Styles & Sectors: New York
Exchange Traded Funds and Closed-Ended funds on
which the Styles RouteMap updates recommendations every month
| Styles RouteMap: ETF Research Universe | ||||||
| Exchange Traded Funds: Listed in New York | ||||||
| Passive ETF | ||||||
| Ticker | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| IYF | Dow Jones US Financial Sector | Finance | United States | iShares | ||
| KBE | KBW Bank | Finance | United States | State Street | ||
| XLF | SPDR Financial | Finance | United States | State Street | ||
| VFH | Vanguard Financial | Finance | United States | Vanguard | ||
| IXG | S&P Global Financials | Finance | World | iShares | ||
| PSAU | Global Gold & Precious Metals | Gold | World | PowerShares | ||
| GDX | Market Vectors Gold Miners | Gold | World | Van Eck | ||
| VIG | Mergent Dividend Appreciation | Growth | United States | Vanguard | ||
| ELG | DJ Large Cap Growth | Growth | United States | State Street | ||
| MGK | Mega Cap 300 Growth | Growth | United States | Vanguard | ||
| JKE | Morningstar Large Growth | Growth | United States | iShares | ||
| IWF | Russell 1000 Growth | Growth | United States | iShares | ||
| IWZ | Russell 3000 Growth | Growth | United States | iShares | ||
| RPG | S&P 500 Pure Growth | Growth | United States | Rydex | ||
| IVW | S&P 500/Barra Growth | Growth | United States | iShares | ||
| SCHG | US Large-Cap Growth | Growth | United States | Charles Schwab | ||
| PIV | Value Line Timeliness Select | Growth | United States | Power Shares | ||
| VUG | Vanguard Large Growth | Growth | United States | Vanguard | ||
| MKH | Market 2000+ | Growth | World | HOLDRS | ||
| EFG | MSCI EAFE Growth | Growth | World ex US | iShares | ||
| IYH | Dow Jones US Healthcare | Health Care | United States | iShares | ||
| IHE | Dow Jones US Pharmaceuticals | Health Care | United States | iShares | ||
| PPH | Pharmaceutical | Health Care | United States | HOLDRS | ||
| XPH | S&P Pharmaceuticals | Health Care | United States | State Street | ||
| XLV | SPDR Health Care | Health Care | United States | State Street | ||
| VHT | Vanguard Health | Health Care | United States | Vanguard | ||
| IXJ | S&P Global Healthcare | Health Care | World | iShares | ||
| DIA | Diamond Series Trust 1 | LargeCap | United States | State Street | ||
| JKD | Morningstar Large Core | LargeCap | United States | iShares | ||
| NY | NYSE 100 | LargeCap | United States | iShares | ||
| IWB | Russell 1000 | LargeCap | United States | iShares | ||
| XLG | Russell Top 50 | LargeCap | United States | Rydex | ||
| OEF | S&P 100 | LargeCap | United States | iShares | ||
| ELR | Wilshire Large Cap | LargeCap | United States | State Street | ||
| DGT | DJ Global Titan | LargeCap | World | State Street | ||
| IOO | S&P Global 100 | LargeCap | World | iShares | ||
| 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 | ||
| IYE | Dow Jones US Energy Sector | Resources | United States | iShares | ||
| IGE | S&P North Am. Natural Resources | Resources | United States | iShares | ||
| XLE | SPDR Energy | Resources | United States | State Street | ||
| VDE | Vanguard Natural Resources | Resources | United States | Vanguard | ||
| IXC | S&P Global Energy | Resources | World | iShares | ||
| SCJ | MSCI Japan Smallcap | SmallCap | Japan | iShares | ||
| JSC | Russell Nomura SmallCap Japan | SmallCap | Japan | State Street | ||
| VXF | Extended Market | SmallCap | United States | Vanguard | ||
| JKG | Morningstar Mid Core | SmallCap | United States | iShares | ||
