I have started looking for a potential replacement to OAKGX (Oakmark Global) which I have held for
a long time. Recent performance is middle of the road (Percent rank in category according
to M*: 3Y (51), 5Y (39). I was also not quite happy with its decline in 2008 and 2011, as I think value
funds should have lower downside. Are there better alternatives out there? The ones I have been
looking at are ARTGX and ARTHX, or potentially a combination of a good US value fund like YAFFX
and a good international fund. For international funds I have looked at SSIFX (kind of surprised
that this fund is not that well-known) and DODFX. First Eagle funds look good, but they either have
load or too high minimum requirements. Any comments on these? Any other suggestions?
Other pure stock funds I own are WAGOX, WAEMX, FAIRX and RYSEX. Majority of my portfolio
is in balanced funds OAKBX, FPACX and PRPFX.