HV ETFs Cutline Report: A of 3/29/2018

Size: px
Start display at page:

Download "HV ETFs Cutline Report: A of 3/29/2018"

Transcription

1 HV ETFs Cutline Report: A of 3/29/2018 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD USO U.S. Oil Fund Oil & Gas % % -1.13% 5.82% 8.99% % THD ishares Thailand Capped Invest Mrkt Idx Emerging Markets Equi 11.71% % 0.10% 3.68% 7.78% % IGV ishares North American Tech-Software Technology Equities 9.42% % 0.05% 6.45% 9.79% % EWM ishares Malaysia Index Emerging Markets Equi 9.06% % 1.63% 6.70% 9.61% % EWZ ishares Brazil Index Latin America Stock 8.79% % -3.94% 5.67% 10.95% % FM ishares MSCI Frontier 100 Fund Emerging Markets Equi 8.69% % -0.79% 1.59% 6.01% % ITA ishares DJ US Aerospace&Defense Industrials Equities 8.54% % -3.16% 4.17% 5.24% % SOXX ishares PHLX SOX Semiconductor Secto Technology Equities 7.97% % -1.91% 0.89% 6.03% % GSG ishares GSCI Commodity Index Commodities. 7.90% % -2.63% 0.67% 2.27% % ILF ishares S&P 40 Latin America Latin America Stock 7.52% % -4.26% 5.21% 9.95% % SMH VanEch Vectors Semiconductor Technology Equities 7.50% % -1.49% 1.93% 6.61% % DBC PowerShares DB Commodity Index Commodities 7.13% % -1.68% 1.25% 2.23% % DEM WisdomTree Emerg. Mkts Hi-Yld E. Emerging Mkts Equities 6.74% % -2.73% 2.84% 5.45% % IEO ishares DJ Oil & Gas Expl.&Prod. Energy Equities 6.69% % -4.95% -5.54% -2.16% % EZA ishares South Africa Index Emerging Markets Equi 6.69% % -3.66% -1.82% -1.84% % ECH ishares Chile Index Latin America 6.68% % -5.61% -1.80% 1.65% % VGT Vanguard Info Technology Technolgy Equities 6.08% % -3.41% 0.77% 3.81% % IHI ishares DJ US Medical Devices Health & Biotech Equiti 6.04% % -3.11% 3.86% 6.63% % RPG Guggenheim S&P 500 Pure Growth Large Growth 5.72% % -3.24% 2.00% 4.72% % FV First Trust VL Dividend Large Cap Value Equiti 5.65% % -3.14% 1.48% 4.13% % XLY Consumer Discretionary Sec. Consumer Discretionar 5.64% % -4.99% 0.31% 2.63% % IYW Dow Jones US Technology Technology Equities 5.64% % -3.55% 0.21% 3.34% % FBT 1st Trust Biotechnolgy Index Health & Biotech Equiti 5.60% % -6.21% 4.24% 6.69% % MTUM ishares Edge MSCI USA Momentum Fact All Cap Equities 5.46% % -5.00% 0.06% 2.71% % IWO Russell 2000 Growth Small Growth 5.16% % -2.05% 0.53% 2.07% % IJT S&P SmallCap 600/BARRA Growth Small Growth 4.97% % -1.90% 1.44% 2.17% % VBK Vanguard SmallCap Growth Small Cap Growth 4.97% % -2.15% 0.53% 1.93% % XLK Technology Select Technology Equities 4.96% % -4.51% -0.29% 2.30% % IWP Russell MidCap Growth Mid-Cap Growth 4.91% % -3.47% -0.32% 1.91% % IYC ishares US Consumer Services Consumer Discretionar 4.85% % -5.72% -0.07% 1.71% % VCR Vanguard Consumer Discretionary Consumer Discretionar 4.82% % -5.22% -0.39% 1.70% % KRE SPDR S&P Region.Banking Specialty-Financial 4.79% % -4.48% 1.62% 2.62% % IYG Dow Jones US Financial Serv's Specialty-Financial 4.74% % -7.30% -1.37% 0.39% % MCHI ishares MSCI China China Equities 4.69% % -6.21% -2.20% 3.05% % FXB CurrencyShares British Pound Currency 4.48% % -1.73% 3.49% 3.88% % IEMG ishares Core MSCI Emerging Markets Emerging Markets Equi 4.46% % -3.76% -0.60% 2.64% % QQQ PowerShares QQQ Trust, Series 1 Large Growth 4.44% % -4.66% -0.11% 2.81% % EWJ ishares Japan Index Japan Stock 4.41% % -4.06% -1.92% 1.25% % RSX Market Vectors Russia Emerging Markets Equi 4.37% % -3.40% 0.49% 7.21% % IJK S&P MidCap 400/BARRA Growth Mid-Cap Growth 4.22% % -3.33% -0.64% 1.16% % EEM ishares Emerging Mkts Index Emerging Mkts Equities 4.15% % -4.09% -0.88% 2.46% % Page 1 of 8

2 EWY ishares S. Korea Index Pacific Asia/excl. Japan 4.00% % -2.20% -0.71% 0.69% % PDP PowerShares DWA Momentum Portfolio All Cap Equities 3.97% % -4.17% 0.23% 2.01% % SCHG Schwab U.S. Large-Cap Growth Large Cap Growth Equi 3.93% % -5.17% -0.86% 1.41% % KBE SPDR S&P Bank Specialty-Financial 3.92% % -5.90% 0.00% 1.16% % IWF Russell 1000 Growth Large Growth 3.90% % -5.20% -1.17% 1.05% % VWO Vanguard Emerging Markets Emerging Markets Equi 3.86% % -4.84% -0.97% 2.33% % EWS ishares Singapore Index Pacific Asia/excl. Japan 3.86% % -3.33% -1.33% 2.85% % FXY CurrencyShares Japanese Yen Trust Currency 3.85% % 2.65% 5.85% 5.84% % XRT SPDR S&P Retail Consumer Discretionar 3.77% % -5.20% -3.08% -1.95% % SCZ ishares MSCI EAFE Small-Cap Foreign Small & Mid Ca 3.76% % -4.43% -0.99% 1.07% % IUSG ishares Core U.S. Growth Large Cap Growth Equi 3.74% % -4.79% -0.51% 1.58% % BWX SPDR Lehman Intl Treasury Bond World Gov Bond 3.66% % 0.72% 3.36% 3.80% % VOOG Vanguard S&P 500 Growth Large Cap Growth Equi 3.63% % -4.95% -0.54% 1.61% % XOP SPDR Oil & Gas Explor & Product Energy Equities 3.61% % -5.04% -9.20% -5.27% % IVW S&P 500/BARRA Growth Large Growth 3.59% % -4.99% -0.61% 1.51% % EWI ishares Italy Index Europe Stock 3.58% % -5.91% 1.97% 5.62% % IJR S&P Sm.Cap 600 Small Blend 3.55% % -2.61% -0.67% 0.26% % VOT Vanguard Mid-Cap Growth Mid-Cap Growth 3.52% % -3.28% -0.37% 1.48% % KBWB PowerShares KBW Bank Portfolio Financials Equities 3.50% % -8.53% -1.86% -0.07% % AAXJ ishares MSCI All Country Asia ex Japan Asia Pacific 3.50% % -3.81% -1.47% 1.64% % IYT Dow Jones Transportation Transportation Equities 3.50% % -4.85% -4.56% -2.41% % SCHE Schwab Emerging Markets Equity Emerging Markets Equi 3.49% % -4.81% -0.55% 2.72% % GNR SPDR S&P Global Natural Resources Commodity Producers 3.26% % -6.69% -4.67% -1.41% % MOO VanEck Vectors Agribusiness Commodity Producers 3.22% % -3.93% -2.18% 0.36% % XBI SPDR Series Trust SPDR S&P Biotech Health & Biotech Equiti 3.20% % -6.28% 0.44% 3.37% % QUAL ishares Edge MSCI USA Quality Factor All Cap Equities 3.20% % -4.67% -1.83% -0.23% % EWT ishares Taiwan Index Pacific Asia/excl. Japan 3.14% % -0.52% 3.18% 5.88% % GSLC Goldman Sachs ActiveBeta U.S. Large Ca Large Cap Blend Equiti 3.05% % -5.35% -1.51% 0.09% % IHF ishares DJ US Healthcare Provid's Health & Biotech Equiti 3.02% % -5.19% -0.90% 0.68% % VPL Vanguard Pacific ETF Asia Pacific Equities 2.99% % -4.58% -2.37% 0.07% % VFH Vanguard Financials Financials Equities 2.93% % -7.14% -2.09% -0.81% % ASHR Deutsche X-Trackers China A-Shares China Equities 2.89% % -6.60% -2.34% 0.81% % VUG Vanguard Growth Large Cap Growth 2.89% % -5.20% -1.45% 0.87% % FEX First Trust Large Cap Core AlphaDEX Large Cap Blend Equity 2.87% % -4.98% -1.88% -0.20% % FXI ishares China 25 Index China Equities 2.86% % -9.00% -2.28% 2.32% % MGK Vanguard Mega Cap Growth Large Cap Growth Equi 2.85% % -5.62% -1.52% 0.82% % FXD First Trust Cons. Discret. AlphaDEX Consumer Discretionar 2.85% % -6.62% -4.05% -2.52% % SCHM Schwab U.S. Mid Cap Mid Cap Blend Equities 2.83% % -4.03% -2.07% -0.73% % XLF Financial Select Sector Financial Equities 2.83% % -8.16% -2.68% -1.22% % FXE CurrencyShares Euro Currency Trust Currency 2.81% % -1.78% 1.75% 2.35% % VXF Vanguard Extended Markets VIPERs Mid Cap Blend 2.72% % -3.57% -1.49% -0.15% % VIG Vanguard Div. Appreciation Large Cap Value Equiti 2.69% % -5.44% -2.13% -0.96% % DIA SPDR Dow Jones Industrial Average Large Cap Value 2.67% % -7.73% -3.67% -2.42% % DJP Bloomberg Commodity Index Commodities 2.60% % -3.10% -0.90% -0.25% % Page 2 of 8

