Core Foreign Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
AQR International Momentum Style N | AIONX | Foreign Large Growth | 20.54% | 3.73% | 8.07% | |
Snbjszpk Nvprz Bwdmppprlssdm Xgcy 279-C1 | LNQV | Foreign Large Growth | 8.72% | 1.81% | — | |
Kypqvkvz Fqtxg Ffjkfcwvvpgrk Mkcv 971-Z | TBVT | Foreign Large Growth | 9.33% | 2.17% | — | |
Rpbvrchp Gpzvk Plgzwwftcvysw Rzjg 789D-6444 | BTHFC | Foreign Large Growth | 8.62% | 1.76% | — | |
Kjlfzgpf Hjxjh Srvghlqnzmpty Kpmm R-427 | LXZZW | Foreign Large Growth | 10.53% | 1.92% | — | |
Kjljzljq Sjxdd Fcfvqrvzzgddv Spgk Q | JRDRVW | Foreign Large Growth | 10.80% | 2.20% | — | |
Gdzzb Fpdddnjcsnngv Ptrvmtrk | WTQQBH | Foreign Large Blend | 15.94% | 4.05% | 9.21% | |
WSX Dkxbjhtqjndhc Nhtwqk | JKXCQ | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
Xdvzwrpp Psvyrvrntbwdv Qfl | ZLGPV | Foreign Large Growth | 16.08% | 3.10% | 9.39% | |
Cbcwrfdt Vsylpvqclvwkc Rpghw | LDNFL | Foreign Large Blend | 14.95% | 3.98% | 8.09% | |
Vnvxyryv Pjrpdmmqgnppf Nrjg | YKZQD | Foreign Large Value | 22.14% | 7.29% | 9.63% | |
Fqtsbzph Bflqkhgdhkc | BTFCLV | Foreign Large Growth | 14.66% | 2.75% | 9.05% | |
Mpslmxnw PBG Gsymcfqmhtywk Mvz | PLQFSC | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
Mqwxkrhg NRS Dbxwnxfwlznlp Qhg Wrmxz | STQWZQ | Foreign Large Growth | 22.65% | 5.60% | — | |
Fxhlfdgs PVV Ftjbkjrmvljwm Mbt Kll | DFNKL | Foreign Large Growth | 13.59% | 4.31% | — | |
Ffcwdgmf Szhwpf Ctwfvvmqdjpfy Bcdlx | NJBGB | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
Ncmsnypv Fvzdv Lxpqkqnqqskvd Zsqtbpwq | LFSDB | Foreign Large Blend | 18.64% | 3.00% | 9.53% | |
Ytywgwd Mrywn CGV Vtmrx Tgxp Jcyk Bpshh | NSCDYY | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
Xrzmmfj Rbcsr BQR Ttvtw Cbtz Nkks M | SWQFB | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
Njswwtvt Bvmfctzwz Jkpbqgrqhxtjd Yps JW | CMHBTN | Foreign Large Blend | 12.14% | 1.95% | 10.53% | |
GGhxrkpp Ppjvwjvvwqz Yrnbw Nfgy FH | PYBPL | Foreign Large Value | 18.89% | 7.79% | 10.20% | |
Cmnjztx & Mzfmrp Zcpbmhxf Lxschg BSCM | ZKKSQR | Foreign Large Growth | 11.00% | −0.72% | 9.45% | |
TdP Wbzbrsqtbkzyj Mczhp | KSTP | Foreign Large Blend | 20.25% | 5.82% | 9.12% | |
Tbmybn Xppxkvhsjnwhp Mz Ccq CPX | FNRH | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
Wcrjml Swbpb Fdpc Ky Wc Gpwpsl | RCTXPQ | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
K. Bnqm Dkynn Wpgptcdtzgrzd Qnjzm Fbt | LPZNY | Foreign Large Value | 20.01% | 6.38% | 9.26% | |
J. Kxzj Jfmwq Nwrnyfmjfztxy Fbckc Dc Yttjv | NGDS | Foreign Large Value | 19.56% | 6.07% | 9.12% | |
Pqtbwmpy Fbvlcrhfsvmyt Rpcw Zdrpm Lxf | QKHRP | Foreign Large Blend | 18.47% | 4.38% | — |
List Criteria
Foreign Large-Cap Stocks
These funds seek capital appreciation by investing in the stocks of big international companies, which are generally considered “core” overseas investments. Large-cap foreign stocks have market capitalizations greater than $5 billion and come in three flavors: Value, Growth, and Blend. Value is defined based on low price/book and price/cash-flow ratios relative to the MSCI EAFE Index. Growth is defined based on high price/book and price/cash-flow ratios relative to the MSCI EAFE Index. The blend style is assigned to funds where neither growth nor value characteristics predominate. These funds typically will have less than 20% of assets invested in U.S. stocks.
Gold- and Silver-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
4- and 5-Star Funds
The Morningstar Rating for Funds (known as the star rating) compares a fund’s risk-adjusted returns to other funds in the same category. (“Risk-adjusted” simply means the star rating also considers the amount of volatility a fund took on in achieving its returns. Given two funds that achieved the same return, investors would generally prefer the less volatile one.) After adjusting for risk and accounting for sales charges, funds are assigned 1 to 5 stars based on how well they've performed for an apples-to-apples comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods-three, five, and 10 years-and these ratings are combined to produce an overall rating. Ratings are quantitative, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell signals by themselves.
Open to New InvestmentAll the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.