Oakmark International I OAKIX
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FPA International Value
… 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%.
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comments on this portfolio
… 96 4.63 11-15-11 Fairholme 29.13 -0.67 -2.25 9,300.00 270,909.00 3.42 11-15-11 Oakmark International I 17.98 -0.60 -3.23 13,475.35 242,286.79 3.06 11-15-11 Vanguard Equity-Income Inv 22 …
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From Barron’s, March 19, 2012 (Part 2)
… boosted by the stress tests; ^BKX, KBE , components; pg 16); stockpickers’ funds on sale in 2011 ( DEFIX, LDFVX, OAKIX , HAGAX, EXEYX ; previous feature story 10/10/11; pg 18); French oil giant Total ( TOT ; pg 19); Swiss drug giant …
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modifying 403(b) plan?
… HNVIX mixed 0.86 PRDGX mixed 0.68 PENNX mixed 0.9 MLAIX mixed 0.94 MPEGX mixed 0.69 HSIIX 0.86 AIEVX foreign 1.01 OAKIX foreign 1.08 ACINX foreign 0.98 CSRSX real estate 0.99 TPINX world bond 0.93 I was wondering whether it might be better …
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How Global Is Your Portfolio?
… bargains overseas. Climbert wrote, "I have 30% of my retirement portfolio in foreign investments, using Oakmark Intermational OAKIX as my proxy. Similar to David Herro's strategy, I put more into the fund while it was down." Racqueteer , after backing …
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Updated portfolio review please
… Sentinal Small Company I SIGWX 0.72 12.3% Roth 1 Fidelity Latin America Fund FLATX 1 6.2% Oakmark International Fund I OAKIX 1.06 8.2% iShares MSCI Emerging Markets Index EEM 0.67 1.8% Roth 2 Fidelity Low Priced Stock Fund FLPSX 0.83 4 …
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For Those Daring to Brave Europe, Try These Funds
… future. Premium users can click here to run the screen themselves. Here are two that made the cut. Oakmark International OAKIX This fund has been on a tear so far in 2012, having already gained nearly 15%, which is about five points higher than the …
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New money in a young person's taxable account
… fortunately). My account breakdown is approximately: 37% total stock market index (SWTSX) 38% large international (DODFX + OAKIX ) 15% large cap (FAIRX) 7% small cap growth index (VBK) I understand I have a pretty agressive allocation. My concern …
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Need advice investing 300k
… s Premium Services. Any help in pointing out any conflicts with the below funds is greatly appreciated. Thank You In no specific order: UMBMX FSCRX PTTDX ICMAX OAKIX FLPSX FCNTX MACSX JABAX JATTX YAFFX PRPFX MAPIX FMIOX SGROX MERDX FPACX
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Do the Morningstar Fund Manager of the Year Awards Have Staying Power?
… suffered his only bad outing in ... well, forever. (The third Manager of the Decade, David Herro of Oakmark International OAKIX , was about average.) This predictably has led to jokes about the Morningstar Fund Manager of the Year award being a cousin …