Anlagealternative zur Einzelaktie !!! - 500 Beiträge pro Seite

[Indexxxtrader]

So wie versprochen ab und an eine "Neuvorstellung". Habe mir den S&P MidCap 400 rausgesucht. Was mir daran extrem gut gefällt, ist die Performance in den letzten 3 Jahren.
1999 +15,51% 2000 +17,31% ! 2001 nur -1,05% !! und 2002 +6,47% !!! Super Fondmanagement würde ich sagen und eine echte Anlagealternative in diesen Tagen. Hier ein paar Facts.

WKN 909 661 handelbar in Frankfurt

Standard & Poor’s MidCap 400 Depositary
Receipts - TM
(Symbol: MDY)
Objective
The MidCap SPDR Trust Series I is a pooled investment designed to provide investment results that generally correspond to the price and yield performance of the S&P 400TM Index. There is no assurance that the performance of the S&P 400 Index can be fully matched.

Annual Performance
(In percent; all distributions reinvested on the ex-date) Inception Date: 05/04/1995
Data as of 2/28/2002
1995 1996 1997 1998 1999 2000 2001 2002 YTD
18.14% 18.62% 31.88% 17.32% 15.51% 17.31% -1.05% 6.47%


Top Ten Holdings Industry Groups Data as of 3/31/2002
1. IDEC Pharmaceuticals Corp 1.09%
2. SunGard Data Systems 1.02%
3. Electronic Arts 0.93%
4. Quest Diagnostics 0.89%
5. M&T Bank Corp 0.83%
6. Affiliated Computer 0.82%
7. Gilead Sciences 0.77%
8. Millennium Pharmaceuticals 0.69%
9. Apollo Group 0.68%
10. RJ Reynolds Tobacco 0.67%
Total 8.40%

1. Financials 18.59%
2. Technology 18.19%
3. Consumer Cyclicals 15.32%
4. Health Care 9.86%
5. Consumer Staples 8.24%
6. Utilities 7.39%
7. Capital Goods 7.26%
8. Energy 6.50%
9. Basic Materials 4.73%
10. Transportation 1.88%
Total 97.97%



*CompuStat
Quick Facts
Information as of 01/31/2003
Net Assets: $4,597,048,800 52 Week High: $100.97
Shares Outstanding: 60,408,000 52 Week Low: $67.85
Dividend Yield: 1%


Performance Chart


Trust Details
Expense Ratio: 0.25% Short Selling Allowed: Yes, uptick exempt
Ticker Symbol: MDY Options Traded: Yes, American Style
Trading Increment: 1/64th ($0.015625) Trustee: Bank of New York
Min Trade Size: 1 Share Sponsor: PDR Services LLC
Marginable: Yes Distributor: ALPS Mutual Funds Inc.


Additional Information
For more complete information and a prospectus, including potential risks, on MidCap SPDRs click here for a prospectus. Read the prospectus carefully before you invest. MidCap SPDRs are subject to risks similar to those of stocks. Investment returns may fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Past performance is no guarantee of future results. ALPS Mutual Funds Services, Inc., a registered broker-dealer, is distributor for the MidCap SPDRs Trust, a unit investment trust.

"Standard & Poor’s®," "S&P®," "Standard and Poor’s MidCap 400 Depositary ReceiptsTM," "MidCap SPDRsTM," and S&P MidCap 400 IndexSM" are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by PDR Services LLC and the American Stock Exchange LLC. MidCap SPDRs are not sponsored, endorsed, sold or promoted by S&P, a division of The McGraw-Hill Companies, Inc., and S&P makes no representation regarding the advisability of investing in MidCaP SPDRs

[Indexxxtrader]

Es handelt sich hierbei um Indexfonds auf Aktienbasis. Das hat den Vorteil, das ein fortlaufender Handel stattfindet und die Aktien liquide sind. Gegenüber der Fondanlage in Deutschland, wo nur eine Preisfeststellung am Tag erfolgt.