I believe the usual intl fund recommended in the Vanguard 3 fund portfolio is VTIAX — Vanguard
Total International Fund (Admiral shares)... expense ratio is 0.18.
I like keeping my accounts as simple as possible, which is why I usually recommend a total market fund (VTI),
a total international fund (VT) and a total bond fund (BND).
While I have no problem with going all - index — a total U.S. stock market fund for broad domestic stock exposure, a total U.S. bond market fund for your bond stake and
a total international fund if you want to include foreign shares in your asset mix — I don't contend you would be totally undermining your investing efforts if you throw in the occasional actively managed fund, provided it has low expenses.
Not exact matches
The U.S. is by far largest
international malaria donor, accounting for about 35 percent of
total funds in 2015, followed by Britain, at 16 percent.
Which all goes back to my point — since companies change in a lot of unpredictable ways, it makes more sense for passive income to just ride the market by investing in a
Total Domestic Stock Market,
Total Bond Market, and
Total International index
funds, with allocations that depend on your goals and time horizon.
Meanwhile, the iShares Core MSCI Emerging Markets ETF (IEMG) was the top
international equity fund of the week, with inflows of $ 1 billion, while the Vanguard Total International Bond ETF (BNDX) was the most popular fixed - income product, with inflows of $
international equity
fund of the week, with inflows of $ 1 billion, while the Vanguard
Total International Bond ETF (BNDX) was the most popular fixed - income product, with inflows of $
International Bond ETF (BNDX) was the most popular fixed - income product, with inflows of $ 571 million.
I plan: 5 % — swing for the fences 10 % — save for big blue chip bargain buys that pop up throughout the year 10 % — VNQ, other than our primary residence, I have no exposure to RE, so this should help with that 15 % — VXUS,
international index exposure 60 % — VTI,
total stock market index (as I get older, I will be also adding BND or a bond
fund, but at 32, I'm working on building equities!)
Meanwhile, the Vanguard
Total International Stock
Fund (NASDAQMUTFUND: VGTSX) owns shares of companies from around the world, ranging from the largest companies in the industrialized regions of Europe and Japan to up - and - coming stocks in emerging - market countries with faster - growing economies.
Knowing Vanguard I had expected it to be pretty simple, but I was surprised they recommended I only place my money into two Vanguard stock market index
funds — the Vanguard
Total Stock Market Index
Fund (which tracks the US equities market) and the Vanguard
Total International Stock Index Fund (which tracks the international equi
International Stock Index
Fund (which tracks the
international equi
international equities market).
United States Trump says campaign
funds were not used to pay adult - film star, Reuters Trump could end protected status for Hondurans, «condemning them to
total misery», The Guardian
International Iran will not renegotiate nuclear deal: foreign minister, Reuters EU defies Tory Brexiters in leaked plan to retain Westminster offices, The Guardian
To get the mix you need, Prior recommends a
total U.S. stock - market index
fund, a
total international stock market index
fund, and an index
fund that buys a broad sampling of U-S and
international bonds.
Core
International Fidelity ®
International Enhanced Index
Fund (FIENX) Fidelity ®
International Capital Appreciation
Fund (FIVFX) Fidelity ®
Total International Equity
Fund (FTIEX) Fidelity ®
International Discovery
Fund (FIGRX) Fidelity ® Diversified
International Fund (FDIVX) Fidelity ® Overseas
Fund (FOSFX) Fidelity ®
International Growth
Fund (FIGFX) Fidelity ®
International Value
Fund (FIVLX) Fidelity ®
International Small Cap
Fund (FISMX) Fidelity ®
International Small Cap Opportunities
Fund (FSCOX)
The
International Monetary
Fund says Greece should do more to reduce the
total cost of the pension system.
The firm has raised 21 institutional
funds totaling more than $ 37 billion and currently manages capital on behalf of more than 350 domestic and
international investors including public and private pension
funds, insurance companies and university endowments and foundations.
