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Fund Spy: These International Stalwarts Are Better Than They Look Right Now

By William Samuel Rocco at M*

"Stylistic headwinds as well as stock selection have hurt Harding Loevner International Equity and Oakmark International.

The investment environment for international-stock funds has changed markedly for the worse in 2020, just as it has for domestic-equity offerings. Indeed, after posting solid gains over the final 9.5 months of 2019, most overseas stock markets gyrated down sharply during the first two and a half months of this year. Consequently, the average funds in all of the international-stock Morningstar Categories were in the red for the 12 months through March 13."

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  • edited March 17
    OAKIX seems too much like a roller-coaster ride for me. Just like the general market has been, lately. No thanks.
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