| JKJ | Morningstar Small Core | SmallCap | United States | iShares | ||
| IWM | Russell 2000 | SmallCap | United States | iShares | ||
| IWR | Russell Midcap Index | SmallCap | United States | iShares | ||
| IJH | S&P MidCap 400 | SmallCap | United States | iShares | ||
| IJR | S&P SmallCap 600 | SmallCap | United States | iShares | ||
| MDY | SPDR MidCap 400 | SmallCap | United States | PDR Services | ||
| SCHA | US Small Cap | SmallCap | United States | Charles Schwab | ||
| VO | Vanguard MidCap | SmallCap | United States | Vanguard | ||
| VB | Vanguard Small | SmallCap | United States | Vanguard | ||
| EMM | Wilshire Mid Cap | SmallCap | United States | State Street | ||
| DSC | Wilshire Small Cap | SmallCap | United States | State Street | ||
| GWX | International SmallCap | SmallCap | World | State Street | ||
| DSG | DJ Small Cap Growth | SmallCap Growth | United States | State Street | ||
| VOT | Mid Cap Growth | SmallCap Growth | United States | Vanguard | ||
| JKH | Morningstar Mid Growth | SmallCap Growth | United States | iShares | ||
| JKK | Morningstar Small Growth | SmallCap Growth | United States | iShares | ||
| IWO | Russell 2000 Growth | SmallCap Growth | United States | iShares | ||
| IWP | Russell Midcap Growth | SmallCap Growth | United States | iShares | ||
| RFG | S&P Midcap 400 Pure Growth | SmallCap Growth | United States | Rydex | ||
| IJK | S&P MidCap 400/Barra Growth | SmallCap Growth | United States | iShares | ||
| RZG | S&P Smallcap 600 Pure Growth | SmallCap Growth | United States | Rydex | ||
| IJT | S&P SmallCap 600/Barra Growth | SmallCap Growth | United States | iShares | ||
| VBK | Vanguard Small Growth | SmallCap Growth | United States | Vanguard | ||
| EMG | Wilshire Mid Cap Growth | SmallCap Growth | United States | State Street | ||
| DSV | DJ Small Cap Value | SmallCap Value | United States | State Street | ||
| DON | Mid Cap Dividend | SmallCap Value | United States | WisdomTree | ||
| VOE | Mid Cap Value | SmallCap Value | United States | Vanguard | ||
| JKI | Morningstar Mid Value | SmallCap Value | United States | iShares | ||
| JKL | Morningstar Small Value | SmallCap Value | United States | iShares | ||
| IWN | Russell 2000 Value | SmallCap Value | United States | iShares | ||
| IWS | Russell Midcap Value | SmallCap Value | United States | iShares | ||
| RFV | S&P Midcap 400 Pure Value | SmallCap Value | United States | Rydex | ||
| IJJ | S&P MidCap 400/Barra Value | SmallCap Value | United States | iShares | ||
| RZV | S&P Smallcap 600 Pure Value | SmallCap Value | United States | Rydex | ||
| IJS | S&P SmallCap 600/Barra Value | SmallCap Value | United States | iShares | ||
| VBR | Vanguard Small Value | SmallCap Value | United States | Vanguard | ||
| EMV | Wilshire Mid Cap Value | SmallCap Value | United States | State Street | ||
| IYW | Dow Jones US Technology | Technology | United States | iShares | ||
| MTK | MS Technology | Technology | United States | State Street | ||
| QTEC | NASDAQ 100 Technology | Technology | United States | First Trust | ||
| QQQQ | NASDAQ 100 Trust | Technology | United States | PowerShares | ||
| ONEQ | NASDAQ Tracker | Technology | United States | Fidelity | ||
| IGM | S&P North Am. Technology | Technology | United States | iShares | ||
| XLK | SPDR Technology | Technology | United States | State Street | ||
| VGT | Vanguard Technology | Technology | United States | Vanguard | ||
| IXN | S&P Global Technology | Technology | World | iShares | ||
| IYT | Transportation Average | Transport | United States | iShares | ||
