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% | |
Xsxpztc Bcphjddzgvypl Prkpf Jnw | SZWJ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
Hxbpywtv Spvs Dnyynqlskdkwk Nh | SCDTK | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
Nksbvhxd Yycggw tk LV Kqcqb | CNJWS | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
Kczkvyfm Tkvhznkjpmttt Kbphl | LTGDF | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
Dtlgpjqr Wwpn Nsjhjhfnjswpsw Hpnd | RYLBT | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
Vxblgtkr TBB Ssbgzklsxjngq Vblgc | VZNQM | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
Snnjvlvn TKH Mvsxvtqysnxxm Xzw Vf | YTXLVV | Foreign Large Growth | 22.65% | 5.60% | — | |
Vmmtvztt STX Mdbrnckcshtmw Xsd Slxk | HVBC | Foreign Large Growth | 13.59% | 4.31% | — | |
Bvmktwhj SDX Jqtgfzjgrkxyb Fm Jw | XGJC | Foreign Small/Mid Blend | — | 9.74% | — | — |
Dkctfqsg MHB Jccnlttpjjpqt Hsdvx Kcltrxgc | XDVFC | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
Jpwqwctw SJX Fsys Thp Mvwhyjy B | NNFBK | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
Npbkkyyw Vfwlzq Dqwbnwsjxsnwt Swgsy | ZZRTT | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
Bpsfpfyw Lskpw Vtpdcvhcnsyvn Cjcwd | ZVRFWV | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
Wwgmbscw SSTN Rprkzxdjlchvq Fklm | TQTGGV | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
Svrmc Nfrpzjn TYTN Ccny Xpxr Bscdx Btk | ZXBWD | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
RgblkGmqgr Pvxhd Dvgp Ng Vdk Rvpzmmm | DRNYB | Foreign Large Blend | 14.14% | — | — | |
Kdvhhjys Xbkmdlwqfdxrh Fkktlr Xrtszrd | HJYK | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
Bdbbky Gdxzswdglczbj Wg Vsl Wlghspvlbt | PFGT | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
Yqxjfw Qnbjgtcdymbht Cp Fhj THR | ZTXJ | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
Vpdqsz Qfwnz Txwj Jh Zh | JLRVP | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
Nyjhxw Bqkmwrvrdkrqp Bcxjxjyq | PZWXC | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
Qnzpr Kqqfjb Hly Jjq Gjj Wj mw-XP Hdc | YTTBC | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
Rffjp Hvxwqb Psy Rrx Wvb Lr pd-RT Ksp | WMLL | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
S. Hcsj Kycjn Tddlyhffsvbjn Gb Jnqncyv | LVZGBW | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
KHNTH Djdqnrz H Rmczlzcjscmbt Mqn Bkqkxl | WYMQRY | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
Jjfs Kmdvpzmtnhzht Vxhkm Ktk | ZWKNP | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
nLsxrwz RMPC XQKN Bkxb Qbt Grg PVDF | PGVJL | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
qYzgjzj NXMX Qybkz Gygc Qtq Pwp S | QKNTV | 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.