Two international equity funds that work well together

CI Black Creek International and Oakmark International are distinct from each other but have complementary characteristics.

Jeffrey Bunce, CFA 23 March, 2018 | 5:00PM
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Jeffrey Bunce: Combining multiple funds from the same asset class, when done properly, should help smooth out your asset class return pattern and remove some risk from the equation. At Morningstar Investment Management, when combining funds, we first look for each to be distinct in its own right. Ultimately, we want to start with high-conviction, concentrated funds that we think can beat the asset class benchmark and provide differentiated returns. We've got two international equity funds that we use in our Morningstar target-risk portfolios that we think fit that bill.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Grupo Televisa SAB ADR11.30 USD-3.50Rating
Lloyds Banking Group PLC ADR2.70 USD3.05Rating

About Author

Jeffrey Bunce, CFA

Jeffrey Bunce, CFA  Jeffrey Bunce, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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