Education

2008 Investment Themes

Learn how Claymore's investment solutions provide access to unique investment opportunities.
Investors should carefully consider the investment objectives and policies, risk considerations, charges and ongoing expenses of any investment product before investing. The prospectus contains this and other relevant information. Please read the prospectus carefully before you invest. For a free prospectus, please contact your securities representative or Claymore Securities, Inc., 2455 Corporate West Drive, Lisle, Illinois 60532, 800-345-7999.

How to Access 2008 Investment Themes

How Did the U.S. Markets do Today?

Christian Magoon
New Claymore ETFs provide access to the U.S. Investment Grade Market Christian Magoon, President of Claymore Securities, highlights three recently launched Claymore ETFs that track the investment grade U.S. capital markets, including the equity market, the long-term bond market and the cash and equivalent market.

2008 Market Outlook

Mike Schwager
Mike Schwager, Chief Market Strategist, discusses why he believes that stocks generally will have a positive bias in 2008 with Christian Magoon, Senior Managing Director at Claymore Securities.

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ETFs | UITs | Closed-End Funds

Exchange-Traded Funds (ETFs)

ETFs: Their History and an Overview of Potential Benefits Exchange-traded funds, also known as ETFs, are portfolios of securities that trade like individual stocks on major stock exchanges and can be bought or sold throughout the trading day. ETFs are constructed to, before expenses, track the holdings and performance of a defined index of securities and enable investors to purchase a cost-efficient and widely varied portfolio of securities.
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ETFs: A Low-Cost and Tax-Efficient Investment Solution ETFs offer a variety of benefits to investors. Their tax-efficient structure and generally low expenses are two of the most prominent benefits. This overview is meant to explain how an ETF's structure enables it to generate lower expenses and fewer taxable events...
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Looking for Tax Efficiency? Consider an ETF
An exchange-traded fund's tax-efficient structure typically produces lower capital gains distributions than open-end mutual funds. However there are some mutual funds managed with the goal of achieving tax efficiency.
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Unit Investment Trusts (UITs)

Frequently Asked Questions
What are UITs? UITs are a fixed portfolio of stocks, bonds or other securities. These types of portfolios allow investors to know what securities are held within a UIT as of the date of deposit, as well as the mandatory termination date of the trust.
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Closed-End Funds

  • Closed-End Fund Market Update: Q2 2008
    The first two months of the second quarter of 2008 lent investors a brief reprieve from the volatility experienced in the closed-end fund market in the first quarter of 2008 (“Q1 2008”). Download PDF for more
  • Closed-End Fund Weekly Update
    View the latest data for Claymore closed-end funds, including premium/discount, current distribution rate, leverage and performance returns.
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  • A Guide to Closed-End Funds
    Get a better understanding of the different types of closed-end funds, how they work and their advantages.
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  • Closed-End Fund Preferred Shares Guide
    This guide provides an overview discussion of the Auction Market Preferred Shares (AMPSSM), how the auction process works, current auction results and a further discussion of AMPS features.
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  • The Use of Tender Offers to Address Closed-End Fund Discounts
    This discussion examines how existing closed-end fund tender offers have impacted the secondary market trading performance of those funds. The discussion focuses on how the tender offer has impacted the funds' premium or discount to net asset value ("NAV"), the annual operating expense ratio and the secondary trading liquidity of these funds.
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