US Portfolio Strategy: Going abroad – US Mutual funds migrating overseas

US large-cap mutual funds have boosted foreign stock holdings to 8.4% of equity assets currently vs. just 1.2% in 2000. Europe has dominated this migration, with less than 1% in Asia. In this report, we identify the most popular positions and highlight 30 new investment areas.

>> US Portfolio Strategy: Going abroad – US Mutual funds migrating overseas October 16, 2006 [PDF, 320 KB]