| SEA | Delta Global Shipping | Transport | World | Claymore | ||
| IDU | U.S. Utilities | Utilities | United States | iShares | ||
| UTH | Utilities | Utilities | United States | HOLDRS | ||
| FXU | Utilities AlphaDEX | Utilities | United States | First Trust | ||
| GII | FTSE/Macquarie Global Infrastructure | Utilities | World | State Street | ||
| JXI | Global Utility | Utilities | World | iShares | ||
| IGF | Golbal Infrastructure | Utilities | World | iShares | ||
| PFM | Dividend Achievers | Value | United States | PowerShares | ||
| PID | International Dividend Achiever | Value | World | Power Shares | ||
| FDD | DJ STOXX Select Dividend | Value | Europe | First Trust | ||
| FDV | DB Strategic Value | Value | United States | First Trust | ||
| DTN | Dividend Top 100 | Value | United States | WisdomTree | ||
| ELV | DJ Large Cap Value | Value | United States | State Street | ||
| VYM | High Dividend Yield | Value | United States | Vanguard | ||
| MGV | Mega Cap 300 Value | Value | United States | Vanguard | ||
| FDL | Morningstar Dividend Leaders | Value | United States | First Trust | ||
| JKF | Morningstar Large Value | Value | United States | iShares | ||
| IWD | Russell 1000 Value | Value | United States | iShares | ||
| IWW | Russell 3000 Value | Value | United States | iShares | ||
| RPV | S&P 500 Pure Value | Value | United States | Rydex | ||
| IVE | S&P 500/Barra Value | Value | United States | iShares | ||
| DTD | Total Dividend | Value | United States | WisdomTree | ||
| SCHV | US Large-Cap Value | Value | United States | Charles Schwab | ||
| VTV | Vanguard Large Value | Value | United States | Vanguard | ||
| EFV | MSCI EAFE Value | Value | World ex US | iShares | ||
| Short ETF | ||||||
| Ticker | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| SEF | Short Financials | Financials | United States | Proshares | ||
| DDG | Short Oil & Gas | Resources | United States | Proshares | ||
| MYY | Short MidCap 400 | SmallCap | United States | Proshares | ||
| RWM | Short Russell 2000 | SmallCap | United States | Proshares | ||
| SBB | Short Small Cap 600 | SmallCap | United States | Proshares | ||
| PSQ | Short QQQ | Technology | 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 | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| PFI | Dynamic Financial Sector Portfolio | Finance | United States | PowerShares | ||
| RWW | Financial Services | Finance | United States | RevenueShares | ||
| RWW | RevenueShares Financials Sector | Finance | United States | VTL Associates | ||
| DRF | International Financial | Finance | World | WisdomTree | ||
| PQY | Active AlphaQ | Growth | United States | PowerShares | ||
| PWC | Dynamic Growth | Growth | United States | Power Shares | ||
| PWB | Dynamic LargeCap Growth | Growth | United States | Power Shares | ||
| FTC | Large Cap Growth Opportunities AlphaDEX | Growth | United States | First Trust | ||
| ROI | LargeCap Growth | Growth | United States | WisdomTree | ||
| WMW | Morningstar WideMoat | Growth | United States | Elements | ||
| FAD | Multi Cap Growth AlphaDEX | Growth | United States | First Trust | ||
| PNXQ | NXQ Portfolio | Growth | United States | PowerShares | ||
| OTR | Ocean Tomo Growth | Growth | United States | Claymore | ||
| OTP | Ocean Tomo Patent | Growth | United States | Claymore | ||
| OTP | Ocean Tomo | Growth | World | Claymore | ||
| OTR | Ocean Tomo Growth | Growth | World | Claymore | ||
| PTH | Dynamic Healthcare Sector Portfolio | Health Care | United States | PowerShares | ||
