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Exchange Traded Funds: Listed in New York |
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| Return to
Funds Index |
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Index Sector Funds |
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Current
Recommendations |
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|
| Ticker |
Fund |
Investment |
Best |
Liquid |
Correlation |
Volatility |
Fund |
| Code |
Name |
Mandate |
Proxy |
Rating |
with World |
(Std. Dev.) |
Sponsor |
|
|
|
|
|
| ICF |
Cohen&Steers Realty Major |
US Real Estate |
# |
*** |
37% |
3.4% |
iShares |
| FDV |
DB Strategic Value |
US Value |
. |
* |
76% |
4.2% |
First Trust |
| DIA |
Diamond Series Trust 1 |
US LargeCap |
. |
*** |
81% |
4.5% |
StreetTracks |
| DWM |
DIEFA |
World ex US Value |
. |
* |
94% |
4.4% |
WisdomTree |
| DTH |
DIEFA High-Yielding Equity |
World ex US Value |
# |
* |
94% |
4.4% |
WisdomTree |
| PFM |
Dividend Achievers |
US Stable |
. |
* |
76% |
4.2% |
Power Shares |
| DTN |
Dividend Top 100 |
US Value |
. |
* |
76% |
4.2% |
WisdomTree |
| DGT |
DJ Global Titan |
World LargeCap |
. |
* |
100% |
4.5% |
StreetTracks |
| DGT |
DJ Global Titan |
World LargeCap |
. |
* |
100% |
4.5% |
StreetTracks |
| ELG |
DJ Large Cap Growth |
US Growth |
. |
* |
64% |
5.3% |
StreetTracks |
| ELV |
DJ Large Cap Value |
US Value |
. |
* |
76% |
4.2% |
StreetTracks |
| DSG |
DJ Small Cap Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
StreetTracks |
| DSV |
DJ Small Cap Value |
US SmallCap Value |
. |
* |
71% |
5.4% |
StreetTracks |
| DVY |
DJ US Select Dividend |
US Stable |
. |
*** |
76% |
4.2% |
iShares |
| IYE |
Dow Jones US Energy Sector |
US Resources |
. |
** |
52% |
5.2% |
iShares |
| IYF |
Dow Jones US Financial Sector |
US Financial |
. |
** |
64% |
5.3% |
iShares |
| IYH |
Dow Jones US Healthcare |
US Health Care |
. |
*** |
51% |
5.8% |
iShares |
| IYR |
Dow Jones US Real Estate |
US Real Estate |
. |
*** |
37% |
3.4% |
iShares |
| IYW |
Dow Jones US Technology |
US Technology |
. |
** |
65% |
8.0% |
iShares |
| PWC |
Dynamic Growth |
US Growth |
. |
** |
64% |
5.3% |
Power Shares |
| PWB |
Dynamic LargeCap Growth |
US Growth |
. |
* |
64% |
5.3% |
Power Shares |
| PWV |
Dynamic LargeCap Value |
US Value |
. |
* |
76% |
4.2% |
Power Shares |
| PWJ |
Dynamic MidCap Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
Power Shares |
| PWP |
Dynamic MidCap Value |
US SmallCap Value |
. |
* |
71% |
5.4% |
Power Shares |
| PXE |
Dynamic Oil |
US Resources |
. |
* |
52% |
5.2% |
Power Shares |
| PJP |
Dynamic Pharmaceuticals |
US Health Care |
. |
* |
51% |
5.8% |
Power Shares |
| PWT |
Dynamic SmallCap Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
Power Shares |
| PWY |
Dynamic SmallCap Value |
US SmallCap Value |
. |
* |
71% |
5.4% |
Power Shares |
| DEW |
Europe High - Yielding Equity |
Europe Stable |
# |
* |
81% |
4.8% |
WisdomTree |
| DFE |
Europe Small Cap Dividend |
Europe SmallCap Value |
. |
* |
81% |
4.8% |
WisdomTree |
| DEB |
Europe Total Dividend |
Europe Value |
. |
* |
81% |
4.8% |
WisdomTree |
| IGE |
Goldman Sachs Natural Resources |
US Resources |
. |