3 VB Vanguard SmallCap Small Cap Blend 2.54% % -3.44% -1.70% -0.60% % VSS Vanguard FTSE All-Wld ex-us SmCP Idx Foreign Small & Mid Ca 2.51% % -4.53% -2.18% 0.01% % GUNR FlexShares Global Upstream Natural Res Commodity Producers 2.40% % -6.41% -5.01% -2.13% % IWM Russell 2000 Small Blend 2.36% % -3.20% -1.71% -0.41% % IJH S&P MidCap 400 Mid-Cap Blend 2.33% % -4.01% -2.55% -1.16% % MDY MidCap Trust Series I Mid-Cap Blend 2.33% % -3.88% -2.45% -1.07% % SGOL ETFS Physical Swiss Gold Shares Precious Metals 2.32% % -1.63% 0.29% 1.73% % IAU ishares Gold Trust Precious Metals 2.32% % -1.85% 0.16% 1.76% % GLD SPDR Gold Shares Precious Metals 2.31% % -1.78% 0.26% 1.73% % VO Vanguard Mid-Cap Mid-Cap Blend 2.28% % -4.35% -1.88% -0.37% % VLUE ishares Edge MSCI USA Value Factor Large Cap Value Equiti 2.28% % -5.83% -3.85% -1.91% % FTGC First Trust Global Tactical Commodity Stra Commodities 2.22% % -1.42% -0.29% 0.77% % IYF Dow Jones US Financial Sector Specialty-Financial 2.21% % -6.10% -1.95% -1.36% % IWR Russell MidCap Index Fs Mid-Cap Blend 2.13% % -4.25% -2.32% -0.81% % SCHA Schwab U.S. Small-Cap Small Cap Blend Equiti 2.11% % -3.66% -2.17% -0.87% % FXO 1st Trust Financials AlphaDEX Financial Equities 2.10% % -4.08% -1.52% -0.89% % XLI Industrial Select Sector Industrial Equities 2.07% % -6.66% -3.63% -1.82% % IYJ Dow Jones US Industrial Industrial Equities 2.01% % -6.57% -3.72% -1.59% % IJS S&P SmallCap 600/BARRA Value Small Value 2.00% % -3.35% -2.93% -1.78% % EFG ishares MSCI EAFE Growth Index Foreign Large Cap Equ 1.94% % -4.82% -2.65% -0.46% % IXUS ishares Core MSCI Total International Sto Global Equties 1.80% % -5.39% -2.60% -0.06% % ITOT ishares Core S&P Total U.S. Stock Marke All Cap Equities 1.77% % -5.93% -2.70% -1.11% % VTI Total Stock Market VIPERs All Cap Equities 1.75% % -5.99% -2.74% -1.11% % ACWI ishares MSCI ACWI Global Equities 1.74% % -5.84% -2.65% -0.54% % SCHX Schwab U.S. Large-Cap Large Cap Blend Equiti 1.71% % -6.19% -2.82% -1.10% % SCHB Schwab U.S. Broad Market All Cap Equities 1.71% % -6.00% -2.76% -1.13% % VIS Vanguard Industrials industrials Equities 1.70% % -6.56% -4.02% -2.29% % IWV Russell 3000 Index All Cap Equities 1.69% % -5.99% -2.82% -1.16% % XME SPDR S&P Metals & Mining Commodity Producers 1.69% % -8.12% -9.71% -6.41% % ITB ishares DJ US Home Construction Building and Constructi 1.68% % -7.60% % -9.68% % RWX SPDR DJ Wil Intern. RE Real Estate 1.67% % -3.73% -2.15% -1.16% % EWN ishares Netherlands Index Europe Stock 1.66% % -5.19% -1.08% 0.76% % VNQI Vanguard Global ex-u.s. Real Estate Global Real Estate 1.66% % -3.87% -1.25% 0.69% % IWB Russell 1000 Index Large Blend 1.65% % -6.21% -2.89% -1.18% % VV Vanguard LargeCap Large Cap Blend 1.63% % -6.41% -2.88% -1.12% % RSP Guggenheim S&P Equal Weight Large Blend 1.58% % -5.45% -3.09% -1.53% % VT Vanguard Total World Stock Index Global Equities 1.55% % -5.93% -2.95% -0.85% % RPV Guggenheim S&P 500 Pure Value Large Value 1.53% % -6.73% -4.28% -2.53% % EWQ ishares France Index Europe Stock 1.52% % -6.27% -1.72% 0.58% % TBT ProShares UltraShort Lehman 20 Yr Trea Leveraged Bonds 1.52% % -2.47% 5.96% 7.37% % IVV S&P 500 Large Blend 1.52% % -6.49% -3.01% -1.29% % VOO Vanguard S&P 500 Large Cap Blend Equiti 1.49% % -6.44% -3.03% -1.31% % IEFA ishares Core MSCI EAFE Foreign Large Cap Equ 1.48% % -5.60% -2.65% -0.32% % NOBL ProShares S&P 500 Dividend Aristocrats Large Cap Value Equiti 1.47% % -5.98% -3.49% -2.80% % Page 3 of 8

