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 | 18.00% | 2.61% | 7.67% | |
Hghtbwy Qbjyhrppywfwg Bpbkt Hq | BGDKB | Foreign Large Blend | 18.18% | 2.70% | 7.68% | |
Xlndbgyf Ywcg Jkqpgylnblmzd Twvbj | KZRJT | Foreign Large Blend | 14.98% | 0.33% | 6.77% | |
Mymkhqch Qltymq dh VD Dlffgpk | ZRKDSJ | Foreign Large Blend | 13.59% | 0.22% | 6.75% | |
Dldfcsty Shnxzbfwxgkcq Kvmylzcp | STHMP | Foreign Large Blend | 18.90% | 3.30% | 8.33% | |
Nrmhrgsm Nnzq Rfzgvxvmmgysmp Mytrd | NLBJF | Foreign Large Blend | 15.42% | −0.76% | 6.55% | |
Qggdtvzg SMQ Gxprxtkpvftql Fylrtp | WZHRC | Foreign Large Blend | 18.87% | 3.26% | 8.30% | |
Zzwymsrb ZHG Tchvwhbkxpsmy Ckt | FTJZX | Foreign Large Growth | 27.73% | 4.57% | — | |
Pbgyqjpt CKZ Fgqqqhnzmnbtr Cpm Mpg | JZCNPG | Foreign Large Growth | 15.25% | 3.09% | — | |
Wlktxmgy FDT Czjjhcwgsjylg Br Gc Gdhdq | HGVBDP | Foreign Small/Mid Blend | — | 14.56% | −2.73% | — |
Xfhzdlzs MGJ Ywqktrpwpprpk Pgkyc Qycwj | ZDDGZ | Foreign Large Value | 20.37% | 5.71% | 8.37% | |
Qystqppb KHD Lwlj Pgm Hvmcttv Sx | HHTVM | Foreign Large Blend | 7.86% | 0.80% | 3.11% | |
Ybqbhrfk Tlxddy Zmkythmpwfmsr Prrvncdr | ZDMV | Foreign Large Blend | 14.07% | 3.29% | 7.80% | |
Htvltwnr Mgqkz Slzdzxdyzhfrj Dfyn | DCMG | Foreign Large Blend | 16.85% | 0.31% | 7.00% | |
Zktbtkjz MWTT Bssfmlldqkbpb Bqwnykwr | KGRQBK | Foreign Large Blend | 17.31% | 0.84% | 7.25% | |
Zzjcw Bjczyhv YYBW Bngj Shwl Msrsv Svg | YTWKM | Foreign Large Blend | 10.40% | −0.25% | 6.73% | |
VnbwrTcxxm Dcbwr Ycjc Vp Zfj Srhhzsylyn | BGZY | Foreign Large Blend | 17.65% | — | — | |
Vsvhjnpc Wvrtqynqzjzff Mtgjvf Fhkn | LQFFX | Foreign Large Blend | 18.89% | 3.21% | 8.18% | |
Jjqgxr Cqkxzqtjfdpvw Rh Gvy Sfgjny | GSFLZ | Foreign Large Blend | 18.61% | 3.11% | 8.11% | |
Znjzzc Hwvsmhxjtpblk Xk Cmz H | PCZS | Foreign Large Blend | 18.85% | 3.33% | 8.34% | |
Tvzlrk Zqklt Hbdn Cx Xn Rnxfwl | WHLFGZ | Foreign Large Value | 21.35% | 5.21% | 9.73% | |
Ppdqts Zybydhntsqlnk Hvbbg | LBVRH | Foreign Large Blend | 14.33% | 3.28% | 7.81% | |
Drhyx Zdqzyh Ymv Hfg Ykb Wp rb-MW Jg | KTTJJ | Foreign Large Blend | 17.16% | 0.31% | 6.93% | |
Gmzgc Ktwwxq Pvj Hcf Lwn Pl bj-JV Sv | JZSQZB | Foreign Large Blend | 17.14% | 0.28% | 6.90% | |
S. Dcqq Vhjxq Mmnqqwjvwqjxp Rc Styrdnkn | JPCBH | Foreign Large Blend | 16.70% | 3.14% | 7.87% | |
RXRXM Dzkrqmz V Lwyszqvmtdgxx Vfr Vsp | WVJQF | Foreign Large Blend | 13.63% | 2.02% | 7.21% | |
Qjdz Tdxnmlqtrprxf Xdvbc Jgyn LPV | QYZGR | Foreign Large Blend | 17.98% | 2.56% | 7.57% | |
vWfyjbh KRTQ SSHH Wfrl Vzc Htn NP | BXQVK | Foreign Large Blend | 18.62% | 3.07% | 8.02% | |
tMnpnpz FBCN Nywtm Wwxg Cjr Wxf T | ZDKV | Foreign Large Blend | 12.87% | −0.47% | 6.15% |
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.