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
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity International Small Cap | FISMX | Foreign Small/Mid Blend | 4.59 Bil | 1.85% | 8 | 13 | 2 | 1.010% | — | No Load | Open |
| Goldman Sachs Intl Sm Cp Insghts Inv | GIRLX | Foreign Small/Mid Blend | 3.81 Bil | 2.83% | 24 | 43 | 27 | 0.980% | — | No Load | Open |
| Goldman Sachs Intl Sm Cp Insghts P | GGDPX | Foreign Small/Mid Blend | 3.81 Bil | 2.94% | 24 | 39 | — | 0.860% | — | No Load | Open |
| Nuveen Quant Intl Small Cap Eq W | TAIWX | Foreign Small/Mid Blend | 1.25 Bil | 3.62% | 11 | 25 | — | — | — | No Load | Open |
| Nuveen Quant Intl Small Cap Eq Premier | TPISX | Foreign Small/Mid Blend | 1.24 Bil | 2.73% | 16 | 51 | — | 0.900% | — | No Load | Open |
| Nuveen Quant Intl Small Cap Eq Retail | TLISX | Foreign Small/Mid Blend | 1.24 Bil | 2.57% | 19 | 60 | — | 1.100% | $2,500 | No Load | Open |
| Nuveen Quant Intl Small Cap Eq Advisor | TAISX | Foreign Small/Mid Blend | 1.24 Bil | 2.89% | 15 | 48 | — | 0.820% | — | No Load | Open |
| Bernstein International Small Cap SCB | IRCSX | Foreign Small/Mid Blend | 1.09 Bil | 2.62% | 53 | 78 | — | 1.340% | $5,000 | No Load | Open |
| AB International Small Cap Adv | IRCYX | Foreign Small/Mid Blend | 1.09 Bil | 2.86% | 40 | 76 | — | 1.090% | $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 | 556.82 Mil | 2.82% | 29 | 42 | 44 | 0.920% | — | No Load | Open |
| Lord Abbett International Opps F3 | LOIEX | Foreign Small/Mid Blend | 325.17 Mil | 1.71% | 52 | 51 | — | 0.930% | — | No Load | Open |
| Lord Abbett International Opp F | LINFX | Foreign Small/Mid Blend | 325.17 Mil | 1.62% | 55 | 55 | 48 | 1.110% | — | No Load | Open |
| Voya Multi-Manager International Sm Cp W | ISCWX | Foreign Small/Mid Blend | 281.25 Mil | 1.45% | 33 | 10 | 20 | 1.280% | $1,000 | No Load | Open |
| Pear Tree Polaris Intl Opps Ord | QISOX | Foreign Small/Mid Blend | 85.52 Mil | 0.99% | 49 | 66 | — | 1.500% | $2,500 | No Load | Open |
| WCM Focused International Opps Inv | WCFOX | Foreign Small/Mid Blend | 39.87 Mil | 0.24% | 88 | — | — | 1.500% | $1,000 | No Load | Open |
| Vaughan Nelson International Investor Cl | ADVJX | Foreign Small/Mid Blend | 26.91 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.