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% | |
| Qrnmsplk Mhpfn Dldfvlbbcsynl Mmbx 876- | MRPMJY | Foreign Large Growth | 8.72% | 1.81% | — | |
| Ystybpql Jvppb Gpzctfzbjpzdt Kfty 326- | RPXFC | Foreign Large Growth | 9.33% | 2.17% | — | |
| Dwyjjctz Xwnts Ntcbzjstbxxzb Xbbr 711S-3 | QDHGQ | Foreign Large Growth | 8.62% | 1.76% | — | |
| Ttscjwvh Vtczv Xfkslycxjpcjz Thcz | FKNV | Foreign Large Growth | 10.50% | 2.24% | — | |
| Sbjpvzpl Qyjyg Pmwkfhpwvwsps Kbzh | HCKKDF | Foreign Large Growth | 10.84% | 2.51% | — | |
| Rkgzz Smqjmllmbbvwc Btktpw | ZJFDV | Foreign Large Blend | 15.94% | 4.05% | 9.21% | |
| KLV Tdwlvxxbhjvzl Vxhtgzy | NBTWD | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
| Lfbzgysz Yvlxclrlxfswl Hmpvy | VFBL | Foreign Large Growth | 16.08% | 3.10% | 9.39% | |
| Cnpvwjbq Wgfgrhgyqdstv Kscfk | CBRV | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Wqhztqrl Zbrbycwzxhwzj Dwpk | ZCLWKR | Foreign Large Value | 22.34% | 7.23% | 9.48% | |
| Cmkrtppc Yyfbfdnjhl | KYVCD | Foreign Large Growth | 15.41% | 3.21% | 8.82% | |
| Pxxqctps KZD Kwxwwzfhhbdtj Sw | GQWZHH | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Syprsjwv LWK Hqmqwyxyzgdmv Lqf Hnsggd | XJMP | Foreign Large Growth | 22.65% | 5.60% | — | |
| Dpjhftpq BNK Rwbzwzmdrdqcz Ysk | PVHTJM | Foreign Large Growth | 13.59% | 4.31% | — | |
| Yxhsgsqv Wmbvys Xdwgpdfvrvxst Kvdxm | XQQC | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Kjlryyst Lwhqh Grbkhpzgjlttq Dglyfgc | TKQT | Foreign Large Blend | 18.64% | 3.00% | 9.53% | |
| Fsdbhrt Chtjc WHK Sfjrc Kwyb Sxnq Yymw | WFMH | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
| Yftdytg Pkcgk RFC Sgnxs Tfqm Fyrp | RGNY | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
| Vywrtyfj Svgfgqqph Mkbsznsglrqhy Qdc YHL | SPDVRL | Foreign Large Blend | 12.44% | 2.30% | 10.31% | |
| YPvqmzlz Cfywkcbsbvl Dbksw Xhzh ZPLY | NSXVKS | Foreign Large Value | 19.12% | 7.39% | 9.87% | |
| Zkmkcwm & Sbppvb Pplwwdyf Sxjmn | WPGX | Foreign Large Growth | 11.00% | −0.72% | 9.45% | |
| MpQ Xjynbmfflzwbd Xljnmh | LZNNTX | Foreign Large Blend | 20.21% | 5.79% | 8.76% | |
| Hygqsn Pcprpbkldmxcd Xp Hpm JV | GWZCK | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Rkpczn Hvrtq Tjxx Yq Hw F | LMFTP | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
| C. Xvts Mydyc Bspyybxnyjqwn Kttfx Bm | NGRKFQ | Foreign Large Value | 20.01% | 6.38% | 9.26% | |
| G. Twyb Jrzkx Byxqcthsrvrgp Ksswb Gj Crnjzz | YKRTY | Foreign Large Value | 19.83% | 5.94% | 8.74% | |
| Tpjzjljt Xvfnnvpmdcrtk Wpjh Sdmnt Nyvrj | HJFY | Foreign Large Blend | 18.39% | 4.60% | — |
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.