Sentences with phrase «etf wrapper»

Think of actively managed mutual funds in an ETF wrapper.

«If one does it, it's an idiosyncratic event, but if you start to see T. Rowe and Eaton Vance do it, you start to get a little momentum where the mutual fund industry is capitulating to the ETF wrapper.

The fee's are a little high but considering the tax savings on such a high turnover strategy, it is worth it to have it an ETF wrapper.

«LibertyQ offers investors our fundamental and quantitative expertise that drives our ability to seek specific outcomes with reduced risk, packaged within the ETF wrapper.»

Hartford Funds» Multifactor ETFs seek to outperform traditional passive benchmarks while delivering the potential benefits of lower cost, transparency, and tax efficiency offered within an ETF wrapper.

«Investors who have embraced the ETF wrapper for its benefits — which may include liquidity, tax efficiency and transparency — want the opportunity to seek better risk - adjusted returns over the long term,» said David Mann, Head of Capital Markets, Global ETFs.

But given that DIVI is essentially an actively - managed mutual fund in an ETF wrapper, the expenses are not disproportionate.

From what I understand, these are essentially structured notes in an ETF wrapper.

But their ultra-short-term focus makes them, to many, an equivalent to a money market mutual fund in an ETF wrapper.

This is a simple way to execute a very common investment strategy,» Schwartz added, drawing parallels with currency hedging, which was common among institutional investors, but more difficult for individuals to execute before the strategy became available in an ETF wrapper.

It compares the returns of the unhedged iShares MSCI Japan ETF (EWJ B - 99), the currency - hedged version of the same fund, the iShares Currency Hedged MSCI Japan (HEWJ D - 38) and the actual currency cross in an ETF wrapper, the CurrencyShares Japanese Yen Trust (FXY B - 99).

Said another way what asset class or strategy is not currently (effectively) available in an ETF wrapper?

Morningstar Director of ETF Research Scott Burns answered that he is more positive and constructive on active management, saying that «the efficiency of the ETF wrapper» will lead more companies like PIMCO to move into ETFs.

In addition, Morningstar's Burns points to «a lot of growth in the alternative space, like margin arbitrage and managed futures making it into the ETF wrapper — and with pretty good success for people looking for diversification.

It's a bad idea in a traditional mutual fund, and moving that into an quote - unquote «efficient ETF wrapper» doesn't make it any better.

«It's a bad idea in a traditional mutual fund, and moving that into a quote - unquote «efficient ETF wrapper» doesn't make it any better.

Not exact matches

These include currency - hedged ETFs, triple - levered ETFs based on commodities, unconstrained bond funds with short positions betting against U.S. Treasurys, private equity funds, emerging market debt instruments, historically less - liquid bank loan funds, and all manner of actively managed strategies packaged in supposedly easy to buy and sell wrappers.

There's a liquidity shift from the hedge fund wrapper into an ETF or mutual fund.»

The move isn't even entirely new for BMO, who this past spring launched several Guardian Funds, which are also ETF portfolios in a mutual fund wrapper.

So don't expect these zombie active ETFs to come to life all of a sudden just because the wrapper for their active management approach is different.

This new ETF is not a Canadian wrapper for VXUS: it will include US stocks and exclude Canada, whereas VXUS does the opposite.

A bond ETF is a bond investment in a stocklike wrapper.

Thus an «ETF» is no longer a guaranteed wrapper to access the benefits of passive investing.

This product, which technically is an exchange - traded note (unlike ETFs that are funds with holdings, ETNs are essentially bank debt in an ETF «wrapper» and produces returns linked to an index), literally doubles down by borrowing a dollar for every buck put into an MLP.

The ETF is a wrapper around the iShares Core MSCI Emerging Markets ETF (IEMG).

Note that the ETF is essentially a wrapper around the iShares Core S&P 500 ETF (IVV) that trades on the NYSE Arca exchange.

ETFs are just the same old thing (a basket of the same underlying stocks) just packaged up in a different closed - fashion of marketing wrapper.

Are you sure XEF is a wrapper around a US ETF?

It's important to note that ETFs aren't risk - free; as an investment «wrapper,» they're subject to the risks of their underlying securities, including possible loss of principal.

Make the right move For the convenience of being able to buy several different mortgage REITs in a single wrapper, the 0.40 % in annual expenses you'll pay for the Market Vectors ETF is likely money well spent.