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The PowerShares Dynamic Energy Fund (PXI) is a quant-driven fund that uses fundamental- and momentum-based factors to select and weight its holdings.
FORBES: Riding The Energy Bull With The Right ETF
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The new "Edge" fund - short for "encouraging dynamic growth entrepreneurs" - will be open for applications from November.
BBC: Dragons' Den Bannatyne
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In fact, the PowerShares Dynamic Networking (PXQ) exchange-traded fund (ETF) has surged 35% since the start of the year, versus CSCO's 15.8% decline for the same period, indicating that the networking sector is doing just fine without the blue chip's help.
FORBES: Magazine Article
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That leaves fund investors with little exposure to more dynamic opportunities elsewhere.
WSJ: Upside: How to Play Investing's Wild Frontier
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It's a similar dynamic to what is happening with Wall Street banks that committed to fund leveraged buyouts, only to have trouble selling those loans in the syndicated loan market--they have to hold them on balance sheet until the credit markets come back to life.
FORBES: The Fed Primes The Pump
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According to the ETF Finder, Comerica is the fifth-largest holding of the PowerShares Dynamic Banking Portfolio ETF ( PJB) at 5.02% of the fund.
FORBES: Comerica Doubles Dividend, Bank ETF To Watch
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Only on rare occasions, like when a hedge fund or a professional investor such as Carl Icahn threatens this dominance, does this dynamic come under peril.
FORBES: SEC's Political Disclosure Proposal Will Improve Corporate Governance
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The iShares Dow Jones U.S. Pharmaceuticals Index Fund (IHE) has Watson at 2.84% of its holdings and PowerShares Dynamic Pharmaceuticals Portfolio (PJP) is 2.8% WPI.
FORBES: Watson Gets Upgrade, $59 Target
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This is where dynamic allocation of reserves across deals can play a big role in enhancing the capital-adjusted returns of a fund.
FORBES: Gravity, Biotech Returns, and Why The Median Matters