I-VAL

International Value

i-val-2017

 

International value funds invest in a variety of developed and emerging market companies outside of the US that managers believe may be undervalued by investors.

Note that “value” is somewhat subjective and can be determined by a variety of measures, so be sure to understand how your particular fund selects companies for the index.  International value funds also sometimes employ a bit of active management to identify such companies, which may result in higher fees than more passive alternatives.

 

Index Funds

Source Data
  • 1970-1974: MSCI EAFE NR USD, R*
  • 1975-2005: MSCI EAFE Value NR USD, P
  • 2006+: iShares MSCI EAFE Value (EFV), P

(*) Good international value data is not available until 1975.  Before that, I use a developed markets index that includes both value and growth as a replacement asset.  While not perfect, the error is reasonable in moderate percentages.

 


Portfolios with International Value assets

Your Portfolio Archive currently has no entries. You can start creating them on your dashboard.