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About Michael A. Weiss, CFA
Expertise
I can provide high quality answers to questions about mutual funds domiciled in the United States. Overall, I have 15 years of investment experience. I am currently the Editor of <a href="http://www.mutualfundinvestor.net/">The Mutual Fund Investor</a>, a quarterly publication that provides recommendations and commentary on various no-load mutual funds. I am also currently the Chief Investment Officer of a state registered investment advisory firm that specializes in no-load mutual funds.

Experience
Overall, I have 15 years of investment experience. I am currently the Editor of The Mutual Fund Investor, a quarterly publication that provides recommendations and commentary on various no-load mutual funds. To learn more about The Mutual Fund Investor, please visit <a href="http://www.mutualfundinvestor.net/">http://www.mutualfundinvestor.net/</a>. I am also currently the Chief Investment Officer of a state registered investment advisory firm that specializes in no-load mutual funds.My mutual fund experience began at a company called Lipper Analytical Services, where I researched and wrote about mutual funds. Lipper is one of the premier mutual fund research and ratings organizations. After Lipper, I worked as an investment analyst for Merrill Lynch’s multi-billion dollar Mutual Fund Advisor and Selects Programs. I also have experience working with individual stocks and bonds. I have managed investment portfolios for both Merrill Lynch Investment Managers as well as Evergreen Investments.<BR><BR><B>Organizations</B><BR>CFA Institute CFA Society of Philadelphia <BR><BR><B>Publications</B><BR>The Mutual Fund Investor <BR><BR><B>Education/Credentials</B><BR>CFA charterholder MBA in Finance and Investments from the Zicklin School of Business at Baruch College<BR>
 
   

You are here:  Experts > People/Relationships > Retirement Planning > Mutual Funds > ETF

Topic: Mutual Funds



Expert: Michael A. Weiss, CFA
Date: 1/31/2008
Subject: ETF

Question
Dear Sir,
How can I find the stocks that make up an ETF?  I would like to be able to see the all the companies that make the ETF.
Roy...

Answer
Dear Mr. Rasnake,

Thank you for the question. My suggestion would be to go the website of the ETFs that your are interested in and look for the regulatory filings such as the annual report.  For example, Ishares have many ETFs and you can go to a section on their website called regulatory documents and then just click on the appropriate document to see a list of holdings.

I hope this helps.

Michael Weiss

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