Numbers Game

Numbers Gameblog

Latest research and trends from around the financial advisory business, updated regularly highlighting stats, charts, infographics and all things data.

May 14, 2017, 7:24 PM EST

Best- and worst-performing equity mutual funds

By IN Research and Ellie Zhu

LARGE CAP GROWTHTop 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*USAA Nasdaq-100 Index Fund (USNQX)$1,253.60 23.95%16.07%16.65%0.57%Morgan Stanley Inst Portfolio I (MSEQX)$3,362.30 23.14%12.71%15.90%0.61%Rydex NASDAQ-100 Fund Investor (RYOCX)$929.50 23.03%15.33%15.94%1.25%Shelton NASDAQ-100 Index Fund Direct (NASDX)$392.70 22.86%15.96%16.92%0.49%ProFunds NASDAQ-100 ProFund Investor (OTPIX)$82.40 22.20%14.34%14.90%1.54%Edgewood Growth Fund Institutional (EGFIX)$8,090.90 22.17%14.59%16.77%1.00%T Rowe Price Institutional Large-Cap Growth Fund (TRLGX)$13,025.00 22.15%12.19%15.50%0.56%Transamerica Capital Growth A (IALAX)$685.30 22.05%11.92%15.34%1.21%Homestead Growth Fund (HNASX)$130.90 21.79%11.73%15.08%0.95%Baron Fifth Avenue Growth Fund Retail (BFTHX)$151.70 20.95%10.26%13.31%1.10%Bottom 5Sirius S&P Strategic Large-Cap Allocation Fund (SSPLX)$23.30 0.96%N/AN/A2.01%Destra Focused Equity Fund A... Read full post

Apr 29, 2017, 7:28 PM EST

Fixed-income ETF rankings for first quarter 2017

By IN Research and Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume1iShares International Preferred Stock ETF (IPFF)7.72%12.35%$62.40.55%96,5612iShares Currency Hedged MSCI Emerging Markets ETF (HEEM)7.61%11.98%$278.80.71%94,2103JPMorgan Diversified Rtn Euro Currency Hedged ETF (JPEH)6.87%N/A$27.90.49%1,1534First Trust Emerging Mkts Local Currency Bond ETF (FEMB)6.55%5.45%$25.20.85%7,4945PowerShares Dev EuroPacific Curr Hdg Low Vol Port (FXEP)6.33%9.88%$1.40.25%1726First Trust CEF Income Opportunity ETF (FCEF)6.20%N/A$17.82.54%6,4247VanEck Vectors JP Morgan EM Local Currency Bd ETF (EMLC)6.17%4.80%$3,038.90.47%230,5368SPDR Bbg Barclays Emerging Markets Local Bond ETF (EBND)6.15%4.17%$127.00.40%5,8659iShares Emerging Markets Local Currency Bond ETF (LEMB)6.02%4.72%$327.30.50%84,15910PowerShares Europe Currency Hedged Low Vol Ptf (FXEU)5.98%8.52%$6.60.25%3,95011SPDR Wells Fargo... Read full post

Apr 29, 2017, 7:28 PM EST

Equity ETF rankings for first quarter 2017

By IN Research and Ellie Zhu

Ranked by quarterly returnsName/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume1Rex VolMAXX Short Vix Weekly Futures Strat ETF (VMIN)58.46%N/A$10.81.45%10,3172Columbia India Small Cap ETF (SCIN)28.77%35.62%$25.60.86%2,7383VanEck Vectors India Small-Cap Index ETF (SCIF)27.44%39.72%$231.40.78%13,8494iShares MSCI India Small-Cap ETF (SMIN)26.73%39.23%$106.30.80%25,6675ETFis BioShares Biotechnology Clinical Trials Fund (BBC)25.72%21.85%$24.30.85%13,8896VanEck Vectors Brazil Small-Cap ETF (BRF)23.71%67.64%$100.60.60%52,0947Global X MSCI Argentina ETF (ARGT)21.93%47.13%$134.60.74%9,0978KraneShares CSI China Internet ETF (KWEB)21.41%19.55%$291.50.72%114,4279ARK Genomic Revolution Multi-Sector ETF (ARKG)21.34%17.72%$10.40.75%3,87310Columbia India Infrastructure ETF (INXX)21.31%30.61%$41.50.88%4,32611EMQQ The Emerging Markets Internet & Ecommerce ETF (EMQQ)20.71%24.48%$37.40.86%12,32612iShares MSCI ... Read full post

Apr 27, 2017, 5:46 PM EST

Donald J. Trump's first 100 days

By InvestmentNews Research and Ellie Zhu

Did you vote for Donald J. Trump for president in November 2016? ... Read full post

Apr 23, 2017, 12:01 AM EST

Top independent broker-dealers by revenue and payout

By IN Research and Ellie Zhu

Top 50 IBDs ranked by 2016 revenue Bubble view By group Table view Firm2016 revenue ($M)% change vs. 20152016 commission revenue ($M)% change vs. 20152016 fee revenue ($M)% change vs. 20152016 other revenue ($M)% change vs. 20151LPL Financial$3,977.4 -5.4%$1,681.8 -12.4%$1,285.3 -4.3%$1,010.4 7.7%2Ameriprise Financial Services Inc.$3,945.0 0.7%$1,331.3 -4.9%$1,998.0 3.1%$615.6 6.0%3Raymond James Financial Services Inc.$1,790.2 3.4%$648.4 -4.2%$854.7 6.5%$287.0 13.6%4Commonwealth Financial Network$1,068.7 6.1%$276.7 -3.4%$644.5 7.9%$147.5 19.8%5Wells Fargo Advisors Financial Network$910.8 5.4%$256.6 -2.1%$419.8 5.5%$234.5 14.9%6Lincoln Financial Network$826.3 -3.3%$591.4 -6.0%$191.9 4.4%$43.1 3.4%7AXA Advisors$727.5 -2.6%$536.8 -4.5%$158.9 2.5%$31.8 6.8%8Cambridge Investment Research Inc.$711.5 1.9%$241.1 -3.7%$388.3 5.9%$82.1 1.1%9Securities America Inc.$535.7 -2.9%$229.7 -8.3%$248.5 2.3%$57.5 -1.7%10Cetera... Read full post

