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Finance & Stock Groups Forum Index » Mutual Funds » International small-cap value funds?
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| Andrew Koenig |
 Posted: Wed Jul 18, 2007 12:48 am |
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Can anyone suggest any good international no-load small-cap value funds that
are open to new investors?
NAGUX would be a possibility were it not for its $100K minimum. TIVFX meets
the criteria in principle, but its performance has been wretched for several
years.
Any other suggestions? |
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| Ed |
| Posted: Wed Jul 18, 2007 1:05 am |
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"Andrew Koenig" <ark@acm.org> wrote in message
news:RW9ni.328473$p47.198701@bgtnsc04-news.ops.worldnet.att.net...
Quote: Can anyone suggest any good international no-load small-cap value funds
that are open to new investors?
NAGUX would be a possibility were it not for its $100K minimum. TIVFX
meets the criteria in principle, but its performance has been wretched for
several years.
Any other suggestions?
WisdomTree International SmallCap Dividend Fund
http://www.wisdomtree.com/etfs/fund-details.asp?etfid=25
Always open, minimum investment is one share. No early redemption fees.
Expenses 0.58% |
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| Andrew Koenig |
| Posted: Wed Jul 18, 2007 1:24 am |
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"Ed" <friday@fishinthe.net> wrote in message
news:vaani.6066$225.1589@trndny03...
Yup, I saw that one too. But it's not really a value fund, is it? |
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| Ed |
| Posted: Wed Jul 18, 2007 1:31 am |
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"Andrew Koenig" <ark@acm.org> wrote in message
news:0sani.173857$Sa4.17210@bgtnsc05-news.ops.worldnet.att.net...
It's in the mid cap valve style box window.
TIVFX is in the large cap value box and NAGUX is in the mid cap blend box.
It is more small/mid value than the other two. |
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| Andrew Koenig |
| Posted: Wed Jul 18, 2007 4:32 am |
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"Ed" <friday@fishinthe.net> wrote in message
news:Yyani.6068$225.3730@trndny03...
Quote: TIVFX is in the large cap value box and NAGUX is in the mid cap blend box.
It is more small/mid value than the other two.
NAGUX's P/E is 12.8 as opposed to 17.5 for DLS and 17.8 for TIVFX. For
comparison, VTRIX, which is Vanguard's international large-cap value fund,
has a P/E of 13.8, and VDMIX (Vanguard Developed Markets Indes) has a P/E of
15.2. So neither TIVFX nor DLS is particularly value-y compared to NAGUX. |
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| FrediFizzx |
| Posted: Wed Jul 18, 2007 5:11 am |
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"Andrew Koenig" <ark@acm.org> wrote in message
news:RW9ni.328473$p47.198701@bgtnsc04-news.ops.worldnet.att.net...
Quote: Can anyone suggest any good international no-load small-cap value
funds that are open to new investors?
NAGUX would be a possibility were it not for its $100K minimum. TIVFX
meets the criteria in principle, but its performance has been wretched
for several years.
Any other suggestions?
PNVAX?
Fred |
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| Andrew Koenig |
| Posted: Wed Jul 18, 2007 2:47 pm |
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"Jerry" <nospam@???> wrote in message
news:469df4e2$0$16510$4c368faf@roadrunner.com...
Quote: I'm into FSCOX. I doubt it would be classified as "value" though.
I already have some PRIDX, which I think is a similar fund with a longer
track record that invests in smaller companies. I wouldn't classify it as
"value" either. Thanks for the suggestion, though. |
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| Andrew Koenig |
| Posted: Wed Jul 18, 2007 2:47 pm |
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"FrediFizzx" <fredifizzx@hotmail.com> wrote in message
news:5g58kaF3fa89pU1@mid.individual.net...
That's a load fund. |
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| Jerry |
| Posted: Wed Jul 18, 2007 2:47 pm |
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I'm into FSCOX. I doubt it would be classified as "value" though.
Jerry
"Andrew Koenig" <ark@acm.org> wrote in message
news:RW9ni.328473$p47.198701@bgtnsc04-news.ops.worldnet.att.net...
Quote: Can anyone suggest any good international no-load small-cap value funds
that are open to new investors?
NAGUX would be a possibility were it not for its $100K minimum. TIVFX
meets the criteria in principle, but its performance has been wretched for
several years.
Any other suggestions?
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| FrediFizzx |
| Posted: Wed Jul 18, 2007 11:53 pm |
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"Andrew Koenig" <ark@acm.org> wrote in message
news:aCpni.330665$p47.214766@bgtnsc04-news.ops.worldnet.att.net...
Quote: "FrediFizzx" <fredifizzx@hotmail.com> wrote in message
news:5g58kaF3fa89pU1@mid.individual.net...
PNVAX?
That's a load fund.
Oops, you did say no-load. Looks like the pickin's are pretty slim for
what you want. I'm in DLS and sticking with it after looking over the
foreign small cap mutual funds; might even double it if we get a good
global correction soon.
Fred |
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| Fred J. Tydeman |
| Posted: Thu Jul 19, 2007 12:04 am |
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On Tue, 17 Jul 2007 20:48:49 UTC, "Andrew Koenig" <ark@acm.org> wrote:
Tue, 17 Jul 2007 20:48:49 UTC, "Andrew Koenig" <ark@acm.org> wrote:
Quote: Can anyone suggest any good international no-load small-cap value funds that
are open to new investors?
international no-load small-cap value funds that
are open to new investors?
international no-load small-cap value funds that
RIVFX == Royce International Value Fund
al no-load small-cap value funds that
VFX == Royce International Value Fund
al no-load small-cap value funds that
RISCX == Royce International Smaller-Companies Fund
mall-cap value funds that |
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| Fred J. Tydeman |
| Posted: Thu Jul 19, 2007 12:35 am |
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Quote: Tue, 17 Jul 2007 20:48:49 UTC, "Andrew Koenig" <ark@acm.org> wrote:
Can anyone suggest any good international no-load small-cap value funds that
are open to new investors?
