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.
- 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
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