
Fund 10.0% VBR Vanguard Small Cap Value ETF 10.0% EFV iShares MSCI EAFE Value Index Fund 8.5% SCZ iShares MSCI EAFE Small Cap Index Fund 4.3% DBO PowerShares DB Oil Trust 3.8% EPI WisdomTree India Earnings Fund 3.8% GXC SPDR
Fund 10.0% VBR Vanguard Small Cap Value ETF 10.0% EFV iShares MSCI EAFE Value Index Fund 8.5% SCZ iShares MSCI EAFE Small Cap Index Fund 4.3% DBO PowerShares DB Oil Trust 3.8% EPI WisdomTree India Earnings Fund 3.8% GXC SPDR
expense ratio for this fund is 0.28%. IShares MSCI EAFE Small Cap SCZ is the largest and most liquid ETF in the international small-cap category and charges 0.40%. SCZ does not include Canada and South Korea, whereas SCHC does. Those looking
expense ratio for this fund is 0.28%. IShares MSCI EAFE Small Cap SCZ is the largest and most liquid ETF in the international small-cap category and charges 0.40%. SCZ does not include Canada, whereas GWX has a 10% allocation. Those looking
correlated to ETFs that hold only developed-market small caps. The largest and most liquid is iShares MSCI EAFE Small Cap SCZ , which covers developed Europe (55% of the fund) and Asia (45%), and charges an expense ratio of 0.40%. SPDR S
international large caps. Some options include iShares MSCI EAFE Small Cap Index SCZ and Schwab International Small Cap Equity SCHC ..... weighted index, is slightly less volatile than SCZ and SCHC. DLS charges 0.58%. For a one
international large caps. Some options include iShares MSCI EAFE Small Cap Index SCZ and Schwab International Small Cap Equity SCHC ..... weighted index, is slightly less volatile than SCZ and SCHC. DLS charges 0.58%. For a one
geographic exposure, although SCZ a heavier weighting in Japan ..... smaller weighting in France. SCZ does not hedge its foreign ..... periods). As such, we think iShares MSCI EAFE Small Cap Index SCZ is suitable as a small core
funds I currently have (on average lost 5% on these funds) UMBWX EXWAX OAKIX In addition, i have a small amount in EFA and SCZ for small cap. These are in my IRA. Should I hold them or cut the loss and invest in low expense ETF using periodic investments
question, from my selections below, any changes? ----- International Emerging Market - 7.2% - VWO Small Value - 7.2% - SCZ Small Cap - 7.2% - GWX Large Value - 7.2% - PID Large Cap - 7.2% - ADRD US Domestic Small Value - 7.2% - SLYV Large