
analysts are taking a different direction .... they explain how the valuations look compelling in Japan but they are still not biting on Japanese stocks. On the other hand, OAKIX has a hefty 20% in Japanese stocks and OAKGX has 22%.
of me I cannot decide ( or read the leaves ) on where to place their money. Here are several funds that are in consideration: ARTGX OAKGX PQIDX ICMBX FMIHX ARIVX ( If they'll let me buy this for them since I'm already a shareholder? )
58 12-20-11 Schwab U.S. Broad Market ETF 32.93 0.26 0.80 3,446.23 113,484.35 1.43 03-21-12 Oakmark Global I 21.81 -0.55 -2.46 5,005.14 109,162.13 1.38 11-15-11 Fidelity Mid-Cap Stock 29.24 0.37 1.28
return compared with 33.4% for the S&P since the fund was launched at the end of 2001. Not too shabby. Oakmark Global OAKGX Clyde McGregor and Rob Taylor have done an outstanding job with their absolute value approach. Each runs a focused portfolio
most of our funds 12% of our portfolio. I feel that 15% per fund is a little high. Our portfolio is as follows: OAKBX 15% OAKGX 15% IVWIX 15% HIINX 15% FPACX 15% MAPIX 15% RYSEX 10% What fund would you suggest to complement this portfolio?
Our favorite no-load fund picks included a few winners, but most of our domestic stock funds delivered returns in a narrow range that trailed the market slightly. One other positive: We had no disasters.
issues (Western Europe). I'm interested in some combination of the following: MSMLX, OAKEX, MACSX, OAKIX, MAPTX, OAKGX , EXWAX, HIINX and AMDWX. I am not shy about risk and I intend to hold these funds for many years, increasing the shares
Divide Diversified Pacific/Asia 9.73 Loomis Sayles Bond R Multisector Bond 8.26 RS Global Natural Re Natural Resources 7.73 DoubleLine Total Ret Intermediate-Term Bond 3.47 PowerShares QQQ Large Growth 2.50 Oakmark Global I World Stock
With foreign stock markets in turmoil, the international picks among our favorite funds have fallen further than their domestic brethren.
international investment analysts, as well as Oakmark veteran Rob Taylor, who comanages this fund and sibling Oakmark Global OAKGX . Herro was named Morningstar International-Stock Manager of the Decade in 2010.USAOAKIXCore. The fund could be used in