** |
52% |
5.2% |
iShares |
| IGM |
Goldman Sachs Technology |
US Technology |
. |
** |
65% |
8.0% |
iShares |
| DHS |
High - Yielding Equity |
US Stable |
. |
* |
76% |
4.2% |
WisdomTree |
| PHJ |
High Growth Dividend Achiever |
US Growth |
. |
* |
64% |
5.3% |
Power Shares |
| PEY |
High Yield Dividend Achievers |
US Stable |
. |
** |
76% |
4.2% |
Power Shares |
| PID |
International Dividend Achiever |
World Stable |
# |
** |
94% |
4.4% |
Power Shares |
| DOO |
International Dividend Top 100 |
World ex US Value |
. |
* |
94% |
4.4% |
WisdomTree |
| DKA |
International Energy |
World ex US Resources |
# |
* |
57% |
5.5% |
WisdomTree |
| DRF |
International Financial |
World ex US Finance |
# |
* |
85% |
5.2% |
WisdomTree |
| DBR |
International Health Care |
World ex US Health Care |
# |
* |
96% |
5.2% |
WisdomTree |
| DOL |
International Large Cap Div |
World ex US Value |
. |
* |
94% |
4.4% |
WisdomTree |
| DIM |
International Mid Cap Dividend |
World ex US SmallCap Value |
. |
* |
70% |
4.9% |
WisdomTree |
| DLS |
International Small Cap Div |
World ex US SmallCap Value |
. |
* |
94% |
4.4% |
WisdomTree |
| DBT |
International Technology |
World ex US Technology |
# |
* |
80% |
7.1% |
WisdomTree |
| DNL |
Japan High - Yielding Equity |
Japan Stable |
# |
* |
63% |
7.3% |
WisdomTree |
| DFJ |
Japan Small Cap Dividend |
Japan SmallCap Value |
. |
* |
63% |
7.3% |
WisdomTree |
| DXJ |
Japan Total Dividend |
Japan Value |
. |
* |
63% |
7.3% |
WisdomTree |
| DLN |
Large Cap Dividend |
US Value |
. |
* |
76% |
4.2% |
WisdomTree |
| MKH |
Market 2000+ |
World Growth |
# |
* |
96% |
5.2% |
HOLDRS |
| VIG |
Mergent Dividend Appreciation |
US Stable |
. |
** |
76% |
4.2% |
Vanguard |
| DON |
Mid Cap Dividend |
US SmallCap Value |
. |
* |
71% |
5.4% |
WisdomTree |
| FDL |
Morningstar Dividend Leaders |
US Value |
. |
* |
76% |
4.2% |
First Trust |
| JKD |
Morningstar Large Core |
US LargeCap |
. |
* |
81% |
4.5% |
iShares |
| JKE |
Morningstar Large Growth |
US Growth |
. |
** |
64% |
5.3% |
iShares |
| JKF |
Morningstar Large Value |
US Value |
. |
** |
76% |
4.2% |
iShares |
| JKG |
Morningstar Mid Core |
US SmallCap |
. |
* |
65% |
5.5% |
iShares |
| JKH |
Morningstar Mid Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
iShares |
| JKI |
Morningstar Mid Value |
US SmallCap Value |
. |
* |
70% |
4.9% |
iShares |
| JKJ |
Morningstar Small Core |
US SmallCap |
. |
* |
65% |
5.5% |
iShares |
| JKK |
Morningstar Small Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
iShares |
| JKL |
Morningstar Small Value |
US SmallCap Value |
. |
* |
70% |
4.9% |
iShares |
| MTK |
MS Technology |
US Technology |
. |
* |
65% |
8.0% |
StreetTracks |
| EFG |
MSCI EAFE Growth |
World ex US Growth |
. |
* |
96% |
5.2% |
iShares |
| EFV |
MSCI EAFE Value |
World ex US Value |
. |
* |
94% |
4.4% |
iShares |
| QTEC |
NASDAQ 100 Technology |
US Technology |
. |
* |
65% |
8.0% |
First Trust |
| QQQQ |
NASDAQ 100 Trust |
US Technology |
. |
*** |
65% |
8.0% |
Bank of New York |
| ONEQ |
NASDAQ Tracker |
US Technology |
. |
** |
65% |
8.0% |
Fidelity |
| EQQQ |
NASDAQ-100 European |
Europe LargeCap |
. |
** |
82% |
4.8% |
Power Shares |
| NY |