The Hussman
Funds were established in 2000, and the Advisor now exclusively manages four mutual funds: Hussman Strategic Growth Fund (inception 2000), Hussman Strategic Total Return Fund (inception 2002), Hussman Strategic International Fund (inception 2010), and Hussman Strategic Value Fund (inception 2
Funds were established in 2000, and the Advisor now exclusively manages four mutual
funds: Hussman Strategic Growth Fund (inception 2000), Hussman Strategic Total Return Fund (inception 2002), Hussman Strategic International Fund (inception 2010), and Hussman Strategic Value Fund (inception 2
funds: Hussman Strategic Growth
Fund (inception 2000), Hussman Strategic
Total Return
Fund (inception 2002), Hussman Strategic
International Fund (inception 2010), and Hussman Strategic Value
Fund (inception 2012).
You might consider a global bond
fund that hedges currency risk and decreases volatility, such as the PIMCO Global Bond USD - Hedged (PAIIX) and the $ 5 billion Vanguard
Total International Bond (VTIBX).
I ended up going with a portfolio that took advantage of Vanguard Admiral Shares... VTSAX — Vanguard
Total Stock Market Index
Fund Admiral Shares — 40 % VSMAX — Vanguard Small - Cap Index
Fund Admiral Shares — 10 % VTIAX — Vanguard
Total International Stock Index
Fund Admiral Shares — 35 % VGSLX — Vanguard REIT Index
Fund Admiral Shares — 10 % VBTLX — Vanguard
Total Bond Market Index
Fund Admiral Shares — 5 %
This portfolio is identical to the one above, except for one difference: it skips the
total international stock
fund.
To create this portfolio, you simply invest in the following three
funds (or their ETF equivalents): a
total U.S. stock market
fund, a
total international stock market
fund and a
total U.S bond market
fund.
As of 12/31/14, Oracle represented 3.9 %, CVS Health 2.7 %, UnitedHealth Group, Inc. 2.6 %, TE Connectivity, Ltd. 2.5 %, MasterCard 2.2 %, National Oilwell Varco 2.1 %, Ultra Petroleum 0.4 %, Dover Corp. 2.7 %, Glencore PLC 1.2 %, Baker Hughes, Inc. 1.2 %, General Motors Co. 3.2 %, Diageo ADR 2.3 %, General Dynamics Corp. 0 %, Union Pacific Corp. 2.1 %, Rowan Companies plc 0.1 %, Flowserve 0.2 %, WESCO
International 0.4 %, Southern Copper 0.1 %, Laboratory Corporation of America 0 %, Varian Medical Systems 0 %, and HNI 0 % of the Oakmark Equity and Income
Fund's
total net assets.
As of 06/30/15, Lloyds Banking Group PLC represented 2.3 %, Samsung Electronics Co., Ltd. 3.3 %, Lonmin PLC 0 %, Glencore PLC 1.3 %, Bureau Veritas SA 0.4 %, Nomura Holdings, Inc. 2.4 %, Omron Corp. 0.4 %, and Swatch Group AG 0.5 % of the Oakmark
International Fund's
total net assets.
As of 9/30/13, Rockwell Automation Inc. represented 2.9 %, Cimarex Energy Co. 1.2 %, Dover Corp. 3.5 %, FedEx Corp. 2.7 %, General Dynamics Corp. 3.0 %, Foot Locker, Inc. 1.3 %, Ultra Petroleum Corp. 0.4 %, Laboratory Corp. of America Holdings 1.3 %, Range Resources Corp. 0 %, Staples, Inc. 0.4 %, Walter Energy, Inc. 0 %, Cenovus Energy, Inc. 1.0 %, Encana Corp. 1.3 %, Blount
International, Inc. 0.1 %, Apache Corp. 0 %, UnitedHealth Group, Inc. 3.2 %, MasterCard, Inc., Class A 1.8 %, Flowserve Corp. 0 %, Devon Energy Corp. 1.6 %, Kaydon Corp. 0 %, SKF AB 0 %, Northrop Grumman Corp. 0 %, and Teledyne Technologies, Inc. 0 % of the Oakmark Equity and Income
Fund's
total net assets.
Co., Ltd. 0.3 %, Sanofi 0.4 %, and WPP PLC 0.4 % of the Oakmark
International Fund's
total net assets.
