alter Name ISIN alt neuer Name ISIN neu WKN neu GUG.ETF TR.2-G.SHP ETF US18383Q7960 Invesco Shipping ETF US46138G6070 A2JHWD

Size: px
Start display at page:

Download "alter Name ISIN alt neuer Name ISIN neu WKN neu GUG.ETF TR.2-G.SHP ETF US18383Q7960 Invesco Shipping ETF US46138G6070 A2JHWD"

Transcription

1 B E K A N N T M A C H U N G VERÄNDERUNGEN / CHANGES Mit Wirkung vom / effective from: 18. Juni 2018 alter Name ISIN alt neuer Name ISIN neu WKN neu GUG.ETF TR.2-G.SHP ETF US18383Q7960 Invesco Shipping ETF US46138G6070 A2JHWD CURRENCYSHARES BRIT. P. US23129S1069 Invesco CurrencyShares British Pound Strlng Tr US46138M1099 A2JNNB PowerShares QQQ US73935A1043 Invesco QQQ US46090E1038 A2JNFS PowerShares Active U.S. Real Estate Fund US73935B5084 Invesco Active U.S. Real Estate Fund US46090A1016 A2JNN4 PowerShares S&P 500 Downside Hedge US73935B8054 Downside Hedged US46090A7054 A2JNN7 PowerShares Conservative Multi-Asset Allocation US73935B8476 Invesco Conservative Multi-Asset Allocation US46090A3095 A2JNN5 PowerShare India ETF US73935L1008 Invesco India ETF US46137R1095 A2JNTR POWER.DB COM.IDX TRACK.FD US73935S1050 Invesco DB Commodity Index Tracking Fund US46138B1035 A2JMS7 PowerShares NASDAQ Internet US73935X1467 Invesco NASDAQ Internet US46137V5306 A2JNF0 US73935X1533 US46137V8375 A2JNPJ PowerShares WilderHill US73935X1616 Invesco WilderHill US46137V1263 A2JNQR PowerShares Global Listed Private Equity US73935X1954 Invesco Global Listed Private Equity US46137V5892 A2JNF1 PowerShares Financial Preferred US73935X2291 Invesco Financial Preferred US46137V6213 A2JNMD PowerShares Cleantech US73935X2788 Invesco Cleantech US46137V4077 A2JNN9 PowerShares Buyback Achievers Portfolio US73935X2861 Invesco Buyback Achievers Portfolio US46137V3087 A2JNFR HLTHC.M.P. US73935X3513 Healthcare ETF US46137V8524 A2JNPG INDUS.M.P. FIN.M.P. US73935X3695 US73935X3778 ENER.M.P. US73935X3851 CON.S.M.P. Industrials ETF US46137V8458 A2JNPH Financial ETF US46137V8607 A2JNPF Energy ETF US46137V8789 A2JNPE Consumer Staples ETF US46137V8862 A2JNPD US73935X3935 Consumer Cyclicals C.CYC.M.P. US73935X4198 ETF US46137V8037 A2JNPC US73935X4271 Basic US46137V7047 A2JNPB

2 B.MAT.M.P. Materials ETF PowerShares FTSE RAFI US 1500 Small-Mid US73935X5674 nvesco FTSE RAFI US 1500 Small-Mid US46137V5975 A2JNP0 UTIL.M.P. US73935X5914 Utilities ETF US46137V7955 A2JNPM Retail US73935X6177 Invesco Dynamic Retail US46137V6544 A2JNPW Oil & Gas Services US73935X6250 Invesco Dynamic Oil & Gas Services US46137V6700 A2JNPV Energy Exploration & Prod US73935X6581 Invesco Dynamic Energy Exploration & Prod US46137V7617 A2JNPQ Invesco Dynamic Building & Construction US73935X6664 Building & Construction US46137V7799 A2JNPP PowerShares S&P 500 Quality Portfolio US73935X6821 Quality Portfolio US46137V2410 A2JNQG PowerShares Aerospace & Defense US73935X6904 Invesco Aerospace & Defense US46137V1008 A2JNSR POWERSH.EX.-INTL Invesco International DIV.ACH. US73935X7167 Dividend Achievers ETF US46137V5488 A2JNM0 PowerShares Dividend Invesco Dividend Achievers US73935X7324 Achievers US46137V5066 A2JNPA POWER.DB G10 CURRENCY HA. US73935Y1029 Invesco DB G10 Currency Harvest Fund US46139B1026 A2JNNW PowerShares DB Energy US73936B1017 Invesco DB Energy US46140H3049 A2JNNJ POWER.DB AGRICULTURE FD US73936B4086 Invesco DB Agriculture Fund US46140H1068 A2JMS5 PowerShares DB Oil Fund US73936B5075 Invesco DB Oil Fund US46140H4039 A2JNGY PowerShares DB Base Metals Fund US73936B7055 Invesco DB Base Metals Fund US46140H7008 A2JMS6 PowerShares DB US Dollar Index Bullish US73936D1072 Invesco DB US Dollar Index Bullish Fund US46141D2036 A2JMS8 PowerShares DB US Dollar Index Bearish US73936D2062 Invesco US Dollar Index Bearish US46141D1046 A2JNGF Developed Markets US73936Q1085 Developed Markets US46138E8755 A2JNZR Emerging Markets Emerging PowerShares MSCI Emerging Markets Equal Country Weight PowerShares China Technology PowerShares Zacks International Multi-Asset Income PowerShares Frontier Markets US73936Q2075 US73936Q5128 US73936Q5532 US73936Q5953 US73936Q6118 Markets US46138E8672 A2JNZS Invesco MSCI Emerging Markets Equal Country Weight US46138E5520 A2JN0T Invesco China Technology US46138E8003 A2JNYU Invesco Zacks International Multi- Asset Income US46138G8548 A2JN3D Invesco Frontier Markets US46138E7765 A2JNM5

