By Left Banker : In this article, I continue exploring my interest in how weighting tactics affect portfolio structure and performance. In Part 1 of the series , I focused on large-cap funds to reveal how portfolios change with weighting style. In Part 2, I tried to get a clearer picture of ...
Index Fund; iShares MSCI ACWI ex US Utilities Sector Index Fund; iShares Dow Jones International Select Dividend Index Fund IDU , JXI, AXUT, IDV If Margins Compress Due to Rising Inflation: Overweight Sector Fund Name Ticker Energy iShares S&P Global
this is quite useful to better grasp the mechanics behind our strategies. 1. The ETF Universe: The 10 iShares Sector ETFs IDU (U.S. Utilities) IYC (U.S. Consumer Services) IYE (U.S. Energy Sector) IYF (U.S. Financials) IYH (U.S. Healthcare
Michael Albert submits: On March 9 th , I published an article here on SeekingAlpha titled “ Utilities are Warning the Correction is Here .” In it, I argued that the outperformance that Utilities were exhibiting in the weeks prior to publication was suggesting that risk assets would not fare well
true regarding the Dow Jones Utilities Index, which is available as an ETF, the iShares Dow Jones U.S. Utilities Fund ( IDU ). As one looks at the chart for the 10-Year Treasury rate, the increase between October 2010 and December 2010 was swift, yet it
more assets under management, making it the more liquid alternative. The other closest alternative is iShares Dow Jones US Utilities IDU , but its fee is considerably higher at 0.48%. Like the Vanguard fund, it offers broad diversification
which makes it an inexpensive and more diversified alternative. The other closest alternative is iShares Dow Jones US Utilities IDU , but its fee is considerably higher at 0.48%. Like the Vanguard fund, it offers a smaller-cap
stocks in the index. Suitability Given its narrow sector focus, investors should treat iShares Dow Jones U.S. Utilities IDU as a satellite specialty holding. Investors buying this fund are getting exposure to both regulated utilities (which are known