Fundsters who have been following fund firms' moves into the ETF space may want to read Janet Paskin's Wednesday
article in the
Wall Street Journal's monthly "Investing in Funds" special section. Paskin ponders the attraction of ETFs for firms like
Old Mutual,
Pimco,
Russell and
Schwab. Those who weighed in for the article include:
Tammie Arnold from Pimco;
Rick Ferri, an advisor and author of
The ETF Book; and
Matt Hougan, editor of
Index Universe.
Eleanor Laise, meanwhile,
warns investors about the increasing number of fund mergers -- she cites
Morningstar data that show fund mergers this year through mid-August (more than 300) roughly equal the number of fund mergers for all of 2008. Morningstar's
Karen Dolan, director of fund analysis, weighs in, along with:
Wilmington Funds president
John Kelley;
Lipper research manager
Tom Roseen; and
Sentinel president and CEO
Christian Thwaites. Laise specifically highlights fund mergers at
Ameriprise (i.e.
RiverSource and
Seligman),
ING,
JPMorgan,
Putnam, Sentinel and Wilmington.
Tom Lauricella
highlights emerging markets funds, including:
Matthews Asia Small Companies,
SPDR S&P Emerging Markets Small Cap ETF,
Templeton Emerging Markets Small Cap and
Wasatch Emerging Markets Small Cap.
Wasatch Global Opportunities manager
Robert Gardiner offers his thoughts on the niche.
In a
profile by Shefali Anand, advisor
Debra Brede shows off a model portfolio which includes:
American Century Equity Income;
American Funds EuroPacific Growth;
American Funds Growth Fund of America;
Artio Global High Income;
Artisan Mid Cap Value;
BlackRock Inflation Protected Bond;
Caldwell & Orkin Market Opportunity;
Fidelity Contrafund;
Gabelli Small Cap Growth;
Harding Loevner Emerging Markets Portfolio;
Ivy Asset Strategy;
Permanent Portfolio;
Pimco Total Return;
Pioneer Cullen Value;
Rydex/SGI Managed Futues Strategy;
Templeton Global Bond;
Thornburg International Value; and
Van Eck Global Hard Asset.
Meanwhile, in an
article by Karen Hube, financial planner
Stewart Welch III recommends several ETFs, including:
iShares MSCI EAFE Index;
iShares MSCI Emerging Markets Index;
PowerShares DB Commodity Index Tracking Fund; and
Vanguard Extended Market Index ETF. And advisor
Steven Enright pushes
Caldwell & Orkin Market Opportunity,
Hussman Strategic Growth,
Pimco All Asset All Authority and
Pimco Global Multi-Asset.
And Sam Mamudi
ponders the classic 60-40 stock-to-bond ratio in so-called balanced portfolios.
Research Affiliates chairman
Rob Arnott,
Morningstar mutual fund research director
Russ Kinnel,
T. Rowe Price asset allocation committee chair
Ned Notzon,
FPA Crescent Fund manager
Steven Romick,
Alger Balanced Fund co-manager
Andrew Silverberg and
Janus co-chief investment officer (and
Janus Balanced Fund co-manager)
Gibson Smith all offer their thoughts.
Edited by:
Neil Anderson, Managing Editor
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