3 PowerShares China Small Cap US73936Q6290 Invesco China Small Cap US46138E7013 A2JNZP PowerShs.II- Canad.En.Income P. US73936Q6456 Invesco Canadian Energy Income US46138E3053 A2JNQY PowerShares S&P Global Dividend Opportunities Index US73936Q6605 Invesco S&P Global Dividend Opportunities Index US46138E2717 A2JNX4 SmallCap Technical Leaders US73936Q7447 SmallCap Technical Leaders US46138E8425 A2JNZU POWERSHS II-SEN.LOAN PTF. US73936Q7694 Invesco Senior Loan ETF US46138G5080 A2JNEH PowerShares KBW Property & Casualty Insurance Port. US73936Q7777 Invesco KBW Property & Casualty Insurance US46138E5868 A2JN0R PowerShares KBW High Invesco KBW High Dividend Yield Financial US73936Q7934 Dividend Yield Financial US46138E6106 A2JN0L PowerShares KBW Premium Invesco KBW Premium Yield Equity US73936Q8197 Yield Equity US46138E5942 A2JN0M POWERSH.EX.-INTL DIV.ACH. US73936Q8353 Invesco International Corporate Bond ETF US46138E6361 A2JNSS PowerShares CEF Income Composit US73936Q8437 Invesco CEF Income Composite US46138E4044 A2JNHV POWERSHS II-GL.GOLD+PR. US73936Q8767 Invesco Global Gold & Precious Metals ETF US46138E6775 A2JN0G PowerShares VRDO Tax- Free Weekly US73936T4334 Invesco VRDO Tax-Free Weekly US46138G8621 A2JN3C POW.G.E.T.-CA.AMT- F.MU.BD US73936T4417 Invesco California AMT- Free Municipal Bond ETF US46138E2063 A2JNQX PowerShares New York AMT-Free Municipal Bond US73936T4581 Invesco New York AMT- Free Municipal Bond US46138E5298 A2JN0W PowerShares Fundamental High Yield Corporate Bond US73936T4748 Invesco Nation.AMT- Free Mun.Bd ETF US46138E5371 A2JN0V PowerShares Fundamental High Yield Corporate US73936T5570 Invesco Fundamental High Yield Corporate US46138E7195 A2JN0D PowerShares Preferred US73936T5653 Invesco Preferred US46138E5116 A2JNHW PowerShares Emerging Markets Sovereign Debt US73936T5737 Invesco Emerging Markets Sovereign Debt US46138E7849 A2JMS9 PowerShares FTSE RAFI Emerging Markets US73936T7634 Invesco FTSE RAFI Emerging Markets US46138E7278 A2JNFZ Invesco FTSE RAFI Developed Mkts ex-us PO.G-FTSE R.D.M.EXUS S.M. US73936T7717 SM ETF US46138E7351 A2JN0C PowerShares SP International Developed Invesco SP International Quality US73936T8053 Developed Quality US46138E2147 A2JN21 P.SHS ETF-R.T.200 P.V.PTF US Invesco Russell Top 200 Pure Value ETF US46137V4234 A2JNQC PowerShares S&P SmallCap 600 Equal Weight US Equal Weight US46137V1834 A2JNQM PowerShares S&P 500 Top US Top US46137V2337 A2JNQH

4 50 50 PowerShares S&P 500 Eql Wght Energy US Invesco S&P 500 Equal Weight Energy US46137V3657 A2JNGC PowerShares S&P 500 Equal Weight Consumer Discretionary US Equal Weight Consumer Discretionary US46137V3814 A2JNQE PowerShares S&P Spin-Off Portfolio US Invesco S&P Spin-Off US46137V1594 A2JNQP PowerShares Emerging Markets Infrastructure US73937B2097 Invesco Emerging Markets Infrastructure US46138E7922 A2JNZW PowerShares Treasury Collatera US73937B3731 Invesco Treasury Collateral US46138G8886 A2JN3B & Rotation Tactical Multi-Asset Income PowerShares Taxable Municipal Tactical Sector Rotation POWER.ETF T.II-S+P S.C.D. PowerShares S&P 500 ex- Rate Sensitive LV PowerShares Russell 1000 Equal Weight POWER.ETF T.II-S+P S.C.S. PowerShares S&P SmallCap PowerShares S&P MidCap POWER.ETF T.II-S+P500H.D. PowerShares S&P Emerging Markets PowerShares S&P International Developed US73937B3814 US73937B3996 US73937B4077 US73937B4986 US73937B5066 US73937B5637 US73937B5710 US73937B6056 US73937B6395 US73937B6478 US73937B6544 US73937B6627 US73937B6882 & Low Volatility Rotation US46138E8599 A2JNZT Tactical Multi-Asset Income US46138E8342 A2JNLX Invesco Taxable Municipal US46138G8050 A2JN3A Tactical Sector Rotation US46138E8268 A2JNZV Cnsmr Discretionary ETF US46138E1800 A2JN23 ex- Rate Sensitive Low Volatility US46138E3889 A2JN2W Invesco Russell 1000 Equal Weight US46138E4200 A2JN1J Consumer Staples ETF US46138E1727 A2JN24 US46138G1022 A2JNUB Invesco S&P MidCap US46138E1982 A2JN22 Invesco S&P 500 High Div ETF US46138E3624 A2JNHT Invesco S&P Emerging Markets US46138E2972 A2JNM4 Invesco S&P International Developed Low Volatility US46138E2303 A2JNY9 POWER.ETF T.II-S+P S.E.P. US73937B7047 Energy ETF US46138E1644 A2JN25 PowerShares KBW Regional Invesco KBW Regional Banking US73937B7120 Banking US46138E5785 A2JNHU POWERSHS II-KBW BK PTD US73937B7468 Invesco KBW Bank ETF US46138E6288 A2JN0K PowerShares Chinese Yuan Invesco Chinese Yuan Dim Sum Bond US73937B7534 Dim Sum Bond US46138E8839 A2JNZQ

