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Vanguard
Vanguard’s “Custom Reports” tool lets
you build customized returns based upon performance returns, fund characteristics and underlying holdings. The “Research & Commentary” tab contains updated investment research and academic studies that reinforce time-tested investment strategies. Claymore Claymore’s Index Allocator allows youto easily create custom hypothetical portfolios from a variety of broad market, equity and income indices along with more narrow indices focused on specific industries or market niches. The tool allows you to create a custom hypothetical allocation using indices dating back to December 31, 1991. You can also create a personalized online proposal or one in Adobe Acrobat PDF format. iShares Barclays Global Investors’ iShares Web sitehas many valuable features, including an “Index Returns Chart” that benchmarks the performance of indexes in various asset classes. The “Core/Satellite Portfolio Builder” tool allows advisors to mix and match a diverse assortment of index and active investment strategies together. Customized reports have pie chart allocations, hypothetical growth chart, and risk/return data. PowerShares ETFsYou can sort the PowerShares ETFs to discover their portfolio exposure to countries, geographic regions and industry sectors. The stock screener allows users to input up to four stock ticker symbols in order to find out which PowerShares ETFs own those respective companies.
The Investment Company Institute is a Washington, D.C. mutual fund trade group that publishes monthly ETF data. The ICI reports on the level of ETF assets and the value of shares created/redeemed. The Institute does not provide data on ETNs, partnerships or commodity trusts. |
ETF Guide
ETFguide’s Index Strategy Maps are a quick visual reference to help you determine what the indexes behind your ETFs are really doing. The online database also contains snapshots on the entire ETF/ETN universe. ETFguide’s online database also allows users to compare the costs of competing indexing strategies. Morningstar Morningstar’s ETF database reports thecost of ETF/ETN bid/ask spreads in percentage terms. This is helpful in determining which ETFs have the highest/lowest trading costs. Generally, funds with heavy trading volume have lower bid/ask spreads whereas funds with lower trading volume have higher bid/ask spreads. Research Magazine Plug into Research magazine’s informative ETF newsletter and get breakingnews about the latest happenings in the ETF marketplace. You can also download Research’s ever-popular quarterly ETF Reference Guide in PDF. SPDR The “Tools” tab contains excellent featuressuch as a portfolio constructor and a portfolio analyzer engine. The SPDR ETF Quicksheet is a helpful PDF listing that provides a quick snapshot of SPDR ETFs organized according to their asset class. SectorSPDR.com Just how much do certain individual stockscorrelate with their respective industry sectors? The answer can be found using a nifty correlation tracking tool at SectorSPDR.com. Just type in any stock ticker symbol and it reports which S&P sector ETFs are most and least correlated to their movement. The range of results is reported from -1.0 to +1.0. The tool also reports the correlation of non-SPDR ETFs. Yahoo Finance Yahoo Finance is a highly visited sourcefor ETF news and data. The site contains ETF daily quotes, trading volume, call/ put options and various screeners for finding ETFs. |
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