after searching the forum and emailing charles, i have a long-needed ?\request for mfopremium search :
would like to someday sort funds based on whether the underlying earnings (and\or any profit metrics) are %foreign vs %u.s. (e.g., 3,5,10yr periods).
[am guessing the raw data needed may not be there for charles]
many large and mega cap funds seem classified based on HQ locale, not actual business dealings ! this seems worthless given peak globalization +/- 10 yrs, and probably even long after.
another unrelated question for all :
is there any recent reference for Enterprise Value stats (mean,median,...) for equity funds & ETFs per standard fund Category and industry classifications? the narrower, the better. (e.g., what is the median EV for specialty chemicals equity, or for holdings in a Foreign Small Blend ETF, etc..)
Comments
Right. I think the current Holdings data reflects Country breakout, but yeah, I suspect by company HQ location, but I will double-check with Lipper. There is also a Currency breakout, but not sure that helps.
Encore. EV. There are elements of EV in the Portfolio and Equity metrics, but not sure that gets you there. Will follow-up with Lipper on that too.
c