5 P.ETF T.II-P.F.I.GR.CO.BD POWER.ETF T.II-S+P500L.V. POWER.ETF T.II-S+P S.F.P. POWER.ETF T.II-S+P500 H.B POWER.ETF T.II-S+P S.M.P. POWER.ETF T.II-S+P S.I.T. POWER.ETF T.II-S+P S.I.P. POWER.ETF T.II-S+P S.H.C. PS-AMETCFT-OYDCS.NOK1 PTF PWRSHS E.-BULL.SHS 2018 H PWRSHS E.-BULL.SHS 2019 H PWRSHS E.-BULL.SH.2024 CB Veränderung/ Change: US73937B7617 US73937B7799 US73937B8037 US73937B8292 US73937B8524 US73937B8607 US73937B8789 US73937B8862 US73937V1061 US73939W2017 US73939W4096 US73939W8477 Umbenennung Invesco Fundmntl Invest Grade Corp Bond ETF US46138E6932 A2JN0E Invesco S&P 500 Low Volatility ETF US46138E3541 A2JNR8 Financials ETF US46138E1560 A2JN26 Invesco S&P 500 High Beta ETF US46138E3707 A2JN2X Materials ETF US46138G2012 A2JN28 Information Tech ETF US46138E1156 A2JNGB Industrials ETF US46138E1230 A2JN27 Health Care ETF US46138E1495 A2JNYD Invesco Optimum Yld Dvsfd Cmd Str No K-1 ETF US46090F1003 A2JNN High Yld Corp Bd ETF US46138J2050 A2JNN Hi Yld Corp Bd ETF US46138J4031 A2JNN Corporate Bond ETF US46138J8412 A2JNNQ Markt Skontroführer : Freiverkehr - variabel : 1172 mwb fairtrade Wertpapierhandelsbank AG Berlin, den 15. Juni 2018 GESCHÄFTSFÜHRUNG DER BÖRSE BERLIN

INVESCO EXCHANGE-TRADED FUND TRUST II

INVESCO EXCHANGE-TRADED FUND TRUST II INVESCO EXCHANGE-TRADED FUND TRUST II SUPPLEMENT DATED JUNE 15, 2018 TO THE PROSPECTUS DATED APRIL 9, 2018, AS REVISED MAY 21, 2018, AS PREVIOUSLY SUPPLEMENTED, IF APPLICABLE, OF: Invesco China All-Cap

More information

INVESCO EXCHANGE-TRADED FUND TRUST II

INVESCO EXCHANGE-TRADED FUND TRUST II INVESCO EXCHANGE-TRADED FUND TRUST II SUPPLEMENT DATED JUNE 26, 2018 TO THE PROSPECTUS AND STATEMENT OF ADDITIONAL INFORMATION DATED APRIL 9, 2018, AS PREVIOUSLY SUPPLEMENTED, OF: Invesco MSCI Emerging

More information

The Strength of Global Diversification

The Strength of Global Diversification The Strength of Global Diversification Invesco Ltd. Your partner for today s marketplace When it comes to investing, you re focused on reaching a financial summit saving for college, buying a new home,

More information

Invesco. Morgan Stanley U.S. Financials Conference. Colin D. Meadows. Loren M. Starr. February 2, Senior Managing Director, CAO

Invesco. Morgan Stanley U.S. Financials Conference. Colin D. Meadows. Loren M. Starr. February 2, Senior Managing Director, CAO Invesco Morgan Stanley U.S. Financials Conference Colin D. Meadows Senior Managing Director, CAO Loren M. Starr Senior Managing Director, CFO February 2, 2010 Forward-looking statements This presentation,

More information

CUSIP SECURITY DESCRIPTION % of Total

CUSIP SECURITY DESCRIPTION % of Total 36191E870 GUIDEMARK GLOBAL REAL RETURN INST 3.97% 36191K207 GUIDEMARK LARGE CAP GROWTH INST 7.04% 36191K405 GUIDEMARK LARGE CAP VALUE INST 7.63% 36191K603 GUIDEMARK SMALL/MID CAP CORE INST 9.24% 36191K801

More information

WEEKLY MARKET FLASH DATA AS OF FEBRUARY 2, Index definitions available upon request. 1 of 5. Total Return (%)

WEEKLY MARKET FLASH DATA AS OF FEBRUARY 2, Index definitions available upon request. 1 of 5. Total Return (%) WEEKLY MARKET FLASH DATA AS OF FEBRUARY 2, 2018 U.S. Equity Index Level 1 Week MTD QTD YTD 1 Year Global Equity USD 1 Week MTD QTD YTD 1 Year S&P 500 2,762 (3.81) (2.16) 3.44 3.44 23.54 DJIA 25,521 (4.11)

More information

Related Issuer List at September 13, 2018 (Additions are highlighted)

Related Issuer List at September 13, 2018 (Additions are highlighted) RBC Common Shares Royal Bank of Canada RBC Preferred Shares 4.90% Non-Cumulative First Preferred Shares SERIES W 4.45% Non-Cumulative First Preferred Shares SERIES AA 4.60% Non-Cumulative First Preferred

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds US ETF Weekly Update - Weekly Flows: $272 Million Net Inflows - Seventh Consecutive Week of Net Inflows - ETF Assets Stand at $1.5 Trillion, up 14% YTD - Two ETF Launches Last Week

More information

Please Retain This Supplement For Future Reference.