The expense ratio is relatively low in comparison to both
international total market
funds, as well as to
international high dividend yield
funds.
WASHINGTON — The
International Monetary
Fund today sounded the alarm on excessive global borrowing, warning that with a
total of $ 164 trillion owed, the world's public and private sectors are deeper in debt than at the height of the financial crisis a decade ago.
From the Bogleheads» 3 -
fund page: «For example, one could use Total Stock Market ETF (VTI), Vanguard Total International Stock Index Fund (VXUS) for international, and Vanguard Total Bond Market ETF (BND).&ra
fund page: «For example, one could use
Total Stock Market ETF (VTI), Vanguard
Total International Stock Index Fund (VXUS) for international, and Vanguard Total Bond Market ETF
International Stock Index
Fund (VXUS) for international, and Vanguard Total Bond Market ETF (BND).&ra
Fund (VXUS) for
international, and Vanguard Total Bond Market ETF
international, and Vanguard
Total Bond Market ETF (BND).»
As of 03/31/14, Baker Hughes, Inc. represented 2.4 %, General Dynamics Corp. 2.2 %, Bank of America Corp. 3.2 %, Oracle Corp. 3.5 %, UnitedHealth Group, Inc. 2.5 %, General Motors Co. 3.0 %, MasterCard, Inc., Class A 1.9 %, FedEx Corp. 2.6 %, Scripps Networks Interactive, Inc., Class A 1.4 %, Philip Morris
International, Inc. 2.4 %, Ultra Petroleum Corp. 0.7 %, Bruker Corp. 0.3 %, HNI Corp. 0.04 %, Blount
International, Inc. 0.1 %, Atlas Air Worldwide Holdings, Inc. 0.1 %, Cimarex Energy Co. 0 %, Concho Resources Inc. 0 %, Crane Co. 0 %, Encana Corp. 0 %, Hospira, Inc. 0 %, Abbott Laboratories 0 %, Quest Diagnostic, Inc. 0 %, Knowles Corp. 0.5 %, Dover Corp. 2.7 %, and Wells Fargo & Co. 1.0 % of the Oakmark Equity and Income
Fund's
total net assets.
The securities mentioned above comprise the following percentages of the Oakmark Equity and Income
Fund's
total net assets as of 03/31/18: MasterCard, Inc., Class A 2.8 %, TE Connectivity, Ltd. 4.1 %, Jones Lang LaSalle, Inc. 0.6 %, Bank of America Corp. 4.8 %, HCA Healthcare, Inc. 1.3 %, General Motors Co. 4.7 %, CVS Health Corp. 1.9 %, Nestlé ADR 2.8 %, Citigroup Inc. 2.2 %, Arconic, Inc. 1.1 %, UnitedHealth Group, Inc. 2.4 %, Baker Hughes a GE Co. 0.5 %, Philip Morris
International, Inc. 2.0 %, Anadarko Petroleum Corp. 0.5 %, Carlisle Companies, Inc. 0.2 %, Comcast Corp., Class A 1.0 %, CoreLogic, Inc. 0.4 %, Liberty Broadband Corp., Class C 0.4 %, Liberty Broadband Corp..
As of 06/30/15, Bank of America Corp. represented 3.8 %, Omnicare, Inc. 1.3 %, MasterCard, Inc., Class A 2.0 %, Philip Morris
International, Inc. 1.5 %, Foot Locker, Inc. 2.4 %, General Motors Co. 3.2 %, TE Connectivity, Ltd. 2.6 %, Oracle Corp. 3.6 %, Union Pacific Corp. 1.5 %, Flowserve Corp. 1.7 %, UnitedHealth Group, Inc. 1.8 %, Lear Corp. 1.5 %, CVS Health Corp. 2.8 %, National Oilwell Varco 1.6 %, Glencore PLC 1.2 %, Dover Corp. 2.7 %, Ultra Petroleum Corp. 0.4 %, Knowles Corp. 0.3 %, General Electric Co. 1.0 %, Kate Spade New York 0.2 %, Atlas Air Worldwide Holdings, Inc. 0 %, FNF Ventures 0 %, and Lonmin PLC 0 % of the Oakmark Equity and Income
Fund's
total net assets.
