At the end of summer, there was nearly $1.5 trillion in assets under management across the U.S. universe of exchange-traded products, including ETFs and ETNs. And while traditional market capitalization weighted funds still rule the roost, ETFs that use alternative weighting strategies deserve attention.
Through mid-2013, non-market cap weighted funds captured 42% of equity ETP flows YTD, more than two times their share of equity assets compared to 2012, according to BlackRock. Key drivers to this trend are dividend income and minimum volatility funds.
It should be noted the universe of non-market cap weighted ETFs includes equal weight funds, low and high volatility products along with fundamentally weighted products that use one or multiple factors for screening and weighting securities. To be sure, investors, professional and retail, have already displayed plenty of adulation for equal weight ETFs.
For example, the Guggenheim S&P 500 Equal Weight ETF (RSP) has outperformed the SPDR S&P 500 (SPY) and related S&P 500 tracking funds by significant margins for some time. Over the past 10 years, RSP has delivered a 9.74% return compared to 7.47% for SPY.
Top 5 Dividend Companies To Own In Right Now: Sysco Corporation(SYY)
Sysco Corporation, through its subsidiaries, distributes food and related products primarily to the foodservice or food-away-from-home industry in North America and Europe. The company offers a line of frozen foods, such as meats, fully prepared entrees, fruits, vegetables, and desserts; a line of canned and dry foods; fresh meats, custom-cut fresh steaks, other meat, seafood, and poultry; dairy products; beverage products; imported specialties; and fresh produce. It also supplies various non-food items, including paper products, such as disposable napkins, plates, and cups; tableware, which include china and silverware; cookware comprising pots, pans, and utensils; restaurant and kitchen equipment and supplies; and cleaning supplies. In addition, the company offers personal care guest amenities, equipment, housekeeping supplies, room accessories, and textiles to the lodging industry. It serves restaurants, hospitals and nursing homes, schools and colleges, hotels and mote ls, lodging establishments, and other foodservice customers. Sysco Corporation was founded in 1969 and is headquartered in Houston, Texas.
Advisors' Opinion:- [By Dan Caplinger]
Next Monday, Sysco (NYSE: SYY ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.
- [By The Part-time Investor]
The following stocks met the criteria in January of 2008 and were put into the initial portfolio:
Abbot Labs (ABT)Advanced data processing (ADP)Associated Banc-Corp (ASBC)Bank of America (BAC)BB&T Corp. (BBT)Bemis Company (BMS)Anheuser Busch (BUD)The Chubb Corporation (CB)Clorox (CLX)Comerica Inc. (CMA)Diebold Inc. (DBD)Emerson Electronics (EMR)First Dollar Corp. (FDO)First Third BanCorp. (FITB)Gannett Co, Inc. (GCI)General Electric (GE)Hershey (HSY)Illinois Tools Works (ITW)Johnson and Johnson (JNJ)Leggett and Platt (LEG)Eli Lilly (LLY)La-Z-Boy (LZB)McDonald's (MCD)Marsh and Ilsley (MI)M&T Bancorp (MTB)PepsiCo (PEP)Pfizer (PFE)Procter & Gamble (PG)Pentair Ltd. (PNR)Regions Financial Corp. (RF)Rohm and Haas (ROH)RPM International (RPM)Sherwin Williams (SHW)Sysco Corp. (SYY)UDR Inc. (UDR)Historical quotes were taken from Yahoo Finance. $10,000 was put into each position, to the nearest whole share, so a total of $349,262.89 was invested. From 1/15/08 through 5/16/13 all dividends were reinvested back into the stock that paid them. If a dividend cut was announced, that stock was sold on the ex-div date of the new, lower dividend.
- [By Alex Planes]
Investors love stocks that consistently beat the Street without getting ahead of their fundamentals and risking a meltdown. The best stocks offer sustainable market-beating gains, with robust and improving financial metrics that support strong price growth. Does Sysco (NYSE: SYY ) fit the bill? Let's take a look at what its recent results tell us about its potential for future gains.
Top 5 Dividend Companies To Own In Right Now: Capital Bank Corporation(CBKN)
Capital Bank Corporation operates as the holding company for Capital Bank that provides general commercial banking products and services in North Carolina. Its deposit products include checking, savings, negotiable order of withdrawal, money market, and individual retirement accounts, as well as certificates of deposit. The company?s loan products portfolio comprises loans for real estate, construction, businesses, agriculture, personal use, home improvement, and automobiles, as well as equity lines of credit, mortgage loans, credit loans, consumer loans, and credit cards. It also offers safe deposit boxes, bank money orders, Internet banking services, traveler?s checks, and notary services, as well as electronic funds transfer services, including wire transfers and remote deposit capture. In addition, the company provides automated teller machine access to its customers; and a line of uninsured investment products and services. It operates 32 branch offices in North Carol ina, including 5 in Raleigh, 4 in Asheville, 4 in Fayetteville, 3 in Burlington, 3 in Sanford, 2 in Cary, and 1 each in Clayton, Graham, Hickory, Holly Springs, Mebane, Morrisville, Oxford, Pittsboro, Siler City, Wake Forest, and Zebulon. The company was founded in 1997 and is headquartered in Raleigh, North Carolina. Capital Bank Corporation is a subsidiary of North American Financial Holdings, Inc.