Please Retain This Supplement For Future Reference. POWERSHARES EXCHANGE-TRADED FUND TRUST SUPPLEMENT DATED DECEMBER 7, 2016 TO THE PROSPECTUS DATED AUGUST 26, 2016, AS PREVIOUSLY SUPPLEMENTED OCTOBER 7, 2016 AND SEPTEMBER 21, 2016 OF: PowerShares Aerospace

More information

Returns as of 12/31/2017 Month End YTD as of. Balanced Composite Index 0.80% 3.94% 13.93% 13.93% 7.72% 10.22% 7.26%

Returns as of 12/31/2017 Month End YTD as of. Balanced Composite Index 0.80% 3.94% 13.93% 13.93% 7.72% 10.22% 7.26% Returns Month End YTD Balanced Composite Index 0.80% 3.94% 13.93% 13.93% 7.72% 10.22% 7.26% BloomBarc 1 Year Municipal Index 0.07% 0.38% 0.92% 0.92% 0.61% 0.64% 1.48% BloomBarc 1-15 Year Municipal Index

More information

Announcement September 25 th, 2017

Announcement September 25 th, 2017 Announcement September 25 th, 2017 Indxx REIT Preferred Stock Index (IPFFR) would be reconstituted after the close of trading hours of September 29 th, 2017. Following constituents will be removed from

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds US ETF Weekly Update - Weekly Flows: $5.2 Billion Net Inflows - ETF Assets Stand at $1.4 Trillion, up 8% YTD - One ETF Launch NORTH AMERICA MICHAEL JABARA Michael.Jabara@mssb.com

More information

The Q2 Factor Winner? Small Cap.

The Q2 Factor Winner? Small Cap. The Q2 Factor Winner? Small Cap. July 23, 2018 by Nick Kalivas of Invesco As global risks grow, factor diversification may help investors stay prepared With fears of a trade war looming over global large-cap

More information

Benchmark Review September 30, 2017

Benchmark Review September 30, 2017 September 0, 20 0 Std Dev s YTD Year Year Year Year Year Year 206 20 204 20 202 20 200 U.S. Equity Market Indexes S&P 00 2.06 4.48 4.24 8.6 0.8 4.22 6.4.44 0..96.8.69 2.9 6.00 2..06 S&P 00 Equal Weighted

More information

Community Foundation of Northern Virginia - Pooled Investment Fund

Community Foundation of Northern Virginia - Pooled Investment Fund //207 through 3/3/207 Quarterly Performance Report 207 Black Diamond Performance Reporting, LLC - 42008 Page of 3 Portfolio Overview Portfolio Value Summary Month Quarter Year to Date Last 2 Months Last

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

HISTORICAL INVESTMENT RETURNS Performance Information for periods ending June 30, 2018

HISTORICAL INVESTMENT RETURNS Performance Information for periods ending June 30, 2018 MARKET INDEXED ACCOUNTS 1 Month 3 Month 6 Month 1 Yr 3 Year 5 Year 10 Year BMO Insurance American Small Cap Equity(Russell 2000*) 2.36% 10.42% 13.08% 19.05% 12.62% 17.77% 13.27% Asia Equity (MSCI Hong

More information

As of 12/31/2017. As of 12/31/2017 Year-to- Date 1-Year 3-Year 5-Year. Inception. Since ETF Inception. Expense Ratio. Equity Dividend Growers NOBL

As of 12/31/2017. As of 12/31/2017 Year-to- Date 1-Year 3-Year 5-Year. Inception. Since ETF Inception. Expense Ratio. Equity Dividend Growers NOBL Tickers Equity Dividend Growers NOBL Description As of 12/31/2017 As of 12/31/2017 1-Month 1-Year 3-Year 5-Year NAV 2.02% 21.24% 21.24% 10.71% - 13.89% Market Price 2.11% 21.02% 21.02% 10.71% - 13.92%

More information

Small Business Portfolio

Small Business Portfolio Insurance Choice Plus ICX X4-C 15/250/90% Trad. w/ded. $15 $15 $50 $100 90% 90% 90% 70% $250 $750 $500 $1,500 $2,250 $4,500 $4,500 $9,000 PVN Emb $5,000,000 USA X4-J 20/250/90% Trad. w/ded. $20 $20 $50

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-5101 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Asset Allocation and Holdings Guide

Asset Allocation and Holdings Guide Asset Allocation and Holdings Guide Quantitative Advantage, LLC, 10400 Yellow Circle Drive, Suite 303, Minnetonka, MN 55343 866-767-8007 toll-free www.qainvest.com QA GLOBAL EQUITY Seeks long-term growth

More information

Invesco third quarter 2017 results

Invesco third quarter 2017 results Invesco third quarter 2017 results Martin L. Flanagan President and Chief Executive Officer Dan Draper Global Head of ETFs Loren M. Starr Chief Financial Officer October 26, 2017 Forward-looking statements

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds US ETF Weekly Update - Weekly Flows: $4.2 Billion Net Outflows - ETF Assets Stand at $1.4 Trillion, up 5% YTD - Two ETF Launches Last Week - Exchange Traded Concepts Makes Changes

More information

Rollercoaster Ride Ahead

Rollercoaster Ride Ahead 1 11 21 31 41 51 61 71 81 91 101 111 121 131 141 151 161 171 181 191 201 211 221 231 241 251 Rollercoaster Ride Ahead The Dow Jones Industrial Average reached a new high of 21,115.55 on March 1 st. With

More information

MERGENT. Dividend Record. Mutual Fund announcements appear in a separate section. INCLUDES DIVIDENDS ANNOUNCED _ SEPTEMBER 17 THROUGH SEPTEMBER 18

MERGENT. Dividend Record. Mutual Fund announcements appear in a separate section. INCLUDES DIVIDENDS ANNOUNCED _ SEPTEMBER 17 THROUGH SEPTEMBER 18 MERGENT Dividend Record Page 1 Tuesday, September 22, 2015 For more information please on our products please clink on link below: http://wwwmergentcom Volume 85 No 77 Mutual Fund announcements appear

More information

Diversified Growth Funds IIES 2017

Diversified Growth Funds IIES 2017 Diversified Growth Funds IIES 2017 Agenda Background Overview of Diversified Growth Funds (DGFs) DGF Example & Comparison Appendix 1 Background A Challenging Environment Has Led to New Investor Realities

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Market Outlook Considerations Week Beginning May 14, 2018

Market Outlook Considerations Week Beginning May 14, 2018 Market Outlook Considerations Week Beginning May 14, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

20,000 - Check, What s next?

