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| Bonds Online |
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| 5/10/2013Market Performance |
| Municipal Bonds |
|---|
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S&P National Bond Index
|
3.00% |
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S&P California Bond Index
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2.96% |
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S&P New York Bond Index
|
3.13% |
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S&P National 0-5 Year Municipal Bond Index
|
0.70% |
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| S&P/BGCantor US Treasury Bond |
400.09 |
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| More |
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| Income Equities: |
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| Preferred Stocks |
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S&P U.S. Preferred Stock Index
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848.03 |
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S&P U.S. Preferred Stock Index (CAD)
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636.26 |
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S&P U.S. Preferred Stock Index (TR)
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1,701.05 |
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S&P U.S. Preferred Stock Index (TR) (CAD)
|
1,276.26 |
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| REITs |
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S&P REIT Index
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174.07 |
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S&P REIT Index (TR)
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425.30 |
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| MLPs |
|---|
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S&P MLP Index
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2,469.58 |
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S&P MLP Index (TR)
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5,428.50 |
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See Data
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Beat the S&P 500 the Best Way |
The Motley Fool - July 12, 2011 - By Selena Maranjian
xchange-traded funds offer a convenient way to invest in sectors or niches that interest you. If you want to invest broadly and in a socially responsible fashion, the iShares MSCI USA ESG Select Social ETF (NYSE: KLD ) could save you a lot of trouble.
You can use this ETF to invest in gobs of ethical, sustainable contenders simultaneously. It tracks the MSCI USA ESG Select Index, which seeks companies that outrank their peers on environmental, social, and governance (ESG) counts.
The basics
ETFs often sport lower expense ratios than their mutual fund cousins. This ETF's expense ratio -- its annual fee -- is 0.50%. That's relatively low compared to mutual funds, but fairly high for a broad-market index ETF.
The ETF has performed reasonably, outperforming the S&P 500 over the past three and five years by a small margin. As with most investments, of course, we can't expect outstanding performances in every quarter or year, but it's likely that this ETF's returns won't stray too far from the S&P 500's, as there's quite a bit of overlap. Investors with conviction need to wait for their holdings to deliver. With a relatively low turnover rate of 35%, this fund isn't frantically and frequently rejiggering its holdings, as many funds do.
What's in it?
Several of this ETF's components made strong contributions to its performance over the past year. Johnson Controls (NYSE: JCI ) gained about 48% over the past year as it pursues solid environmental goals, such as cutting its ratio of energy use to revenue by 30%, its waste by 20%, and its water use by 10% by 2018. Oracle (Nasdaq: ORCL ) gained about 43%, reducing its energy usage and delivering software solutions to companies that include the ability to track and report their greenhouse emissions.
For the complete article.
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| Stuff to look at |
Yield and Income Newsletter: A must have for income investors. subscribe NOW
S&P Commentary and Newsletters: S&P
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| BondsOnline Advisor |
Income Security Recommendation January 2013 Issue.
Keep up with monthly, in-depth coverage of fixed income market strategies, commentary, and insights as seen by our sources. Sign up for the free BondsOnline Advisor now!
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