HSIEX Strategic
International Fund The
Fund invests primarily in equity securities of non-U.S. issuers with the objective of long - term
total return with added emphasis on the protection of capital during unfavorable market conditions.
Oakmark
International Small Cap
Fund — Investor Class Average Annual
Total Returns (03/31/18) Since Inception (11/01/95) 9.62 % 10 — year 6.22 % 5 — year 7.74 % 1 — year 11.15 % 3 — month -3.38 % Net and Gross Expense Ratios as of 09/30/17 were 1.36 %
Roughly 17 % of my
total dividends this year have come from
International funds.
As of 12/31/14, Daimler AG represented 3.3 %, Honda Motor 3.2 %, Tesco 0 %, Givaudan 0 %, Novartis 0 %, Sanofi 0 %, Hermes 0 %, LVMH 1.7 % and Continental AG 0.1 % of the Oakmark
International Fund's
total net assets.
As of 9/30/12, Lloyds Banking Group PLC represented 3.3 %, Assa Abloy AB, Class B 1.4 %, ROHM Co., Ltd. 2.4 %, Canon, Inc. 3.3 %, G4S PLC 0 %, and FANUC Corp. 0.5 % of the Oakmark
International Fund's
total net assets.
That way the
International stock index
fund would increase as a percent of the
total portfolio until returning to the desired allocation.
As of 3/31/13, Daiwa Securities Group, Inc. represented 5.4 %, Dell, Inc. 4.2 %, Kuehne + Nagel
International AG 5.8 %, and Cenovus Energy, Inc. 3.9 % of the Oakmark Global Select
Fund's
total net assets.
As of 3/31/13, H.J. Heinz Co. represented 0 %, Dell, Inc. 4.5 %, Apple, Inc. 0 %, American
International Group, Inc. 5.1 %, DIRECTV 4.9 %, and Capital One Financial Corp. 5.2 % of the Oakmark Select
Fund's
total net assets.
A domestic
total stock market
fund, an
international total stock market
fund, and a domestic
total bond market
fund.
The securities mentioned above comprise the following percentages of the Oakmark Equity and Income
Fund's
total net assets as of 12/31/17: Bank of America Corp. 5.3 %, TE Connectivity, Ltd. 3.9 %, UnitedHealth Group, Inc. 2.6 %, Ally Financial, Inc. 1.8 %, Dover Corp. 2.6 %, CVS Health Corp. 2.2 %, Baker Hughes a GE Co. 1.2 %, General Electric Co. 0 %, Philip Morris
International, Inc. 2.0 %, Oracle Corp. 2.3 %, MasterCard, Inc., Class A 2.6 %, General Motors Co. 5.1 %, Foot Locker, Inc. 1.2 %, Flowserve 0 %, Johnson Controls
International PLC 0.6 %, PDC Energy Inc. 0.4 %, TD Ameritrade Holding Corp. 0 %, Herman Miller, Inc. 0 %, Oshkosh Corp. 0 %, VWR Corp. 0 %, Blockchain 0 %, Long Blockchain 0 %, LongFin Corp 0 %, Riot Blockchain 0 %, Intercontinental Technology 0 %, Nodechain 0 %, The Crypto Company 0 % and New York Times Co. 0 %.
As of 9/30/13, LSL Property Services PLCrepresented 2.0 %, Yamaha Motor Co., Ltd. 1.9 %, Incitec Pivot, Ltd. 2.4 %, Totvs SA 0.8 %, Wajax Corp. 0.2 %, Davide Campari - Milano S.p.A. 0.4 %, Sulzer, Ltd. 0.4 %, Britvic PLC 0 %, Konica Minolta Holdings, Inc. 0 %, and Ichiyoshi Securities Co., Ltd. 0 % of the Oakmark
International Small Cap
Fund's
total net assets.
As of 3/31/13, Daiwa Securities Group, Inc. represented 2.9 %, Olympus Corp. 1.8 %, Intesa Sanpaolo SpA 3.6 %, Banco Santander SA 2.3 %, and AMP, Ltd. 1.8 % of the Oakmark
International Fund's
total net assets.