4 SCHC Schwab International SmallCap Equ. Foreign Small/Mid Blen 1.44% % -5.34% -2.38% -0.33% % SPY SPDR S&P 500 Large Cap Blend 1.42% % -6.55% -3.11% -1.39% % FXN 1st Trust Energy AlphaDEX Energy Equities 1.42% % -5.71% % -7.17% % DBJP Deutsche X-Trackers MSCI Japan Hedge Japan Equities 1.41% % -6.30% -6.94% -3.90% % VXUS Vanguard Total International Stock Global Equities 1.38% % -5.77% -2.94% -0.46% % ACWV ishares Edge MSCI Min Vol Global Global Equities 1.31% % -3.37% -1.48% -0.59% % PEZ PowerShares High Yield Divi Achievers All Cap Equities 1.29% % -5.72% -3.95% -2.39% % ACWX ishares MSCI ACWI ex US Global Equities 1.26% % -5.69% -2.95% -0.52% % VEU Vanguard FTSE All-Word ex-us Global Equities 1.25% % -5.92% -3.08% -0.64% % VOE Vanguard Mid Cap Value Mid-Cap Value 1.19% % -5.30% -3.19% -1.95% % HEWJ ishares Currency Hedged MSCI Japan Japan Equities 1.15% % -6.25% -6.91% -3.78% % TBF ProShares Short 20+Year Treasury Inverse Bonds 1.02% % -1.13% 3.13% 3.80% % DFE Wisdom Tree Europe SmCap Div. Europe Stock 1.02% % -6.00% -3.16% -0.92% % DGRO ishares Core Dividend Growth Large Cap Value Equiti 0.95% % -6.87% -3.80% -2.53% % EWH ishares Hong Kong Index China Equities 0.90% % -4.02% -2.16% -0.43% % SPLV PowerShares S&P 500 Low Volat. Large Cap Blend 0.82% % -3.31% -1.49% -1.61% % IXC S&P Global Energy Energy Equities 0.81% % -8.43% -7.84% -4.42% % SPHQ PowerShares S&P 500 Quality Portfolio Large Cap Blend Equiti 0.81% % -6.31% -3.49% -2.00% % FNDX Schwab Fundamental U.S. Large Compa Large Cap Value Equiti 0.79% % -7.22% -4.54% -2.99% % USMV ishares Edge MSCI Min Vol USA All Cap Equities 0.77% % -4.66% -2.17% -1.61% % EFA MSCI EAFE ishares Index Fd Foreign Large Cap Equ 0.72% % -5.90% -3.15% -0.90% % VEA Vanguard FTSE Developed Markets Foreign Large Cap 0.65% % -6.07% -3.68% -1.36% % VBR Vanguard SmallCap Value Small Cap Value 0.65% % -4.52% -3.51% -2.53% % EWK ishares Belgium Index Europe Stock 0.64% % -7.01% -0.70% 1.57% % CWB SPDR Barclays Convertible Securities Convertible Bonds 0.62% % -1.84% 0.04% 2.09% % SCHD Schwab US Dividend Equity All Cap Equities 0.62% % -8.06% -5.22% -4.18% % XMLV PowerShares S&P MidCap Low Volatility Mid Cap Blend Equities 0.57% % -1.43% -0.97% -1.30% % VTV Vanguard Value Large Cap Value 0.49% % -7.44% -4.18% -2.95% % PRF PowerShares FTSE RAFI US 1000 Large Cap Value 0.48% % -7.04% -4.42% -2.99% % FXH 1st Trust Health Care AlphaDEX Health & Biotech Equiti 0.45% % -6.56% -2.76% -0.57% % IFGL ishares FTSE EPRA/NAREIT Global Real Global Real Estate 0.37% % -4.56% -2.17% -0.90% % HDGE Ranger Equity Bear Inverse Equities 0.36% % 7.55% 6.99% 5.36% % BNDX Vanguard Total International Bond Total Bond Market 0.33% % 1.39% 0.79% 0.66% % EZU European Monetary Union Index Europe Stock 0.29% % -6.85% -2.72% -0.07% % PXF PowerShares FTSE RAFI Developed Mar Foreign Large Cap Equ 0.28% % -6.82% -4.10% -1.65% % IJJ S&P MidCap 400/BARRA Value Mid-Cap Blend 0.13% % -4.73% -4.59% -3.50% % SCHF Schwab International Equity Foreign Large Cap Equ 0.11% % -5.73% -3.35% -1.06% % IVOV Vanguard S&P Mid-Cap 400 Value Mid Cap Value Equities 0.08% % -4.07% -4.09% -3.10% % FLOT ishares Floating Rate Bond Corporate Bonds 0.04% % -0.04% 0.10% 0.22% % BKLN PowerShares Exchange-Traded Fund Tru High Yield Bonds 0.02% % -0.60% 0.09% 0.39% % IHDG WisdomTree International Hedged Divide Foreign Large Cap Equ 0.01% % -2.96% -4.01% -2.59% % ITR SPDR Barclays Intermed Term Corp Bond Corporate Bonds 0.00% % 0.00% 0.00% 0.00% % TLO SPDR Barclays Long Term Treasury Government Bonds 0.00% % 0.00% 0.00% 0.00% % SCPB SPDR Barclays Short Term Corp Bond Corporate Bonds 0.00% % 0.00% 0.00% 0.00% % Page 4 of 8

