Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: gregor_us who wrote (7778)	6/10/2004 11:44:26 AM
From: Knighty Tin	Read Replies (1) of 116555

I love JOF, but hate the premium. I just can't warm up to the EWJ, as those big global cos. are very US-centric. Fidelity and an index fund co. that starts with a "D" also have small cap funds, but they suck relative to JOF. So, I'm in a quandary. And a quarry. <G> Ivy has a great global value fund that is loaded with Japanese small and mid caps, 64%, but it hedges the yen exposure. Brain dead! SGOVX has some small Japanese exposure, 22%, and the rest of the portfolio is great, too, but it is closed to new investors. This is a tough thing to play.

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