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(Colman @ Barron's) "New Pimco Fund Has ‘Large Overweight’ In Chinese Stocks" (LIP)

edited April 2011 in Fund Discussions
http://blogs.barrons.com/focusonfunds/2011/04/13/ex-goldman-manager-new-pimco-fund-starts-with-large-overweight-to-china/

Murray Coleman's Blog "Focus on Funds" @ Barron's

Pimco launched two new emerging market funds. One may be similar to DS's "Fantasy Emerging Market Balanced Fund".

Comments

  • Ameritrade has admin shares for both Pimco EM funds for No Min/NTF.
  • Scott, are you taking a foothold? I will take a wait and watch approach.
  • I'm actually selling an individual (and volatile) EM stock and moving to either one or both funds (although multi-asset, is a little more interesting to me.) This would not be a big position. So, the idea is still EM, just looking to move towards less risk.
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