5 PKW PowerShares Buyback Achievers All Cap Equities -0.01% % -9.10% -5.15% -3.52% % IWS Russell MidCap Value Mid-Cap Value -0.02% % -4.94% -3.89% -3.05% % DXJ Wisdom Tree Japan Hedged Equity Japan Stock -0.06% % -7.98% -8.58% -5.60% % FTSM First Trust Enhanced Short Maturity Total Bond Market -0.09% % -0.12% -0.03% -0.03% % IEV S&P Europe 350 Index Europe Stock -0.21% % -6.65% -3.44% -1.33% % EFV MSCI EAFE ishares Value Index Foreign Large Cap Equ -0.23% % -6.83% -3.49% -1.20% % BSJI Guggenheim BulletShares High Yield Cor High Yield Bonds -0.25% % -0.04% 0.00% 0.08% % EWU ishares United Kingdom Index Europe Stock -0.27% % -6.49% -4.09% -2.99% % VGK Vanguard European Europe Equities -0.29% % -7.08% -3.80% -1.69% % TIP ishares TIPS Bond Fd Inflation-Protected Bon -0.31% % 0.48% -0.78% -0.90% % SCHV Schwab U.S. Large-Cap Value Large Cap Value Equiti -0.32% % -7.25% -4.57% -3.35% % HYD VanEck Vectors High Yield Municipal Inde National Munis -0.33% % 0.16% -1.15% -0.67% % BAB PowerShares Build America Bond Portfoli National Munis -0.34% % 1.28% -1.37% -1.82% % DVY ishares Select Dividend Index Large Cap Value -0.36% % -5.10% -3.66% -3.49% % VHT Vanguard Health Care Health & Biotech Equiti -0.39% % -6.85% -2.61% -0.40% % SCHP Schwab U.S. TIPs Inflation-Protected Bon -0.45% % 0.40% -0.87% -0.99% % PIN PowerShares India Portfolio Emerging Markets Equi -0.49% % -6.96% -6.02% -4.81% % RHS Guggenheim S&P 500 = Wt. Consum Sta Consumer Staples -0.50% % -6.42% -4.95% -5.30% % VYM Vanguard High Div. Yield Index Large Cap Value -0.53% % -7.39% -4.72% -3.67% % VTIP Vanguard Short-Term Inflation-Protected Inflation-Protected Bon -0.60% % 0.56% 0.23% 0.18% % FXG 1st Trust Consumer Staples Consumer Staples Equi -0.63% % -6.50% -3.83% -3.62% % IWN Russell 2000 Value Small Value -0.63% % -4.45% -4.01% -3.08% % SHY ishares Lehman 1-3 Year Treasury Government Bonds -0.64% % 0.08% -0.26% -0.35% % IWD Russell 1000 Value Large Value -0.64% % -7.25% -4.69% -3.52% % SCHO Schwab Short-Term U.S. Treasury Government Bonds -0.68% % 0.12% -0.30% -0.38% % VGSH Vanguard Short-Term Government Government Bonds -0.69% % 0.05% -0.27% -0.40% % IVE S&P 500/BARRA Value Large Value -0.82% % -8.09% -5.68% -4.29% % IYH Dow Jones US Healthcare Specialty-Health -0.83% % -7.22% -3.09% -0.93% % VDE Vanguard Energy VIPERS Energy Equities -0.84% % % % -6.65% % XHB SPDR Series Trust SPDR Home Builders Building & Construction -0.85% % -8.23% -9.40% -7.84% % IYE Dow Jones US Energy Specialty-Natural Res % % % % -6.76% % CSJ ishares Lehman 1-3 Yr Credit Bd Corporate Bond -0.96% % -0.31% -0.67% -0.71% % IGE ishares North American Natural Resource Commodity Producers -1.03% % -9.09% % -6.60% % SDY SPDR Dividend ETF Large Value -1.08% % -4.76% -3.73% -3.47% % IXJ S&P Global Healthcare Health & Biotech Equiti -1.09% % -6.12% -3.08% -1.05% % XLE Energy Select Sector Energy Equities -1.13% % % % -6.71% % SHYG ishares 0-5 Year High Yield Corporate Bo High Yield Bonds -1.13% % -0.53% -1.20% -0.72% % EWG ishares Germany Index Europe Stock -1.13% % -7.67% -5.71% -2.97% % HYS PIMCO 0-5 Year High Yield Corp Bond High Yield Bonds -1.15% % -0.83% -1.45% -0.82% % BSV Vanguard Short Term Bond Total Bond Market -1.15% % -0.11% -0.71% -0.83% % ZROZ PIMCO 25 Yr Zero Coupon US Treas Idx Government Bonds -1.16% % 1.55% -4.15% -5.32% % MUB ishares S&P National Muni Bond National Munis -1.19% % 0.10% -1.41% -1.63% % SJNK SPDR Barclays Short Term High Yield Bo High Yield Bonds -1.22% % -0.87% -1.30% -0.69% % Page 5 of 8

6 HEFA ishares Currency Hedged MSCI EAFE Foreign Large Cap Equ -1.30% % -4.58% -5.15% -3.23% % FEZ SPDR Euro Stoxx 50 Europe Stock -1.32% % -7.55% -3.61% -1.08% % TUR ishares Turkey Investment Index Emerging Markets Equi -1.32% % -7.18% -4.01% -2.39% % FLTB Fidelity Limited Term Bond Corporate Bonds -1.36% % -0.46% -0.94% -1.16% % VCSH Vanguard Short-Term Corporate Bond Corporate Bonds -1.40% % -0.49% -1.02% -1.10% % DWX SPDR S&P International Dividend Foreign Large Cap Equ -1.41% % -5.54% -3.77% -2.77% % DBEF Deutsche X-Trackers MSCI EAFE Hedge Foreigh Large Cap Equ -1.43% % -4.63% -5.25% -3.37% % PZA Pshares Insured National Munis National Munis -1.45% % -0.44% -2.22% -2.56% % EPP ishares Pacific ex. Japan Index Fund Pacific Asia/excl. Japan -1.45% % -6.41% -4.64% -2.80% % INDY ishares S&P India Nifty 50 Index Fund Emerging Markets Equi -1.47% % -7.70% -5.58% -4.74% % AGG ishares Lehman Aggregate Bond Intermediate-Term Bon -1.48% % -0.25% -1.70% -1.90% % GOVT ishares Core U.S. Treasury Bond Government Bonds -1.49% % 0.28% -1.32% -1.56% % BOND PIMCO Total Return Active Exchange-Tra Total Bond Market -1.51% % -0.52% -1.72% -1.67% % DBA PowerShares DB Agriculture Fd Agriculture Commoditie -1.51% % -1.00% -0.63% 0.27% % XLV Health Care Select SPDR Health & Biotech Equiti -1.53% % -7.64% -3.70% -1.55% % PGF PowerShares Fin. Preferred Portf. Specialty-Financial -1.55% % 1.31% -0.96% -1.70% % IEI ishares Lehman 3-7 Yr. Tresury Government Bonds -1.55% % 0.08% -1.05% -1.26% % GVI ishares Lehman Interm. Govt/Credit Total Bond Market -1.55% % -0.10% -1.21% -1.35% % TOTL SPDR DoubleLine Total Return Tactical Total Bond Market -1.61% % 0.06% -1.24% -1.38% % SCHR Schwab Intermediate-Term U.S. Treasury Government Bonds -1.63% % 0.48% -1.20% -1.37% % INDA ishares MSCI India Emerging Markets Equi -1.66% % -6.85% -6.31% -5.38% % BND Vanguard Total Bond Market Intermediate-Term Bon -1.68% % -0.29% -1.77% -2.01% % HEZU ishares Currency Hedged MSCI Eurozon Europe Equities -1.69% % -4.77% -3.77% -1.58% % ITM VanEck Vectors AMT-Free Intermed Muni National Munis -1.71% % -0.04% -1.96% -2.24% % VGIT Vanguard Intermediate-Term Gov Bonds Government Bonds -1.72% % 0.43% -1.25% -1.50% % HEDJ WisdomTree Europe Hedged Equity Europe Equities -1.72% % -4.23% -3.46% -1.55% % VAW Vanguard Materials VIPERS Materials -1.75% % -7.86% -8.37% -5.71% % SCHZ Schwab US Aggregate Bond Total Bond Market -1.75% % -0.33% -1.87% -1.96% % EWL ishares Switzerland Index Europe Stock -1.76% % -7.78% -4.84% -3.40% % TLT ishares 20+ Treas. Bd Government Bonds -1.77% % 0.99% -3.31% -3.91% % CIU ishares Lehman Intermed. Credit Intermediate-Term Bon -1.79% % -0.64% -1.61% -1.80% % EFZ ProSharesShort MSCI EAFE Inverse Equities -1.82% % 5.75% 2.73% 0.35% % VGLT Vanguard Long-Term Government Bonds Government Bonds -1.82% % 0.96% -3.24% -3.82% % UUP PowerShares DB US Dollar Bullish Currency -1.83% % 2.08% -1.38% -1.75% % IYM Dow Jones US Basic Mat's Materials -1.85% % -8.29% -8.64% -5.99% % EMB ishares Emerging Markets Bond Emerging Market Bond -1.91% % -1.90% -3.28% -2.83% % IDV ishares International Select Dividend Foreign Large Cap Equ -1.91% % -6.94% -4.12% -2.31% % VWOB Vanguard Emerging Markets Gov Bonds Emerging Markets Bon -1.95% % -1.42% -2.55% -2.27% % PFF ishares S&P Preferred Stock Preferred Stock/Conver -1.97% % 0.89% -1.05% -1.34% % PGX PowerShares Preferred Portfolio Preferred Stock/Conver -1.99% % 1.39% -1.22% -1.75% % XLB Materials Select Sector Materials -2.00% % -8.29% -8.69% -5.93% % CRED ishares Core U.S. Credit Bond Bonds -2.07% % -1.14% -2.57% -2.73% % TLH ishares Lehman Yr Treasury Government Bonds -2.10% % 0.80% -2.46% -2.74% % EDV Vanguard Extended Duration Treasury Government Bonds -2.11% % 0.97% -4.45% -5.28% % Page 6 of 8

