AL Lindquist:

Coke is an Atlanta based firm but I think 80% of profits are from overseas.  Is that a foreign or domestic firm?

Very good point.  The morningstar Xray doesn't help you analzye this type of situation.

cegibbs:

  Also, what percentage of equities should be international? 

Many different people have varying opinions on this matter.  Like Al said, with most of the AF it will be hard to hold this down to an exact percentage.

Why not go global, go anywhere, with the fine AF funds and let the smart teams at AF and there global research root out the value where they see it and allow them to run with their best ideas, unless you think you know better then them. 

Add in some EM and go anywhere with them too!

Unless you can understand the logic and thought process behind answering these questions yourself, why tie the hands of your fund managers, who understand these things.

Be part of the global growth story, if you believe such!

Good Luck

Brian

hurleyhuckster:

cegibbs:

  Also, what percentage of equities should be international? 

Why not go global, go anywhere, with the fine AF funds and let the smart teams at AF and there global research root out the value where they see it and allow them to run with their best ideas

That is what you are paying for when you buy an actively managed fund after all.

Thanks to everyone for your great comments and suggestions.  Your advice is very helpful.