Exhibit 1 shows the 2024 performance for a sample of Morningstar analyst-rated exchange-traded funds that represent major sections of the stock and bond markets. Weak December returns left but a small scratch on a shining year. The blended portfolio climbed 10.9% in 2024, led by US stocks. Blended Global Portfolio represents a 60% allocation to […]
Continue Reading
ETF inflows kicked off the new year with a bang as investors put nearly $32 billion to work across the nearly 4,000 U.S.-listed funds. Of that number, over $25 billion went into U.S. equity exchange-traded funds, while $3.9 billion and $2.5 billion went into U.S. fixed income ETFs and international equity ETFs, respectively. The biggest […]
Continue Reading
Each month, we check how the largest US stock, bond, and active exchange-traded funds have performed. The Morningstar US Market Index fell 2.94% during December and is up 24.09% over the past year. The Morningstar US Core Bond Index fell 1.59% last month and is up 1.36% over the past year. In the global markets, […]
Continue Reading
Cryptocurrency investment products are off to a good start in 2025, with global crypto exchange-traded products (ETP) posting $585 million of inflows in the first three days of the year. The early inflows did not offset heavy selling in the last two trading days of 2024, which meant crypto ETPs saw $75 million in net […]
Continue Reading
Stay informed with free updates Simply sign up to the Exchange traded funds myFT Digest — delivered directly to your inbox. Strive Asset Management plans to launch an exchange traded fund investing in bonds issued by companies to pay for bitcoin investments, according to a regulatory filing. The ETF manager, co-founded and majority-owned by Vivek […]
Continue Reading
Investors channeled over $1 trillion into U.S. exchange-traded funds or ETFs this year, setting a fresh record and fueling optimism for 2025, the WSJ reported. Total assets increased by a substantial 30% to a record $10.6 trillion through November, according to ETFGI data. Meanwhile, S&P 500 funds reportedly saw the largest inflows, followed by the […]
Continue Reading
ETFs are coming off a year of record growth, with inflows totaling over $1 trillion for the first time. The funds have remained popular as investors continue to swap mutual funds for ETFs’ tax efficiency and ease of trading. ETF experts say they expect the massive growth to continue, particularly within actively managed funds. Exchange-traded […]
Continue ReadingArticle content (Bloomberg) — Assets in Canadian exchange-traded funds surpassed C$500 billion ($346 billion) for the first time in 2024, a year that smashed records for inflows and new fund launches. Article content ETF assets under management stood at C$519 billion at the end of December, according to National Bank of Canada, thanks to strong […]
Continue Reading
Image source: Getty Images Share-based exchange-traded funds (ETFs) aren’t just a brilliant tool to help investors diversify. The multitude of stocks they hold can also provide spectacular capital gains and a decent dividend income, depending on the type of fund that one chooses. Take the following growth-based ETFs, for instance. As the chart below shows, […]
Continue Reading
Image source: Getty Images If you are lucky enough to have $10,000 to invest into the share market, but aren’t a fan of stock-picking, don’t let that stop you from investing. Not when there are exchange-traded funds (ETFs) out there that make your life easy by allowing you to invest in large numbers of shares […]
Continue Reading