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Sep 11, 2007 4:56 pm

I have been working on my non-equity portfolios. Been using a lot of multi-sector bond funds, and started picking up some TIP funds in January. Any suggestions on what sector to buy now to sweeten the mix?

Sep 12, 2007 6:24 pm

I’ve been impressed with the two Loomis Sayles bond funds. I think one is a investment grade fund and the other is more of a strategic fund. Both score out really well against their peers.  Oppenheimer has a pure international fund if you want to play the weak dollar theme.

Sep 12, 2007 7:32 pm

Hey Gordon, good idea to add the OPP Intl Bond to Strategic income, here are the MS 8/31 ytd #s:

Opp Strategic Income 4.07

Opp Int Bond 5.63

Loomis Strat Inc 3.3

MS Multisector Bond Index 3.07

Making fixed income simple. Oh yeah, the TIPS went up too. 6.8% YTD net of expenses on TIP.

Remember all of those people who were giving Allreit c*** about TIPs?

Sep 12, 2007 8:01 pm

I think the Loomis Investment grade fund is up 5.72% ytd with less volatility than the strategic funds. The international funds can move around quite a bit and don’t yield a ton. I think the Oppenheimer version is near the top in terms on NAV (not calling top, just stating a fact).

Sep 12, 2007 9:37 pm

Opp near the top, makes sense as Fidelity and Columbia Strategic are lagging indexes and maybe cheaper.

I'm too lazy or don't want to take the risk to time the sectors, thus Strategic, there, I said it.