etf
An ETF (Exchange-Traded Fund) is an investment fund that holds a collection of underlying assets, such as stocks or bonds, in a single pooled vehicle. ETFs allow investors to purchase a variety of different securities at once, providing greater diversification compared to owning individual assets. They are traded on stock exchanges like regular stocks, allowing for intraday trading at market prices. ETFs typically have lower fees than mutual funds and often passively track an index or sector, making them a popular choice for investors seeking a cost-effective way to invest in a diversified portfolio.
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The Direxion iBillionaire Index ETF, $25.40, symbol IBLN on New York (Units outstanding: 1.4 million; Market cap: $35.6 million; www.direxioninvestments.com), is designed to profit from copying the moves of billionaire investors, such as Warren Buffett, Carl Icahn, Daniel Loeb and David Tepper. The ETF began trading on August 1, 2014. Its MER is 0.65%—lower than most mutual funds, but high for an ETF. The Direxion iBillionaire Index ETF selects up to 10 billionaire investors from a pool of 50, based on their personal net worth, source of wealth, stock turnover and performance over time. It then selects stocks from their investment firms or hedge funds....
BMG Gold BullionFund is an open-ended mutual fund that holds at least 95% of its assets in gold bullion. In general, we recommend staying away from buying gold bullion, coins (unless you collect them as a hobby) or certificates representing an interest in bullion. Unlike stocks, commodity investments like gold bullion do not generate income. Instead, they come with a continuing cash drain for management, insurance and so on. In addition, the MER on BMG Gold BullionFund is a very high 3.07%. For that reason alone, we advise against investing in this fund....
ISHARES AUSTRALIA INDEX FUND $27.34 (New York symbol EWA; buy or sell through brokers) is an ETF that holds the 72 largest Australian stocks. Its MER is 0.48%.
The fund’s top holdings include Commonwealth Bank of Australia, 11.1%; BHP Billiton, 10.0%; Westpac Banking Corp., 9.2%; Australia and New Zealand Banking Group, 7.8%; National Australia Bank, 6.9%; Wesfarmers, 4.3%; Woolworths, 3.9%; CSL Ltd., 3.1%; Woodside Petroleum, 2.4%; Rio Tinto, 2.3%; Telstra Group, 2.0%, Macquarie Group, 1.4%; and Westfield Group, 1.3%.
Australia benefits from its stable banking and political systems. It is also rich in natural resources and close to key Asian markets with vast potential, including India and China.
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The fund’s top holdings include Commonwealth Bank of Australia, 11.1%; BHP Billiton, 10.0%; Westpac Banking Corp., 9.2%; Australia and New Zealand Banking Group, 7.8%; National Australia Bank, 6.9%; Wesfarmers, 4.3%; Woolworths, 3.9%; CSL Ltd., 3.1%; Woodside Petroleum, 2.4%; Rio Tinto, 2.3%; Telstra Group, 2.0%, Macquarie Group, 1.4%; and Westfield Group, 1.3%.
Australia benefits from its stable banking and political systems. It is also rich in natural resources and close to key Asian markets with vast potential, including India and China.
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ISHARES S&P INDIA NIFTY 50 INDEX FUND $30.98 (Nasdaq symbol INDY; buy or sell through brokers; us.ishares.com) is an ETF that aims to invest in the 50 largest, most liquid Indian securities.
Indian stocks have moved up steadily since the May 2014 election of Narendra Modi as prime minister.
India still needs to modernize its transportation,communications and electrical infrastructure. It also needs to reform its inefficient, corrupt bureaucracy.
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Indian stocks have moved up steadily since the May 2014 election of Narendra Modi as prime minister.
India still needs to modernize its transportation,communications and electrical infrastructure. It also needs to reform its inefficient, corrupt bureaucracy.
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ISHARES CDN REIT SECTOR INDEX FUND $16.64 (Toronto symbol XRE; buy or sell through brokers; ca.ishares.com) holds the 15 Canadian real estate investment trusts in the S&P/TSX Capped REIT Index.
iShares CDN REIT’s expenses are 0.60% of its assets. The fund yields 5.0%.
The ETF’s largest holding is RioCan REIT at 19.3%, followed by H&R REIT (14.7%), Canadian REIT (7.8%), Dream Office REIT (7.0%), Calloway REIT (6.4%), Boardwalk REIT (6.3%), Canadian Apartment REIT (6.2%), Allied Properties REIT (5.8%), Cominar REIT (5.4%), Artis REIT (5.0%), Chartwell REIT (4.6%), Granite REIT (4.5%), Crombie REIT (2.4%), Northern Property REIT (2.2%) and Dream Global REIT (2.1%).
