by Leslie N. Masonson, MBA Currently, out of the 3,278 ETFs available, just over 800 are actively managed, while the rest are passively managed. However, the assets under management (AUM) for the latter make up only 6% of all ETF assets. The availability of actively managed ETFs didn't occur until a handful of them [...]

by Leslie N. Masonson, MBA Last week’s Part 1 September 30 article provided background on Fidelity’s select sector mutual fund since its 1981 inception, as well as State Street Global Advisors’ (SSgA) ETF sector funds introduction in 1998.  The listing of Fidelity and SSgA sectors with their tickers were provided. This article will cover [...]

by Leslie N. Masonson, MBA Sector rotation is the practice of ascertaining and purchasing market sectors that hopefully will produce market-beating returns. The problem is sectors fall in and out of favor, similar to the changing cycles in small-caps, mid-caps, and large-caps where their dominance ebbs and flows, for months or years at a [...]