Claymore Securities, Inc. today announced that it has launched
seven new ETFs on the American Stock Exchange (AMEX); expanding its
U.S.-listed ETF family to 18 funds. Included in this most recent
launch are the first growth & income index ETF, the first
consensus research index ETF and the first patent-value growth
index ETF: Claymore/BIR Leaders 50 ETF (AMEX:BST) The Fund seeks
investment results that correspond generally to the performance,
before the Fund�s fees and expenses, of an index called the BIR
Leaders 50 Index. The Index is comprised of 50 stocks selected from
a universe of common stocks and ADRs listed on U.S. exchanges and
covered by Best Independent Research, LLC, a consortium of the
following five independent research companies: Ativo Research,
Channel Trend Inc., Columbine Capital Services, Ford Equity
Research, and Thomas White International. Claymore/Ocean Tomo
Growth Index ETF (AMEX:OTR) The Fund seeks investment results that
correspond generally to the performance, before the Fund�s fees and
expenses, of an equity index called the Ocean Tomo 300� Patent
Growth Index. The Index is comprised of 60 stocks selected, based
on investment and other criteria, from a universe of U.S. listed
companies. The universe of companies includes the 300 companies
that comprise the Ocean Tomo 300� Patent Index without limit on
market capitalization, but which are primarily mid-to-large
capitalization companies with capitalization in excess of $1
billion. The companies in the universe are selected using criteria
as identified by Ocean Tomo. Claymore/Zacks Growth & Income
Index ETF (AMEX:CZG) The Fund seeks investment results that
correspond generally to the performance, before the Fund�s fees and
expenses, of an equity index called the Zacks Growth & Income
Index. The Index is comprised of 225 stocks selected, based on
investment and other criteria, from a universe of the 1,500 most
liquid U.S. listed equity securities. The universe of securities
includes all U.S. stocks, including ADRs, listed on domestic
exchanges. The securities in the universe are selected using a
proprietary methodology developed by Zacks Investment Research,
Inc. The methodology adjusts over time based on the assets in the
portfolio to ensure investability at higher capacity levels.
Additionally, Claymore announced the launch of its first four
domestic style box ETFs. �Claymore is committed to building a
best-in-class family of ETFs designed for advisors and their
clients,� stated Christian Magoon, Senior Managing Director of
Claymore. �We are excited to partner with these index providers and
expand our industry-recognized innovation to traditional,
style-based asset allocation.� The new style-box ETFs are:
Claymore/BIR Leaders Mid-Cap Value ETF (AMEX:BMV) The Fund seeks
investment results that correspond generally to the performance,
before the Fund�s fees and expenses, of an index called the BIR
Leaders Mid-Cap Value Index. The Index is comprised of
approximately 100 stocks selected from a universe of
mid-capitalization value common stocks or ADRs listed on U.S.
exchanges covered by Best Independent Research, LLC, a consortium
of the five following independent research companies: Ativo
Research, Channel Trend Inc., Columbine Capital Services, Ford
Equity Research, and Thomas White International. Claymore/BIR
Leaders Small-Cap Core ETF (AMEX:BES) The Fund seeks investment
results that correspond generally to the performance, before the
Fund�s fees and expenses, of an index called the BIR Leaders
Small-Cap Core Index. The Index is comprised of approximately 150
stocks selected from a universe of small-capitalization core common
stocks or ADRs listed on U.S. exchanges covered by Best Independent
Research, LLC, a consortium of the following five independent
research companies: Ativo Research, Channel Trend Inc., Columbine
Capital Services, Ford Equity Research, and Thomas White
International. Claymore/Great Companies Large-Cap Growth Index ETF
(AMEX:XGC) The Fund seeks investment results that correspond
generally to the performance, before the Fund�s fees and expenses,
of an equity index called the Great Companies Large-Cap Growth
Index. The Large-Cap Index is composed of between 35 and 50
securities. The companies included in the Index universe are
selected using a quantitative methodology developed by Great
Companies, Inc. that is based on earnings growth, market price
relative to True Worth� (a proprietary valuation metric of Great
Companies that measures implied cash flow returns relative to a
stock�s current multiple as well as comparable common stocks at
competitive firms), and the traits of �great companies� as detailed
in the book Great Companies, Great Returns, by Jim Huguet,
published by Random House (1999). Claymore/Zacks Mid-Cap Core ETF
(AMEX:CZA) The Fund seeks investment results that correspond
generally to the performance, before the Fund�s fees and expenses,
of an index called the Zacks Mid-Cap Core Index. The Index is
comprised of 100 stocks selected, based on investment and other
criteria, from a universe of mid-capitalization universe which
ranges from approximately $2 billion in market capitalization to
$10 billion in market capitalization as defined by Zacks. The
securities in the universe are selected using a proprietary
strategy developed by Zacks. Claymore Securities, Inc. is a
privately-held financial services company offering unique
investment solutions for financial advisors and their valued
clients. As of February 28, 2007, Claymore entities have provided
supervision, management, servicing or distribution on approximately
$16 billion in assets through closed-end funds, unit investment
trusts, mutual funds, separately managed accounts and
exchange-traded funds. Claymore Advisors, LLC, an affiliate of
Claymore Securities, serves as investment adviser to the funds.
