International-Stock Funds Finally Wake Up - WSJ
1. U.S. stocks fell 2.9% in February, affecting year-to-date gains. 2. Investors are shifting focus to defensive sectors and international markets. 3. International-stock funds gained 2.2%, reversing previous U.S. outperformances. 4. Market uncertainty may indicate a long-term transition in investor sentiment. 5. AXP remains tied to the overall performance of U.S. equities.