Home Logon FTA Investment Managers Blog Subscribe About Us Contact Us

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
Bob Carey
Chief Market Strategist
Bio
X •  LinkedIn
 

  Passive Investment Vehicles Continue To Post Big Gains In Asset Growth
Posted Under: Conceptual Investing
Supporting Image for Blog Post

 
View from the Observation Deck

  1. This marks the third calendar year in which we have tracked the asset growth of the four major types of packaged products since the close of 2007 (prior to financial crisis in 2008).
  2. Exchange-traded funds (ETFs) and unit investment trusts (UITs), which are primarily passive investment vehicles, have posted higher asset growth rates than mutual funds and closed-end funds, which are primarily actively managed investment vehicles, in the past four, five and six-year periods.
  3. The percentage changes in the total assets invested in packaged products from 12/31/07 to 12/31/13 were as follows (chart): ETFs (+175%); UITs (+63%); Mutual Funds (+25%); and Closed-End Funds (-11%).
  4. We have noted in previous blog posts that some industry pundits have predicted that ETFs, in time, will supplant mutual funds as the most popular packaged product. We intend to continue monitoring.
  5. Total assets in each of the four categories were as follows (12/31/13): ETFs ($1.67 trillion); UITs ($86.5 billion); Mutual Funds ($15.0 trillion); and Closed-End Funds ($279.3 billion).

This chart is for illustrative purposes only.

To Download a PDF of this post, please click here.
Posted on Tuesday, March 11, 2014 @ 2:49 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
Search Posts
MARKET ANALYSIS
Market Commentary and Analysis
•Market Commentary Video
•Monthly Talking Points
•Quarterly Newsletter
•Market Observations
Subscribe To Receive Email
 


 PREVIOUS POSTS
• Happy 5th Anniversary to the Bull Market
• Corporations Expected To Grow Earnings Through 2015
• A Report Card On Risks
• Let’s Wind The Clock Back To 1981
• The S&P 500 Still Mending The Fallout
• S&P 500 Earnings Beat Rate On The Mark For Q4’13
• Now Don't Be Sad Two Out of Three's Not Bad
• Outlook For European Equities Optimistic For 2014
• Making Another Case For SMid Portfolios
• 2014 Earnings Snapshot
Archive
Skip Navigation Links.
Expand 20242024
Expand 20232023
Expand 20222022
Expand 20212021
Expand 20202020
Expand 20192019
Expand 20182018
Expand 20172017
Expand 20162016
Expand 20152015
Expand 20142014
Expand 20132013
Expand 20122012
Expand 20112011

Search by Topic
Skip Navigation Links.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
Home |  Important Legal Information |  Privacy Policy |  California Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2024 All rights reserved.