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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

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Nov 21 4:00 PM EST

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To: Sampat Saraf who wrote (12549)	11/17/2003 5:44:45 PM
From: Kirk ©	Read Replies (1) of 95456

net-net, it is probably a wash if Putnam and other managed fund money goes to ETFs. Why? Because most managed large cap funds are closet index funds to start with. You pay a very high price to have them hold a bit more MSFT vs GE on Exxon than their S&P500 benchmark. I had the idea awhile ago that you tell people to index 80% of their investment money then buy sector funds or individual stocks (perhaps following my newsletter) with the remaining 20%. The cost savings from putting the 80% into index funds is huge and pays for the active management of the other 20%. Or so goes the theory. Kirk

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