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Value Funds: That's A Whole Lot Of Value Building Up
FYI: Value funds have trailed in 10-year performance their style counterparts in growth and core, which encompasses both growth and value stocks. They're also lagging their peers year to date. Regards, Ted http://license.icopyright.net/user/viewFreeUse.act?fuid=MjA0MDMwMTc=
Regarding Value, remember how they were shunned during dot com boom and what happened after.
Regarding Emerging Markets, I have a question. Simply too many "experts" have been pumping this category over the past month or so. If the dollar stays strong, i.e. "deflation", would this not be bad for emerging markets?
I think a strong dollar will be headwinds for us stateside investors who are invested in emerging markets. As of my last Intsant Xray analysis I have about five percent of my equity allocation in emerging markets. I will need to see some upward price movement in this asset class before I add more to these positions. Currently, the two emerging market funds that I own are THDAX & NEWFX plus some other funds that have a small part of their portfolio invested in e/m. In review of my asset allocation funds, I am not finding where any of them have but token weightings to e/m.
I think a strong dollar will be headwinds for us stateside investors who are invested in emerging markets. As of my last Intsant Xray analysis I have about five percent of my equity allocation in emerging markets. I will need to see some upward price movement in this asset class before I add more to these positions. Currently, the two emerging market funds that I own are THDAX & NEWFX plus some other funds that have a small part of their portfolio invested in e/m. In review of my asset allocation funds, I am not finding where any of them have but token weightings to e/m.
I got a smattering of WAEMX and SFGIX in taxable and GPGOX in IRA. I used to have some CEMVX but sold it some time back. I might peek in with Grandeur Peak some time.
Comments
Regarding Emerging Markets, I have a question. Simply too many "experts" have been pumping this category over the past month or so. If the dollar stays strong, i.e. "deflation", would this not be bad for emerging markets?
I think a strong dollar will be headwinds for us stateside investors who are invested in emerging markets. As of my last Intsant Xray analysis I have about five percent of my equity allocation in emerging markets. I will need to see some upward price movement in this asset class before I add more to these positions. Currently, the two emerging market funds that I own are THDAX & NEWFX plus some other funds that have a small part of their portfolio invested in e/m. In review of my asset allocation funds, I am not finding where any of them have but token weightings to e/m.