… managers/officers: Marc Reinganum & Kevin Quigg (US equity; State Streets strong ETFs ); Rajiv Jain (World Equity; HEMZX, JVIAX , NWWOX ); Bob Brown & Jackie Benson (Mixed/Global Equity; BBALX, NOIEX ); Paul Colonna (Taxable Bonds; GFIIX & others …
… managers/officers: Marc Reinganum & Kevin Quigg (US equity; State Streets strong ETFs ); Rajiv Jain (World Equity; HEMZX, JVIAX , NWWOX ); Bob Brown & Jackie Benson (Mixed/Global Equity; BBALX, NOIEX ); Paul Colonna (Taxable Bonds; GFIIX & others …
… last year, posting a slight gain while its typical peer suffered a 7.9% loss. Rajiv Jain of Virtus Foreign Opportunities JVIAX is one of the few managers who can rival Winters in his devotion to tobacco stocks. The Virtus fund's September portfolio …
… these issues, as well as other factors such as high levels of household saving. Rajiv Jain of Virtus Foreign Opportunities JVIAX , who is among the minority of managers who take more seriously the possibility of a hard landing, also worries about China …
… thriving. A wide variety of funds, including Harbor International HAINX, Wintergreen WGRNX, and Virtus Foreign Opportunities JVIAX , benefited from owning several tobacco firms among their top holdings. Gains of more than 20% among such stocks helped these …
… OIGAX is now 76% in Europe. AIIEX feels the numbers are right. Fearful investors might look at a quite cautious VGEAX and JVIAX . Just to be contrary, management of the well-respected AXEAX suggest investors keep some power dry for a "cathartic event …
… Vontobel took the reins when that change was made and has been sole manager ever since. He also runs Virtus Foreign Opportunities JVIAX and has managed other emerging-markets portfolios with a longer history than this fund, as well as a global strategy available …
Putting significant stakes in top holdings adds risk of stock-specific problems harming returns.Typically has relatively large emerging-markets stake.Sometimes has almost no holdings in major countries or sectors, which can leave fund out of step when those thrive.Relatively large stake in tobacco
… but tobacco has generally been a rewarding place for funds to be this year. Note the showing of Virtus Foreign Opportunities JVIAX . A large India stake could have derailed this fund. Instead, it landed in the 5th percentile of the foreign large-growth …
… of banks and other financials from India in its most recent portfolio, with HDFC a favorite. Virtus Foreign Opportunities JVIAX Among pure-foreign funds that can invest wherever they want, there might be no more committed India fan than Rajiv Jain of …