Of course, there are plenty of indexes to choose from, whether you like minerals and natural resources or
international small cap growth stocks.
Not exact matches
The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron
Small Cap BSCFX CGM Focus CGMFX Dodge & Cox
Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced
Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-
Cap Growth RPMGX T. Rowe Price
Small -
Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio
International Equity II A JETAX Dodge & Cox Intl
Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts
Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.
I would rather be somewhat more diversified among
international,
small -
cap and value
stocks in case large US
growth stocks have an extended period of poor performance.
Domestic,
international, large -
cap, and
small -
cap stocks, as well as
growth and value strategies, have appreciated this year, as have fixed - income sectors.
Growth assets could include real estate investment trusts (5 %), Canadian equities (large
cap 8 %,
small cap 4 %), US equities (10 % large, 8 % mid and
small) plus
international stocks (10 % large
cap, 8 % emerging and
small cap).
Ned Davis found that using different investment approaches to find
growth stocks, value
stocks,
small cap stocks,
international stocks, dividend
stocks, etc. produced the best performance results, and my experience agrees with his findings.
This universe of
International Small Cap Stocks with Positive Earnings
Growth is recalculated each calendar year.
2
International Small Cap Stocks with Positive Earnings
Growth are all companies within the MSCI EAFE SC each calendar year that have increased their net earnings over the prior year.
For your
stock portfolio, consider an appropriate allocation to various markets (U.S. and
international) and categories (large - / mid - /
small -
cap,
growth / blend / value, or sectors).
Equities can vary according to: * the size of companies represented in a «basket» (e.g. large vs medium vs
small cap stocks) * the way the
stocks» prices move as the
stocks chart their
growth (e.g.
growth vs value
stocks) * the geographical market in which the
stock moves (e.g. domestic vs
international)
The reality is that
international small -
cap stocks have better quality statistics and forward
growth expectations than domestic
small -
cap stocks.
First,
international small -
cap stocks offer exposure to faster
growth outside the U.S. Over the coming years, many analysts are anticipating that non-U.S. economic
growth will exceed U.S. economic
growth.
To simulate the
small - value factor in the
international markets, we construct the value portfolio from
small -
cap stocks above the 70th percentile in their respective region (Japan, United Kingdom, and Europe ex UK) by book - to - market ratio, and the
growth portfolio from
small -
cap stocks below the 30th percentile in their respective region.
An all equity portfolio might be pitched as «diversified» if it holds
stocks across multiple styles (value &
growth), market
caps (
small, mid, & large), and potentially even geography (
international & domestic).
Global,
international, and US multi-
cap, large -
cap, mid-
cap, and
small -
cap stock investment funds with low costs with
growth and value equity investment funds