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Seeking foreign small cap fund recommendation.

ValueSeeker
in Fund Discussions
Long time reader first time poster. I am debating between Brandes International Small Cap Equity Fund (BISMX), Pear Tree Polaris Foreign Value Small Cap Fund (QUSOX) and Oakmark International Small Cap (OAKEX). I would appreciate any thoughts on these or other funds you may prefer. Thanks!

Comments

  • jlev
    I spent a long time looking at OBIOX
  • slick
    If you have access to load funds but don't have to pay a load, check out OSMYX, Oppenheimer's offering. Can be volatile, but strong returns. I bought i towards the end of 2013. New manager, but strong team behind him and the fund is 15 years +
  • ValueSeeker
    Thanks for the suggestions. Both seem like solid offerings with a strong growth bent. I am trying to find a value or blend fund. Growth has had a great run in EM and I am more of a value investor by inclination.
  • rjb112
    slick said:

    If you have access to load funds but don't have to pay a load

    What are the most common ways to get access to load funds without having to pay the load?

  • slick
    edited April 2014
    @rjb112,

    I have an account with Merrill Lynch, and I pay fee for assets under management, but its fairly reasonable (under 1%) and I get access to some closed funds, institutional shares of funds and load funds without fees. Also don't pay a fee to buy and sell etfs or stocks. Not for everyone, but I like having someone looking over my shoulder, my advisor has saved me from selling a few times when I thought it would be a good idea:)
  • AndyJ
    edited April 2014
    Fidelity and other brokerages waive the loads on some funds' A shares.
    rjb112 said:


    What are the most common ways to get access to load funds without having to pay the load?

  • Vert
    I also prefer value investing. When and if Grandeur Peaks opens their 'Fallen Angels' fund I fully expect to go there for all my small cap exposure. In the meantime, I own QUSOX for foreign small cap. Like Polaris as a company, and a low volatility international small cap fund seems a contradiction in terms.
  • BobCBobC
    Not a fan of filling style boxes. But QUSOX has a great team. We have used QFVIX and been very happy with it, more of a multi-cap fund at this point.
  • billyc
    Another one to check out if you are able to avoid the load is LCOAX.
  • ValueSeeker
    Thanks for the suggestions. I am going to look I to them for sure. I also thought about VSS but it does not seem indexing will beat active in this area.
  • CharlesCharles
    edited April 2014
    David's profiled recommendations in foreign small/mid equity categories (FPIVX, DRIOX, OBIOX):

    image
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