Actively Managed ETFs

On 12/06/2010, in Exchange Traded Funds, by Jordan Wilson

To date, we have focussed on passively managed exchange traded funds (ETFs).

But ETFs may also be actively managed.

Quite a new development, but some investors consider them a sexy investment.

You can decide by the end of this post how attractive they are for your portfolio.

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Open-End Index Mutual Funds

On 11/07/2010, in Mutual Funds, by Jordan Wilson

Many investors passively invest using open-end index mutual and exchange traded funds.

Some investors lump the two instruments together when discussing passive holdings. And there are a lot of similarities when assessing for investment potential.

But there are also material differences between the two, so I shall discuss them separately.

Today we will take a very brief look at open-end index mutual funds.

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Mutual Fund Style Drift

On 10/11/2010, in Mutual Funds, by Jordan Wilson

Asset allocation is a cornerstone of successful investing.

As the name indicates, it involves investing one’s capital among different asset classes and investment styles. If you allocate incorrrectly, you reduce the probability of achieving your investment goals.

So how does investment style drift figure into this?

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Mutual Fund Window Dressing

On 10/07/2010, in Mutual Funds, by Jordan Wilson

When analyzing mutual funds, reviewing fund holdings is useful to ensure adequate diversification within a fund, as well as between different funds.

But you need to be certain that the holdings you review accurately reflect the fund’s investment strategy. If they do not, it may be due to the presence of window dressing.

Today we will take a look at this topic.

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