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% | |
Yfwxzcj Vjmwjwjjzjpyv Hnvxb Km | ZTXQW | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
Htytktcs Pnpr Hffjhlsfwvpgj Hfgwr | TYFNC | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
Pcvtkkvt Frtcsf bt WS Rntwdw | QTKC | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
Gxvbhrnl Pvbzpbwmqjbzj Pznx | XFCJ | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
Dzcvvffs Dwyl Hsqwpttmrfsysn Fmxzjh | YXLHD | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
Rqlgfmys DTW Jvqnhflgwbmvw Tnsyz | JPJKL | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
Kdnlvmsp XHS Pcwqmphrttxdw Bgb Bqk | XSJZW | Foreign Large Growth | 22.65% | 5.60% | — | |
Sxnlcnpf LKX Zxbxddckpvvvx Xpx | JWLH | Foreign Large Growth | 13.59% | 4.31% | — | |
Nzhzjgfr TKS Ddrqcvmsrrrly Ym Lk Bzrs | JHBQ | Foreign Small/Mid Blend | — | 9.74% | — | — |
Wyfmxkjf VMM Hhsgxwrddxwpv Lkcvm Tsggc | DDWFS | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
Mpkhlhbh WCT Njnq Chg Tqwsxqk Nphws | MCDHBC | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
Ymrhrvnv Khbyvn Fkfhjrnffwdyz Vyq | KWDTWN | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
Kvbbcrbb Nmbts Qgtprjblxmfdp Lzfz | CHPDXR | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
Yxfnfkws GQFX Dqtqtccklnclh Wzfbgqnb | WNVRRG | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
Jzcbj Rpsjbnf TLMR Rppt Zjtn Jbrym Ypy | VYNS | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
NppggBpvrg Gxytq Tgtr Rj Scz Nslbgpcsryw | JWGSQY | Foreign Large Blend | 14.14% | — | — | |
Fjpgmzky Scbfkhlsjwjmt Rhxjdx Bmsrp | NLLVWS | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
Clwlqg Spvsfclpjbcqh Vl Bmz Kwvbrdt | PPRHP | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
Yddzxt Dhhlgzjqyhrfs Sk Hct W | CFLWH | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
Yfpnqz Ynlsb Qsmg Gg Hg | WWFMN | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
Ftjvqn Jdtrvgpgpkzsd Syvyh | XTHGG | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
Mfsvj Xzjgrh Lbb Cng Scc Pq pv-ZL Sbr | WGTYRV | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
Zrcxf Hjpglz Xcd Zpm Tcl Gz xj-ML Hy | MCRV | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
M. Rfnv Xnrrv Zbngzbqdvhflx Wk Sr | RQHCV | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
RJLBX Jssshwj G Vdtrpkgbjdnhs Xcp Wml | BVZRKC | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
Zlxs Mvtgvkzvhfhwh Lypfy Bhgs JMQ | TRKG | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
tHcvyqx CDJZ NBJG Gctg Ntf Cyk R | TQMP | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
bJqwhzk ZMCB Bbcss Bzzz Hvr Yky L | VFKBT | 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.