Friday, November 20, 2009 10:21:24 PM EST
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Before investing in an ETF, be sure to carefully consider the fund's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, please click the prospectus link. Please read the prospectus carefully before investing.
Leveraged and inverse ETFs entail unique risks, including but not limited to: use of leverage; aggressive and complex investment techniques; and use of derivatives. Leveraged ETFs seek to deliver multiples of the performance of a benchmark. Inverse ETFs seek to deliver the opposite of the performance of a benchmark. Both seek results over periods as short as a single day. Results of both strategies can be affected substantially by compounding. Returns over longer periods will likely differ in amount and even direction. These products require active monitoring and management, as frequently as daily. They are not suitable for all investors.
ETFs are subject to risk similar to those of their underlying securities, including, but not limited to, market, sector, or industry risks, and those regarding short-selling and margin account maintenance.TDX Independence Funds, Inc. ETFs are distributed by ALPS Distributors, Inc. Amerivest Investment Management LLC serves as a sub-advisor to the Funds. TD AMERITRADE is not affiliated with TDX Independence Funds, Inc. or ALPS Distributors, Inc. Amerivest Investment Management LLC is a subsidiary of TD AMERITRADE Holding Corporation.
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Copyright ©2009. All rights reserved.3rd Party Research Disclosure /public-22:21:24
Fairholme Raises Minimum Investment
New T. Rowe Price fund, new indexing methodology patent, and more.
Starting Dec. 1, new investors will need $10,000 instead of $2,500 to start regular and IRA accounts at Bruce Berkowitz'sFairholme fund. The fund's minimum for additional investments will remain $1,000.
Fairholme is imposing the new higher minimum in the wake of saying it will launch a new focused bond fund that also will have a $10,000 minimum. Berkowitz prefers a higher investment minimum because it helps keep the fund's total expense ratio lower for all investors. Smaller accounts are more costly for fund firms than bigger ones.
T. Rowe Price Launching Global Infrastructure Fund
T. Rowe Price announced it will launch its Global Infrastructure fund in January 2010. The fund will invest in companies that … Full Story