Apr 22, 2017, 7:31 PM EST

Independent broker-dealer revenue on the decline

Number-main

By Ellie Zhu Matt Sirinides

InvestmentNews' research team examined how 57 independent broker-dealers, who have participated in our in-depth survey every year since 2011, have fared through a shifting financial advisory landscape.In 2016, independent broker-dealers saw revenues decline for the first time since the industry's recovery following the Great Recession. As Bruce Kelly reports, the top 25 largest firms reported a year-over-year decline of -1.3%. By comparison, of the total 57 firms who have participated in our survey every year since 2011 — a list that includes the vast majority of the biggest firms in the industry — firms posted a similar average year-over-year decline of -1.7%. However, it's clear that the largest and most successful firms are carrying an outsize portion of success, as median firm revenue retreated by approximately -4%. (More: InvestmentNews Broker-dealer Data Center for full data and profiles)We illustrate here the... Read full post

Apr 16, 2017, 11:28 AM EST

Where tech dollars at advisory firms are being spent

By IN Research and Ellie Zhu

Average technology spending per firm and spending growth, 2013-17Source: 2017 InvestmentNews Adviser Technology Study*ProjectedTotal technology spending by category, 2015-17Source: 2017 InvestmentNews Adviser Technology StudyCore software product usage, 2013-17Source: 2017 InvestmentNews Adviser Technology StudyCore software product usage, projectedSource: 2017 InvestmentNews Adviser Technology StudyFirms that offer a client portalSource: 2017 InvestmentNews Adviser Technology StudyPercentage of firms using fully digital account opening and client-onboarding processesSource: 2017 InvestmentNews Adviser Technology StudyPercentage of firms using eSignature softwareSource: 2017 InvestmentNews Adviser Technology StudyPercentage of firms offering robo-adviceSource: 2017 InvestmentNews Adviser Technology Study... Read full post

Jan 22, 2017, 11:59 AM EST

Equity ETFs ranked by Q4 2016 performance

By InvestmentNews Research

Ranked by quarterly returnsName/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume1SPDR S&P Regional Banking ETF (KRE)32.02%34.83%$3,556.80.35%7,010,5122SPDR S&P Bank ETF (KBE)30.76%30.75%$3,305.10.35%3,784,2333PowerShares KBW Bank Portfolio (KBWB)30.11%28.02%$618.50.35%606,4604First Trust NASDAQ Bank ETF (FTXO)29.49%N/A$9.10.60%12,3965iShares US Regional Banks ETF (IAT)29.41%32.18%$607.40.44%223,6456PowerShares KBW Regional Banking Portfolio (KBWR)29.15%38.50%$234.80.35%31,9257First Trust NASDAQ ABA Community Bank Index Fund (QABA)28.27%37.59%$404.00.60%79,8228WisdomTree Japan Hedged Financials Fund (DXJF)28.10%-7.22%$75.50.48%51,5669iShares MSCI Saudi Arabia Capped ETF (KSA)25.37%9.24%$6.20.74%4,23310VanEck Vectors Steel ETF (SLX)23.58%95.75%$185.30.55%104,32011VanEck Vectors Russia Small-Cap ETF (RSXJ)22.68%101.28%$88.80.77%9,63512US Global Jets ETF (JETS)22.25%13.15%$65.70.60%39,... Read full post

Jan 22, 2017, 2:01 PM EST

Top independent broker-dealers reveal their payout tables

By InvestmentNews Research

The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles.... Read full post

Jan 22, 2017, 9:20 AM EST

Fixed-income ETFs ranked by Q4 2016 performance

By InvestmentNews Research

Ranked by quarterly returns Name/ticker3-month return1-year returnNet assets ($M)Expense ratio*3-month average daily volume1PowerShares Japan Currency Hdg Low Volatility Port (FXJP)10.83%-0.04%$1.30.25%3922PowerShares DB US Dollar Index Bullish Fund (UUP)7.13%3.04%$845.90.75%1,823,2713WisdomTree Bloomberg US Dollar Bullish Fund (USDU)7.05%2.57%$205.10.50%87,2474JPMorgan Diversified Rtn Intl Currency Hedged ET (JPIH)6.64%N/A$28.80.49%4,7435Sit Rising Rate ETF (RISE)4.96%-2.19%$10.71.50%3,3556ProShares High Yield-Interest Rate Hedged (HYHG)4.81%14.61%$100.60.50%8,6387Peritus High Yield ETF (HYLD)4.58%17.20%$199.01.28%5,2408Deutsche X-trackers Hi Yield Corp Bd - IR Hdg ETF (HYIH)4.28%13.82%$9.30.35%2,8999VanEck Vectors Treasury-Hedged High Yield Bond ETF (THHY)4.13%13.20%$4.70.50%1,43610ProShares Inflation Expectations ETF (RINF)3.99%2.99%$46.10.30%22,80711iShares Interest Rate Hedged 10+Year Credit Bd ETF (CLYH)3.94%6.98%$8.60.30%3,... Read full post

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