International-equity funds--particularly currency-hedged funds--were the biggest beneficiaries of new investor dollars in March, continuing a broader trend over the last several years.
These closed-end funds were unstoppable in early 2015; plus, did the first IPO of 2015 usher in a new era for CEF shareholders?
Vanguard FTSE All-World ex-US Small-Cap provides exposure to both developed- and emerging-markets small caps, while WisdomTree offers a dividend-focused ETF and a currency-hedged ETF.
Currency-hedged ETFs have recently delivered category-topping performance, but moving in and out of these products may not be a sustainable strategy for long-term investors.
These funds have recently delivered strong returns, but moving in and out of them is not a sustainable strategy.
The common dividend label belies what is a diverse array of equity-income strategies.
And they do so without more risk, relative to international large-cap funds.
WisdomTree Investments, an ETF sponsor and asset manager, reported net income of $7.9 million for the first quarter of 2013, up seven times from the year ago quarter and 50% from the fourth quarter of 2012.
Products introduced over the last week include a small-cap ETF from WisdomTree and three mutual funds from Westwood Holdings Group.
With a simple approach to dividend investing, this fund’s performance has earned 4 stars.