Top 5 China Stocks To Own For 2014: United Community Bancorp(UCBA)
United Community Bancorp operates as the holding company for the United Community Bank that provides banking products and services to individuals and businesses in southeastern Indiana. It offers a range of deposit instruments, including noninterest-bearing demand accounts, such as checking accounts; interest-bearing accounts, consisting of NOW and money market accounts; regular savings accounts; and certificates of deposit, as well as municipal deposits. It also originates one- to four-family residential real estate, multi-family real estate, and nonresidential real estate and land loans, as well as construction and commercial loans. In addition, the company provides a range of consumer loans consisting of home equity loans and lines of credit, as well as loans secured by savings accounts or certificates of deposit (share loans); new farm and garden equipment, automobile, and recreational vehicle loans; and secured and unsecured personal loans. The company is headquartere d in Lawrenceburg, Indiana. United Community Bancorp is a subsidiary of United Community MHC.
Top 5 Dividend Companies To Own In Right Now: R.R. Donnelley & Sons Company(RRD)
R.R. Donnelley & Sons Company provides pre-media, printing, logistics, and business process outsourcing products and services to private and public sectors worldwide. The company operates primarily in the commercial print portion of the printing industry, with related product and service offerings designed to offer customers solutions for communicating their messages to target audiences. Its products and related service offerings include magazines, catalogs, retail inserts, books, directories, financial print, direct mail, forms, labels, office products, statement printing, pre media, and logistics services. The company also offers business process outsourcing services that comprise transactional print and outsourcing services, statement printing, direct mail, and print management services; and product configuration, customized kitting, and order fulfillment for technology, medical device, and other companies. It distributes its products to end-users through the United Sta tes postal services, retail channels, electronically, or by direct shipment to customer facilities. R.R. Donnelley & Sons was founded in 1864 and is based in Chicago, Illinois.
Advisors' Opinion:- [By Monica Gerson]
Breaking news
Starwood Hotels & Resorts Worldwide (NYSE: HOT) reported a gain in its third-quarter core earnings and lifted its full-year earnings forecast. To read the full news, click here. Procera Networks (NASDAQ: PKT) and Skyfire, a fully-owned subsidiary of Opera Software, today announced a joint solution and partnership to tackle the rapid growth of video traffic on global mobile networks, based on an open, scalable ICAP architecture. To read the full news, click here. R. R. Donnelley & Sons Company (NASDAQ: RRD) and Consolidated Graphics (NYSE: CGX) jointly announced today that they have signed a definitive agreement by which RR Donnelley will acquire Consolidated Graphics, a provider of digital and commercial printing, fulfillment services, print management and proprietary Internet-based technology solutions. To read the full news, click here. Dunkin' Brands Group (NASDAQ: DNKN) reported a 36% rise in its third-quarter income. To read the full news, click here.Posted-In: Jobless Claims JP Morgan US Stock FuturesNews Eurozone Futures Global Pre-Market Outlook Markets
- [By John Udovich]
Printing and the various forms of marketing communications that need to be printed (like business cards and stationary) are fundamental to the needs of every business, meaning the recent share surge of small cap Standard Register Co (NYSE: SR) after it announced an acquisition along with its long-term performance against better known peers like RR Donnelley & Sons Co (NASDAQ: RRD) and VistaPrint Limited (NASDAQ: VPRT) is worth taking a closer look at. After all, Standard Register is up 363.2% since the start of the year verses a return of 113.4% for RR Donnelley & Sons Co and�75.9% for VistaPrint Limited.
Top 5 Dividend Companies To Own In Right Now: Littelfuse Inc.(LFUS)
Littelfuse, Inc. designs, manufactures, and sells circuit protection devices for use in the automotive, electronic, and electrical markets in the Americas, Europe, and the Asia-Pacific. The company offers electronic circuit protection products, such as fuses and protectors, positive temperature coefficient resettable fuses, varistors, polymer electrostatic discharge suppressors, discrete transient voltage suppression diodes, TVS diode arrays and protection thyristors, gas discharge tubes, and power switching components, as well as fuseholders, blocks, and related accessories under PICO II, and NANO2 SMF, TECCOR, SIDACtor, and Battrax brand names. It offers its electronic circuit protection products for use in wireless telephones, consumer electronics, computers, modems, telecommunications equipment, telephones, data transmission lines, and alarm systems. The company also provides automotive fuses that are used in automobiles, trucks, buses, and off-road equipment to protec t electrical circuits and the wires that supply electrical power to operate lights, heating, air conditioning, radios, windows, and other controls, as well as offers fuses for the protection of electric and hybrid vehicles. It markets its automotive fuse products under ATO, MINI, MAXI, MIDI, MEGA, MasterFuse, JCASE, and CablePro brand names. In addition, Littelfuse manufactures various low-voltage and medium-voltage circuit protection products, such as power fuses that are used in the protection from over-load and short-circuit currents in motor branch circuits, heating and cooling systems, control systems, lighting circuits, and electrical distribution networks to electrical distributors and their customers in the construction, original equipment manufacturers, and industrial maintenance and repair and operating supplies markets. Littelfuse sells its products through direct sales force and manufacturers? representatives. The company was founded in 1927 and is headquartered in Chicago, Illinois.
Advisors' Opinion:- [By Rich Smith]
Littelfuse (NASDAQ: LFUS ) has signed an agreement to acquire Key Safety Systems' Hamlin subsidiary for $145 million in cash, Littelfuse announced Monday.
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