NYSE 100 |
US LargeCap |
. |
* |
81% |
4.5% |
iShares |
| DNH |
Pacific ex-Japan High-Yielding Equity Fund |
Asia ex Japan Value |
# |
* |
62% |
6.3% |
WisdomTree |
| DND |
Pacific ex-Japan Total Dividend Fund |
Asia ex Japan Value |
. |
* |
62% |
6.3% |
WisdomTree |
| PPH |
Pharmaceutical |
US Health Care |
# |
** |
51% |
5.8% |
HOLDRS |
| IWB |
Russell 1000 |
US LargeCap |
# |
*** |
81% |
4.5% |
iShares |
| IWB |
Russell 1000 |
US LargeCap |
. |
*** |
81% |
4.5% |
iShares |
| IWF |
Russell 1000 Growth |
US Growth |
# |
*** |
64% |
5.3% |
iShares |
| IWD |
Russell 1000 Value |
US Value |
# |
*** |
76% |
4.2% |
iShares |
| IWM |
Russell 2000 |
US SmallCap |
# |
*** |
65% |
5.5% |
iShares |
| IWO |
Russell 2000 Growth |
US SmallCap Growth |
# |
*** |
71% |
5.4% |
iShares |
| IWN |
Russell 2000 Value |
US SmallCap Value |
# |
*** |
70% |
4.9% |
iShares |
| IWZ |
Russell 3000 Growth |
US Growth |
. |
** |
64% |
5.3% |
iShares |
| IWW |
Russell 3000 Value |
US Value |
. |
*** |
76% |
4.2% |
iShares |
| IWP |
Russell Midcap Growth |
US SmallCap Growth |
. |
*** |
71% |
5.4% |
iShares |
| IWR |
Russell Midcap Index |
US SmallCap |
. |
*** |
65% |
5.5% |
iShares |
| IWS |
Russell Midcap Value |
US SmallCap Value |
. |
*** |
70% |
4.9% |
iShares |
| XLG |
Russell Top 50 |
US Large Cap |
. |
* |
100% |
4.5% |
Rydex |
| XLG |
Russell Top 50 |
US LargeCap |
. |
** |
81% |
4.5% |
Rydex |
| OEF |
S&P 100 |
US LargeCap |
. |
** |
81% |
4.5% |
iShares |
| OEF |
S&P 100 Index Fund |
US LargeCap |
. |
** |
81% |
4.5% |
iShares |
| RPG |
S&P 500 Pure Growth |
US Growth |
. |
* |
64% |
5.3% |
Rydex |
| RPV |
S&P 500 Pure Value |
US Value |
. |
* |
76% |
4.2% |
Rydex |
| IVW |
S&P 500/Barra Growth |
US Growth |
. |
*** |
64% |
5.3% |
iShares |
| IVE |
S&P 500/Barra Value |
US Value |
. |
*** |
76% |
4.2% |
iShares |
| IOO |
S&P Global 100 |
World LargeCap |
# |
* |
100% |
4.5% |
iShares |
| IXC |
S&P Global Energy |
World Resources |
# |
** |
57% |
5.5% |
iShares |
| IXG |
S&P Global Financials |
World Financial |
# |
* |
85% |
5.2% |
iShares |
| IXJ |
S&P Global Healthcare |
World Health Care |
# |
** |
70% |
4.9% |
iShares |
| IXN |
S&P Global Technology |
World Technology |
# |
* |
80% |
7.1% |
iShares |
| SDY |
S&P High Yield Dividend Aristocrats |
US Stable |
# |
** |
76% |
4.2% |
StreetTracks |
| IJH |
S&P MidCap 400 |
US SmallCap |
. |
*** |
65% |
5.5% |
iShares |
| RFG |
S&P Midcap 400 Pure Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
Rydex |
| RFV |
S&P Midcap 400 Pure Value |
US SmallCap Value |
. |
* |
70% |
4.9% |
Rydex |
| IJK |
S&P MidCap 400/Barra Growth |
US SmallCap Growth |
. |
*** |
71% |
5.4% |
iShares |
| IJJ |
S&P MidCap 400/Barra Value |
US SmallCap Value |
. |
*** |
70% |
4.9% |
iShares |
| XPH |
S&P Pharmaceuticals |
US Health Care |
. |
* |
51% |
5.8% |
StreetTracks |
| IJR |
S&P SmallCap 600 |
US SmallCap |
. |
*** |
65% |
5.5% |
iShares |
| RZG |
S&P Smallcap 600 Pure Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
Rydex |
| RZV |
S&P Smallcap 600 Pure Value |
US SmallCap Value |
. |
* |
70% |
4.9% |
Rydex |
| IJT |
S&P SmallCap 600/Barra Growth |
US SmallCap Growth |
. |
*** |
71% |
5.4% |
iShares |
| IJS |
