- IXN continues to perform well in line with strong tech earnings.
- Unless or until the trend dries up, tech stocks are likely to continue to perform well throughout the business cycle.
- Arguably IXN offers better value than alternative tech funds, given its international exposure.
- One caveat is that IXN has high single-stock exposure, in two names specifically.
- Given concentration risks, IXN might not be the best solution for one's main portfolio holding. But IXN would fit nicely within a larger and more balanced portfolio.
For further details see:
IXN: Strong Earnings Should Enable Further Price Growth