Best Independent Research, LLC. is an exclusive consortium of
independent research companies. The members were chosen after a
careful screening of all industry participants for professional
credentials, research philosophy, process consistency and, most
importantly, documented buy/hold/sell performance. In the end, only
five were selected: Ativo Research, Channel Trend, Columbine
Capital Services, Ford Equity Research, and Thomas White
International. Great Companies, Inc. is a privately-owned
registered investment advisor located in Tampa, FL. Great
Companies, Inc. is a fundamental, research-driven portfolio manager
that believes in the long-term ownership of �great companies�
purchased at reasonable prices. This strategy has been embraced
since the firm�s founding in 1993, and is implemented by a team of
investment professionals who have over 100 years of combined
investment experience. Great Companies, Inc. manages assets for
both individuals and institutions and creates indices based upon
their unique investment strategy. Ocean Tomo, LLC is a
fully-integrated intellectual capital merchant bank that
specializes in understanding and leveraging intellectual property
assets. The company provides advice in intellectual
property-related expert services, valuation, investments, risk
management and corporate finance. Zacks Investment Research, Inc.
(�Zacks�) is a Chicago-based firm with over 25 years of experience
in providing institutional and individual investors with the
analytical tools and financial information necessary to the success
of their investment process. Zacks receives daily electronic data
feeds and printed research reports on over 10,000 companies from
over 200 brokerage firms, produced by more than 3,500 analysts,
amounting to over 500,000 pages of brokerage research. In addition,
Zacks records 25,000 earnings estimate revisions and changes in
broker recommendations weekly. Important Risks and Other
Considerations This information does not represent an offer to sell
securities of funds and it is not soliciting an offer to buy
securities of the funds. There can be no assurance that the funds
will achieve their investment objectives. An investment in the
various Claymore ETFs is subject to certain risks and other
considerations. Such risks and considerations include, but are not
limited to: Investment Risk (All): An investment in the funds is
subject to investment risk, including the possible loss of the
entire principal amount that you invest. Equity Risk (All): The
risk that the value of the securities held by the funds will fall
due to general market and economic conditions, perceptions
regarding the industries in which the issuers of securities held by
the Fund participate, or factors relating to specific companies in
which the funds invests. Foreign Investment Risk (All): The fund's
investments in non-U.S. issuers may involve unique risks compared
to investing in securities of U.S. issuers, including, among
others, greater market volatility than U.S. securities and less
complete financial information than for U.S. issuers. The fund's
investments in foreign securities may involve higher costs than
investments in U.S. securities, including higher transaction and
custody costs as well as the imposition of additional taxes by
foreign governments. The fund's foreign investments may also
involve risks associated with the level of currency exchange rates,
less complete financial information about the issuers, less market
liquidity, more market volatility and political instability. Future
political and economic developments, the possible imposition of
withholding taxes on dividend income, the possible seizure or
nationalization of foreign holdings, the possible establishment of
exchange controls or freezes on the convertibility of currency, or
the adoption of other governmental restrictions might adversely
affect the fund's investments in foreign securities. Additionally,
foreign issuers may be subject to less stringent regulation, and to
different accounting, auditing and recordkeeping requirements. In
addition, the underlying issuers of certain depositary receipts,
particularly unsponsored or unregistered depositary receipts, are
under no obligation to distribute shareholder communications to the
holders of such receipts, or to pass through to them any voting
rights with respect to the deposited securities. Non-Correlation
Risk (All): The fund's return may not match the return of the Index
for a number of reasons. For example, the Fund incurs a number of
operating expenses not applicable to the Index, and incurs costs in
buying and selling securities, especially when rebalancing the
fund�s securities holdings to reflect changes in the composition of
the Index. Small and Medium-Sized Company Risk (BST, CZG):
Investing in securities of small and medium-sized companies
involves greater risk than is customarily associated with investing
in more established companies. These companies' stocks may be more
volatile and less liquid than those of more established companies.