S&P SmallCap 600/Barra Value |
US SmallCap Value |
. |
*** |
70% |
4.9% |
iShares |
| DES |
Small Cap Dividend |
US SmallCap Value |
. |
* |
70% |
4.9% |
WisdomTree |
| XLE |
SPDR Energy |
US Resources |
# |
** |
52% |
5.2% |
StreetTracks |
| XLF |
SPDR Financial |
US Financial |
# |
** |
64% |
5.3% |
StreetTracks |
| XLV |
SPDR Health Care |
US Health Care |
. |
** |
51% |
5.8% |
StreetTracks |
| MDY |
SPDR MidCap 400 |
US SmallCap |
. |
*** |
65% |
5.5% |
Bank of New York |
| XLK |
SPDR Technology |
US Technology |
# |
** |
65% |
8.0% |
StreetTracks |
| DTD |
Total Dividend |
US Value |
. |
* |
76% |
4.2% |
WisdomTree |
| PIV |
Value Line Timeliness Select |
US Growth |
. |
** |
64% |
5.3% |
Power Shares |
| VFH |
Vanguard Financial |
US Financial |
. |
* |
64% |
5.3% |
Vanguard |
| VHT |
Vanguard Health |
US Health Care |
. |
** |
51% |
5.8% |
Vanguard |
| VIS |
Vanguard Large |
US LargeCap |
. |
* |
81% |
4.5% |
Vanguard |
| VUG |
Vanguard Large Growth |
US Growth |
. |
** |
64% |
5.3% |
Vanguard |
| VTV |
Vanguard Large Value |
US Value |
. |
** |
76% |
4.2% |
Vanguard |
| VO |
Vanguard MidCap |
US SmallCap |
. |
** |
65% |
5.5% |
Vanguard |
| VDE |
Vanguard Natural Resources |
US Resources |
. |
** |
65% |
5.5% |
Vanguard |
| VB |
Vanguard Small |
US SmallCap |
. |
** |
65% |
5.5% |
Vanguard |
| VBK |
Vanguard Small Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
Vanguard |
| VBR |
Vanguard Small Value |
US SmallCap Value |
. |
* |
70% |
4.9% |
Vanguard |
| VGT |
Vanguard Technology |
US Technology |
. |
* |
65% |
8.0% |
Vanguard |
| ELR |
Wilshire Large Cap |
US LargeCap |
. |
* |
81% |
4.5% |
StreetTracks |
| EMM |
Wilshire Mid Cap |
US SmallCap |
. |
* |
65% |
5.5% |
StreetTracks |
| EMG |
Wilshire Mid Cap Growth |
US SmallCap Growth |
. |
* |
71% |
5.4% |
StreetTracks |
| EMV |
Wilshire Mid Cap Value |
US SmallCap Value |
. |
* |
70% |
4.9% |
StreetTracks |
| RWR |
Wilshire REIT |
US Real Estate |
. |
* |
37% |
3.4% |
StreetTracks |
| DSC |
Wilshire Small Cap |
US SmallCap |
. |
* |
65% |
5.5% |
StreetTracks |
|
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| Back
to Top |
Managed Sector Funds |
|
|
|
Current
Recommendations |
|
|
|
|
|
|
|
| Ticker |
Fund |
Investment |
Best |
Liquid |
Correlation |
Volatility |
Fund |
| Code |
Name |
Mandate |
Proxy |
Rating |
with World |
(Std. Dev.) |
Sponsor |
|
|
|
|
|
|
| RRE |
AIM Select Real Estate Income |
US Real Estate |
# |
** |
37% |
3.4% |
AIM |
| AGD |
Alpine Global Dynamic Dividend |
World Value |
. |
** |
94% |
4.4% |
Alpine |
| ASA |
ASA Limited |
South Africa Gold |
# |
** |
16% |
13.2% |
ASA Limited |
| BDV |
BlackRock Dividend Achievers |
US Value |
. |
** |
76% |
4.2% |
BlackRock |
| BQY |
BlackRock Global Equity Managed Trust |
World Value |
. |
* |
94% |
4.4% |
BlackRock |
| BDT |
BlackRock Strategic Dividend Achievers |
US SmallCap Value |
# |
** |
70% |
4.9% |
BlackRock |
| BLU |
Blue Chip Value Fund |
US LargeCap Value |
# |
** |
78% |
4.4% |
Denver Investment Advisors |
| RLF |
C&S ADV Income Realty Fund |
US Real Estate |
. |
** |
37% |
3.4% |
Cohen & Steers |
| DVM |
C&S Dividend Majors |
US Value |
. |
** |
76% |
4.2% |
Cohen & Steers |