7 PHB PowerShares High Yield Corp Bond High Yield Bonds -2.12% % -1.54% -2.63% -2.32% % HYG ishares Lehman Hi-Yield Corp. High Yield Bond -2.15% % -1.30% -2.58% -1.86% % SDOG ALPS Sector Dividend Dogs Large Cap Value Equiti -2.15% % -8.85% -6.35% -4.67% % JXI ishares S&P Global Utilities Utilities Equities -2.15% % 1.03% 0.02% -0.93% % IEF ishares Lehman 7-10 Yr Treasury Government Bonds -2.16% % 0.58% -1.99% -2.25% % LQD ishares iboxx $ Liquid Invest. Gr. Corporate Bonds -2.22% % -1.53% -2.93% -3.43% % BLV Vanguard Long Term Bond Long-Term Bond -2.24% % -0.98% -3.92% -4.39% % CLY ishares 10 Year Credit Bond Corporate Bonds -2.25% % -2.35% -4.16% -4.59% % VCLT Vanguard Long-Term Corporate Bond Corporate Bonds -2.28% % -2.27% -4.08% -4.58% % BIV Vanguard Intermed. Term Bond Intermediate-Term Bon -2.41% % -0.34% -2.25% -2.46% % DBEU Deutsche X-Trackers MSCI Europe Hedg Europe Equities -2.43% % -4.26% -4.89% -3.41% % PPLT ETFS Physical Platinum Shares Precious Metals -2.43% % -7.59% -3.60% 0.20% % VRP PowerShares Variable Rate Preferred Por Preferred Stock -2.44% % -1.22% -1.91% -1.91% % XPH SPDR Pharmaceuticals Health & Biotech Equiti -2.48% % -7.26% -5.78% -3.75% % EWW ishares Mexico Index Latin America Stock -2.50% % -4.70% 2.12% 4.52% % HDV ishares Core High Dividend Large Cap Value Equiti -2.52% % -8.65% -6.75% -6.28% % VCIT Vanguard Intermediate-Term Corporate B Corporate Bonds -2.57% % -1.13% -2.73% -2.92% % JNK Barclays Cap. High Yield Bond High Yield Bond -2.59% % -1.65% -3.08% -2.37% % FPE First Trust Preferred Securities and Incom Preferred Stock -2.65% % -1.67% -2.65% -2.75% % SLV ishares Silver Trust Precious Metals -2.73% % -5.17% -5.05% -3.63% % EWP ishares Spain Index Europe Stock -2.82% % -9.14% -4.27% -0.79% % SH Short S&P 500 ProShares ETF Inverse Equities -2.87% % 5.80% 2.16% 0.40% % FDL 1st Trust Morningstar Div. Lead's Large Cap Value -2.90% % -7.53% -6.80% -6.18% % GDXJ VanEck Vectors Junior Gold Miners Commodity Producers -2.93% % -4.40% -7.56% -5.80% % RWO SPDR DJ Wilshire Global Real Estate Global Real Estate -2.95% % -2.71% -4.30% -5.34% % PJP Dynamic Pharmaceuticals Health & Biotech Equiti -3.13% % -8.87% -5.51% -2.76% % HEWG ishares Currency Hedged MSCI Germany Europe Equities -3.18% % -5.55% -6.74% -4.50% % DHS Wisdom Tree High-Yield Equity Large Cap Value -3.28% % -7.43% -6.77% -6.48% % IYK Dow Jones US Cons. Goods Consumer Staples Equi -3.32% % -7.38% -6.55% -6.17% % EWA ishares Australia Index Asia Pacific Equities -3.44% % -7.79% -6.54% -4.96% % EWC ishares Canada Index Foreign Large Cap Equ -3.45% % -7.45% -8.83% -7.02% % RWM ProShares Short Russell2000 Inverse Equities -3.65% % 2.51% 0.84% -0.38% % EWD ishares Sweden Index Europe Stock -3.65% % -7.90% -3.85% -1.24% % VDC Vanguard Consumer Staples Consumer Staples Equi -3.69% % -7.96% -6.54% -6.79% % GDX Mkt Vector Gold Miners Specialty-Precious Met -3.71% % -7.26% -7.34% -5.42% % PCY PowerShares Emerging Markets Sovereig Emerging Markets Bon -3.75% % -3.16% -4.89% -4.57% % RING ishares MCSI Global Gold Miners Fund Commodity Producers -3.96% % -8.15% -8.48% -5.90% % SPHD PowerShares S&P 500 HiDivLowVol Large Cap Value -3.99% % -6.25% -7.03% -7.07% % IDU Dow Jones US Utilities Utilities Equities -4.03% % 0.67% -1.71% -4.08% % VPU Vanguard Utilities VIPERS Utilities Equities -4.08% % 0.50% -1.71% -4.10% % OIH Oil Services HOLDRs Energy Equities -4.26% % % % -8.37% % DOG ProShares Short Dow 30 Bear Market -4.33% % 7.01% 2.58% 1.14% % XLP Consumer Staples Select Consumer Staples -4.37% % -8.58% -7.15% -7.49% % XLU Utilities Select Sector Utilities Equities -4.41% % 0.58% -1.60% -4.08% % Page 7 of 8

8 IHE ishares DJ US Pharmaceuticals Health & Biotech Equiti -4.44% % -6.68% -6.10% -4.43% % FXU 1st Trust Utilities AlphaDEX Utilities Equities -4.76% % 0.52% -1.78% -2.54% % IYR Dow Jones US Real Estate Real Estate -4.76% % -2.30% -4.72% -6.84% % SIL Global X Silver Miners Commodity Producers -5.12% % -4.80% -6.68% -5.88% % EPHE ishares MSCI Philippines Emerging Markets Equi -5.55% % -7.00% % -9.99% % RWR Wilshire REIT Fund Real Estate -5.57% % -2.02% -5.71% -8.06% % SCHH Schwab U.S. REIT Real Estate -5.61% % -2.07% -5.83% -8.10% % PSQ ProShares Short QQQ Inverse Equities -5.89% % 3.58% -1.10% -3.93% % ICF Cohen & Steers Realty Real Estate -5.91% % -1.73% -5.64% -7.93% % BBH VanEck Vectors Biotech Health & Biotech -5.93% % -7.27% -6.01% -3.41% % REZ ishares Residential Real Estate Capped Specialty-Real Estate -6.95% % 0.54% -5.09% -7.37% % AGQ ProShares Ultra Silver Leveraged Commoditie -7.34% % % % -8.15% % VNQ Vanguard REIT Index Real Estate -7.35% % -2.92% -6.84% -9.05% % XES SPDR Oil & Gas Equip./Services Energy Equities -7.39% % % % % % VOX Vanguard Telecom Serv's Communication Equitie -7.46% % % -7.82% -8.21% % IYZ Down Jones US Telecom Commun. Equities -9.83% % -8.47% -8.13% -8.13% % UNG U.S. Natural Gas Fund Oil & Gas % % -7.39% -0.57% -3.30% % URE ProShares Ultra Real Estate Leveraged Real Estate % % -3.91% -8.90% % % DON Wisdom Tree MidCap Div. Mid-Cap Value % % -4.53% -4.02% -3.29% % DES Wisdom Tree SmallCap Div. Small Cap Value % % -4.76% -5.65% -5.68% % KIE SPDR S&P Insurance Specialty-Financial % % -2.61% 1.14% 1.04% % IBB Nasdaq Biotechnology Health & Biotech Equiti % % -6.35% -2.94% -0.03% % Page 8 of 8