20,000 - Check, What s next? 1 11 21 31 41 51 61 71 81 91 101 111 121 131 141 151 161 171 181 191 201 211 221 231 241 251 20,000 - Check, What s next? The Dow Jones Industrial Average crossed the psychological 20,000 barrier on January

More information

HISTORICAL INVESTMENT RETURNS Performance Information for periods ending March 31, 2018

HISTORICAL INVESTMENT RETURNS Performance Information for periods ending March 31, 2018 MARKET INDEXED ACCOUNTS 1 Month 3 Month 6 Month 1 Yr 3 Year 5 Year 10 Year BMO Insurance American Equity (S&P 500*) -1.90% 1.89% 9.39% 10.79% 11.16% 18.65% 11.44% American Small Cap Equity(Russell 2000*)

More information

Category Definitions Korea

Category Definitions Korea ? Category Definitions Korea Morningstar Research April 2018 Equity Africa & Middle East Equity Africa & Middle East Equity funds invest primarily in African & Middle Eastern companies. These funds invest

More information

Market Outlook Considerations Week Beginning March 26, 2018

Market Outlook Considerations Week Beginning March 26, 2018 Market Outlook Considerations Week Beginning March 26, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Market Outlook Considerations Week Beginning April 2, 2018

Market Outlook Considerations Week Beginning April 2, 2018 Market Outlook Considerations Week Beginning April 2, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Sample Portfolio. Bret R. Tackett, MS, CFP 304 W. Venice Ave, Suite 218 Venice, FL /13/2009 through 9/30/2013 Portfolio Review

Sample Portfolio. Bret R. Tackett, MS, CFP 304 W. Venice Ave, Suite 218 Venice, FL /13/2009 through 9/30/2013 Portfolio Review This report is intended to illustrate the quality of reporting we provide our clients each quarter. It is not an advertisement of performance. Performance reflected in this report is not indicative of

More information

Market Outlook Considerations Week Beginning April 23, 2018

Market Outlook Considerations Week Beginning April 23, 2018 Market Outlook Considerations Week Beginning April 23, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Market Outlook Considerations Week Beginning April 30, 2018

Market Outlook Considerations Week Beginning April 30, 2018 Market Outlook Considerations Week Beginning April 30, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

AlphaSolutions Blended Bull/Calendar

AlphaSolutions Blended Bull/Calendar AlphaSolutions Blended Bull/Calendar An investment model based on trending strategies coupled with market analytics for downside risk control with predetermined investment periods Portfolio Goals Primary:

More information

MERGENT. Dividend Record. Mutual Fund announcements appear in a separate section. INCLUDES DIVIDENDS ANNOUNCED _ DECEMBER 17 THROUGH DECEMBER 18

MERGENT. Dividend Record. Mutual Fund announcements appear in a separate section. INCLUDES DIVIDENDS ANNOUNCED _ DECEMBER 17 THROUGH DECEMBER 18 MERGENT Dividend Record Page Tuesday, December 22, 205 For more information please on our products please clink on link below: http://wwwmergentcom Volume 85 No 03 Mutual Fund announcements appear in a

More information

Portfolio Report. August 02, Prepared for: COMMUNITY FOUNDATION. Prepared by: LORI READY Wells Fargo Advisors, LLC

Portfolio Report. August 02, Prepared for: COMMUNITY FOUNDATION. Prepared by: LORI READY Wells Fargo Advisors, LLC August 02, 2012 Portfolio Report Prepared for: Prepared by: LORI READY Wells Fargo Advisors, LLC This report is not complete unless all pages, as noted, are included. Please read the information in 'Disclosures'

More information

Category Definitions. Korea Morningstar Methodology Paper October Ver1.6

Category Definitions. Korea Morningstar Methodology Paper October Ver1.6 Category Definitions Korea Morningstar Methodology Paper October 2016 Ver1.6 Equity Africa & Middle East Equity Africa & Middle East Equity funds invest primarily in African & Middle Eastern companies.

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

EQUITY-FIXED INCOME CURRENCY-COMMODITY

EQUITY-FIXED INCOME CURRENCY-COMMODITY 1 / 5 04/10/2016 USD ETFs 07/04/2017 Absolute Scoring & Ranking EQUITY-FIXED INCOME CURRENCY-COMMODITY Weekly Review www.trendandtiming.com 2/5 Weekly Report USD ETF EQUITIES EQUITY W-1 3-Nov-17 AVG AVG

More information

Introducing Fund Manager Rebates

Introducing Fund Manager Rebates www.davyselect.ie SELECT Introducing Fund Manager s (Excluding Exchange Traded Funds) 26TH APRIL 2017 In the case of all pension and certain trading accounts, Davy will refund to you 100 of any rebates

More information

TACTICAL INVESTMENT STRATEGIES TRADE DECISIONS AND RATIONALE December 5, 2017

TACTICAL INVESTMENT STRATEGIES TRADE DECISIONS AND RATIONALE December 5, 2017 EQUITY TICKER ACTION QA Global Equity QA International Equity QA US Equity QA US Sector ishares U.S. Technology ETF IYW Trimmed QA Global Style The information provided in this report should not be considered

More information

COMPANY ANNOUNCEMENT. PowerShares Global Funds Ireland plc (the Company ) 29 May 2018

COMPANY ANNOUNCEMENT. PowerShares Global Funds Ireland plc (the Company ) 29 May 2018 COMPANY ANNOUNCEMENT PowerShares Global Funds Ireland plc (the Company ) 29 May 2018 PowerShares Dynamic US Market UCITS ETF PowerShares EQQQ Nasdaq-100 UCITS ETF PowerShares EURO STOXX High Dividend Low

More information

ETF Report_ Weekly November 27, 2015

ETF Report_ Weekly November 27, 2015 ETF Report_ Weekly November 27, 2015 Nov 27, 2015 INTRODUCTION TO TRENDRATING Forecasting trends is nearly impossible. Following trends is possible and lucrative. Trendrating was developed to provide better

More information

ETF Quarterly Statistics

ETF Quarterly Statistics ETF Quarterly Statistics 4 th quarter 2014 Development of the ETF segment of SIX Swiss Exchange in the 4 th quarter of 2014 In 2014 the Swiss stock exchange saw CHF 90.8 billion of trading volume in ETFs.