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iShares CDN REIT’s expenses are 0.60% of its assets. The fund yields 5.0%.
The ETF’s largest holding is RioCan REIT at 19.3%, followed by H&R REIT (14.7%), Canadian REIT (7.8%), Dream Office REIT (7.0%), Calloway REIT (6.4%), Boardwalk REIT (6.3%), Canadian Apartment REIT (6.2%), Allied Properties REIT (5.8%), Cominar REIT (5.4%), Artis REIT (5.0%), Chartwell REIT (4.6%), Granite REIT (4.5%), Crombie REIT (2.4%), Northern Property REIT (2.2%) and Dream Global REIT (2.1%).
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ISHARES MSCI CHILE INVESTABLE MARKET INDEX FUND $44.50 (New York Exchange symbol ECH; buy or sell through brokers) is an ETF that aims to track the MSCI Chile Investable Market Index, which consists of stocks that mainly trade on the Santiago Stock Exchange.
The fund’s top holdings are S.A.C.I. Falabella (retail), 9.6%; Enersis SA (electricity), 9.2%; Empresas Copec SA (conglomerate), 7.9%; Empresa Nacional de Electricidad (electricity), 6.7%; LATAM Airlines, 5.5%; Cencosud SA (retailer), 4.9%; Empresas CMPC (pulp and paper), 4.8%; Banco de Chile, 4.6%; Banco Santander Chile (banking), 4.5%; and Quimica y Minera de Chile (mining), 4.1%.
The fund’s industry breakdown is: Utilities, 25.1%; Financials, 17.8%; Consumer Discretionary, 13.2%; Materials, 12.9%; Consumer Staples, 10.0%; Industrials, 8.1%; Energy, 7.8%; Telecommunications, 2.4%; and Information Technology, 1.9%.
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The fund’s top holdings are S.A.C.I. Falabella (retail), 9.6%; Enersis SA (electricity), 9.2%; Empresas Copec SA (conglomerate), 7.9%; Empresa Nacional de Electricidad (electricity), 6.7%; LATAM Airlines, 5.5%; Cencosud SA (retailer), 4.9%; Empresas CMPC (pulp and paper), 4.8%; Banco de Chile, 4.6%; Banco Santander Chile (banking), 4.5%; and Quimica y Minera de Chile (mining), 4.1%.
The fund’s industry breakdown is: Utilities, 25.1%; Financials, 17.8%; Consumer Discretionary, 13.2%; Materials, 12.9%; Consumer Staples, 10.0%; Industrials, 8.1%; Energy, 7.8%; Telecommunications, 2.4%; and Information Technology, 1.9%.
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ISHARES MSCI GERMANY FUND $29.36 (New York Exchange symbol EWG; buy or sell through brokers) tracks the stocks in the MSCI Germany Index. This index aims to replicate 85% of the German stock market’s market capitalization. The remaining 15% is unavailable for investment, partly due to limitations on foreign ownership.
The ETF’s top holdings are Bayer (diversified chemicals), 9.3%; Siemens (engineering conglomerate), 8.4%; BASF (chemicals), 8.0%; Daimler (autos), 6.6%; Allianz (insurance), 6.6%; SAP (software), 6.0%; Deutsche Telekom, 4.0%; BMW, 3.3%; and Volkswagen AG, 3.1%.
The fund’s industry breakdown includes: Consumer Discretionary, 21.7%; Financials, 16.1%, Materials, 14.6%; Industrials, 13.7%; Information Technology, 7.0%; Utilities, 4.9%; Telecommunication Services, 4.4%; Health Care, 4.1%; and Consumer Staples, 3.8%.
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The ETF’s top holdings are Bayer (diversified chemicals), 9.3%; Siemens (engineering conglomerate), 8.4%; BASF (chemicals), 8.0%; Daimler (autos), 6.6%; Allianz (insurance), 6.6%; SAP (software), 6.0%; Deutsche Telekom, 4.0%; BMW, 3.3%; and Volkswagen AG, 3.1%.
The fund’s industry breakdown includes: Consumer Discretionary, 21.7%; Financials, 16.1%, Materials, 14.6%; Industrials, 13.7%; Information Technology, 7.0%; Utilities, 4.9%; Telecommunication Services, 4.4%; Health Care, 4.1%; and Consumer Staples, 3.8%.