HV ETFs Cutline Report: As of 6/23/2017

HV ETFs Cutline Report: As of 6/23/2017 HV ETFs Cutline Report: As of 6/23/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD XBI SPDR Series Trust SPDR S&P Biotech Health & Biotech Equiti 20.92% +276 16.87% 12.42% 15.82% 35.68% 20 0.00%

More information

HV ETFs Cutline Report: As of 2/2/2018

HV ETFs Cutline Report: As of 2/2/2018 HV ETFs Cutline Report: As of 2/2/2018 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD USO U.S. Oil Fund Oil & Gas. 22.31% +232 5.93% 13.49% 14.19% 8.58% 11-1.51% ECH ishares Chile Index Latin America

More information

HV ETFs Cutline Report: As of 10/13/2017

HV ETFs Cutline Report: As of 10/13/2017 HV ETFs Cutline Report: As of 10/13/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD MCHI ishares MSCI China China Equities 20.27% +286 3.44% 10.34% 13.24% 50.56% 19-0.26% XBI SPDR Series Trust

More information

HV ETFs Cutline Report: As of 4/6/2018

HV ETFs Cutline Report: As of 4/6/2018 HV ETFs Cutline Report: As of 4/6/2018 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD USO U.S. Oil Fund Oil & Gas. 10.30% +125 0.32% 5.48% -2.80% 4.16% 2-5.80% FM ishares MSCI Frontier 100 Fund Emerging

More information

HV ETF Master Cutline Report: As of 9/29/2017

HV ETF Master Cutline Report: As of 9/29/2017 HV ETF Master Cutline Report: As of 9/29/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD XBI SPDR Series Trust SPDR S&P Biotech Health & Biotech Equiti 18.54% +283 2.30% 10.66% 10.62% 46.26%

More information

ETF Analysis. Value Index Growth

ETF Analysis. Value Index Growth ETF Analysis This analysis page is updated through August 31, 2018. This data is used in David Vomund s managed account program (www.vomundinvestments.com). Style Index ishares Style Index Funds Based

More information

2016 HV ETF Cutline Report: As of 10/28/2016

2016 HV ETF Cutline Report: As of 10/28/2016 2016 HV ETF Cutline Report: As of 10/28/2016 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD SOXL Direxion Daily Semiconductor Bull 3x Shar Leveraged Equities 41.96% +232-6.34% 2.60% 16.92% 68.32%

More information

2016 HV ETF Cutline Report: As of 1/20/2017

2016 HV ETF Cutline Report: As of 1/20/2017 2016 HV ETF Cutline Report: As of 1/20/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD SOXL Direxion Daily Semiconductor Bull 3x Shar Leveraged Equities 47.58% +228-0.13% 6.55% 36.06% 7.37% 12-0.13%

More information

2016 HV ETF Cutline Report: As of 1/6/2017

2016 HV ETF Cutline Report: As of 1/6/2017 2016 HV ETF Cutline Report: As of 1/6/2017 Ticker ETF Name Orientation %M/A 4 wk 8 wk 12 wk YTD SOXL Direxion Daily Semiconductor Bull 3x Shar Leveraged Equities 44.51% +234 0.26% 20.36% 31.72% 0.65% 13-6.39%

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

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

ETF Analysis. Value Index Growth

ETF Analysis. Value Index Growth ETF Analysis This analysis page is updated through January 5, 2018. This data is used in David Vomund s managed account program (www.vomundinvestments.com). Style Index ishares Style Index Funds Based

More information

January 24, Michael Rechenthin, PhD Frank Kaberna

January 24, Michael Rechenthin, PhD Frank Kaberna January 24, 2017 This week we provide a list of ETFs that are currently exhibiting some of the most liquid options all with a tastytrade liquidity rating of 3 or 4 stars. To dive deeper into the ETFs and

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 +1 212 296-5101 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 +1 212 296-2626 JOHN DUGGAN Morgan Stanley Wealth Management John.Duggan@morganstanley.com

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

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

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM JANUARY 15, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM JANUARY 8, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

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 +1 212 296-2626 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 +1 212 296-5101 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

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM FEBRUARY 2, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

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 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

portfolio strategies

portfolio strategies By size, using mega-cap Vanguard ETF portfolio strategies By size, using mega-cap Options for implementing equity and bond exposure in your clients portfolios FOR FINANCIAL ADVISORS AND INSTITUTIONS ONLY.

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM JANUARY 7, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

Use of ETFs in Active Investing

Use of ETFs in Active Investing Use of ETFs in Active Investing Hardik Patel QPLUM www.qplum.co Disclosures: qplum LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to

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

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 08/05/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 11/05/2015 < Current Date 10:49 PM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

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 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

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

With Rates Retreating, Bonds Back in Fashion

With Rates Retreating, Bonds Back in Fashion Defensive ETFs: December U.S. ETF 2011 Flows: Performance May 2014 FINANCIAL PRODUCTS RESEARCH ETF RESEARCH January & STRATEGY 9, 2011 U.S. ETF flows were $12.7 billion in May representing 0.7% of assets

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

Market Recap. TTG Market View. US ETF Index performance (5d): SPY -0.8%, DIA -0.7%, IWM -0.3%, QQQ -1.4%, TLT +1.2%, GLD +1.9%

Market Recap. TTG Market View. US ETF Index performance (5d): SPY -0.8%, DIA -0.7%, IWM -0.3%, QQQ -1.4%, TLT +1.2%, GLD +1.9% US ETF Index performance (5d): SPY -0.8%, DIA -0.7%, IWM -0.3%, QQQ -1.4%, TLT +1.2%, GLD +1.9% Market Recap Last week Santa was a no show as equities continue to consolidate and move a bit lower. The

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

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 Recap. TTG Market View. US ETF Index performance (5d): SPY +1.0%, DIA +1.4%, IWM +1.3%, QQQ +2.0%, TLT -0.3%, GLD -1.4%

Market Recap. TTG Market View. US ETF Index performance (5d): SPY +1.0%, DIA +1.4%, IWM +1.3%, QQQ +2.0%, TLT -0.3%, GLD -1.4% US ETF Index performance (5d): SPY +1.0%, DIA +1.4%, IWM +1.3%, QQQ +2.0%, TLT -0.3%, GLD -1.4% Market Recap US Equities broke out of their +1mo sideways pattern last week. QQQs led the SPX for the 4 th

More information

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM MARCH 12, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

A sampling of research & data on exchange traded funds from AltaVista Research

A sampling of research & data on exchange traded funds from AltaVista Research A sampling of research & data on exchange traded funds from AltaVista Research In this week's issue: Chart of the week: Nuclear vs. Clean Energy ETFs Fund Focus: ishares S&P Global Nuclear Energy (NUCL)...

More information

Exchange-traded funds ETF Flows - 2Q15 2 July 2015

Exchange-traded funds ETF Flows - 2Q15 2 July 2015 ETF Flows - 2Q15 2 July 2015 CIO WM Research David Perlman, ETF Strategist, david.perlman@ubs.com This report highlights quarterly ETF flows by issuer and market segment. Flow estimates are obtained through

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

ETF Select List. A List of Prescreened Lower-Cost Exchange-Traded Funds. Tax-Loss Harvesting with ETFs HIGHLIGHTS: FOURTH QUARTER 2017

ETF Select List. A List of Prescreened Lower-Cost Exchange-Traded Funds. Tax-Loss Harvesting with ETFs HIGHLIGHTS: FOURTH QUARTER 2017 FOURTH QUARTER 2017 Also available at schwab.com/etfselectlist ETF Select List A List of Prescreened Lower-Cost Exchange-Traded Funds Tax-Loss Harvesting with ETFs ETFs have a reputation for tax efficiency,

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 23/04/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 24/04/2015 < Current Date 12:44 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

Market Outlook Considerations Week Beginning October 23, 2017

Market Outlook Considerations Week Beginning October 23, 2017 Market Outlook Considerations Week Beginning October 23, 2017 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 13/05/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 14/05/2015 < Current Date 5:47 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

Market Outlook Considerations Week Beginning November 6, 2017

Market Outlook Considerations Week Beginning November 6, 2017 Market Outlook Considerations Week Beginning November 6, 2017 DISCLAIMER-FOR-EDUCATIONAL-PURPOSES-ONLY Bobby Coats, Ph.D. Professor Economics Department of Agricultural Economics and Agribusiness University

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

Colby Investment Ratings Report A Publication from Robert W. Colby Asset Management, Inc.