| PJP | Dynamic Pharmaceuticals | Health Care | United States | Power Shares | ||
| DBR | International Health Care | Health Care | World | WisdomTree | ||
| PXI | Dynamic Energy Sector Portfolio | Resources | United States | Power Shares | ||
| FXN | Energy AlphaDEX | Resources | United States | First Trust | ||
| DKA | International Energy | Resources | World | WisdomTree | ||
| PDN | FTSE RAFI Developed ex-US Small-MidCap | SmallCap | World ex US | PowerShares | ||
| BSC | BG Small Cap | SmallCap | United States | Elements | ||
| PJG | Dynamic Mid Cap Portfolio | SmallCap | United States | PowerShares | ||
| PJM | Dynamic Small Cap Portfolio | SmallCap | United States | PowerShares | ||
| PRFZ | FTSE RAFI US 1500 Small Mid | SmallCap | United States | PowerShares | ||
| FNX | Mid Cap Core AlphaDEX | SmallCap | United States | First Trust | ||
| EZM | Mid Cap Earnings | SmallCap | United States | WisdomTree | ||
| RWK | MidCap | SmallCap | United States | RevenueShares | ||
| PWO | OTC Market | SmallCap | United States | PowerShares | ||
| RWK | RevenueShares Mid Cap | SmallCap | United States | VTL Associates | ||
| RWJ | RevenueShares Small Cap | SmallCap | United States | VTL Associates | ||
| FYX | Small Cap Core AlphaDEX | SmallCap | United States | First Trust | ||
| EES | Small Cap Earnings | SmallCap | United States | WisdomTree | ||
| RWJ | SmallCap | SmallCap | United States | RevenueShares | ||
| PZJ | Zacks Small Cap Portfolio | SmallCap | United States | PowerShares | ||
| XGC | International SmallCap ADR | SmallCap | World ex US | Claymore | ||
| PWJ | Dynamic MidCap Growth | SmallCap Growth | United States | Power Shares | ||
| PWT | Dynamic SmallCap Growth | SmallCap Growth | United States | Power Shares | ||
| CZA | Zacks Mid Cap Core ETF | SmallCap Growth | United States | Claymore | ||
| DFE | Europe Small Cap Dividend | SmallCap Value | Europe | WisdomTree | ||
| DFJ | Japan Small Cap Dividend | SmallCap Value | Japan | WisdomTree | ||
| PWP | Dynamic MidCap Value | SmallCap Value | United States | Power Shares | ||
| PWY | Dynamic SmallCap Value | SmallCap Value | United States | Power Shares | ||
| DES | Small Cap Dividend | SmallCap Value | United States | WisdomTree | ||
| CVY | Zacks Yield Hog | SmallCap Value | United States | Claymore | ||
| FXO | Financial AlphaDEX | Technology | United States | First Trust | ||
| MZN | Morningstar Information Super Sector | Technology | United States | Claymore | ||
| QQEW | NASDAQ-100 Equal Weighted | Technology | United States | First Trust | ||
| STK | Premium Technology Growth | Technology | United States | Seligman | ||
| FXL | Technology AlphaDEX | Technology | United States | First Trust | ||
| DBT | International Technology | Technology | World ex US | WisdomTree | ||
| PUI | Utilities | Utilities | United States | PowerShares | ||
| DEW | Europe High - Yielding Equity | Value | Europe | WisdomTree | ||
| DNL | Japan High - Yielding Equity | Value | Japan | WisdomTree | ||
| DHS | High - Yielding Equity | Value | United States | WisdomTree | ||
| PEY | High Yield Dividend Achievers | Value | United States | Power Shares | ||
| SDY | S&P High Yield Dividend Aristocrats | Value | United States | State Street | ||
| DOO | International Dividend Top 100 | Value | World ex US | WisdomTree | ||
| DOL | International Large Cap Div | Value | World ex US | WisdomTree | ||
| DIM | International MidCap Dividend | Value | World ex US | WisdomTree | ||
| DLS | International SmallCap Div | Value | World ex US | WisdomTree | ||
