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Jonathan Clements: Four Reason To Boost Your Foreign-Stock Exposure
I added fund number fifty three; and, it is held in my small/mid cap sleeve in the growth area of the portfolio. The fund is AJVAX which is a foreign small/mid cap fund. Interestingly, it has a yield of about 2.8% and a Forward P/E Ratio of 11.
I have linked below its Morningstar report for those that might be interested.
In the not to distant future I still have plans to start to lighten up in my equity holdings. With this, it is too early to tell when I'll start trimming and what will go. But, something will.
Have a good weekend and I wish all "Good investing."
A few active management funds I have screened based on comparative performance within their sector:
Foreign Small Blend - GLFOX Foreign Small Value - QUSOX Foreign Small Growth - WAIOX World Allocation - KTRSX Europe - CAEZX
Not to rain too heavily on your parade, but regarding a couple of the funds I recognize here:
The Lazard Global Listed Infrastructure Fund (GLFOX) is just what it sounds like - a sector fund, and one that even for a concentrated fund, is very concentrated (1/3 of its assets in its top five holdings). It is value leaning (as is typical of Lazard), unlike most infrastructure funds (and despite M*'s characterization of the fund as blend). A fine fund, and it holds mostly foreign equity, but that's as far as it goes to fitting in as a foreign fund.
Polaris Foreign Value Small Cap (QUSOX) - if you're including this one and a world allocation fund, it seems that you might also want to list Polaris Global Value (PGVFX) - a world stock fund from the same team, that recently lowered its ER to make it quite attractive. (As M* notes, its former higher cost was its only negative.)
Acorn Europe Z (CAEZX) - like the rest of the Acorn funds, this noload share class is closed except to grandfathered investors (who own any Columbia or Acorn Z class shares from before 2005). I keep a toehold for just this reason.
Comments
Foreign Small Blend - GLFOX
Foreign Small Value - QUSOX
Foreign Small Growth - WAIOX
World Allocation - KTRSX
Europe - CAEZX
I have linked below its Morningstar report for those that might be interested.
http://quotes.morningstar.com/fund/f?t=AJVAX®ion=USA
In the not to distant future I still have plans to start to lighten up in my equity holdings. With this, it is too early to tell when I'll start trimming and what will go. But, something will.
Have a good weekend and I wish all "Good investing."
Old_Skeet
The Lazard Global Listed Infrastructure Fund (GLFOX) is just what it sounds like - a sector fund, and one that even for a concentrated fund, is very concentrated (1/3 of its assets in its top five holdings). It is value leaning (as is typical of Lazard), unlike most infrastructure funds (and despite M*'s characterization of the fund as blend). A fine fund, and it holds mostly foreign equity, but that's as far as it goes to fitting in as a foreign fund.
Polaris Foreign Value Small Cap (QUSOX) - if you're including this one and a world allocation fund, it seems that you might also want to list Polaris Global Value (PGVFX) - a world stock fund from the same team, that recently lowered its ER to make it quite attractive. (As M* notes, its former higher cost was its only negative.)
Acorn Europe Z (CAEZX) - like the rest of the Acorn funds, this noload share class is closed except to grandfathered investors (who own any Columbia or Acorn Z class shares from before 2005). I keep a toehold for just this reason.