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Tuesday, July 10, 2012

Sheldon Jacobs Still Weighs in on Funds

News summary by MFWire's editors

Sheldon Jacobs no longer owns the The No-Load Fund Investor newsletter, but he is still weighing in on mutual funds. MarketWatch reporter Jonathan Burton writes catches up with Jacobs roughly a decade after he sold his newsletter.

Jacobs is not following all of today's trends, He is not recommending alts funds, for example. Instead, he strongly advocates for fundamental indexing, arguing that fundamental indices are built to withstand volatile markets that provide disappointing or negative returns.

One of his favorite is PowerShares FTSE RAFI US 1000 Portfolio.

This isn't to say that Jacobs shuns traditional market cap-weighted stock index funds. He owns shares in Vanguard's Total Stock Market Index Fund and recommends a 50-50 split between fundamentally weighted and cap-weighted products.

His warning is simple: do not get caught up in the hype and enthusiasm surrounding cap-weighted products. 

Edited by: DW


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