exchange traded fund (ETF) turmoil has investors and advisors alike rethinking the “buy-and-hold” strategy. One firm in Pennsylvania has moved 65% of its assets into cash positions, making it the largest cash... Continue Reading »

Mutual Funds Can Have Tax Shocker; ETFs Don’t
October 22, 2008 – Both mutual funds and exchange traded funds (ETFs) have taken their licks in the downturn, but mutual funds are about to start adding insult to investor injury. Even though the average U.S. diversified stock fund is... Continue Reading »

Money Goes to ETFs While Mutual Funds Hemorrhage
October 18, 2008 – Exchange traded funds (ETFs) still remain tops with investors, even during a market downturn. But stock mutual fund investors have been pulling out record amounts of money. The fund industry makes its revenue through fees, based... Continue Reading »

Mutual Funds Deliver Surprises, But ETFs Don’t
October 6, 2008 – Few have been untouched by our financial crisis and our failing economy, but while exchange traded funds (ETFs) and Wall Street are getting hit, one mutual find giant may be getting the worst of it. As... Continue Reading »

Active Mutual Funds Getting Beat Up Compared to Indexes
October 6, 2008 – Actively managed mutual funds sound like less and less of a good idea in the wake of the financial mess, and it could wind up driving investors to exchange traded funds (ETFs). Matthew Hougan for Index... Continue Reading »

Mutual Fund Giants Are Taking To ETFs
October 2, 2008 – While exchange traded funds (ETFs) may not take the place of mutual funds anytime soon, they’ve proven themselves a force to be reckoned with. The mutual fund industry seems to be following the old saying,... Continue Reading »

Havoc In Magellan Could Steer More Assets to ETFs
October 1, 2008 – Along with the general market turmoil, exchange traded funds (ETFs) and mutual funds have been getting hit. But one of the oldest and most venerable mutual funds in particular is facing big losses as a... Continue Reading »

Funds Scramble to Deliver Transparency ETFs Offer
September 30, 2008 – Investors who want to know what they own need to look no further than exchange traded funds (ETFs), something that has become increasingly apparent. After the last few tumultuous weeks we’ve had, it’s no shock that... Continue Reading »

Is An ETF Better When Mixed With A Mutual Fund?
September 10, 2008 – Exchange traded funds (ETFs) are popular investment tools, no doubt, and now some of their newest fans seem to be one of their biggest rivals - mutual funds. More and more mutual funds are beginning to... Continue Reading »

When ETFs Keep Holdings Out In the Open, Everyone Benefits
September 2, 2008 – One of the main benefits of exchange traded fund (ETF) investing is transparency, among other things. Matthew Hougan for Index Universe says this is one aspect of ETFs that gets glossed over too quickly. Getting to heart... Continue Reading »

Many Fund Managers Aren’t Eating Their Cooking, Making ETFs Look Delicious
August 6, 2008 – With many fund managers choosing not to invest in their own funds, investors may see this as another reason to lean toward exchange traded funds (ETFs) over mutual funds. As market conditions remain unstable, knowing that... Continue Reading »

When An ETF Shuts Down, You Don’t Have To
August 4, 2008 – The exchange traded fund (ETF) is an invention that is a boon to most investors. But as something grows, naturally there are going to be discussions about whether it’s too much, too fast, too soon... Continue Reading »

U.S. News & World Report Talks ETFs and iMoney With Tom Lydon
August 3, 2008 – You had to go and ask - why should you invest in exchange traded funds (ETFs)? We talked to Katy Marquardt for U.S. News & World Report earlier this week about that very question. While ETFs... Continue Reading »