Why Has 2016 Been Lackluster for OIGAX?
OIGAX has been having a subpar 2016 so far. It stands eighth among the 12 funds chosen for this review.
What’s the Sector Composition of the AB International Growth Fund?
The AB International Growth Fund invests “in an international portfolio of equity securities of companies selected by the Adviser for their growth potential within various market sectors.”
How’s That Working? Brown Advisory’s Investing Plays in Focus
The Brown Advisory WMC Strategic European Equity Fund Investor Shares (BIAHX) has fallen 1.5% YTD (year-to-date).
Portfolio Moves of the AB International Growth Fund in YTD 2016
The AB International Growth Fund’s assets were spread across 57 holdings in May 2016, and it was managing $334.2 million in assets.
Staples and Tech Stocks Boost the AB International Growth Fund
The AB International Growth Fund – Class A (AWPAX) has been the best performer among the 12 funds in this review in the past one and three months ended June 17, 2016.
Industrials Helped BIAHX in 1Q16
BIAHX fell 1.1% in 1Q16, ranking it third among the 12 funds in this review. In the past one year, the fund posted small gains of 0.2%, which again placed it third in its peer group.
Financials Hurt AXEAX in 1Q16
The Columbia European Equity Fund – Class A (AXEAX) fell 3.7% in 1Q16, making it a below-average performer among the 12 funds in this review.
Solid Metrics Make BIAHX Less Volatile Than Peers
From a NAV return standpoint, BIAHX stood third among its peers for the one-year period until March 15, 2016. Since the ECB announcement of stimulus measures, the fund is fifth.
What You Should Know about the AB International Growth Fund
Prudential (PUK), UBS Group (UBS), Nissan Motor (NSANY), Credicorp (BAP), and Melco Crown Entertainment (MPEL) are among the AB International Growth Fund’s 71 holdings.
BIAHX: Could It Be a Candidate for Your Shortlist?
The Brown Advisory – WMC Strategic European Equity Fund (BIAHX) was managing assets worth $1.1 billion as of January 2016.
Why Did the Pound Fall as Core Inflation Slowed Down?
The pound had a volatile day on February 16, 2016. It rose to a high of 1.4518 ahead of the inflation data. After the data released, it fell to a low of 1.4276.
AEPGX’s Low Volatility and Low Returns: What Does This Mean?
The American Funds EuroPacific Growth Fund (AEPGX) has been in existence since April 1984.
Is It Time to Look at Developing Economies for Growth?
The World Bank noted that the slow growth rate of emerging and developing countries came along a slowdown in global trade and a rise in financial volatility.
Bank of England’s Meet Provides a Slight Uptick to the Pound
The pound-US dollar currency pair was on a downtrend in the new year. It saw a slight uptick on January 14, 2016. It posted a slight gain of 0.17% for the day.
A Look at FHJUX’s Portfolio through November 2015
The financials sector makes up the majority of FHJUX’s portfolio. Healthcare and industrials follow, forming a combined 37% of the fund’s assets.
Must Know: The Ivy European Opportunities Fund: Class A (IEOAX)
The Ivy European Opportunities Fund was launched in May 1999 and as of August 2015, it was managing assets worth $232.7 million.
The Fidelity Advisor Europe Fund: Class A (FHJUX)
As of August 2015, the Fidelity Advisor Europe Fund was managing assets worth $1.45 billion. Founded in 1986, the fund’s net expense ratio is 1.35%.
China’s Impact on EWU and the UK Market
China went through many important events recently—like the equity bubble burst, the cut in interest rates, the stock sell-off, and currency devaluation through the first half of 2015.
UTC Is Revolutionizing Its Employee Pension Plan
After 2003, UTC started offering its new employees a hybrid-defined benefit cash pension plan.