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Funds that invest all over the world and do not focus on a particular country or continent are listed below.
Bold listings are recommended for this category. Fund ComparisonWe recommend the most broadly diversified fund like EFA with its low expenses. It has the largest number of holdings of all the funds by far, and has the best long-term performance of any fund in this sector. Its broad diversification makes it less dependent upon conditions in any single country. Also, unlike some of the other funds in this category, EFA does not own any U.S. companies. One negative to be aware of is that this fund frequently trades at a premium of 0 to 2%. When buying this fund, compare the fund price to the underlying Net Asset Value (NAV), and time your purchases when the difference is under 0.5%. We added several new funds from WisdomTree. These funds offer different variations of the Dividend Index of Europe, Far East Asia and Australasia. This index is fundamentally weighted to measures the performance of dividend-paying companies in the industrialized world, excluding Canada and the United States, that pay regular cash dividends and that meet other liquidity and capitalization requirements. It is comprised of companies incorporated in 16 developed European countries, Japan, Australia, New Zealand, Hong Kong and Singapore. Companies are weighted in the Index based on annual cash dividends paid. The WisdomTree DIEFA Fund (DWM) invests in all the companies in the index. The WisdomTree DIEFA High Yielding Equity Fund (DTH) focuses on the highest dividend paying companies in the DIEFA index. The WisdomTree International LargeCap Dividend fund (DOL) fund is comprised of the 300 largest companies ranked by market capitalization from the WisdomTree DIEFA Index while the WisdomTree International Dividend Top 100 fund (DOO) owns the 100 highest dividend-yielding companies in the WisdomTree International LargeCap Dividend Index. Unlike the other WisdomTree international indices, which weight components based on cash dividends paid, the Index is dividend-yield weighted. A component's weight in the Index is determined annually by dividing its dividend yield by the sum of all the dividend yields for all the component companies in the Index. The WisdomTree International MidCap Dividend fund (DIM) invests in the companies that compose the top 75% of the market capitalization of the WisdomTree DIEFA Index after the 300 largest companies have been removed, and lastly the WisdomTree International SmallCap Dividend fund compose of the bottom 25% of the market capitalization of the WisdomTree DIEFA Index after the 300 largest companies have been removed. We prefer to see a longer actual history before buying one of these new funds. Fund Charts | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Eustis Investing Strategies (EIS) does not guarantee the accuracy or completeness of this information, nor do we assume any liability for any loss that may result from its use. EIS personnel may own shares in the funds recommended on this website. Send mail to
master@eustis-invest.com with questions or comments about this web site.
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