Alternatives to a closed Third Avenue Small Value

Article Abstract:

Third Avenue Small-Cap Value in the Aggressive Wealth Maker Portfolio, relies on extensive research and inclinations of its manager Curtis Jensen, who has own funds of $2.4 billion of which one-third is in cash and cannot take further cash unless its strategy is worked out and hence closed for new investors. The alternatives however are listed which includes Constellation Small Cap Value Opportunities, Bridgeway Small-Cap Value and LKCM Small Cap Equity.

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IShares MSCI EAFE Index

Article Abstract:

IShares MSCI EAFE Index EFA is the only exchange-traded fund that tracks the widely followed benchmark of foreign developed-market stocks and was one of the best-selling mutual funds, exchange-traded or otherwise of the pas year. The fund is popular due to several reasons as it offers affordable and diversified exposure to European, Australian and Asian giants, such as Nokia NOK, Roche RHHBY, and HSBC HBC.

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A mixed first quarter for the FundInvestor portfolios

Article Abstract:

The FundInvestor model portfolios have experienced a mixed first quarter for the fiscal year 2005, as each of them suffered slight losses as concerns about rising oil prices, trade deficits and interest rates weighed on both stock and bond markets and also each portfolio fell less than its benchmark. The performances of some of the portfolios in the first three months of 2005 are discussed.

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