ETFs for the Long Run: What They Are, How They Work, and Simple Strategies for Successful Long-Term Investing

Index

Note: The abbreviation of ETF in the index refers to exchange-traded funds.

 

Accountants

Active China Strategy

Actively managed ETFs

Actively managed funds

Administrators

Aggressive portfolios

Agile Investments

Alpha

American depositary receipts (ADRs)

American Stock Exchange (AMEX):

commodities and

DIAmonds on

ETF development by

ETF fees and

history of

index creation by

index participation contracts and

Intellidex and

NASDAQ merger with

NYSE and

patents and

SPDR on

Ameristock

Amvescap

Arbitrage

Arnott, Rob

Asset allocations

Asset-based fees

Asset managers

Authorized participants:

electronic transactions and

ETF share creation by

ETV share creation by

transaction costs and

 

Bachelier, Louis

Back-end loads

Backwardation

Baker, Jay

Balanced funds

Bank of New York

Barclays Global Investors . See also iPaths; iShares

Baskets of Listed Depositary Receipts (BLDRS)

Bear Stearns

Benchmarks

Beta

Bid-ask spreads

Black Monday

Bloom, Steven

Board of directors

Bogle, John

Bond, Bruce

Bonds. See also Fixed-income securities

Brokers:

as authorized participants

certified financial planners as

commissions of (see Commissions)

discount

fiduciaries versus

share lending by

transfer agent services by

-fees to

Buttonwood Agreement

Buy-and-hold strategy

Buy-write strategy

 

Call options

Capital gains taxes:

in actively versus passively managed funds

ETFs and

ETNs and

ETVs and

futures and

Capital gains taxes (Continued)

mutual funds and

short trades and

Cash:

dividends

in down market

drag

ETF trades ...