Asset Allocation: New York
Exchange Traded Funds on
which the Assets RouteMap updates recommendations every month
| Assets RouteMap: ETF Research Universe | ||||||
| Exchange Traded Funds: Listed in New York | ||||||
| Passive ETF | ||||||
| Ticker | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| TLH | Barclays 10-20 Year Treasury Bond Fund | Bonds | United States | iShares | ||
| TLT | Barclays 20+Year Treasury Bond Fund | Bonds | United States | iShares | ||
| BLV | Long-Term Bond | Bonds | United States | Vanguard | ||
| TLO | SPDR Barclays Capital Long Term Treasury | Bonds | United States | State Street | ||
| EGB | British Pound | Cash | British Pound | Elements | ||
| FXB | British Pound Trust | Cash | British Pound | Rydex | ||
| GBB | GBP/USD Exchange Rate ETN | Cash | British Pound | iPath | ||
| ERO | EUR/USD Exchange Rate ETN | Cash | Euro | iPath | ||
| ERE | Euro | Cash | Euro | Elements | ||
| EU | Euro Fund | Cash | Euro | Wisdom Tree | ||
| FXE | Euro Trust | Cash | Euro | Rydex | ||
| JYF | Dreyfus ETF Japanese Yen Fund | Cash | Japanese Yen | WisdomTree | ||
| FXY | Japanese Yen Trust | Cash | Japanese Yen | Rydex | ||
| JYN | JPY/USD Exchange Rate ETN | Cash | Japanese Yen | iPath | ||
| BIL | SPDR Barclays Capital 1-3 Month T-Bill | Cash | US Dollar | State Street | ||
| USY | U.S. Current Income Fund | Cash | US Dollar | WisdomTree | ||
| UDN | US Dollar Bullish Fund | Cash | US Dollar | PowerShares DB | ||
| IFEU | EPRA European Property | Real Estate | Euro-Zone | iShares | ||
| GRI | Cohen & Steers Global Realty Majors | Real Estate | United States | ALPS | ||
| ICF | Cohen&Steers Realty Major | Real Estate | United States | iShares | ||
| IYR | Dow Jones US Real Estate | Real Estate | United States | iShares | ||
| FTY | FTSE NAREIT Real Estate 50 | Real Estate | United States | iShares | ||
| VNQ | REIT | Real Estate | United States | Vanguard | ||
| FRI | S&P REIT Index Fund | Real Estate | United States | First Trust | ||
| RWR | Wilshire REIT | Real Estate | United States | State Street | ||
| FFR | FTSE EPRA/NAREIT Global Real Estate | Real Estate | World | First Trust | ||
| RWO | SPDR DJ Wilshire Global Real Estate | Real Estate | World | State Street | ||
| ADRU | Europe 100 ADR | Shares | Europe | Power Shares | ||
| EKH | Europe 2001 | Shares | Europe | HOLDRS | ||
| IEV | S&P Europe 350 | Shares | Europe | iShares | ||
| FEU | STOXX 50 | Shares | Europe | State Street | ||
| VGK | Vanguard Europe | Shares | Europe | Vanguard | ||
| FEZ | EURO STOXX 50 | Shares | Euro-Zone | State Street | ||
| EZU | MSCI EMU | Shares | Euro-Zone | iShares | ||
| EWJ | MSCI Japan | Shares | Japan | iShares | ||
| JPP | Russell Nomura Prime Japan | Shares | Japan | State Street | ||
| ITF | S&P/Topix 150 | Shares | Japan | iShares | ||
| VPL | Vanguard Pacific | Shares | Japan | Vanguard | ||
| EWU | MSCI UK | Shares | United Kingdom | iShares | ||
| IYY | Dow Jones US Total Market | Shares | United States | iShares | ||
| MGC | Mega Cap 300 | Shares | United States | Vanguard | ||
| NYC | NYSE Composite | Shares | United States | iShares | ||
| IWV | Russell 3000 | Shares | United States | iShares | ||
| ISI | S&P 1500 | Shares | United States | iShares | ||
| IVV | S&P 500 | Shares | United States | iShares | ||
| RSP | S&P 500 Equal Weight | Shares | United States | Rydex | ||
| SPY | SPDR 500 | Shares | United States | State Street | ||
| TMW | SPDR DJ Wilshire Total Market | Shares | United States | State Street | ||
| VV | Vanguard 750 | Shares | United States | Vanguard | ||
| VTI | Vanguard Total Stock Market | Shares | United States | Vanguard | ||
| MKH | Market 2000+ | Shares | World | HOLDRS | ||
| ACWI | MSCI ACWI Index Fund | Shares | World | iShares | ||
| IOO | S&P Global 100 | Shares | World | iShares | ||
| VT | Total World Stock | Shares | World | Vanguard | ||
| Short ETF | ||||||
| Ticker | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| UUP | US Dollar Bearish Fund | Forex | US Dollar | PowerShares DB | ||
| DOG | Short Dow 30 | Shares | United States | Proshares | ||
| SH | Short S&P 500 | Shares | United States | Proshares | ||
| Financial Health Warning: Prices of short funds moves inversely to underlying indices, but there will be progressive under-performance depending on daily volatility. | ||||||
| Active ETF | ||||||
| Ticker | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| PAO | Autonomic Balanced Growth NFA Global Asset Portfolio | All | World | PowerShares | ||
| PCA | Autonomic Balanced NFA Global Asset Portfolio | All | World | PowerShares | ||
| ICI | Optimized Currency Carry ETN | Cash | World | iPath | ||
| PEH | Dynamic Europe | Shares | Europe | Power Shares | ||
| PJO | FTSE RAFI Japan Portfolio | Shares | Japan | PowerShares | ||
| PQZ | Active Alpha Multi-Cap Fund | Shares | United States | PowerShares | ||
| PMA | Active Mega-Cap Portfolio | Shares | United States | PowerShares | ||
| PKW | Buyback Achievers Portfolio | Shares | United States | PowerShares | ||
| PDP | DWA Technical Leaders Portfolio | Shares | United States | PowerShares | ||
| PJF | Dynamic Large Cap Portfolio | Shares | United States | PowerShares | ||
| PIQ | Dynamic MagniQuant | Shares | United States | Power Shares | ||
| EPS | Earnings 500 Fund | Shares | United States | WisdomTree | ||
| EEZ | Earnings Top 100 Fund | Shares | United States | WisdomTree | ||
| PRF | FTSE RAFI US 1000 Portfolio | Shares | United States | PowerShares | ||
| XGC | Great Companies Large-Cap Growth Index | Shares | United States | Claymore | ||
| FEX | Large Cap Core AlphaDEX Fund | Shares | United States | First Trust | ||
| EZY | Low P/E Fund | Shares | United States | WisdomTree | ||
| RYJ | Raymond James SB-1 Equity Fund | Shares | United States | Claymore | ||
| RWL | RevenueShares Large Cap Fund | Shares | United States | VTL Associates | ||
| NFO | Sabrient Insider | Shares | United States | Claymore | ||
| STH | Sabrient Stealth | Shares | United States | Claymore | ||
| EEH | SPECTRUM Large Cap U.S. Sector Momentum | Shares | United States | ELEMENTS | ||
| EXT | Total Earnings Fund | Shares | United States | WisdomTree | ||
| FPX | US IPO Index Fund | Shares | United States | First Trust | ||
| PYH | Value Line Industry Rotation Portfolio | Shares | United States | PowerShares | ||
| IRO | Zacks Dividend Rotation | Shares | United States | Claymore | ||
| XRO | Zacks Sector Rotation | Shares | United States | Claymore | ||
| PTO | Autonomic Growth NFA Global Asset Portfolio | Shares | World | PowerShares | ||
| LVL | S&P Global Dividend Opportunities Index | Shares | World | Claymore | ||
| Managed ETF | ||||||
| Ticker | Fund | Asset Class | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| DCS | Dreman/Claymore Dividend & Income (DCS) | All | United States | Dreman/Claymore | ||
| GDV | Gabelli Dividend & Income Trust (GDV) | All | United States | Gabelli | ||
| GLO | Clough Global Opportunties Fund (GLO) | All | World | Clough | ||
| JGV | Nuveen Global Value Opportunities Fund (JGV) | All | World | Nuveen | ||
| RLF | C&S ADV Income Realty Fund | Real Estate | United States | Cohen & Steers | ||
| RQI | C&S Quality Income Realty | Real Estate | United States | Cohen & Steers | ||
| RFI | C&S Total Return Realty | Real Estate | United States | Cohen & Steers | ||
| JRS | Nuveen Real Estate Inc Fund | Real Estate | United States | Nuveen | ||
| SRQ | Scudder Real Estate Fund | Real Estate | United States | Scudder Funds | ||
| RWF | C&S Worldwide Realty Income | Real Estate | World | Cohen & Steers | ||
| EEA | European Equity Fund | Shares | Europe | Scudder Funds | ||
| JEQ | Japan Equity Fund | Shares | Japan | Daiwa | ||
| ADX | Adams Express Company | Shares | United States | Adams Express | ||
| CET | Central Securities | Shares | United States | Central Securities | ||
| RYJ | Claymore Raymond James SB-1 | Shares | United States | Claymore | ||
| CLM | Clemente Strategic Value Fund | Shares | United States | Cornerstone Advisors | ||
| CRF | Cornerstone Strategic Return | Shares | United States | Cornerstone Advisors | ||
| USA | Liberty All-Star Growth Fund | Shares | United States | Liberty Funds | ||
| GRE | S&P 500 GEARED Fund | Shares | United States | IQ Investment Advantage | ||
| SOR | Source Capital | Shares | United States | First Pacific | ||
| FGF | SunAmerica Focused Alpha | Shares | United States | SunAmerica | ||
| TY | Tri-Continental Corporation | Shares | United States | Seligman Group | ||
| ZF | Zweig Fund | Shares | United States | Zweig Group | ||
| T.CWF | Canadian World Fund Limited | Shares | World | Morgan Meighen | ||
| GLQ | Clough Global Equity | Shares | World | Clough | ||
| Please note that in accordance with Section 202(a)(11)(D) of the Advisers Act of the United States, this is disinterested analysis of a general and impersonal nature, in that the advice provided is not adapted to any specific portfolio or any client's specific needs. Recommendations are updated regularly on the basis of the investment mandate shown using month end prices, expressed in US$ as a common currency for international investors as well as relative to an index of world stockmarkets. | ||||||