|Expense Ratio (net)||0.11%|
|Category||Foreign Large Blend|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Average|
|Beta (5Y Monthly)||1.03|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Nov 29, 2010|
The dollar is down 10% in the past five months and is likely to fall further, Experts have suggestions on how investors should respond.
Three things have led Systelligence CEO Kevin Miller to begin shifting money at his fund-management firm to European stocks and away from U.S. stocks: The decline in the dollar, the underperformance of European equity markets this year compared with the U.S., and expected volatility heading into the November elections. Miller and his team manage about $635 million through the six E-Valuator funds, which have stated allocations between stocks and bonds, as listed below. The E-Valuator funds allow the investor to decide how risky an allocation to take in a broad, global, “fund of funds” investment, and decide when to change their allocation by moving into another fund.
Near term, a bias to U.S. stocks makes sense. But long term, you need to capitalize on recoveries in the rest of the world as well.