| DNH | Pacific ex-Japan High-Yielding Equity | Value | Asia ex Japan | WisdomTree | ||
| DND | Pacific ex-Japan Total Dividend | Value | Asia ex Japan | WisdomTree | ||
| DEB | Europe Total Dividend | Value | Europe | WisdomTree | ||
| PEF | FTSE RAFI Europe | Value | Europe | Power Shares | ||
| DXJ | Japan Total Dividend | Value | Japan | WisdomTree | ||
| BVT | BG Total Market | Value | United States | Elements | ||
| DOD | Dow Jones High Yield Select 10 | Value | United States | ELEMENTS | ||
| DVY | Dow Jones Select Dividend | Value | United States | iShares | ||
| PWV | Dynamic LargeCap Value | Value | United States | Power Shares | ||
| DLN | Large Cap Dividend | Value | United States | WisdomTree | ||
| FTA | Large Cap Value Opportunities AlphaDEX | Value | United States | First Trust | ||
| FAB | Multi Cap Value AlphaDEX | Value | United States | First Trust | ||
| IRO | Zacks Dividend | Value | United States | Claymore | ||
| DWM | DIEFA | Value | World ex US | WisdomTree | ||
| DTH | DIEFA High-Yielding Equity | Value | World ex US | WisdomTree | ||
| IDV | Dow Jones EPAC Select Dividend | Value | World ex US | iShares | ||
| FGD | Dow Jones Global Select Dividend | Value | World ex US | First Trust | ||
| Managed ETF | ||||||
| Ticker | Fund | Style & Sector | Country & Region | Fund | ||
| Code | Name | Mandate | Mandate | Sponsor | ||
| FF | First Financial Fund | Finance | United States | Prudential | ||
| BTO | John Hancock Bank & Thrift | Finance | United States | John Hancock | ||
| DHFT | John Hancock Financial Trends | Finance | United States | Diamond Hill | ||
| ASA | ASA Limited | Gold | World | ASA Limited | ||
| FVL | First Trust Value Line | Growth | United States | First Trust | ||
| GAM | General American Investors | Growth | United States | General American Investors | ||
| USA | Liberty All-Star Equity | Growth | United States | Liberty | ||
| FGI | SunAmerica Focused Alpha Large | Large Cap | United States | SunAmerica | ||
| 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 | ||
| PEO | Petroleum and Resources | Resources | United States | Adams Express | ||
| GGN | Gabelli Global Gold,Nat Res | Resources | World | Gabelli | ||
| GCS | Scudder Global Commodities | Resources | World | Scudder Funds | ||
| GF | New Germany Fund | SmallCap | German | Deutsche Bank | ||
| JOF | Japan Smaller Companies | SmallCap | Japan | Nomura | ||
| RVT | Royce Value Trust | SmallCap | United States | Royce Funds | ||
| BDT | BlackRock Strategic Dividend Achievers | SmallCap Value | United States | BlackRock | ||
| FUND | Royce Focus Trust | SmallCap Value | United States | Royce Funds | ||
| BLU | Blue Chip Value Fund | Value | United States | Denver Investment Advisors | ||
| BDV | BlackRock Dividend Achievers | Value | United States | BlackRock | ||
| DVM | C&S Dividend Majors | Value | United States | Cohen & Steers | ||
| FVD | First Trust Value Line Dividend | Value | United States | First Trust | ||
| GAB | Gabelli Equity Trust | Value | United States | Gabelli Funds | ||
| GRF | NAIC Growth Fund | Value | United States | National Assoc.of Investors | ||
| NDD | Neuberger Berman Div Advantage | Value | United States | Neuberger Berman | ||
| AGD | Alpine Global Dynamic Dividend | Value | World | Alpine | ||
| BQY | BlackRock Global Equity Managed Trust | Value | World | BlackRock | ||
| 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 indices representing the regional market and the global style or secctor average. | ||||||