Alternative Funds
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IYLD ETF
… though it is a fund of funds. The concept is inviting. Does anyone have a way to tell how much the payout is likely to be since it is too new to have a history? Does anyone know of alternative funds or ETFs that attempt to do the same thing?
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VQT: This ETN Times The Market For You
… that use dynamic asset allocation to reduce risk in a portfolio but attempt to produce equity-like returns. Many alternative funds seek to mitigate volatility by going long and short at the same time. VQT takes a different approach by dynamically …
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VQT Barclays S&P 500 Dynamic VEQTOR ETN ETF Analysis, Report, Research, 5 Star Rating – Morningstar
… is a unique alternative strategy that seeks to reduce portfolio volatility through dynamic asset allocation. Many alternative funds seek to mitigate volatility by going long and short at the same time. VQT takes a different approach by dynamically …
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Why You Need Alternatives in Your Portfolio
Alternative funds are all the rage these days, and for good reason—there is a sound investment rationale behind their inclusion in a portfolio …
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The Biggest Fund Cost You Can Control
… other precious metals dominated the space and therefore account for the bulk of the performance gap. Even though alternative funds had the biggest gap, they also had the largest 10-year return on both a trailing and investor return basis. Investors …
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WRAPUP 1-Waddell & Reed, AMG post lower Q4 profit
Jan 31 (Reuters) - Asset managers Waddell & Reed and Affiliated Managers saw their quarterly profits falling as investors added money to bond and alternative funds that charge lower fees.
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UPDATE 3-Invesco Q4 tops, expects equity funds to attract inflows
Jan 26 (Reuters) - Invesco, one of the largest U.S. mutual fund companies, posted a market-beating quarterly profit as customers invested more in its bond and alternative funds , and the company said...
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New Morningstar Analyst Report - Fortress Investment Group
… the balance sheet. Aided by the continuation of the stock market rally, as well as by some investor rotation into alternative funds , Fortress accomplished all five goals that year, and entered 2011 on as solid footing as the firm had been on since …
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Top Alternatives for a Well-Rounded Portfolio… kind of alternative is a covered-call writing strategy or an option writing strategy, and there are a number of alternative funds that employ these strategies. One that I like is Schooner Fund. The ticker is SCNAX, and the manager is Greg Levinson …
strategy or an option writing strategy, and there are a number of alternative funds that employ these strategies. One that I like is Schooner Fund. The ticker is SCNAX, and the manager is Greg Levinson. He -
Beware Mutual Funds Using Hedge Fund Strategies
… strategies (also classified as “ alternative ” funds by Morningstar). That universe ..... funds. About two-thirds of alternative funds did not exist in 2008, and ..... return. About one-third of alternative funds have annual expense ratios …