More information

Are We There Yet? # Days. Quantitative Investment Decisions 999 Vanderbilt Beach Road Suite 200 Naples, Florida

Are We There Yet? # Days. Quantitative Investment Decisions 999 Vanderbilt Beach Road Suite 200 Naples, Florida 1 11 21 31 41 51 61 71 81 91 101 111 121 131 141 151 161 171 181 191 201 211 221 231 241 251 Are We There Yet? March lived up to expectations with a slightly negative Market return, -0.04%. The post-election

More information

FLOW AND SHORT INTEREST ANALYSIS 04/03/2015 < Last closing date US Broad Indices 05/03/2015 3:52 AM CET < Report creation date & time

FLOW AND SHORT INTEREST ANALYSIS 04/03/2015 < Last closing date US Broad Indices 05/03/2015 3:52 AM CET < Report creation date & time 4/3/ < Last closing date US Broad Indices /3/ 3:2 AM CET < Report creation date & time ETF Tracking (SI / Daily D_MAV D MAV MSCI World URTH 74.1 -.3% -.6% 3.4% 4.1% Bullish Bullish MSCI Emerging EEM 39.9-1.1%

More information

FUNDFLOWS INSIGHT REPORT LIPPER RESEARCH SERIES

FUNDFLOWS INSIGHT REPORT LIPPER RESEARCH SERIES FUNDFLOWS INSIGHT REPORT LIPPER RESEARCH SERIES 31, 2019 Mutual Funds Attract Net New Money in January, While ETFs Suffer Net Redemptions For the second month in three, mutual fund investors were net purchasers

More information

Contrarian ETF Portfolios

Contrarian ETF Portfolios Traded on January 27, 2015 For Financial Advisor and Current Client Use Only Morningstar Investment Services, Inc. Contrarian ETF Portfolios Affected Portfolios Contrarian ETF Contrarian & Growth ETF Contrarian

More information

Transamerica Tactical Allocation. Monthly Dashboard February 2013

Transamerica Tactical Allocation. Monthly Dashboard February 2013 TRANSAMERICA TACTICAL ALLOCATION Transamerica Tactical Allocation Monthly Dashboard February 2013 Class A: TTAAX Class C: TTACX Class I: TTAIX Indicators Actual Allocations Positioning Expectations Risk

More information

Over 100 smart beta ETFs $52B in smart beta ETF assets

Over 100 smart beta ETFs $52B in smart beta ETF assets Guide to PowerShares ETFs Founded in 2003 with the goal of bringing factor-based investing to the ETF world Focused on leading the smart beta ETF Revolution for over a decade Over 100 smart beta ETFs $52B

More information

FLOW AND SHORT INTEREST ANALYSIS 27/04/2015 < Last closing date US Broad Indices 28/04/2015 1:23 AM CET < Report creation date & time

FLOW AND SHORT INTEREST ANALYSIS 27/04/2015 < Last closing date US Broad Indices 28/04/2015 1:23 AM CET < Report creation date & time 27/4/ < Last closing date US Broad Indices 28/4/ 1:23 AM CET < Report creation date & time ETF Tracking (SI / Daily D_MAV D MAV MSCI World URTH 7. -.1% 2.8%.4% 6.4% Bullish Bullish MSCI Emerging EEM 44..4%

More information

Endowment Funds Performance (Year ending Sept 30 th, 2014)

Endowment Funds Performance (Year ending Sept 30 th, 2014) Endowment Funds Performance (Year ending Sept 30 th, 2014) prepared for University Board of Governors (Note: all returns and values are expressed in Canadian Dollars- CAD s) 1 Quarterly Market Overview

More information

Market Outlook Considerations Week Beginning August 7, 2017

Market Outlook Considerations Week Beginning August 7, 2017 Market Outlook Considerations Week Beginning August 7, 2017 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Powered By: The Retirement Plan For You And Your Employees

Powered By: The Retirement Plan For You And Your Employees Powered By: The Retirement Plan For You And Your Employees Pl an Structure The OPEN 401(k) - A Turnkey Retirement Plan Solution The OPEN 401(k) is a turnkey retirement plan solution for businesses that

More information

MERGENT. Dividend Record. Mutual Fund announcements appear in a separate section. INCLUDES DIVIDENDS ANNOUNCED _ MARCH 14 THROUGH MARCH 15

MERGENT. Dividend Record. Mutual Fund announcements appear in a separate section. INCLUDES DIVIDENDS ANNOUNCED _ MARCH 14 THROUGH MARCH 15 MERGENT Dividend Record Page Tuesday, March 9, 203 For more information please on our products please clink on link below: http://wwwmergentcom Volume 83 No 23 Mutual Fund announcements appear in a separate

More information

DWS Invest Semiannual Report 2014

DWS Invest Semiannual Report 2014 Deutsche Asset & Wealth Management DWS Invest Semiannual Report 2014 Investment Company with Variable Capital Incorporated under Luxembourg Law Contents Semiannual report 2014 for the period from January

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

RAYMOND JAMES RAYMOND JAMES. -Technical Chart Book -

RAYMOND JAMES RAYMOND JAMES. -Technical Chart Book - Technical Strategy Team - Technical Chart Book RAYMOND JAMES -Technical Chart Book - Providing Investors with timely data and technical observations on a broad spectrum of asset classes. Portfolio & Technical

