Exchange Traded Funds

Investors tend to use triple-leveraged ETF to obtain triple the return yield of the investments. However, they are discouraged to invest on triple-leveraged ETF as the disadvantages overwhelm the advantages. One of the advantages of triple-leveraged ETF is that it gives three times the return whereas one of the disadvantages of triple-leveraged ETF is that it could lose triple of the tracked index. According to Cummans (2015), ‘The additional risks come in the form of counterparty risk, liquidity risk, and increased correlation risk’. Thus, ETF has higher risk as it may lose three times the return and increases bankruptcy rate. Result shows that the annual return to the triple-leveraged ETF is expected to be triple the annual return to the S&P 500 index, it is only applicable to theory where everything is in constant. In reality the tracked index fluctuating frequently, it will not be three times of the

The Vanguard 500 is an exchanged-traded fund (ETF) that tracks the S&P 500. Since it uses a passive management style, it has exceptionally low fees compared to other funds. Vanguard is especially well known in the finance world because it created the first index fund in history.

EISMX main objective is to seek long-term capital growth, it invests mostly in companies with small market capitalization. EISMX also strives to mirror the Russell 2000 stock index, in other words this is a passively managed fund.

The Vanguard Group offers an array of mutual funds, exchange-traded funds, brokerage, and asset management. When choosing and comparing mutual funds, there are characteristics that you need to first evaluate. This paper will review five different categories of mutual funds that Vanguard Group offers its investors.

TD Ameritrade is an American online broker based in Omaha, Nebraska. On May 1, 1975 the SEC banned the practice of fixed brokerage commissions so four entrepreneurs in Omaha were among the first to do something that on one on Wall Street thought would happen. They broke ranks and offered discounted brokerage commissions to individual investors (“Our History”). TD Ameritrade is a service based company for those self- directed by offering support 24/7, independent investment research from credible third parties, powerful trading tools and plat forming for active traders and long term investors, clear pricing, investment products and free investor education resources for those that needed it. TD Ameritrade is a

An "index fund" depicting a kind of common fund or unit investment trust (UIT) whose investment objective ordinarily is to accomplish the equal return as a specific market index, for example, the S&P 500 Composite Stock Price Index, the Russell 2000 Index or the Wilshire 5000 Total Market Index. An index fund will endeavor to accomplish its investment objective principally by putting resources into the securities (stocks or bonds) of organizations that are incorporated in a chose index. Some index funds might additionally utilize derivatives, (for example, options or futures) to help accomplish their investment objective. Some index funds put resources into the sum of the organizations included in an index; other index funds put resources into a delegate example of the organizations included in an index.

After receiving approval of the whole concept in late 2014, Eaton Vance’s pipe dream of an mutual fund ETF has finally become a realty. A little over a year follow its approval, the first fund has final hit the market under the symbol EVSTC. Eaton Vance debuted its new asset with a momentous ringing of the Nasdaq opening bell. The exchange traded managed fund segment could help provide the next surge in the industry as multi-asset managed increasingly adopt ETFs. The first of these funds are exclusively available via Foliofn’s investment platform. Foliofn is the first broker dealer to distribute NextShares, rolling out to hem out to the robust catalog of advisors and consumers on Folio’s platform. The company’s innovative platform and pioneering technology made it possible for security to reach the market.

ETFs are traded on a stock exchange at prices that are determined by the market.Etfs can be traded during the day, they can be purchased on margin and sold short by an investor. ETF investors can defer capital gains as long as they

Dimensional Fund Advisors is an investment consulting firm, founded by David Booth in the year 1981. Mr. Booth was a Ph.D. student at the business school and one of Professor Eugene Fama’s students, a professor who came up with the efficient market hypothesis. Mr. Booth believes in the soundness of the hypothesis that he says the financial crunch supplied further proof and support of market efficiency as far as publicly traded stocks and bonds are involved, but he cautioned that the idea should not be extended to other areas of the financial market and its managers make money by applying this strong belief.

The virtue of putting a financial stake into both the stocks and exchange traded funds (ETFs) is a sprawling and a dazzling investment decision. However, (Reiss, 2016) explains that it may also turn negative is the stock and ETFs screening process is done blindly. Based on Yahoo finance and ETFdb ETF Screener, I chose to invest and trade in the following stocks, equity and non-equity exchange traded funds:

Mutual funds and the companies listed in the Dow 30 all fall under a specific type of asset classes we all need to know about. Once we have determined the type of investor we are, we can then determine what fits our needs in terms of investments and what kind of benefits we are seeking in return. The mutual funds and companies listed under the Dow 30 all fits the investor one way or the other and in the following, I will determine the asset classes for my selected mutual fund and Dow 30 organization. I will also explain how their classifications and the current investment environment impacts organizational decisions concerning the composition of its portfolio.

“However, there are over 10,000 mutual funds in operation, and these funds vary greatly according to investment objective, size strategy, and style. Mutual funds are available for virtually every investment strategy (e.g. value, growth), every sector (e.g. biotech, internet), and every country and region of the world. So even the process of selecting a fund can be tedious” (Staff).

1. Fund manager are expertise in the technology industry and thus the fund deals with technology driven companies which fund managers are comfortable in prediction of individual stock related risk and return and they are able to evaluate the technology field and pick up outperforming and positive alpha stocks in the technology field accurately.

Mutual fund Industry was introduced in India 1963 with the formation of Unit Trust of India. During the last few years many extraordinary and rapid changes have been taking place in the Mutual fund industry. Indian economy is highly developing. The development is taken place due to the growth in the financial system.

160-161). Once these options are reviewed then one can make that optimal decision as to what type of investment would be the best options to choose from. Next, is bonds which is a financial instrument, that is issued by a corporation or government entity and is required to be paid back; known as an IOU. These will mature overtime and gain face value, and usually come in all types and varieties to choose from; some taking as long as 100 years to reach it maturity date. Lately, is mutual funds and EFT’s, these are securities that are held in different sectors and eliminate any form of risk compared to other investment; known as the closed-end fund or the open-ended fund. So, what is a “close-end fund, is a fixed amount of dividends in a portfolio of assets; where shares of a closed-end funds can be traded among investors much like stocks” (Kelly & Williams, 2017, pg. 163).