All-In-One Funds: It’s An ETF and a Dessert Topping!

June 18, 2008 at 10:00 am by Tom Lydon

Floorwax To all things in life, there has to be a balance for it to maintain health and longevity, and this applies to exchange traded funds (ETFs) as well.

As an all-in-one investment, a globally balanced fund is hard to beat, says Thomas M. Anderson for Kiplinger, especially since investors can approach them as a buy-and-hold investment.

If you do decide to try a globally balanced ETF, PowerShares launched several this year that have relatively low fees, range from stocks to bonds, both in the United States and overseas, all in one fund.

  • Autonomic Balanced NFA Global Balanced Portfolio (PCA): 60-40 split between stocks and bonds
  • Autonomic Balanced Growth NFA Global Asset Portfolio (PAO): 75-25 split
  • Autonomic Growth NFA Global Asset Portfolio (PTO): 90-10 split

These ETFs are the first of their kind, as they track an index that covers stocks, real estate, bonds, commodities and currencies in the U.S. and in foreign markets. These ETFs launched on May 20.

There are other such funds in registration, as well.

These funds can appeal to conservative investors as well as those who just don’t want to devote the time to doing research on the hundreds of funds available. They’re not for everyone, but if you find yourself in this group, they’re an option.

Tags |

Subscribe

Enter your e-mail address below to sign up for our free e-mail newsletter, the Daily Market Update. We will never share your e-mail address with third parties.

Leave a Reply

    • Tom Lydon: Hi Harry, The fund has not launched yet. We’ll let you know when it does. RVEI is the ticker symbol...
    • HARRY FOREMAN: I’M CONFUSED: WHAT IS THE SYMBOL? RICI RJI RVEI HAS NOT THE NEW FUND(RVEI) BEEN STARTED YET?
    • Tom Lydon: Hi Ted and Sheia, There is the PowerShares Financial Preferred (PGF), iShares S&P U.S. Preferred...
    • Tom Lydon: Thank you Paul for pointing this out. I apologize, it should be that ITA is down 15.5% year-to-date, not...
    • Donato: What am I missing? You mention sales gaining 23% in June, China’s economic strength, and growth in China is...

Recent Podcast

Tom Lydon Talks ETFs on FT Press

 
 Tom Lydon on FT Press - August 11, 2008: Play Now | Play in Popup | Download