iShares MSCI EAFE Value Index (ETF) (AMEX:EFV)

zwalt99 (98.27) Submitted: 7/6/2009 8:42:42 PM : Start Price: $37.78 EFV Score: -40.69

I don't know if this will actually outperform the S&P, but it at least offers diversification against it. It has quite a few aspects I like about it -- low expense ratio (.4%), good yield (>4%), and I find foreign companies and large cap companies to be a pain to analyze and pick myself. This is nothing but foreign AND large cap.

Trimalerus (90.72) Submitted: 3/17/2009 4:29:25 AM : Start Price: $27.74 EFV Score: -30.71

This is my first ETF pick, I liked it because it's very undervalued as of now and it has maintained a 5 star rating on caps for quite some time.

babypoop (< 20) Submitted: 2/12/2009 3:18:16 PM : Start Price: $30.30 EFV Score: -29.87

Short term rally in the cards!!

alexxlea (26.73) Submitted: 10/15/2008 11:31:22 PM : Start Price: $35.09 EFV Score: -32.53

It's a good ETF.

SlipknotMcGee (97.31) Submitted: 7/9/2008 8:59:24 AM : Start Price: $53.47 EFV Score: -31.10

Did a screen for small caps with five stars, minimum 50 active CAPS picks, maximum 3 Wall Street picks, maximum 20% institutional ownership, maximum 15 P/E, and minimum 5% div yield.

georgevtucker (89.23) Submitted: 3/31/2008 9:23:21 PM : Start Price: $57.54 EFV Score: -32.05

Value always wins in the long run.

Equityphile (92.74) Submitted: 10/4/2007 10:00:27 AM : Start Price: $68.49 EFV Score: -30.85

A very solid long term investment. I expect the value orientation to boost the rate of return over the next several decades although I cannot be one hundred percent (or 99%) certain of that.

Provides balance to a portfolio and has some very good holdings at the moment (though I look more to the long term with this one). Good choice, however might want to also consider VEA (Vanguard's excellent EAFE ETF) depending on your strategy and objectives.

NetscribeETF (37.64) Submitted: 3/26/2007 5:18:49 AM : Start Price: $64.65 EFV Score: -34.63

With nearly $850 million in assets and 528 securities in its constitution, the iShares MSCI EAFE Value Index fund is a subset of a much bigger sibling the iShares MSCI EAFE Index fund. This ETF has been formed using a number of measures to determine whether individual stocks are leaning more towards value. It is meant for people who would not want to directly invest in the iShares MSCI EAFE Index, while avoiding the daunting task of searching for value stocks across the global markets and making hallucinating predictions regarding the stocks performance.

Like the EAFE Index, the EAFE Value index closely flows and emulates the performance of the securities in the Western Europe, Australia, Hong Kong, Singapore, Japan and New Zealand markets. Nearly 42% of the ETF is concentrated towards the financial services sector followed by 10.79% in consumer discretionary, 8.63% in industrials and 6%-7% in telecommunication and energy each, among others. The top ten securities hold slightly less than 22% share of the entire index, in as much as HSBC Holdings and BP Plc making up for 3.2% each while Toyota Motors, Vodafone Plc and Nestle SA holding 2%-3% each, among others.

Western Europe and Japan have their fate closely tied to the Asian economies, which are together growing at an average rate of 8%. Australia is driven by its own system in a very efficient manner at 3.2% which is viewed as the best amongst the developed economies. Hong Kong and Singapore are aggressively growing Asian economies backed by stunning performance in the financial services and the real estate sector. With such a lively mix of Western European, Japanese and Australasian economies, a high value sectoral structure and the indirectly affecting emerging consumer markets, it is no wonder that the ETF has managed to generate a return of nearly 25% over the past one year and can be expected to stand tall as an outperformer in the near future.