(Try again as I see my newsreader trashed my posting. So, I updated to the latest
newsreader. Hope this is not trashed.)
RIVFX == Royce International Value Fund
RISCX == Royce International Smaller-Companies Fund
---
Fred J. Tydeman Tydeman Consulting
tydeman@tybor.com Testing, numerics, programming
+1 (775) 358-9748 Vice-chair of J11 (ANSI "C")
Sample C99+FPCE tests: http://www.tybor.com
Savers sleep well, investors eat well, spenders work forever. |
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| Ben Sharvy |
| Posted: Sat Jul 21, 2007 5:10 am |
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On Jul 18, 6:24 am, "Andrew Koenig" <a...@acm.org> wrote:
Growth usually doesn't pay dividends. |
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| W. Wells |
| Posted: Sat Jul 21, 2007 2:57 pm |
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llscx
"Ben Sharvy" <spamblam@hotmail.com> wrote in message
news:1184980209.941558.195500@m37g2000prh.googlegroups.com...
Quote: On Jul 18, 6:24 am, "Andrew Koenig" <a...@acm.org> wrote:
"Ed" <fri...@fishinthe.net> wrote in message
news:vaani.6066$225.1589@trndny03...
WisdomTree International SmallCap Dividend Fund
http://www.wisdomtree.com/etfs/fund-details.asp?etfid=25
Yup, I saw that one too. But it's not really a value fund, is it?
Growth usually doesn't pay dividends.
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| Steven L. |
| Posted: Sun Jul 22, 2007 12:57 am |
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Andrew Koenig wrote:
Quote: "Jerry" <nospam@???> wrote in message
news:469df4e2$0$16510$4c368faf@roadrunner.com...
I'm into FSCOX. I doubt it would be classified as "value" though.
I already have some PRIDX, which I think is a similar fund with a longer
track record that invests in smaller companies. I wouldn't classify it as
"value" either. Thanks for the suggestion, though.
DISVX has a P/E of around 15. Is that value-y enough for you?
--
Steven D. Litvintchouk
Email: sdlitvin@earthlinkNOSPAM.net
Remove the NOSPAM before replying to me. |
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| Andrew Koenig |
| Posted: Tue Jul 24, 2007 2:13 am |
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"Steven L." <sdlitvin@earthlinkNOSPAM.net> wrote in message
news:nruoi.9550$tj6.9237@newsread4.news.pas.earthlink.net...
Quote: DISVX has a P/E of around 15. Is that value-y enough for you?
Yeah, but I can't buy it on the retail market. |
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| Andrew Koenig |
| Posted: Tue Jul 24, 2007 2:13 am |
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"Ben Sharvy" <spamblam@hotmail.com> wrote in message
news:1184980209.941558.195500@m37g2000prh.googlegroups.com...
Quote: Yup, I saw that one too. But it's not really a value fund, is it?
Growth usually doesn't pay dividends.
Not all value stocks pay dividends either. |
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| Fred J. Tydeman |
| Posted: Tue Jul 24, 2007 5:45 am |
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On Mon, 23 Jul 2007 22:13:15 UTC, "Andrew Koenig" <ark@acm.org> wrote:
Quote: "Steven L." <sdlitvin@earthlinkNOSPAM.net> wrote in message
news:nruoi.9550$tj6.9237@newsread4.news.pas.earthlink.net...
DISVX has a P/E of around 15. Is that value-y enough for you?
Yeah, but I can't buy it on the retail market.
For a list of DFA investment advisors, some who have low fees and low
minimums, see:
http://www.retireearlyhomepage.com/dfaadv.html
---
Fred J. Tydeman Tydeman Consulting
tydeman@tybor.com Testing, numerics, programming
+1 (775) 358-9748 Vice-chair of J11 (ANSI "C")
Sample C99+FPCE tests: http://www.tybor.com
Savers sleep well, investors eat well, spenders work forever. |
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| Andrew Koenig |
| Posted: Tue Jul 24, 2007 5:17 pm |
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"Fred J. Tydeman" <tydeman@tybor.com> wrote in message
news:Jd11RFbi8Eoq-pn2-ZFrfESVgLmXd@172.16.1.34...
Perhaps I was too vague. Right now all of my investments are held through
Vanguard. The only reason I am looking outside Vanguard is that they do not
cover the international small-cap category. Well, they do, but their
international small-cap fund (VINEX) is closed to new investors.
So I am holding two funds, PRIDX and ARTKX, through their brokerage account.
PRIDX is an international small-cap growth fund, and it seems to do a good
job of representing that asset category. ARTKX, in contrast, seems to be
something of a loose cannon. It claims to be international value, and the
companies it picks certainly aren't huge, but they aren't exactly small
either.
If my ARTKX holdings are big enough to interest a DFA advisor on their own,
they're big enough for me to buy NAGUX, which I can do through Vanguard, and
which seems to represent this particular asset category better than ARTKX
does. What I don't want is to have to move the rest of my investments to
another place, and pay an advisor to manage them, merely to gain access to
DISVX. |
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