Colby Investment Ratings Report A Publication from Robert W. Colby Asset Management, Inc. Ratings for February 17, 2012 Asset Classes. Commodities. Real Estate. Foreign and Emerging Markets. Small Cap Growth, IWO Large Cap Growth, VUG Mid Cap Blend, MDY Small Cap Blend, IWM Mid Cap Growth,

More information

ETF Snapshot as of December 2005

ETF Snapshot as of December 2005 ETF Snapshot as of December 2005 State Street Global Advisors Contact: Gary MacDonald 617.664.2296 gary_macdonald@ssga.com Alexandra Mackler 703-894-1041 amackler@isunstar.com One Lincoln Street, Boston,

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

US ETF Index performance (5d): SPY -0.9%, DIA -0.5%, IWM -2.0%, QQQ -1.1%, TLT -1.7% GLD -0.3%

US ETF Index performance (5d): SPY -0.9%, DIA -0.5%, IWM -2.0%, QQQ -1.1%, TLT -1.7% GLD -0.3% US ETF Index performance (5d): SPY -0.9%, DIA -0.5%, IWM -2.0%, QQQ -1.1%, TLT -1.7% GLD -0.3% TTG Market View: Next week earnings will be in the spotlight along with the third presidential debate, and

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 04/03/2015 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 05/03/2015 < Current Date 3:45 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

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

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

Commentary. Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.

Commentary. Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time. LongRun Monthly Strategy Review May 2018 AR +0.2% AG +1.0% TMG +3.0% SP500 +2.4% GDP +0.7% Commentary Last month s commentary led off with our Absolute Return strategy moving to 100% cash for the month

More information

US ETF Index performance (5d): SPY -1.9%, DIA -1.7%, IWM -1.7%, QQQ -2.1%, TLT -3.0%.

US ETF Index performance (5d): SPY -1.9%, DIA -1.7%, IWM -1.7%, QQQ -2.1%, TLT -3.0%. US ETF Index performance (5d): SPY -1.9%, DIA -1.7%, IWM -1.7%, QQQ -2.1%, TLT -3.0%. TTG Market View (9/10): What a way to end the week! The SPX falling 2.4% and closing on the lows. This marks the first

More information

AAII - Los Angeles Strategic Investing Group

AAII - Los Angeles Strategic Investing Group AAII - Los Angeles Strategic Investing Group June 6, 2015 RGB Capital Group LLC 14677 Via Bettona #110, San Diego, CA 92127 858-367-5200 www.rgbcapitalgroup.com This workshop is presented by Robert Bernstein

More information

Q ETP Strategic Beta Tracker

Q ETP Strategic Beta Tracker Q3 ETP Strategic Beta Tracker Strategic Beta Highlights from Q3 Strategic Beta Product Evolution Launches: 14 Closures: 5 Value & Growth Top Flows Value and Growth ETPs captured over half of all strategic

More information

Latest Innovations in the World of Exchange Traded Funds

Latest Innovations in the World of Exchange Traded Funds Latest Innovations in the World of Exchange Traded Funds Presented by: Doug Fabian President, Fabian Wealth Strategies www.fabianwealth.com 1 State of the ETF Industry Number of Products: 1,300+ Total

More information

240 Commission-free ishares ETFs available for purchase online. U.S. Equity

240 Commission-free ishares ETFs available for purchase online. U.S. Equity 240 Commission-free ishares ETFs available for purchase online U.S. Equity ishares Core Dividend Growth ETF ishares Core High Dividend ETF ishares Core S&P 500 ETF ishares Core S&P Mid-Cap ETF ishares

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

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM

TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM TACTICAL ASSET CLASS ROTATION MODEL DARIUS DALE: MACRO TEAM AUGUST 31, 2015 LEGAL DISCLAIMER Hedgeye Risk Management is a registered investment advisor, registered with the State of Connecticut. Hedgeye

More information

Commentary. "How ridiculous and how strange to be surprised at anything which happens in life." -Marcus Aurelius

Commentary. How ridiculous and how strange to be surprised at anything which happens in life. -Marcus Aurelius LongRun Monthly Strategy Review Aug 2017 AR +0.72% AG +1.64% TMG +0.36% SP500 +0.29% R2000-1.54% GDP +0.67% Commentary After posting new all-time highs the first week of August, US equity markets had a

More information

Commentary. If you are the smartest person in the room, then you are in the wrong room. Attributed to Confucius

Commentary. If you are the smartest person in the room, then you are in the wrong room. Attributed to Confucius LongRun Monthly Strategy Review Jun 2018 AR +0.9% AG +1.0% TMG -0.5% SP500 +0.6% GDP -0.8% Commentary June brought mixed messages from the markets. Worries about the Trump/Kim summit and Federal Reserve

More information

Inflows Picked Up in October Led by Equities Hallie Martin

Inflows Picked Up in October Led by Equities Hallie Martin Deutsche Bank Markets Research North America Date Synthetic Equity & Index Strategy November 7 Inflows Picked Up in October Led by Equities Hallie Martin Global equities rallied in October 7 led by Emerging

More information

US Index performance (5d): SPX +2.3%, DJIA +2.1%, RTY +3.4%, NDX +3.4%, TLT -0.2%.

US Index performance (5d): SPX +2.3%, DJIA +2.1%, RTY +3.4%, NDX +3.4%, TLT -0.2%. US Index performance (5d): SPX +2.3%, DJIA +2.1%, RTY +3.4%, NDX +3.4%, TLT -0.2%. The week ended with Fed Chair Janet Yellen confirming during an interview at Harvard University that a rate increase may

More information

Leveling the Playing Field

Leveling the Playing Field Leveling the Playing Field Matt Hougan President Analytics & Publications ETF.com Dave Nadig Chief Investment Officer ETF.com 1 The ETF Revolution Is Just Getting Started 2 Bad Things Are Happening 3

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

Selecting Portfolios for SectorSurfer Strategies

Selecting Portfolios for SectorSurfer Strategies Selecting Portfolios for SectorSurfer Strategies Don Kinell September 16 th, 2013 1 Review How SectorSurfer is Useful to an Investor 1. Demonstrates the effects of : Rotation to best trending Mutual Fund,

More information

Transamerica Tactical Rotation. Monthly Dashboard February 2014

Transamerica Tactical Rotation. Monthly Dashboard February 2014 TRANSAMERICA TACTICAL ROTATION Transamerica Tactical Rotation Monthly Dashboard February 2014 Class A: ATTRX Class C: CTTRX Class I: ITTOX Expectations Indicators Actual Allocations Positioning Risk Portfolio

More information

The 2016 Guide to Institutional ETF Ownership Sebastian Mercado, CFA

The 2016 Guide to Institutional ETF Ownership Sebastian Mercado, CFA Deutsche Bank Markets Research North America United States Date Synthetic & Index Strategy Insights The 2016 Guide to Institutional Ownership Sebastian Mercado, CFA Welcome to Deutsche Bank's institutional

