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ETF Observer - 2014 October

Our ETF analyst team has recently published the ETF Observer.

A September to Remember
It was a September to remember. The highlight of the month for us was our fifth annual Morningstar ETF Conference, which was held from September 17-19 at the Sheraton Chicago Hotel & Towers. The conference was our biggest and best yet (I’m obviously biased here). We had three days packed with terrific insights and lively debate. The high point of the event for me personally was having the privilege to share the stage with Gene Fama for an entertaining and candid discussion that covered everything from his monumental body of research to his Nobel experience. I want to thank everyone who attended, presented, participated in panels, covered the event, or otherwise contributed to its success in one form or another. For those who couldn’t make it, you can access our full conference coverage here.

Also, be sure to pencil next year’s Morningstar ETF Conference in your calendar. Our 2015 event will be held from September 29 – October 1 at the Chicago Sheraton Hotel & Towers—we hope to see you there!

September ended with the manager change heard round the world as Bill Gross announced he’d be leaving PIMCO to join Janus. Our Manager Research team has been working quite literally around the clock to assess the impact of Gross’ departure and to update our Morningstar Analyst Ratings for the affected funds. On September 29, we reduced our rating for PIMCO Total Return (PTTRX) from Gold to Bronze. Senior Analyst Eric Jacobson writes that the fund’s Bronze rating, “reflects Morningstar’s high level of confidence in PIMCO’s resources and overall abilities but also the uncertainty as to exactly how all of these parts will mesh in the wake of Gross’ departure.” You can access Eric’s full report here.

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