These stocks may have returns that vary, sometimes significantly,
from the overall stock market. Replication Management Index (All):
Unlike many investment companies, the funds are not "actively"
managed. Therefore, it would not necessarily sell a stock because
the stock's issuer was in financial trouble unless that stock is
removed from the Index. Issuer-Specific Changes (All): The value of
an individual security or particular type of security can be more
volatile than the market as a whole and can perform differently
from the value of the market as a whole. The value of securities of
smaller issuers can be more volatile than that of larger issuers.
Non-Diversified Fund Risk (All):The Fund is considered
non-diversified and can invest a greater portion of assets in
securities of individual issuers than a diversified fund. As a
result, changes in the market value of a single investment could
cause greater fluctuations in share price than would occur in a
diversified fund. Patent Risk (OTR): The companies in which the
Claymore/Ocean Tomo Growth ETF invests (via the Index) can be
significantly affected by patent considerations, including the
termination of their patent protection for their products. Small
Company Risk (BES): Investing in securities of small companies
involves greater risk than is customarily associated with investing
in more established companies. These companies� stocks may be more
volatile and less liquid than those of more established companies.
These stocks may have returns that vary, sometimes significantly,
from the overall stock market. Medium Sized Company Risk (BMV, OTR,
CZA): Investing in securities of medium sized companies involves
greater risk than is customarily associated with investing in more
established companies. These companies� stocks may be more volatile
and less liquid than those of more established companies. These
stocks may have returns that vary, sometimes significantly, from
the overall stock market. Neither Zacks Independent Research, Inc.;
Best Independent Research, LLC; Great Companies, LLC; Ocean Tomo,
Inc. (each an �Index Provider�) makes any warranty, either
expressed or implied, as to results to be obtained by Claymore
Advisors, LLC, owners of the product, or any other person or entity
from the use of its Index or any data included therein in
connection with the rights licensed hereunder or for any other use.
No Index Provider makes no express or implied warranties, and
hereby expressly disclaims all warranties of merchantability or
fitness for a particular purpose or use with respect to the index
or any data included therein. Without limiting any of the
foregoing, in no event shall any Index Provider have any liability
for any special, punitive, indirect, or consequential (including
lost profits), even if notified of the possibility of such damages.
Each Index Provider determines, composes and calculates the index
without regard for the product. The product itself is not
sponsored, endorsed, sold or promoted by any Index Provider. The
Index Providers have no obligation or liability regarding the
administration, marketing or trading of the product, and makes no
representation or warranty to the owners of the product or to any
member of the public, regarding investing in securities generally
or in the product particularly. Investors buying or selling ETF
shares on the secondary market may incur brokerage costs and other
transactional fees. Shares of ETFs may fluctuate in price due to
daily changes in trading volume. At times, shares may not have a
high volume of trading. Except when aggregated in creation units,
shares are not redeemable securities of the Fund. The Funds issue
and redeem shares at NAV only in large blocks of 50,000 shares
(each block of 50,000 shares is called a �creation unit�) or
multiples thereof. Only broker-dealers or large institutional
investors with creation and redemption agreements, called
authorized participants (�APs�), can purchase or redeem these
Creation Units. Investors should consider the investment objectives
and policies, risk considerations, charges and ongoing expenses of
the ETFs carefully before they invest. The prospectus contains this
and other information relevant to an investment in the ETFs. Please
read the prospectus carefully before you invest or send money. For
this and more information, please contact a securities
representative or Claymore Securities, Inc., 2455 Corporate West
Drive, Lisle, Illinois 60532, 800-345-7999 or
www.claymore.com/etfs. NOT FDIC-INSURED � NOT BANK-GUARANTEED � MAY
LOSE VALUE Claymore Securities, Inc. � 2455 Corporate West Drive �
Lisle, Illinois 60532 1-800-345-7999 � www.claymore.com Member
NASD/SIPC 04/07
Invesco Zacks Mid Cap ETF (AMEX:CZA)
Gráfico Histórico do Ativo
De Nov 2024 até Dez 2024
Invesco Zacks Mid Cap ETF (AMEX:CZA)
Gráfico Histórico do Ativo
De Dez 2023 até Dez 2024