I Fund performance

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VJoe571
Posts: 75
Joined: Sun Dec 11, 2016 3:25 pm

I Fund performance

Post by VJoe571 »

What is going on with the I Fund? It seems to be on a upward positive trend since the end of December 2016 to March 2017.

Anyone have any ideas on this positive trend or when you think it's going to head to negative territory?

Learning as I go. :mrgreen:

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cswift01
Posts: 819
Joined: Thu Dec 08, 2016 10:46 am

Re: I Fund performance

Post by cswift01 »

VJoe571 wrote:What is going on with the I Fund? It seems to be on a upward positive trend since the end of December 2016 to March 2017.

Anyone have any ideas on this positive trend or when you think it's going to head to negative territory?

Learning as I go. :mrgreen:


We had a recent discussion on this topic:

viewtopic.php?f=14&t=13485

There is much to say and a lot to ponder.

Best,

Me

kaclemen
Posts: 42
Joined: Fri Oct 31, 2014 1:13 pm

Re: I Fund performance

Post by kaclemen »

Posted in one of the threads recently. I really like the I fund to outperform US based stocks in the next 3-7 years. Looking at historical trends 2015/2016 was the first time in last 12 years I-fund went (-) for the year. I has catching up to do to US counterpart and the emerging markets are in tremendous position to do so. The main reason for recent decline is the strength of the US dollar. As interest rates rise the strength of the dollar will decrease relative to other currencies which will provide immediate short term rally as the Fed try and keep pace with economic strength. In addition, emerging markets have been battered for some time now. Look at the EFA index and you will see current prices ($62.09) still have not recovered from highs seen in mid 00s (peaked around $85/share). The financial crisis and lack of growth coupled with US dollar strength has set this stock back a few years relative to current US indices.

Emerging markets could very well rip off SEVERAL outperforming years ahead. We all know and read about stock valuation here in the states and how a pull back must come. We are no doubt in an aging bull market but I just don't see the outlier coming. We had two historical corrections (dot com bubble and financial crisis) in the matter of a decade. I think we fluctuate between +/- 8% for next half decade or so. Growth will so but returns can be had! However, Emerging markets have a ton of potential and ROOM TO GROW!

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galveston1
Posts: 148
Joined: Tue Aug 16, 2016 5:29 pm

Re: I Fund performance

Post by galveston1 »

kaclemen wrote:I has catching up to do to US counterpart and the emerging markets are in tremendous position to do so.

Emerging markets have a ton of potential and ROOM TO GROW!


Keep in mind that the I-Fund does not include emerging markets.
In investing, what is comfortable is rarely profitable

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evilanne
Posts: 2067
Joined: Thu May 14, 2015 6:52 pm

Re: I Fund performance

Post by evilanne »

galveston1 wrote:Keep in mind that the I-Fund does not include emerging markets.

See viewtopic.php?f=31&t=13634 that mjedlin66 started. With the dollar as the reserve currency, rising rates can hurt the emerging markets. Note: What is considered an emerging market is transient, changing with economic conditions. See http://www.investopedia.com/terms/e/eme ... conomy.asp
Current Emerging Market Economies
A list of countries that all five institutions classify as emerging markets includes: Brazil, Chile, China, Colombia, Hungary, Indonesia, India, Malaysia, Mexico, Peru, Philippines, Poland, Russia, South Africa, Thailand and Turkey.

The remaining countries on the IMF emerging market list are: Argentina, Bangladesh, Bulgaria, Pakistan, Romania, Ukraine and Venezuela.

The remaining counties on the MSCI list are: Bangladesh, Czech Republic, Egypt, Greece, Qatar, South Korea, Taiwan and the United Arab Emirates.

The S&P list has these remaining countries: Bangladesh, Czech Republic, Egypt, Greece and Taiwan.

The Dow Jones list also includes the following countries: Czech Republic, Egypt, Greece, Qatar, Taiwan and the United Arab Emirates.

The Russell list has these remaining countries: Czech Republic, Greece, South Korea, Taiwan and the United Arab Emirates.

At any of these institution's discretion, a country can be removed from the list by either upgrading to a developed nation or downgrading to a frontier nation. Likewise, developed nations may be downgraded to an emerging market, as was the case with Greece, or frontier markets may upgrade to an emerging market, as was the case for Qatar and Argentina.

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BR549
Posts: 41
Joined: Tue Dec 13, 2016 11:39 pm

Re: I Fund performance

Post by BR549 »

evilanne wrote:kaciemen,
You may want to look at the make up of the I Fund as it doesn't include any emerging markets. It is heavily weighted in Europe & Japan with everything pretty much in developed countries.
Folks I don't mind tellin' you I made a bundle pushin' used cars. - Junior Samples

CrocSix
Posts: 14
Joined: Fri Jan 06, 2017 2:45 pm

Re: I Fund performance

Post by CrocSix »

VJoe571 wrote:What is going on with the I Fund? It seems to be on a upward positive trend since the end of December 2016 to March 2017.

Anyone have any ideas on this positive trend or when you think it's going to head to negative territory?

Learning as I go. :mrgreen:


Let's hope the I keeps that positive trend.

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Fund Prices2024-03-28

FundPriceDayYTD
G $18.15 0.05% 1.05%
F $19.08 -0.06% -0.74%
C $82.21 0.11% 10.55%
S $82.43 0.30% 6.92%
I $42.57 -0.24% 5.95%
L2065 $16.38 0.02% 8.37%
L2060 $16.39 0.02% 8.38%
L2055 $16.39 0.02% 8.38%
L2050 $32.73 0.01% 6.95%
L2045 $14.91 0.02% 6.58%
L2040 $54.38 0.02% 6.22%
L2035 $14.34 0.02% 5.79%
L2030 $47.67 0.02% 5.38%
L2025 $13.15 0.03% 3.43%
Linc $25.61 0.03% 2.82%

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