Scout International UMBWX
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comments on this portfolio
… 11 Fidelity Spartan Total Mkt Idx Advtg 39.60 0.34 0.87 9,436.28 373,676.53 4.72 05-13-11 Scout International 30.33 -0.61 -1.97 12,086.15 366,572.96 4.63 11-15-11 Fairholme 29.13 -0.67 -2.25 …
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We're Not in a Borderless World Just Yet
… apply different standards when evaluating companies headquartered in different countries. James Moffett of Scout International UMBWX has long avoided companies based in Russia or China because he has little confidence in either the companies …
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Help this Portfolio
… Blend Taxable Artisan International Inv ARTIX Taxable iShares MSCI EAFE Index EFA Foreign Large Growth Taxable Scout International UMBWX Foreign Small/Mid Growth Tax Deferred Columbia Acorn International Z ACINX Total Foreign 7% Diversified Emerging …
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Finding the Middle Ground Between Index-Huggers and Gunslingers
… three fourths of the foreign large-growth category and beats the EAFE Index by nearly 2 percentage points. Scout International UMBWX One of manager Jim Moffett's key goals in running this fund for the past 18 years has been to hold down risk …
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28 y/o requests Roth IRA feedback
Hello, I'm a 28 year old who is looking for feedback on my Roth IRA holdings. FSTMX: 55% FTBFX: 15% PASDX: 14% UMBWX : 16% I consider myself a conservative investor, but realize that I have many years to go until retirement. Any input is very much appreciated. Thank you.
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Need help with these foreign funds
… invested in these funds and they all are in the RED. These are the 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 …
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Core Problems in Europe
… Equity Fund Scout Investments James L. Moffett, CFA Chief International Strategist Lead Portfolio Manager of Scout International Fund Scout Investments
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Erryl et all: retire soon - portfolio questions...
… the Fidelity marketplace. Here's where we're at (403B & ROTHs): CASH 4% OAKBX 30% PRPFX 22% ACITX 18% PTRAX 16% UMBWX 7% MACSX 3% X-ray was a bit confusing to interpret. Thought we had DCA'd closer to 50% fixed income..... We'd …
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portfolio comments
… IVV 3.62 LSBRX 2.8 EXITX 2.05 MACSX 2.94 MAPTX 4.02 MWTRX 2.53 OAKIX 3.22 PRPFX 2.67 PTTDX 4.68 PQIAX 5.02 UMBWX 4.24 UMBMX 2.73 TGINX 2.59 VDAIX 2.67 VMLUX 9.12 VEWLX 1.31 YACKX 5.76 Comments/suggestions welcome jim
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Which funds are considered "core" funds
… should be "core" funds. Feel free to agree or disagree. Thanks. Currently, I hold: DODIX * VBISX* VWELX * FSICX BERIX * UMBWX * FLPSX FCNTX JMCVX * VIPSX FLTMX GIM PAUDX PSVIX In addition, what percentage of a portfolio should someone devote to a …