Tag: IWM

Fidelity Joins Schwab in Offering Commission-Free ETFs

Fidelity has introduced commission free trading of 25 iShares ETFs. The move comes in the wake of Schwab’s introduction of no-commission exchange traded funds.


Russell 2000 Finishes Strong

After a dramatic decline that began in late September, the Russell 2000 Index climbed 25% to finish 2008 down 30% on the year. The Russell 2000 consists of the 2,000 smallest companies in the Russell 3000 Index which measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market.

ETF Assets Fall in Line with Market

ETF industry assets fell $97 billion or 16.7% in October, in line with the 16.7% decline in the S&P 500 for the month.


90% of Mutual Funds Underperform Through Q3

Now that Q3 is over, we now know that 9 out of 10 managers of midcap stock funds failed to beat the S&P MidCap 400 Index according to a report in the Wall Street Journal.

Case Study: Locking in Tax Savings

Jane and John have experienced significant declines in their portfolio over the past year and want to lock in capital losses now to offset future gains. They anticipate a market upturn at some point in the near future, so they don’t want to be out of the market. At the same time, they want to avoid any problems with the “wash-sale” rule that discourages the sale and repurchase of a similar security within a 30-day period.

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