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  #3  
Old 07-10-2007, 09:09 AM
Turtle
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Default Re: Ticker for ETF that tracks MSCI EAFE Index Strategy Fund

Hi Paul,
Paul Michael Brown schrieb:
- quote -

> Beware that some mutual funds that track the EAFE Index use a "fair
> valuation" technique to prevent market timers from taking advantage of the
> time difference between U.S. markets and those in the Far East. If your
> fund uses the fair valuation technique there may be some days when EFA and
> your fund show different returns. The difference works itself out in the
> long run.



I heard about this time difference problem (like if you are invested in
NIKKEI)

I guess there is not too much you can do about that.
As long as that is the biggest problem, I could take that.

CU
John

  #2  
Old 07-07-2007, 06:51 PM
Paul Michael Brown
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Default Ticker for ETF that tracks MSCI EAFE Index Strategy Fund

- quote -

> Can someone help me to figure out the ticker for
> SSgA MSCI EAFE Index Strategy Fund?


EFA is the ticker for an exchange traded fund that tracks the MSCI EAFE Index.

Beware that some mutual funds that track the EAFE Index use a "fair
valuation" technique to prevent market timers from taking advantage of the
time difference between U.S. markets and those in the Far East. If your
fund uses the fair valuation technique there may be some days when EFA and
your fund show different returns. The difference works itself out in the
long run.

Just my two cents worth, but investing five percent in the EAFE Index
seems low to me. Most gurus advise having 20 percent of your equity money
in international stocks. So if you have the standard 60/40 split between
stocks and bonds you should have about 12 percent in international
equities.

Paul Michael Brown
Washington, D.C.

  #1  
Old 05-11-2007, 07:14 PM
knight.kristopher@gmail.com
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Default Re: SSgA MSCI EAFE Index Strategy Fund in 401k

On Apr 19, 11:39 am, "Hanna" <h...[at]mscieafe.gh> wrote:
- quote -

> can someone help me to figure out the ticker for SSgA MSCI EAFE Index
> Strategy Fund where about 5% of my 401k is invested.
> it's a "bucket" of funds called international equities and contains
> SDIEX,DFEVX,NAIVX and the mystery SSgA MSCI EAFE Index Strategy
> if it's some combination of other things, please do tell


you can track the index using bloomberg: symbol mxea

 
Old 04-19-2007, 07:37 PM
redmonds@sprynet.com
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Default Re: SSgA MSCI EAFE Index Strategy Fund in 401k

On Thu, 19 Apr 2007 12:39:35 -0500, "Hanna" <han[at]mscieafe.gh> wrote:

- quote -

> can someone help me to figure out the ticker for SSgA MSCI EAFE Index
> Strategy Fund where about 5% of my 401k is invested.
> it's a "bucket" of funds called international equities and contains
> SDIEX,DFEVX,NAIVX and the mystery SSgA MSCI EAFE Index Strategy
> if it's some combination of other things, please do tell


In a 401K the SSgA fund may be (is) an institutional fund that is not
publically traded and has no ticker symbol. This is annoying because
you cannot access public data on fund performance, etc. Nevertheless,
such funds may be very good in your 401K. There is a SSgA
International Index Fund in my 401K with ER of only .11%. The 401K
administrator provides a Morningstar rating and analysis sheet on line
with performance history, fund description, portfolio listing etc.

What is happending here is that either your employer is not ensuring
that your 401K administrator is communicating effectively about your
funds or that you have missed the information. At the very least you
must have a Summary Plan Description and an Annual Report. I would
suggest calling the 401K administrator or your company benefits
department and asking for full descriptions of the funds in your 401K.

  #-1  
Old 04-19-2007, 05:39 PM
Hanna
Guest
 
Posts: n/a
Default SSgA MSCI EAFE Index Strategy Fund in 401k

can someone help me to figure out the ticker for SSgA MSCI EAFE Index
Strategy Fund where about 5% of my 401k is invested.

it's a "bucket" of funds called international equities and contains
SDIEX,DFEVX,NAIVX and the mystery SSgA MSCI EAFE Index Strategy

if it's some combination of other things, please do tell

 

Tags
401k, eafe, fund, index, msci, ssga, strategy
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