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% | 11 | 17 | 2 | 1.010% | — | No Load | Open |
| Goldman Sachs Intl Sm Cp Insghts P | GGDPX | Foreign Small/Mid Blend | 3.90 Bil | 2.94% | 21 | 40 | — | 0.860% | — | No Load | Open |
| Goldman Sachs Intl Sm Cp Insghts Inv | GIRLX | Foreign Small/Mid Blend | 3.85 Bil | 2.83% | 23 | 48 | 27 | 0.980% | — | No Load | Open |
| Nuveen Quant Intl Small Cap Eq W | TAIWX | Foreign Small/Mid Blend | 1.27 Bil | 3.62% | 4 | 25 | — | — | — | No Load | Open |
| Nuveen Quant Intl Small Cap Eq Premier | TPISX | Foreign Small/Mid Blend | 1.26 Bil | 2.73% | 14 | 49 | — | 0.900% | — | No Load | Open |
| AB International Small Cap Adv | IRCYX | Foreign Small/Mid Blend | 1.09 Bil | 2.86% | 44 | 75 | — | 1.090% | $5,000 | No Load | Open |
| Bernstein International Small Cap SCB | IRCSX | Foreign Small/Mid Blend | 1.09 Bil | 2.62% | 53 | 77 | — | 1.340% | $5,000 | No Load | Open |
| Fidelity SAI International Sm Cp Idx | FSISX | Foreign Small/Mid Blend | 731.70 Mil | 3.16% | 74 | — | — | 0.100% | — | No Load | Open |
| JHancock International Small Company NAV | JHATX | Foreign Small/Mid Blend | 567.12 Mil | 2.82% | 31 | 30 | 45 | 0.920% | — | No Load | Open |
| Lord Abbett International Opps F3 | LOIEX | Foreign Small/Mid Blend | 325.22 Mil | 1.71% | 50 | 50 | — | 0.930% | — | No Load | Open |
| Lord Abbett International Opp F | LINFX | Foreign Small/Mid Blend | 325.22 Mil | 1.62% | 63 | 57 | 59 | 1.110% | — | No Load | Open |
| Voya Multi-Manager International Sm Cp W | ISCWX | Foreign Small/Mid Blend | 282.99 Mil | 1.45% | 31 | 7 | 19 | 1.280% | $1,000 | No Load | Open |
| Pear Tree Polaris Intl Opps Ord | QISOX | Foreign Small/Mid Blend | 85.78 Mil | 0.99% | 47 | 71 | — | 1.500% | $2,500 | No Load | Open |
| WCM Focused International Opps Inv | WCFOX | Foreign Small/Mid Blend | 41.10 Mil | 0.24% | 92 | — | — | 1.500% | $1,000 | No Load | Open |
| Vaughan Nelson International Investor Cl | ADVJX | Foreign Small/Mid Blend | 27.09 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.