MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, August 21, 2013 IUniverse Writes Ode to the Six New Schwab ETFs Paul Britt of IndexUniverse writes that Charles Schwab [profile] six new fundamental ETFs, while they aren't incredibly low-cost, broadens the choices for fundamental exposure in an ETF. Though Russell Investments, which worked with Research Associates to design the indexes behind the funds, called it an alternative to active investing, Britt says it's much more akin to cap-weighted indexing. Britt says the Schwab ETFs take a contrarian view, like value investing, because they will sell off the hot stocks and buy the fall stocks at every rebalancing. The funds rebalance a portion of the portfolio to the target, which is annually reset, every three months. Though the ETFs aren't low volatility, Britt points out, he considers them slightly insulated from short-selling hedge fund managers. To read more, click here. Printed from: MFWire.com/story.asp?s=45652 Copyright 2013, InvestmentWires, Inc. All Rights Reserved |