Meanwhile, daily average turnover in the Chinese currency in London
totaled $ 34 billion in April, a decline of 15 % from October, when the Rmb was included for the first time in the
International Monetary
Fund's Special Drawing Right basket.
As of 06/30/15 American
International Group, Inc. represented 2.5 % and 6.0 %, National Oilwell Varco 0.8 % and 0 %, Fidelity National Financial, Inc. (FNF) 0 % and 4.6 %, Amazon.com, Inc. 2.2 % and 4.5 %, Apache Corp. 2.6 % and 3.8 %, and Chesapeake Energy Corp. 0.7 % and 4.5 % of the Oakmark
Fund and Oakmark Select
Fund's respective
total net assets.
As of 09/30/14, BNP Paribas SA represented 3.5 %, of the Oakmark
International Fund's
total net assets.
As of 12/31/13, Intesa Sanpaolo SpA represented 3.6 %, Daiwa Securities Group, Inc. 2.2 %, CNH Industrial N.V. 2.7 %, Orica, Ltd. 2.5 %, ROHM Co., Ltd. 0 %, and Schindler Holding AG 0.1 % of the Oakmark
International Fund's
total net assets.
The holdings mentioned above comprise the following percentages of the Oakmark Equity and Income
Fund's
total net assets as of 09/30/16: Bank of America Corp. 3.8 %, General Motors Co. 4.2 %, Foot Locker, Inc. 2.7 %, TD Ameritrade Holding Corp. 2.0 %, Principal Financial Group, Inc. 1.9 %, CVS Health Corp. 2.7 %, Kate Spade & Co. 0.6 %, HSN, Inc. 0.4 %, Oracle Corp. 3.2 %, Carters, Inc. 0.4 %, Glencore PLC 0.6 %, Dover Corp. 2.8 %, UnitedHealth Group, Inc. 2.1 %, Union Pacific Corp. 1.6 %, BorgWarner, Inc. 1.6 %, Wells Fargo & Co. 0.9 %, The Goldman Sachs Group, Inc. 0 %, Philip Morris
International, Inc. 1.9 %, Oceaneering
International, Inc. 0 %, Facebook, Inc. 0 %, Amazon.com, Inc. 0 %, Netflix, Inc. 0 %, Alphabet, Inc. 0 %, HCA Holdings Inc. 0.6 % and MGM Resorts
International 0.2 %.
The securities mentioned above comprise the following percentages of the Oakmark Select
Fund's
total net assets as of 06/30/17: Weatherford
International Ltd. 3.6 %, Intel Corp. 0 %, Liberty Interactive Corp..
«A domestic and
international stock
fund, along with a
total market bond
fund, will do most folks just fine,» he said.
As of 3/31/11, Cenovus Energy, Inc. represented 4.1 % of The Oakmark Equity and Income
Fund's
total net assets, Rockwell Automation, Inc. 1.7 %, Concho Resources Inc. 2.0 %, UnitedHealth Group, Inc. 2.2 %, ITT Corp. 2.4 %, Burlington Resources Inc. 0 %, XTO Energy, Inc. 0 %, Cisco Systems, Inc. 0.7 %, Microsoft Corp. 0 %, Nestle SA 3.1 %, Boston Scientific Corp. 1.5 %, Scripps Networks Interactive 1.7 %, PartnerRe, Ltd. 1.5 %, Del Monte Foods Co. 0 %, Diebold, Inc. 0 %, Kirby Corp. 0 %, Rockwell Collins, Inc. 0 %, Weight Watchers
International, Inc. 0 %, Unilever PLC — ADR 0 %, Covidien Plc. 0 %, PepsiCo, Inc. 1.2 %, Range Resources Corp. 0.7 %, Apache Corp. 2.9 %, Texas Instruments Inc. 1.7 %, and TE Connectivity, Ltd. 0.8 %.
Japan 0 %, and Goodman Fielder, Ltd. 0 % of the Oakmark
International Small Cap
Fund's
total net assets.