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ISHARES MSCI SOUTH KOREA INDEX FUND $65.24 (New York Exchange symbol EWY; buy or sell through brokers) aims to track the MSCI Korea Index.
The ETF’s top holdings are Samsung Electronics, 18.6%; Hyundai Motor Co., 5.5%; SK Hynix Semiconductor, 3.9%; Posco (steel), 3.4%; Naver (Internet content), 3.3%; Shinhan Financial, 3.2%; Hyundai Mobis (auto parts), 3.0%; Kia Motors, 2.5%; KB Financial, 2.3%; and LG Chemical, 2.0%.
The fund’s industry breakdown is as follows: Information Technology, 33.1%; Consumer Discretionary, 19.5%; Financials, 14.1%; Industrials, 12.7%; Materials, 9.1%; Consumer Staples, 5.7%; Energy, 1.9%; Utilities, 1.8%; Telecommunication Services, 1.1%; and Health Care, 0.8%.
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The ETF’s top holdings are Samsung Electronics, 18.6%; Hyundai Motor Co., 5.5%; SK Hynix Semiconductor, 3.9%; Posco (steel), 3.4%; Naver (Internet content), 3.3%; Shinhan Financial, 3.2%; Hyundai Mobis (auto parts), 3.0%; Kia Motors, 2.5%; KB Financial, 2.3%; and LG Chemical, 2.0%.
The fund’s industry breakdown is as follows: Information Technology, 33.1%; Consumer Discretionary, 19.5%; Financials, 14.1%; Industrials, 12.7%; Materials, 9.1%; Consumer Staples, 5.7%; Energy, 1.9%; Utilities, 1.8%; Telecommunication Services, 1.1%; and Health Care, 0.8%.
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ISHARES MSCI JAPAN INDEX FUND $11.93 (New York Exchange symbol EWJ; buy or sell through brokers; us.ishares.com) is an ETF that tries to match the return of the Morgan Stanley Capital International (MSCI) Japan index.
The fund’s top holdings include Toyota, 5.8%; Mitsubishi UFJ Financial, 2.8%; Softbank Corp., 2.4%; Honda Motor, 2.0%; Sumitomo Mitsui Financial, 1.9%; Mizuho Financial Group, 1.6%; Japan Tobacco, 1.4%; Hitachi, 1.4%; Canon, 1.4%; and Takeda Pharmaceutical, 1.3%.
The fund’s industry breakdown includes: Consumer Discretionary, 20.5%; Financials, 20.1%; Industrials, 19.9%; Information Technology, 10.9%; Consumer Staples, 6.8%; Health Care, 6.2%; Materials, 5.7%; Telecommunication Services, 5.6%; Utilities, 2.4%; and Energy, 1.3%.
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The fund’s top holdings include Toyota, 5.8%; Mitsubishi UFJ Financial, 2.8%; Softbank Corp., 2.4%; Honda Motor, 2.0%; Sumitomo Mitsui Financial, 1.9%; Mizuho Financial Group, 1.6%; Japan Tobacco, 1.4%; Hitachi, 1.4%; Canon, 1.4%; and Takeda Pharmaceutical, 1.3%.
The fund’s industry breakdown includes: Consumer Discretionary, 20.5%; Financials, 20.1%; Industrials, 19.9%; Information Technology, 10.9%; Consumer Staples, 6.8%; Health Care, 6.2%; Materials, 5.7%; Telecommunication Services, 5.6%; Utilities, 2.4%; and Energy, 1.3%.
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Market Vectors Africa Index ETF, $32.10, symbol AFK on New York (Units outstanding: 4.0 million; Market cap: $128.4 million; www.vaneck.com), aims to match the performance of the Market Vectors GDP Africa Index. This index tracks the performance of the largest and most liquid companies in Africa. A country’s weighting in the index is determined by the size of its gross domestic product. The ETF’s top holdings are Commercial International Bank Egypt SAE, Guaranty Trust Bank plc (Nigeria: banking), Acergy SA (U.K.: offshore oilfield services), Zenith Bank plc (Nigeria: banking), Orascom Telecom Holding SAE (Egypt: telecom), Nigerian Breweries plc, Naspers Ltd. (South Africa: media and Internet), Talaast Moustafa Group (Egypt: real estate), Attijarwafa Bank (Morocco: banking) and Tullow plc (U.K.: oil and gas)....