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Fund of Funds

On 12/18/2010, in Exchange Traded Funds, Mutual Funds, by Jordan Wilson

We will end our look at exchange traded funds (ETFs) with a few words on fund of funds.

Fund of funds are also available with mutual funds, so my comments equally apply to them.

I am not keen on fund of funds, so I shall keep this brief.  

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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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Leveraged ETFs

On 12/02/2010, in Exchange Traded Funds, by Jordan Wilson

Not all exchange traded funds (ETFs) are passively managed.

Some use investment strategies that require varying levels of active management.

We will review at a few more ETFs you may encounter when assessing your investing options. These include leveraged, actively managed, wraps, and life-cycle ETFs.

Today we will cover leveraged ETFs.

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ETFs Versus Closed-End Funds

On 11/22/2010, in Exchange Traded Funds, by Jordan Wilson

Previously we compared exchange traded funds (ETFs) with open-end mutual funds.

Today we will take a look at ETFs versus closed-end funds (CEFs).  

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One perceived advantage of exchange traded funds (ETFs) over open-end mutual funds is their greater trading flexibility.

Many investors believe that there are also advantages in respect of ETF costs. Specifically, expense ratios, transaction costs, and tax efficiency.

As with trading flexibility, the potential advantages will vary between investors depending on their investing tactics. I will lay out the reality and you can decide if there is a benefit for you.

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Investment Related Expenses

On 11/12/2010, in Mutual Funds, by Jordan Wilson

I have written extensively on investment related expenses.

These include: transaction fees, mutual fund sales charges, management fees, operating expenses, administrative costs.

I will keep raising this issue for two reasons.

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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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Why does active investing not outperform a passive approach in most investment scenarios?

I have a few thoughts on that.

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Mutual Fund Performance

On 09/26/2010, in Mutual Funds, by Jordan Wilson

Previously, we looked at fund operating costs.

Today we shall quickly review fund performance data.

As we have covered investment return considerations a while back, we shall keep this brief.

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