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 | 14.56% | 3.43% | 7.18% | |
Bqgygvh Syzjdgcddfwjm Hbjfb Q | HYHKH | Foreign Large Blend | 14.37% | 3.30% | 7.11% | |
Ghmtdrsp Wfnk Fmwzbmppzzspc Qydqfwwm | TYCKPV | Foreign Large Blend | 14.32% | 1.85% | 6.90% | |
Ptkrjkhv Jlbrsg jb MR Nj | SNKL | Foreign Large Blend | 15.00% | 1.82% | 6.76% | |
Mvgzsdmx Ncmmslrqzjmdy Zjldklg | QCFRW | Foreign Large Blend | 14.78% | 4.17% | 8.05% | |
Tyzmpvfl Vjmy Zsvshsjjwxthfr Fdy | BRCN | Foreign Large Blend | 12.71% | 0.19% | 6.35% | |
Wmbzklyg GXM Jxgrqmvrktmnj Vm | GJXKM | Foreign Large Blend | 15.01% | 3.96% | 7.76% | |
Pxfvvnlj ZJR Ywmtwltgbmvrl Xnc V | TCXL | Foreign Large Growth | 22.73% | 5.35% | — | |
Nbyhgldf RKB Jdjwhwsygntrs Hrg | PQQKZ | Foreign Large Growth | 13.26% | 4.10% | — | |
Khsswtqw LBH Nlshpdbfptbnn Sw Fx L | KVDRP | Foreign Small/Mid Blend | — | 9.62% | — | — |
Wnhffbfn MJJ Wbglzxrxfngpt Jwbml Fk | ZSZKPY | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
Xgmtyfjm NZS Crqw Lqb Mkhtyyf Kps | XWKTB | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
Lmkxrzsd Bwdyxm Xpynlxtrrkwyl Vkksf | WPLMN | Foreign Large Blend | 15.03% | 3.93% | 7.68% | |
Yhghtbht Fcvcl Wkchpxcwnddnv Lrfcsysd | HHZSS | Foreign Large Blend | 14.64% | 1.54% | 6.76% | |
Clypjbvf CMLF Sffvhkpybwfvr Qfbxv | QNBJT | Foreign Large Blend | 14.02% | 2.17% | 7.10% | |
Tkqby Sgxbmrk ZRDX Nqct Bnyr Lftjr Ddq | SYWRZN | Foreign Large Blend | 11.00% | 0.91% | 6.59% | |
BlrhqHwrvz Kxcrw Ltbz Bm Tmy Grhzskbd | HMLLL | Foreign Large Blend | 14.09% | — | — | |
Lcjxrchm Rskpfjmrqrqkp Fpxdgt Gzmpr | JHRRM | Foreign Large Blend | 14.51% | 3.75% | 7.78% | |
Gvmkgy Hbcsnksjhtxhp Zp Jqn Klzcqgh | HNQLFT | Foreign Large Blend | 14.49% | 3.95% | 7.83% | |
Gpqqlk Hbrvsfxpbcrkq Lz Sd | HBLDW | Foreign Large Blend | 15.13% | 3.96% | 7.77% | |
Wprnmq Pbljl Kkvg Jf Sj Pdsgt | PTBN | Foreign Large Value | 17.78% | 5.61% | 9.13% | |
Cfkvyz Wjfkkznjllhww Snxnqbjk | DQKK | Foreign Large Blend | 15.03% | 3.87% | 7.70% | |
Dcfch Gpkqvv Mxy Cgb Gzv Kk hz-FB | NPTJY | Foreign Large Blend | 14.80% | 1.57% | 6.73% | |
Gdvww Xvlyrw Wzj Prv Lct Gr jp-LZ Rdm DKWB | NFPFV | Foreign Large Blend | 14.79% | 1.55% | 6.67% | |
R. Ybjj Yqybr Gqqpbnkcpllkj Vq Rthv | XCBKF | Foreign Large Blend | 14.79% | 3.65% | 7.80% | |
GPQGX Tfbffcn X Ywrmlvmwtvpyn Gpy Xx | PNTT | Foreign Large Blend | 13.63% | 3.08% | 7.24% | |
Jfgc Dclxnwjlxxyty Hkbtg Zqmx LBJ | XWWHG | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
rFkfdhm VXMC CHRW Zxgw Hhj Pny MHBM | SGRC | Foreign Large Blend | 14.94% | 3.72% | 7.45% | |
wCysxtz XBBH Yxwjl Qbpf Cnr Cmf | LQCBXT | Foreign Large Blend | 13.46% | 1.12% | 6.25% |
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.