| Name/ticker | 3-month return | 1-year return | Net assets ($M) | Expense ratio* | 3-month average daily volume |
|---|---|---|---|---|---|
| Pimco 25+ Year Zero Coupon U.S. Treasury Index ETF (ZROZ) | 14.05% | -6.28% | $76.5 | 0.15% | 3,244 |
| Vanguard Extended Duration Treasury Index Fund ETF (EDV) | 12.95% | -6.47% | $201.5 | 0.12% | 64,654 |
| Market Vectors Preferred Secs ex Financials ETF (PFXF) | 8.37% | 6.01% | $155.6 | 0.40% | 62,682 |
| SPDR Wells Fargo Preferred Stock ETF (PSK) | 8.21% | 0.09% | $243.2 | 0.45% | 41,395 |
| iShares 20+ Year Treasury Bond ETF (TLT) | 7.70% | -4.49% | $3,207.6 | 0.15% | 7,672,137 |
| Market Vectors CEF Municipal Income ETF (XMPT) | 7.64% | -6.00% | $27.4 | 1.65% | 2,728 |
| SPDR Nuveen Barclays Build America Bond ETF (BABS) | 7.52% | -1.25% | $46.6 | 0.35% | 1,082 |
| Vanguard Long-Term Government Bond Index Fund ETF (VGLT) | 7.44% | -4.47% | $68.3 | 0.12% | 23,972 |
| PowerShares Preferred Portfolio (PGX) | 7.11% | 2.12% | $2,081.0 | 0.50% | 749,350 |
| SPDR Barclays Long Term Treasury ETF (TLO) | 7.05% | -4.31% | $57.5 | 0.14% | 23,945 |
| Vanguard Long-Term Bond Index Fund ETF (BLV) | 7.00% | -1.13% | $579.8 | 0.10% | 104,609 |
| iShares U.S. Preferred Stock ETF (PFF) | 6.77% | 3.13% | $9,049.8 | 0.48% | 1,434,570 |
| Vanguard Long-Term Corporate Bond Index Fund ETF (VCLT) | 6.70% | 1.76% | $695.7 | 0.12% | 9,768 |
| WisdomTree Brazilian Real Strategy Fund (BZF) | 6.68% | -4.45% | $33.4 | 0.45% | 490,866 |
| SPDR Nuveen S&P High Yield Municipal Bond ETF (HYMB) | 6.51% | -2.30% | $223.9 | 0.45% | 13,541 |
| Pimco 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) | 6.51% | -11.96% | $68.1 | 0.20% | 2,231 |
| iShares Core Long-Term US Bond ETF (ILTB) | 6.47% | -0.76% | $29.3 | 0.12% | 6,864 |
| Market Vectors Long Municipal Index ETF (MLN) | 6.25% | -2.11% | $75.9 | 0.24% | 31,376 |
| SPDR Barclays Long Term Corporate Bond ETF (LWC) | 6.22% | 1.93% | $86.0 | 0.15% | 13,641 |
| iShares 10+ Year Credit Bond ETF (CLY) | 6.08% | 0.72% | $284.3 | 0.20% | 8,176 |
| Pimco Build America Bond Exchange-Traded Fund (BABZ) | 5.95% | -2.62% | $20.3 | 0.45% | 795 |
| PowerShares Insured New York Municipal Bond Port (PZT) | 5.88% | -0.82% | $45.3 | 0.28% | 9,438 |
| First Trust Preferred Securities and Income ETF (FPE) | 5.66% | -2.43% | $58.2 | 0.85% | 39,877 |
| PowerShares Build America Bond Port (BAB) | 5.53% | -1.04% | $632.9 | 0.28% | 135,639 |
| PIMCO Australia Bond Index Exchange-Traded Fund (AUD) | 5.42% | -7.81% | $26.6 | 0.45% | 2,130 |
| PowerShares Insured California Municipal Bond Port (PWZ) | 5.34% | 0.53% | $49.9 | 0.28% | 14,471 |
| WisdomTree Indian Rupee Strategy Fund (ICN) | 5.27% | -1.89% | $29.5 | 0.45% | 12,355 |
| db X-trackers Muni Infra Revenue Bond Fund (RVNU) | 5.23% | $15.8 | 0.30% | 1,139 | |
| WisdomTree Australia & New Zealand Debt Fd (AUNZ) | 4.90% | -7.61% | $36.9 | 0.45% | 8,944 |
| PowerShares Insured National Municipal Bond Port (PZA) | 4.90% | -1.62% | $581.4 | 0.28% | 207,337 |
| Market Vectors High-Yield Municipal Index ETF (HYD) | 4.63% | -5.23% | $867.8 | 0.35% | 411,369 |
| iShares 10-20 Year Treasury Bond ETF (TLH) | 4.56% | -3.51% | $239.6 | 0.15% | 36,598 |
| Global X SuperIncome Preferred ETF (SPFF) | 4.53% | 7.07% | $86.4 | 0.58% | 43,049 |
| PowerShares Emerging Markets Sovereign Debt Port (PCY) | 4.33% | -1.87% | $1,870.5 | 0.50% | 637,417 |
| PowerShares 1-30 Laddered Treasury Portfolio (PLW) | 4.14% | -3.25% | $249.4 | 0.25% | 114,084 |
| Guggenheim CurrencyShares Australian Dollar Trust (FXA) | 4.05% | -9.31% | $315.6 | 0.40% | 96,282 |
| iShares California AMT-Free Muni Bond ETF (CMF) | 3.93% | 1.50% | $260.5 | 0.25% | 12,848 |
| SPDR Nuveen Barclays California Municipal Bond ETF (CXA) | 3.81% | 0.53% | $75.8 | 0.20% | 16,723 |
| iSharesBond Mar 2023 Corporate Term ETF (IBDD) | 3.80% | $10.3 | 0.10% | 1,198 | |
| iShares Utilities Bond ETF (AMPS) | 3.77% | 0.20% | $9.9 | 0.30% | 2,238 |
As of March 31. Excludes leveraged and inverse funds, and exchange-traded notes. *Most recently reported net prospectus expense ratio. Source: Lipper, a Thomson Reuters company
New Morgan Stanley research shows retirement planning is a key area where advice is required.
ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.
Joel Frank allegedly sold more than $39 million worth of investments in the Equilus Funds to more than 90 investors,
The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.
A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline