Foreign Small/Mid Blend Funds
Foreign small/mid-blend portfolios invest in a variety of international stocks that are smaller. These portfolios primarily invest in stocks that fall in the bottom 30% of each economically integrated market (such as Europe or Asia ex-Japan). The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios typically will have less than 20% of assets invested in U.S. stocks.
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity International Small Cap | FISMX | Foreign Small/Mid Blend | 4.59 Bil | 1.85% | 6 | 14 | 2 | 1.010% | — | No Load | Open |
Goldman Sachs Intl Sm Cp Insghts P | GGDPX | Foreign Small/Mid Blend | 3.90 Bil | 2.94% | 26 | 46 | — | 0.860% | — | No Load | Open |
Goldman Sachs Intl Sm Cp Insghts Inv | GIRLX | Foreign Small/Mid Blend | 3.90 Bil | 2.83% | 29 | 50 | 25 | 0.980% | — | No Load | Open |
Nuveen Quant Intl Small Cap Eq Premier | TPISX | Foreign Small/Mid Blend | 1.27 Bil | 2.73% | 14 | 50 | — | 0.900% | — | No Load | Open |
Nuveen Quant Intl Small Cap Eq W | TAIWX | Foreign Small/Mid Blend | 1.27 Bil | 3.62% | 6 | 28 | — | — | — | No Load | Open |
AB International Small Cap Adv | IRCYX | Foreign Small/Mid Blend | 1.11 Bil | 2.86% | 42 | 73 | — | 1.090% | $5,000 | No Load | Open |
Bernstein International Small Cap SCB | IRCSX | Foreign Small/Mid Blend | 1.11 Bil | 2.62% | 49 | 76 | — | 1.340% | $5,000 | No Load | Open |
Fidelity SAI International Sm Cp Idx | FSISX | Foreign Small/Mid Blend | 731.70 Mil | 3.16% | — | — | — | 0.100% | — | No Load | Open |
JHancock International Small Company NAV | JHATX | Foreign Small/Mid Blend | 571.10 Mil | 2.82% | 34 | 33 | 43 | 0.920% | — | No Load | Open |
Lord Abbett International Opps F3 | LOIEX | Foreign Small/Mid Blend | 334.09 Mil | 1.71% | 55 | 46 | — | 0.930% | — | No Load | Open |
Lord Abbett International Opp F | LINFX | Foreign Small/Mid Blend | 334.09 Mil | 1.62% | 55 | 61 | 51 | 1.110% | — | No Load | Open |
Voya Multi-Manager International Sm Cp W | ISCWX | Foreign Small/Mid Blend | 287.19 Mil | 1.45% | 28 | 10 | 18 | 1.280% | $1,000 | No Load | Open |
Pear Tree Polaris Intl Opps Ord | QISOX | Foreign Small/Mid Blend | 87.34 Mil | 0.99% | 40 | 65 | — | 1.500% | $2,500 | No Load | Open |
WCM Focused International Opps Inv | WCFOX | Foreign Small/Mid Blend | 40.95 Mil | 0.24% | 68 | — | — | 1.500% | $1,000 | No Load | Open |
Vaughan Nelson International Investor Cl | ADVJX | Foreign Small/Mid Blend | 27.20 Mil | 1.42% | 100 | — | — | 1.140% | $2,500 | No Load | Open |
Fidelity Series Select Intl Sm Cp | FSSJX | Foreign Small/Mid Blend | 1.26 Mil | 3.52% | — | — | — | 0.010% | — | No Load | Open |
Foreign Small/Mid Blend Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.