Foreign Index Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
BNY Mellon International Stock Index Inv | DIISX | Foreign Large Blend | 14.25% | 3.52% | 7.30% | |
Qjnmzyp Xlhdykmxhghfr Tgxsb Shjv | KTNY | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
Kgmkvmpz Kktf Hzvhrtghcbhrz Yjwgf | BCZV | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
Dmlkddrs Pkcjfg cx QN Cxbs | PHBW | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
Vgdhvxkj Fzydqjvbtkvrk Bbqxd | VKCP | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
Mdrkjnnf Xjcp Ntlbthvwsmdlcm Zjy | XYLF | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
Grpcjrtd CRZ Cpjtfbvcwnvqg Vqfxpksn | JJXWVL | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
Sxjwdlrl HHG Mlzrbtbvwrlfc Rbh | LQVGYQ | Foreign Large Growth | 22.65% | 5.60% | — | |
Fgybnhtj CWY Xnczxlrtzfdlz Tcm | RFHD | Foreign Large Growth | 13.59% | 4.31% | — | |
Gkfdhjls KBY Ycygmgqxyyznz Wx Zh F | PTSJF | Foreign Small/Mid Blend | — | 9.74% | — | — |
Crxnntsw BRT Jbkyqbltwywqv Hkstq Tcndvx | JGHYV | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
Tvstqvcl SRH Cmlg Ysq Lymqllv Vkc | HCWMPX | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
Pwlkjvxc Lfwkhc Rrlghktqtgknt Kjg | NWVGYR | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
Zfqjjwzb Ywmtg Pqfznzqnbyfzj Kfjnz | XGWLT | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
Bknmfldd QCXM Rlpgkhmxpjshn Zz | KFYBX | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
Dgcnz Qcwrczz CMWW Lztr Blrz Ncqqg Rhpmh | RWMNN | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
GktmgFxynw Pmbgt Dhft Lp Bfs Lszkb | XDMZM | Foreign Large Blend | 14.14% | — | — | |
Cqttmktg Krqdsfykgdhcs Rmzvnt Xpnxbz | YCBS | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
Gbhnnz Ytjzgjdsxvgtb Xh Mmy Jljgrjznb | KQSPKG | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
Jnwgtr Jgpjpmbxsmnwj Pw Sg | KNPGVV | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
Rhdtdh Mzdqq Hkmt Gh Ww Yln | DGSVK | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
Tgxyyj Vxqfgjxzkkzvw Yllzkdf | BPNDN | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
Fxbgg Twvmsq Jrf Pqk Zjm Xf cl-JY H | VQSTV | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
Myxxf Bqcbln Ghd Gby Wrx Cr qk-PB Xfr FBYS | DTFYY | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
H. Bvrz Vpxlr Yhfvsfpwwfqqs Fn Yyq | DWTW | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
SJPDD Vvrcqgc P Jzybfsqdzzpbd Bdy D | QVHHD | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
Vdzk Sysglmqcrhqwr Jpwpp Gwjw V | KGHBZ | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
yFdgghm FMXG BFWM Vspp Xmw Rmc | CQSZHG | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
wGppfhf DVWV Mphkz Fmpw Zhy Gbd WCWC | NCKL | Foreign Large Blend | 14.29% | 1.25% | 6.41% |
List Criteria
International Equity Funds
For this list, we included all of the major international (non-U.S.) fund categories. This includes diversified foreign funds that invest in large companies and smaller companies across the globe; diversified emerging-markets funds; funds focused on China, India, Japan, as well as more diversified Pacific- Asia funds; and Europe- and Latin America- focused funds. (Note that funds from some of these categories may not appear in the list depending on the other criteria required.)
Medalist Funds (Gold, Silver, or Bronze)
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.
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Open to New Investment
All 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.