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...Its five-year annualised return of 2.8 per cent trails almost all mid-cap growth and technology funds over the same span....
...BlackRock said in a statement that “since the underlying securities in DYNF are large-cap US equities, and some of the most liquid stocks in the market, liquidity was not a challenge when the fund was added...
...Trust ETF (GBTC), according to data from Morningstar Direct....
...Morningstar Direct....
...It was Dunn who persuaded her board at BGI to launch in a full suite of ETFs. Thus, in 2000, the iShares ETF brand was born....
...BlackRock will cap the fee on its $10.3bn iShares Broad USD High Yield Corporate Bond ETF at 8 basis points, the firm disclosed on Tuesday....
...In contrast, US small-caps currently trade at a 13.7 per cent discount, while European large-caps are at a discount of 7.3 per cent and US large-caps a premium of 4.2 per cent, Cooper said....
...iShares’ $3.6bn MSCI Taiwan, $716mn India 50, $504mn MSCI India Small-Cap, $6mn MSCI Water Management Multisector and $5mn Breakthrough Environmental Solutions ETFs are the funds that BlackRock expects to...
...BlackRock’s iShares managed about 32 per cent of the US ETF market as of November....
...He said Nutmeg was forecasting a soft landing for the US economy, and recommended the iShares S&P 500 UCITs ETF (CSPX) for UK-based investors looking at US large caps, and the JPMorgan BetaBuilders US Small...
...Covered call ETFs generate income by writing and selling options on their underlying holdings — in JEPI’s case, large-cap stocks in the S&P 500....
...Another factor driving the growth of ETFs is the active ETF boom, said Bryan Armour, director of passive strategies research for North America at Morningstar Research Services....
...data provider Morningstar....
...DRSK invests 90-95 per cent of its assets in investment-grade corporate bonds, with the balance used to buy call options on large-cap stocks and sectors in the S&P 500....
...The $483bn SPDR S&P 500 ETF Trust (SPY) had inflows equivalent to 14.9 per cent of its starting assets, the $397bn iShares Core S&P 500 ETF (IVV) 13.2 per cent and the $367bn Vanguard S&P 500 ETF (VOO) 16.4...
...“In a decade where value and small caps have underperformed compared to growth and large caps, this difference in strategy is pivotal.”...
...managers that could further accelerate the growth of the ETF market....
...“We have seen products like EMXC [the iShares MSCI Emerging Markets ex China ETF] be quite popular, with $700mn of net inflows in January,” he said, while the smaller Columbia EM Core ex-China ETF (XCEM)...
...US ETFs earned about $576bn in net new assets while their mutual fund counterparts suffered about $403bn in outflows last year, according to data from Morningstar Direct....
...Well, China A shares are large and mid-cap names listed on the Shanghai and Shenzhen exchanges which are available to foreign investors via the “stock connect” with Hong Kong....
...Morningstar said the fund’s flows suggested equity investors were migrating to mid-caps in the belief that the first-half bloom for large-caps is fading....
...Active small-cap funds had a 65 per cent success rate (percentage that outperformed their average passive counterparts) compared with 56 per cent of active mid-cap funds and 53 per cent of active large-cap...
...In euro terms, the largest positions are held by BlackRock’s iShares MSCI USA SRI Ucits ETF, at €324mn as of mid-November, the iShares MSCI World SRI Ucits ETF (€208mn), and Eleva European Selection (€171mn...
...It is a market cap-weighted fund with 122 large and mid-cap constituents. A $2.3bn Ucits version is also available in 16 European countries....
...Australia’s ETF industry growth is partly thanks to the country’s Future of Financial Advice legislation in 2013....
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