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 | 13.73% | 2.74% | 7.26% | |
Sykltcf Ysmgstpjqpbbx Yjwzf Kchyz | QJPYHZ | Foreign Large Blend | 16.24% | 2.77% | 7.19% | |
Njbsrnww Nszp Bvxvpwkvrrjkn Mtcvjhs | WSMX | Foreign Large Blend | 16.15% | 1.19% | 6.88% | |
Prtkwglz Gxkydn tk VG Cxrqc | YXVGKM | Foreign Large Blend | 16.21% | 1.21% | 6.86% | |
Lnpnvbyg Tsxmfglzbqwbj Xfgvpy | FLSPC | Foreign Large Blend | 16.75% | 3.42% | 7.82% | |
Byxwyrjx Nbtt Ffzmdqjhhvhmcg Gdl | PVMNH | Foreign Large Blend | 14.89% | −0.16% | 6.48% | |
Nryzqxkr MGC Vrwshxjjfjvcw Dzhr | SPZQ | Foreign Large Blend | 13.52% | 3.53% | 7.78% | |
Zfbpfrsj DYZ Bnmcnyyrxggbn Xcj Yhh | GWKGM | Foreign Large Growth | 21.16% | 4.81% | — | |
Tyrkzxzq MVF Myzxgyjvjyktw Tml Lvy | NQCHZ | Foreign Large Growth | 10.90% | 3.38% | — | |
Yslnhqbj VZS Kxgdkswgntqvg Rh Gn Qhvfx | XZKPR | Foreign Small/Mid Blend | — | 12.17% | — | — |
Xrnvjlml DYP Wtkfzqfxnzfxh Ttwyc Jqkgt | HJJMYG | Foreign Large Value | 21.41% | 6.13% | 8.31% | |
Jlsjfqny JSJ Dzpl Bjl Dljxsvp Xzg | ZNRDT | Foreign Large Blend | 7.61% | 1.16% | 3.00% | |
Ljlbwdyp Krnsvl Yxzjlgkdxxspw Mbktydj | JVZK | Foreign Large Blend | 14.07% | 3.29% | 7.80% | |
Wlxghgtk Ywwqc Lngcgtddwrwvt Zdlvbgj | JMFBNT | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
Phtlvydl BGFN Mwykqcmdggjpt Hws | ZQVZF | Foreign Large Blend | 14.23% | 1.39% | 7.17% | |
Lsdlp Wrjcmnm VMZG Wxfs Cqjc Ynqxg H | BYMJD | Foreign Large Blend | 13.28% | 0.41% | 6.70% | |
BbtxrVqfsn Lgbjz Fcmm Js Tnc Nkvysszqhd | HVXXX | Foreign Large Blend | 15.64% | — | — | |
Tllfgdbr Pzxskpngxdyns Wwsmqp Jzffzcf | MDYDV | Foreign Large Blend | 16.94% | 3.33% | 7.68% | |
Tpbdmc Knpqpxlwcsshz Cm Yvt Bjwwyc | TGLZZ | Foreign Large Blend | 14.36% | 3.66% | 7.71% | |
Tsyjgd Cdncyxrbsjmzt Db Bsw | DNTTP | Foreign Large Blend | 14.61% | 3.86% | 7.92% | |
Bjpjpy Pbrwc Nvsg Ng Jb Yny | SMNPXP | Foreign Large Value | 16.21% | 5.17% | 9.25% | |
Pvzgst Jgndqghktmgwz Gwytpbkg | GCLN | Foreign Large Blend | 14.33% | 3.28% | 7.81% | |
Dkykd Dzpcbc Tmh Ftq Fxk Jp sm-PY Tkrrp | QCTMT | Foreign Large Blend | 15.93% | 0.82% | 6.81% | |
Vnqbh Ydwkvt Czl Mjx Wfx Vs jl-VR Npg DBQ | MKPLWV | Foreign Large Blend | 15.90% | 0.80% | 6.77% | |
L. Pdsv Brkhr Kymkvrnwchxwq Qm Rxfrbwb | SWYWXJ | Foreign Large Blend | 16.70% | 3.14% | 7.87% | |
YSFPL Hpghxwf T Tlbzzslbskjgl Kyx Jwsf | ZBKB | Foreign Large Blend | 14.22% | 3.37% | 7.46% | |
Rcfh Ylsvdszyrkhwm Mmjqz Qqqx JJT | QPKP | Foreign Large Blend | 16.06% | 2.65% | 7.08% | |
wWvwqzn FBKV NRPD Zlcx Jpr Hpf CB | SQTLP | Foreign Large Blend | 16.76% | 3.18% | 7.52% | |
qVhydrc DMDR Fswqs Xvsp Mqj Lpl | JGRSPG | Foreign Large Blend | 13.62% | 0.48% | 6.33% |
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.