… home could be relatively brief. Under the Radar With just $60 million in assets, Harding Loevner International Small Company HLMSX is undoubtedly less familiar to readers than the First Eagle offering. But the two have points in common. Like First Eagle …
… I realize WAEMX in particular is expensive--hoping performance will make up for it). Domestic: WEMMX 10% micro ICMAX 10% SC NBRFX 10% RE YACKX 20% LC Foreign: HLMSX 20% SC OAKIX 20% LC WAEMX 10% EM I appreciate your thoughts.
… contributing 10% of paycheck) PTRRX(contributing 20% of paycheck) RSPFX IRA: VIG VGSIX VFICX Taxable : VTSAX VTIAX YACKX HLMSX PRFHX I plan to have PTRRX as a core bond holding in my 401K account at 10% of my port by years end. According to the Xray …
Still pretty young.It has a very small asset base that has allowed it to be really nimble.Willingness to build distinctive country and sector weights comes with real risks.Focuses further down the market-cap ladder than most of its rivals, and small caps are more volatile than larger caps.Harding