| RQI |
C&S Quality Income Realty |
US Real Estate |
. |
** |
37% |
3.4% |
Cohen & Steers |
| RFI |
C&S Total Return Realty |
US Real Estate |
. |
** |
37% |
3.4% |
Cohen & Steers |
| RWF |
C&S Worldwide Realty Income |
World Real Estate |
. |
** |
37% |
3.4% |
Cohen & Steers |
| DSF |
Defined Strategy Fund |
US Value |
. |
* |
76% |
4.2% |
Defined Strategy Fund (DSF) |
| FF |
First Financial Fund |
US Financial |
. |
** |
64% |
5.3% |
Prudential |
| FVL |
First Trust Value Line |
US Growth |
# |
** |
77% |
5.3% |
First Trust Advisor |
| FVD |
First Trust Value Line Dividend |
US Value |
# |
** |
76% |
4.2% |
First Trust Advisor |
| GAB |
Gabelli Equity Trust |
US Value |
. |
*** |
76% |
4.2% |
Gabelli Funds |
| GGN |
Gabelli Global Gold,Nat Res |
World Resources |
. |
** |
57% |
5.5% |
Gabelli |
| GAM |
General American Investors |
US Growth |
. |
** |
77% |
5.3% |
General American Investors |
| JOF |
Japan Smaller Companies |
Japan SmallCap |
# |
** |
56% |
7.6% |
Nomura |
| BTO |
John Hancock Bank & Thrift |
US Financial |
# |
** |
64% |
5.3% |
John Hancock |
| JHFT |
John Hancock Financial Trends |
US Financial |
. |
* |
64% |
5.3% |
John Hancock |
| USA |
Liberty All-Star Equity |
US SmallCap |
# |
** |
65% |
5.5% |
Liberty |
| GRF |
NAIC Growth Fund |
US Value |
. |
* |
64% |
5.3% |
National Assoc.of Investors |
| NDD |
Neuberger Berman Div Advantage |
US Value |
. |
** |
76% |
4.2% |
Neuberger Berman |
| GF |
New Germany Fund |
German SmallCap |
# |
** |
62% |
6.4% |
Deutsche Bank |
| JRS |
Nuveen Real Estate Inc Fund |
US Real Estate |
. |
** |
37% |
3.4% |
Nuveen |
| PEO |
Petroleum and Resources |
US Resources |
# |
** |
52% |
5.2% |
Adams Express |
| FUND |
Royce Focus Trust |
US SmallCap Value |
. |
* |
70% |
4.9% |
Royce Funds |
| RVT |
Royce Value Trust |
US Value |
. |
** |
76% |
4.2% |
Royce Funds |
| GCS |
Scudder Global Commodities |
World Resources |
. |
** |
57% |
5.5% |
Scudder Funds |
| SRQ |
Scudder Real Estate Fund |
US Real Estate |
. |
** |
37% |
3.4% |
Scudder Funds |
| FGI |
SunAmerica Focused Alpha Large |
US Large Cap |
. |
** |
81% |
4.5% |
SunAmerica |
|
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| Please note that
recommendations are available only to registered subscribers. 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. |
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| Copyright
© 2006 Professional Investment Tools Ltd., authorised by the Financial Services Authority
to carry out investment business in the United Kingdom. Please read Financial Health
Warning and Licence Agreement. UK laws apply exclusively. Principal sources: Consensus
Economics, Corel Corp., CFTC, FIBV, Global Financial Data, PIT, national governments and
stock exchanges. Information and opinions are based on sources believed to be reliable and
accurate. However PIT does not guarantee this to be the case, and does not accept
liability for any loss arising. These tables are for information only and do not
constitute a solicitation to deal in any securities. Opinions are liable to change. Past
performance is no guarantee of future success. |
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