More information

August ETP launch review

August ETP launch review August ETP launch review Markit September 3 rd 2014 A new issuer enters the market in an otherwise slow summer month This report aggregates newly launched funds in August and highlights the performance

More information

UBS Conservative Income - Muni FI

UBS Conservative Income - Muni FI Product Type: Multi-Product Portfolio Headquarters: New York, NY Total Staff: 2,329 Geography Focus: Global Year Founded: 1989 Investment Professionals: 953 Type of Portfolio: Balanced Total AUM: $627,645

More information

IMPORTANT NOTICE TO THE SHAREHOLDERS

IMPORTANT NOTICE TO THE SHAREHOLDERS IMPORTANT NOTICE TO THE SHAREHOLDERS 2 January 2018 Further to the notice dated 2 January 2018 regarding the change of names of certain sub-funds and share classes of the Company, a full list showing the

More information

Innealta Capital Tactical ETF Portfolios

Innealta Capital Tactical ETF Portfolios Sector and Country Rotation Portfolios Actively managed and designed to adjust to market conditions Provide exposure to domestic and international equities using ETFs Strategies based on a quantitatively-driven

More information

OCTOBER 2018 Capital Markets Update

OCTOBER 2018 Capital Markets Update OCTOBER 2018 Market commentary U.S. ECONOMICS U.S. real GDP grew at an annualized quarterly rate of 3.5% (3. YoY) in Q3, beating expectations of 3.4%. The economy was supported by the strongest consumer

More information

Will The Equity Markets Become Unglued Again & What Lies Ahead For ? Presentation Delivered on November 1, 2018 by Geoff Garbacz

Will The Equity Markets Become Unglued Again & What Lies Ahead For ? Presentation Delivered on November 1, 2018 by Geoff Garbacz Will The Equity Markets Become Unglued Again & What Lies Ahead For 2018 19? Presentation Delivered on November 1, 2018 by Geoff Garbacz YTD Returns YTD Returns S&P 500 1997 to 2018 S&P 500 2013 to 2018

More information

Endowment Funds Performance (Year ending June 30 th, 2013)

Endowment Funds Performance (Year ending June 30 th, 2013) Endowment Funds Performance (Year ending June 30 th, 2013) prepared for Investment Subcommittee (Note: all returns and values are expressed in Canadian Dollars- CAD s) 1 Quarterly Market Overview Canadian

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

All ETF Portfolio investing?

All ETF Portfolio investing? All ETF Portfolio investing? 2016 AGM Sydney 12 July 2017 Dr Doug Turek Managing Director About this presentation About Doug Turek This is general information not advice I don t know you and by law I can

More information

Source: ETF Database. Metropolitan Capital Strategies, LLC 1

Source: ETF Database. Metropolitan Capital Strategies, LLC 1 Introduction to ETFs Exchange Traded Funds have burst on to the scene in recent years and worked their way into the investing mainstream. They are increasingly popular with investors and financial advisors.

More information

STATEMENT OF UNDERSTANDING

STATEMENT OF UNDERSTANDING STATEMENT OF UNDERSTANDING I/We have read the following and understand the risks of investing in the indicated Third- Party Money Manager Strategies and Mutual Funds. Alpha Investment Management Bonds

More information

Market Outlook Considerations Week Beginning January 29, 2018

Market Outlook Considerations Week Beginning January 29, 2018 Market Outlook Considerations Week Beginning January 29, 2018 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

Category Definitions. Korea Morningstar Methodology Paper April Ver1.4

Category Definitions. Korea Morningstar Methodology Paper April Ver1.4 Category Definitions Korea Morningstar Methodology Paper April 2015 Ver1.4 Equity Africa & Middle East Equity Africa & Middle East Equity funds invest primarily in African & Middle Eastern companies. These

More information

Source Markets plc (an umbrella fund with segregated liability between sub-funds)

Source Markets plc (an umbrella fund with segregated liability between sub-funds) Source Markets plc (an umbrella fund with segregated liability between sub-funds) Additional Information for Investors in the Federal Republic of Germany dated 5 September 2017 This document (the "German

More information

AlphaSolutions Reduced Volatility Bull-Bear

AlphaSolutions Reduced Volatility Bull-Bear AlphaSolutions Reduced Volatility Bull-Bear An investment model based on trending strategies coupled with market analytics for downside risk control Portfolio Goals Primary: Seeks long term growth of capital

More information

US Financial Market Update for March Prepared for the Market Technicians Association

US Financial Market Update for March Prepared for the Market Technicians Association US Financial Market Update for March 2016 Prepared for the Market Technicians Association March 16 th, 2016 About Asbury Research Research, Methodology & Clientele Our Research: Asbury Research, established

More information

Week in Markets. FTSE Equity Indices Week MTD Mar 17 Feb 17 QTD YTD. MSCI Equity Indices Week MTD Mar 17 Feb 17 QTD YTD

Week in Markets. FTSE Equity Indices Week MTD Mar 17 Feb 17 QTD YTD. MSCI Equity Indices Week MTD Mar 17 Feb 17 QTD YTD Week ending 7 April, 2017 Page 1 of 8 FTSE Equity Indices Week MTD Mar 17 Feb 17 QTD YTD UK FTSE All Share 0.6 0.6 1.2 3.1 0.6 4.7 23.5 FTSE 0.5 0.5 1.1 3.1 0.5 4.2 24.6 FTSE 250 1.5 1.5 1.4 3.5 1.5 7.0

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Grant Park Multi Alternative Strategies Fund

Grant Park Multi Alternative Strategies Fund Grant Park Multi Alternative Strategies Fund 2018 Mid-Year Update June 30, 2018 Summary Equities The first half of 2018 saw volatility return to the financial and commodity markets. January s optimism

