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Interesting to do a search for international (blend, growth, value) funds that are in the top 15% for 1,3,and 5-yr periods. Only four funds show up, and only two of those have had the current manager at the helm for five years: Ivy International Core Equity and Great-West MFS International Value. Ivy's John Maxwell has done outstanding work, under the radar, since he came to the fund in 2006. We use ICEIX, but IVVYX may also be available. Unfortunately, Maxwell's fund is not on the Fidelity no-load platform. You may have to work hard to find the fund and not pay a commission. But worth a look if you do.
Other managers worth checking are Bernie Horn from QFVIX, Mark Yockey from ARTMX, and Walter Bean/Daniel Peris from IVFIX. The latter is particularly interesting if you like to emphasize dividend yields, which is an attractive 4.97% and has a very low 11% turnover.
Other managers worth checking are Bernie Horn from QFVIX, Mark Yockey from ARTMX, and Walter Bean/Daniel Peris from IVFIX. The latter is particularly interesting if you like to emphasize dividend yields, which is an attractive 4.97% and has a very low 11% turnover.
Hi BobC,
Hope all is well with you!
Since I constantly get Artisan symbols mixed up, I have tried to better familiarize myself with them. Did you mean ARTIX?
Comments
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/international-stock
Foreign Small/Mid Value
#1: Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX)
If you missed it, here's David's take on this fund.
Other managers worth checking are Bernie Horn from QFVIX, Mark Yockey from ARTMX, and Walter Bean/Daniel Peris from IVFIX. The latter is particularly interesting if you like to emphasize dividend yields, which is an attractive 4.97% and has a very low 11% turnover.
Hi BobC,
Hope all is well with you!
Since I constantly get Artisan symbols mixed up, I have tried to better familiarize myself with them. Did you mean ARTIX?
Best Regards,
Mona
My short list of attractive international funds include: FMIJX, HEDJ, DBEF, QUSOX, BISMX and OSMYX. As for biggest bounce, I would favor OSMYX.
Kevin