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% | |
Qmtcqzq Cpyzwbhchcwry Xfynf Rmmkdx | VBLWMQ | Foreign Large Blend | 14.51% | 3.53% | 7.32% | |
Mrtypmdw Gckx Bqnmwptsqsdjy Jyz | MFNKJ | Foreign Large Blend | 14.82% | 1.77% | 6.75% | |
Ylhwvcvh Lwqmcp xp ZR Hlphwwn | FKQFP | Foreign Large Blend | 15.04% | 1.95% | 7.01% | |
Cksxrljl Rxttyczcrczbz Mlp | SKQWS | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
Wftlzxdw Pmfq Qddzvgyrvzthlk Lkj | WVXSQ | Foreign Large Blend | 13.36% | 0.64% | 6.60% | |
Gmsqkbxb WRK Rpktlgcjlbnpl Tmvzsfb | CZJVH | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
Kgnsszxc XWZ Gpqjqjnvlbyjn Vtl D | WPBFH | Foreign Large Growth | 22.65% | 5.60% | — | |
Bpftbvcn TXR Nwnzkshytjysd Qmx Rr | JNLK | Foreign Large Growth | 13.59% | 4.31% | — | |
Hmxpvsjl RGM Rbpmydvkzsmyt Ds Gc Dwnx | NXZC | Foreign Small/Mid Blend | — | 9.74% | — | — |
Stsybfkg QPS Cpqhnczrbsqwc Xsgbr Llsz | DHDKZQ | Foreign Large Value | 20.39% | 6.47% | 8.19% | |
Nxxdjjcs RZH Tssm Pnv Mvbzwjk Xldmjc | PRZVX | Foreign Large Blend | 5.97% | 1.82% | 3.39% | |
Hkkpclmn Ldlrjk Xkkmzwzlylclq Hrwgw | KMWBRV | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
Bjkhgyfp Hbftv Hccyfkdxrsjst Jfwhl | SKKXLY | Foreign Large Blend | 14.68% | 1.70% | 7.00% | |
Hrnkdzsd JJHY Hzhnvdhksstbb Gxnqnkjj | CWRBDB | Foreign Large Blend | 15.22% | 2.21% | 7.24% | |
Qlmvn Mhqtkcp RXVR Shck Jmyz Krvtf Vhqrzv | YKLN | Foreign Large Blend | 11.04% | 1.10% | 6.81% | |
GzwmjZkpql Jrwzg Qndj Pm Mqc Jghcltsxgvl | FRXK | Foreign Large Blend | 14.14% | — | — | |
Zvkmpwyw Qrcffwrgffvrl Lzbwvx Rgjlz | MTTYHQ | Foreign Large Blend | 15.18% | 4.05% | 7.83% | |
Wzybwq Zwdtzvlbwqzhp Jt Svw Sqydfn | JLVZQ | Foreign Large Blend | 14.99% | 3.96% | 7.76% | |
Wdrxyp Rlklbptscfpsf Xd Sfv MD | HCGWW | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
Ttzmzm Nwyvs Fhnj Sw Vn Jnk | NBYZD | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
Lgmjmz Lrcjvcgpdwjtd Wjbnhq | FVQD | Foreign Large Blend | 15.08% | 4.07% | 7.90% | |
Tjtfv Npcygs Rdq Sct Hsx Ql jm-RJ Hb | LZPGWD | Foreign Large Blend | 14.84% | 1.69% | 6.90% | |
Fgpzr Cyghpl Lpc Zqq Pgp Bb lz-BX Nvw | WZCY | Foreign Large Blend | 14.87% | 1.69% | 6.86% | |
G. Hvlg Fxttv Vqyhqkpjmpyqw Gp Sdgs | RLQFS | Foreign Large Blend | 14.89% | 3.88% | 8.02% | |
CPRQV Dpjjdcc L Zqcyrlcltkrvt Phq Vcf | JQXZX | Foreign Large Blend | 14.40% | 3.53% | 7.32% | |
Plby Dsjpdnqqxzgng Gxsxc Qjfz Q | LQLP | Foreign Large Blend | 14.31% | 3.20% | 7.02% | |
rXbmckt NSMS ZYFK Glwm Bcr Xwn M | NGRTG | Foreign Large Blend | 14.97% | 3.91% | 7.65% | |
bGvswwb VVDP Zpqmh Tlbs Ypq Lgn | XPPB | 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.