Does international small-cap justify a different investment process?
Why low correlations matter for retirement.
Five titans look back on 50 years of the S&P 500.
A look at tracking error on the portfolio level.
WisdomTree launched a new dividend-weighted emerging markets ETF on July 13 that boasts an eye-popping 6.47 percent index yield. The Wisdom Tree Emerging Markets High-Yielding Equity Fund (NYSE: DEM) debuted on the New York Stock Exchange (NYSE). On a backtested basis, it has a generally positive record against the benchmark MSCI Emerging Markets Index, although it lags on a 5-year basis.
IndexUniverse.com chats with Eduardo Repetto of Dimensional Fund Advisors.
Browsing the IU.com news, the attention-grabber is clearly DFA's new R Shares. Is the indexing-ish enigma finally pushing out into the wider world? Where are those DFA ETFs anyway?
The added share class means defined contribution plans are more likely to have access to DFA funds.
You touched on a critical point, Jim: The irony of target-date funds is that, while they are supposed to be the ultimate in passive investing—"set it and forget it"—they really require some of the closest scrutiny of any funds on the market.
Matt's 15 bps feature has been popular. The question is whether expense ratios are the only thing you should be looking at.
XShares partners with TD Ameritrade to launch five target-date funds.
TDAX target date comes to market, along with FTSE RAFI small-cap international. Plus, MyShares, emerging bonds, a carbon trading ETF and more.
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