More information

YTD Flows ahead of last year driven by strong $26bn inflows on November

YTD Flows ahead of last year driven by strong $26bn inflows on November Deutsche Bank Markets Research North America United States Synthetic Equity & Index Strategy US ETF Compass Date 9 December 2015 YTD Flows ahead of last year driven by strong $26bn inflows on November

More information

Synthetic Equity & Index Research US ETF Model Portfolios

Synthetic Equity & Index Research US ETF Model Portfolios Normalized Level (100) Deutsche Bank Markets Research North America United States Synthetic Equity & Index Research US ETF Model Portfolios Date 12 February 2016 House View Portfolio: 2016 Annual Rebalance

More information

Commentary. Without deviation from the norm, progress is not possible. Frank Zappa

Commentary. Without deviation from the norm, progress is not possible. Frank Zappa LongRun Monthly Strategy Review Aug 2016 AR -0.71% AG -5.21% TMG -2.67% SP500 +0.12% R2000 +1.78% GDP -0.57% Commentary August was a quiet month in most markets with the major US equity indices making

More information

Commentary. CBOE Volatility Index (VIX) Brexit Election VIX

Commentary. CBOE Volatility Index (VIX) Brexit Election VIX LongRun Monthly Strategy Review Mar 2018 AR -0.7% AG -2.9% TMG -2.3% SP500-2.7% GDP 0.0% Commentary I finished last month s commentary with a caution that equity markets might retest the lows of February

More information

He who wants a mule without fault, must walk on foot (British & Spanish proverb)

He who wants a mule without fault, must walk on foot (British & Spanish proverb) Chrilly's Complete Manual of Momentum Trading The Donkey and Mule Strategies Chrilly Donninger Chief Scientist, Sibyl-Project Sibyl-Working-Paper, July 3 http://www.godotfinance.com/ I would rather have

More information

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets A diversified portfolio including domestic equity, international, alternative, and fixed income components. ETF universe is ranked using a quantitative system based on market price anomalies and the direction

More information

See USA

See  USA The physical gold collateral inventory held by SPDR for the GLD ETF: 864.65 65 tonnes worth $35,657,895,592.03 as of 1:58 PM PST, October 1, 2017. See http://www.spdrgoldshares.com USA ETPs: Exchange Traded

More information

POLICY BASED INVESTING

POLICY BASED INVESTING STABLE DOLLAR The Federal Reserve meets on Tuesday and Wednesday this week. With monetary policy currently being the single most important policy driver for all asset classes, it will be very important

More information

Commentary. Forecasts usually tell us more about the forecaster than about the future. - Warren Buffett

Commentary. Forecasts usually tell us more about the forecaster than about the future. - Warren Buffett LongRun Monthly Strategy Review Nov 2016 AR +1.70% AG +2.07% TMG +1.16% SP500 +3.68% R2000 +11.08% GDP +1.35% Commentary Forecasters and pollsters are having a rough year. First Brexit and now the US presidential

More information

US ETF Model Portfolios

US ETF Model Portfolios Deutsche Bank Markets Research North America United States Synthetic Equity & Index Strategy US ETF Model Portfolios Date 22 November 2016 House View Portfolio - End of Year positioning House View Update

More information

Wednesday, December 8, 2010

Wednesday, December 8, 2010 Page 1 Page 3 Page 4 Page 8 Page 9 Page 11 Page 13 Page 14 Market Commentary Style Allocation: DVY, QQQQ, IJJ Sector Allocation: FDN, GDX, IHE International Allocation: EWW, EWJ Commodity Allocation: IAU,

More information

US ETF Index performance (5d): SPY +1.5%, DIA +2.0%, IWM +2.5%, QQQ +1.4%, TLT -3.6%.

US ETF Index performance (5d): SPY +1.5%, DIA +2.0%, IWM +2.5%, QQQ +1.4%, TLT -3.6%. US ETF Index performance (5d): SPY +1.5%, DIA +2.0%, IWM +2.5%, QQQ +1.4%, TLT -3.6%. After the SPX has returned a bullish +6.1% over the last three weeks, equities looked a bit exhausted towards the end

More information

US ETF Index performance (5d): SPY -0.1%, DIA +0.4%, IWM +0.1%, QQQ -0.1%, TLT +1.1%.

US ETF Index performance (5d): SPY -0.1%, DIA +0.4%, IWM +0.1%, QQQ -0.1%, TLT +1.1%. US ETF Index performance (5d): SPY -0.1%, DIA +0.4%, IWM +0.1%, QQQ -0.1%, TLT +1.1%. US Indices ran out of steam last week as Brexit fears started to take shape. S&P futures (ESM6) hit major resistance

More information

2017 SUMMARY PROSPECTUS

2017 SUMMARY PROSPECTUS AUGUST 1, 2017 2017 SUMMARY PROSPECTUS ishares North American Tech-Software ETF IGV NYSE ARCA Before you invest, you may want to review the Fund s prospectus, which contains more information about the

More information

2017 SUMMARY PROSPECTUS

2017 SUMMARY PROSPECTUS AUGUST 1, 2017 2017 SUMMARY PROSPECTUS ishares U.S. Aerospace & Defense ETF ITA NYSE ARCA Before you invest, you may want to review the Fund s prospectus, which contains more information about the Fund

More information

Commentary. Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish. - John Quincy Adams

Commentary. Patience and perseverance have a magical effect before which difficulties disappear and obstacles vanish. - John Quincy Adams LongRun Monthly Strategy Review Sep 2018 AR -2.0% AG-2.5% TMG -0.3% SP500 +0.6% GDP -0.04% Commentary Last month I pointed out that the S&P 500 large cap stock index had closed higher five months in a

More information

POLICY BASED INVESTING

POLICY BASED INVESTING Stable Dollar Policy In early March we alerted clients that a new monetary policy paradigm was possible as President Trump begins remaking the Federal Reserve Board. We noted at the time, Trump advisor

More information

Four Components Of A Successful Income Portfolio

Four Components Of A Successful Income Portfolio Four Components Of A Successful Income Portfolio Presented by: David Fabian Michael Fabian FMD Capital Management One Park Plaza, Suite 600 Irvine, CA 92614 Ph: 888-823-8111 F: 949-266-5788 www.fmdcapital.com

More information

Commentary. Things turn out best for the people who make the best of the way things turn out. - John Wooden

Commentary. Things turn out best for the people who make the best of the way things turn out. - John Wooden LongRun Monthly Strategy Review Dec 2018 AR +0.1% AG -0.3% TMG -9.8% SP500-8.8% GDP -4.9% Commentary As noted last month, December got off to a bad start wiping out November s equity market gains in the

More information

ETF Landscape. Industry Highlights Q1 2011

ETF Landscape. Industry Highlights Q1 2011 ETF Landscape Industry Highlights Q Deborah Fuhr, Managing Director Global Head of ETF Research and Implementation Strategy Phone: + 8 Email: Deborah.Fuhr@blackrock.com Table of contents I. Current ETF

More information

KEY ETF REPORT BY ASSET CLASS (US LISTED)

KEY ETF REPORT BY ASSET CLASS (US LISTED) 08/12/2014 < Last closing Date TOP/BOTTOM PERFORMERS 1 D (in $bn) 09/12/2014 < Current Date 1:29 AM CET (For US Listed ETF's, "today's" prices reflect last closing prices. For futures and spot FX, "today's"

More information

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets

Focus on preservation of investor capital in down markets. Designed to put investor capital to work during sustained bull markets Portfolio A diversified 403(b) portfolio including domestic equity, international, alternative, and fixed income components. ETF universe is ranked using a quantitative system based on market price anomalies

More information