More information

Account Custody Statement

Account Custody Statement Account Custody Statement ERIC HOSMER 6520 N NATIONAL DRIVE KANSAS CITY, MO 64152 Account Name: NATIONAL ADVISORS TRUST CO FSB CUSTODIAN FOR ERIC HOSMER TRADITIONAL IRA RETIREMENT ASSET STRATEGIES 100

More information

Destinations. Defensive Qualified. March 31, Asset class breakdown. Portfolio overview* Key statistics. Portfolio holdings

Destinations. Defensive Qualified. March 31, Asset class breakdown. Portfolio overview* Key statistics. Portfolio holdings Destinations Defensive Qualified March 31, 2018 Portfolio overview* Absolute return objective Low volatility and low correlation to equity markets Suited for investors with a timeframe of 1+ years Key

More information

PBW Invesco WilderHill Clean Energy ETF

PBW Invesco WilderHill Clean Energy ETF Invesco WilderHill Clean Energy ETF ETF.com segment: Equity: Global Renewable Energy Competing ETFs: PBD, ICLN, QCLN, GEX, FAN Related ETF Channels: Renewable Energy, Equity, Equal-Weighted, Global, Sectors,

More information

EQUITY-FIXED INCOME CURRENCY-COMMODITY

EQUITY-FIXED INCOME CURRENCY-COMMODITY 1 / 5 04/10/2016 USD ETFs 07/04/2017 Absolute Scoring & Ranking EQUITY-FIXED INCOME CURRENCY-COMMODITY Weekly Review www.trendandtiming.com 2/5 Weekly Report USD ETF EQUITIES EQUITY W-1 11-Aug-17 AVG AVG

More information

2018 INTERIM MANAGEMENT REPORT OF FUND PERFORMANCE

2018 INTERIM MANAGEMENT REPORT OF FUND PERFORMANCE MD Family of Funds 2018 INTERIM MANAGEMENT REPORT OF FUND PERFORMANCE DISCLOSURE This interim management report of fund performance contains financial highlights but does not contain the complete interim

More information

Quarter Ending June 30, Charles Schwab & Co., Inc. (Member SIPC). All rights reserved. ( )

Quarter Ending June 30, Charles Schwab & Co., Inc. (Member SIPC). All rights reserved. ( ) Quarter Ending June 30, 2016 An industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts Table of Contents: Key Schwab Observations for Quarter

More information

Page 1 of 5. In This Issue November 30, Fidelity Goes Mega 'Tis The Season For Distributions Full Distribution Calendar. Fidelity Goes Mega

Page 1 of 5. In This Issue November 30, Fidelity Goes Mega 'Tis The Season For Distributions Full Distribution Calendar. Fidelity Goes Mega Page 1 of 5 If you are having trouble reading this email, read the online version. Please do not reply to this email In This Issue November 30, 2007 Fidelity Goes Mega As of November 16, Richard R. Mace

More information

Selective Opportunistic Portfolios December 20, 2016

Selective Opportunistic Portfolios December 20, 2016 Selective Opportunistic Portfolios December 20, 2016 Prepared by Morningstar Investment Management LLC on behalf of TD Ameritrade Investment Management, LLC. Economic & Investment Outlook As the S&P 500

More information

2017 ANNUAL MANAGEMENT REPORT OF FUND PERFORMANCE

2017 ANNUAL MANAGEMENT REPORT OF FUND PERFORMANCE MD Family of Funds 2017 ANNUAL MANAGEMENT REPORT OF FUND PERFORMANCE DISCLOSURE This annual management report of fund performance contains financial highlights but does not contain the complete annual

More information

Exchange-Traded Funds

Exchange-Traded Funds Exchange-Traded Funds NORTH AMERICA MICHAEL JABARA Morgan Stanley Wealth Management Michael.Jabara@morganstanley.com +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

More information

Quarter Ending June 30, Charles Schwab & Co., Inc. (Member SIPC). All rights reserved. ( )

Quarter Ending June 30, Charles Schwab & Co., Inc. (Member SIPC). All rights reserved. ( ) Quarter Ending June 30, 2015 An industry-leading benchmark on retirement plan participant investment activity within self-directed brokerage accounts Table of Contents: Key Schwab Observations for Quarter

More information

Schwab Diversified Growth Allocation Trust Fund

Schwab Diversified Growth Allocation Trust Fund Fund Facts Trustee Fund Type Charles Schwab Bank Collective Trust Fund Category Global Asset Allocation Benchmark Global Growth Custom Index 1 Unit Class Inception Date 11/21/2012 Fund Inception Date 3/7/2012

More information

Summit Strategies Group

Summit Strategies Group As of December 3, 203 US Equity: All Cap Russell 3000 Index 2.64 0.0 33.55 33.55 6.24 8.7 6.50 7.88 7.09 Dow Jones US Total Stock Market Index 2.63 0. 33.47 33.47 6.23 8.86 6.68 8.0 6.90 US Equity: Large

More information

SEPTEMBER 2018 Capital Markets Update

SEPTEMBER 2018 Capital Markets Update SEPTEMBER 2018 Market commentary U.S. ECONOMICS Non-farm payrolls added 134,000 jobs in September, missing the consensus estimate of 185,000. However, net revisions to the two months prior totaled +87,000

More information

ETF 20/20 : Monthly Exchange Traded Fund Report. Published: December 2015 Report Scope: US

ETF 20/20 : Monthly Exchange Traded Fund Report. Published: December 2015 Report Scope: US ETF 20/20 : Monthly Exchange Traded Fund Report Published: December 2015 Report Scope: US 1 Key Highlights Our monthly ETF 20/20 report summarizes recent Exchange Traded Fund (ETF) trends in the US. It

More information

Invesco Allocation Funds

Invesco Allocation Funds Invesco Conservative Allocation Fund Invesco Growth Allocation Fund Invesco Moderate Allocation Fund Quarterly Schedule of Portfolio Holdings invesco.com/us AAS-QTR-1 05/18 Invesco Advisers, Inc. Schedule

More information