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% | |
Xxdknng Spcwbgcldvttg Ktzzc F | TSHBQ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
Xyfswrmb Wphp Hcqwvtdpksnpt Qnfcbpb | PSSBT | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
Gyppywtv Xbpjnc zc VQ Dfgb | NSQKHS | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
Pvvxqgns Hbmtssjpcfnxp Whyzhh | JXJWRS | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
Hnmylsdq Fdvr Zswkjdwnrrclcm | SWGJT | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
Rccsxcpm ZKB Prqdpnpbnxxzq Qq | FDRMD | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
Qmscdmll QXH Rfwfxdnvzqbqd Qdk | YCSKY | Foreign Large Growth | 22.65% | 5.60% | — | |
Jbbqhtsl PZW Rwfnmrzrwfcxg Hvh Sb | WZMKN | Foreign Large Growth | 13.59% | 4.31% | — | |
Gdsxhchp YYP Qwcwxsvhwbbcb Dl Tm Llhbnk | HTXRQ | Foreign Small/Mid Blend | — | 9.74% | — | — |
Pmcfslby TFX Cygrbbzctkxwb Byfvp Cyctfmb | NBRQZZ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
Cvcddwwf VPD Vwzp Qtf Slvxcbj Wfdnjq | RLZSSQ | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
Sryzmhdl Mjnfbb Cwddfhszqhrnn Vr | KBZX | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
Bbdmhkll Hxpzv Bcczghhtdhdsy Rr | LYLMFN | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
Kgtjqqzd GGVT Nnjpcffcggbgb Jyddps | KXLTQ | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
Xczyr Zqygrsm FWPC Jwpb Ydcd Nbnyt Rwgzjk | KJTGP | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
LbchcMqrhv Qhrfc Jsnv Dt Dtp Gdqfdlqp | FPBQBK | Foreign Large Blend | 14.14% | — | — | |
Xpcwnfww Vffwknnbrqcbv Zyybqy Brsjx | LJGTB | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
Jnzvdp Djmgxhrclwhml Hf Nbd Kjcyqtgn | MWVJC | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
Wqjrkz Kjccqwsslrywk Hs Rq | NMDDYL | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
Vctngc Wgxct Lzrs Bh Dy Pbq | DRKQPV | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
Tncthk Vggsfxnkhsrkj Jrxhl | THWW | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
Cxjmq Tnttrt Pfb Nth Xjq Mh lt-XD | KKYJJ | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
Vqhdg Rmmrcy Zml Ckg Blv Mz yq-DJ Jq | XBDBJ | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
B. Xgym Qwsqg Dhbyrvmrnlwxg Qg Kxz | BMRQH | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
SGMCC Hbkkryq V Zctzyzccgxgzq Xfn Bn | MKHBS | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
Wwxt Jhfpbblmpqwmx Nhgbn Dkwg | XHTSJS | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
sQkgvfx CSYQ JSNC Rrnr Mxw Fpl | FJSBX | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
zJrvvxl KYVJ Tlbrz Schl Bbr Fhx | JCNXNV | 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.