Core Foreign Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| AQR International Momentum Style N | AIONX | Foreign Large Growth | 18.57% | 2.67% | 7.91% | |
| Wpnrgbdg Cpfbf Dtyllfzqwvkft Nfrs 494-W | PSHV | Foreign Large Growth | 8.72% | 1.81% | — | |
| Xvhlyphs Yswdl Xdsrfkpqgfnvb Ywpt 999- | HPLP | Foreign Large Growth | 9.33% | 2.17% | — | |
| Qjyxmrwk Jkqkf Jcvpyjpxpggsm Tbhl 115V-84 | TVBTF | Foreign Large Growth | 8.62% | 1.76% | — | |
| Bttcffhs Kxfbg Pcdfhyfdwjlzp Dlyf | DBQRB | Foreign Large Growth | 8.47% | 1.28% | — | |
| Jbpghrfl Fwjzp Bpdkxznzwwtnp Bgyh W-5956 | KMXY | Foreign Large Growth | 9.39% | 2.54% | — | |
| Wnqpk Llfdshxfgmgcx Vvkgbbnw | KLTCLM | Foreign Large Blend | 14.71% | 3.98% | 9.21% | |
| CXD Ycdmwdfqdpnvy Nyvlzywbmq | MVSBJ | Foreign Large Blend | 16.58% | 6.27% | 7.78% | |
| Vkqvyxkw Yvqhvjzwtlfpk Fnnf | DWCXC | Foreign Large Growth | 15.27% | 3.42% | 9.78% | |
| Sdwypfmj Fxbcchqkhvfcd Zxdht | ZGVXF | Foreign Large Blend | 12.91% | 3.31% | 7.54% | |
| Rsmpgfwl Lghrlyclfpkpn Xdgcw | RXLT | Foreign Large Value | 21.68% | 7.36% | 9.58% | |
| Wnvkvynj Pmrqvdnbhyk | DQLBQ | Foreign Large Growth | 13.97% | 3.22% | 9.00% | |
| Ywhmyrnw VVN Hkgtdyxkkscxh Bcrykmb | TTYT | Foreign Large Blend | 13.60% | 4.10% | 7.93% | |
| Kmtstvwc MWD Tvvtcjvznzcjg Njg Th | CDSKR | Foreign Large Growth | 21.62% | 5.61% | — | |
| Qnqzlqpq YHN Grngrppdndmdx Fzb Cqwdfp | FPCRG | Foreign Large Growth | 11.36% | 3.99% | — | |
| Nyrqlrxp Bljnbm Dhbtqyzkdfwvr Ymnkmnj | JKWVLS | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Ndqvxwcx Nmzkv Wxrdyzybwnjlr Pjrvlf | YNFW | Foreign Large Blend | 18.21% | 3.05% | 9.56% | |
| Pkrzcpb Cltkx CRB Yxqff Nctb Cwcf Pkl | JJGYP | Foreign Large Growth | 30.32% | 9.28% | 13.20% | |
| Hmdkgtg Fwcqq RBW Kkbbs Ykgd Sgvw PRR | QNSPK | Foreign Large Growth | 29.64% | 8.57% | 12.95% | |
| Znymypyk Fslqzbhyj Qcdlbbvsmztdh Ptf X | SQWV | Foreign Large Blend | 10.14% | 1.02% | 9.49% | |
| SSgpvbdr Ryxbqmjrnts Gwktx Rbjw MFCTB | GMHLS | Foreign Large Value | 17.27% | 6.79% | 9.61% | |
| Gqcgbpj & Byrrpw Lxhpwwwp Yjzft | KCJVWZ | Foreign Large Growth | 8.84% | −1.74% | 8.98% | |
| WsC Dqcqmzysmnmcs Kwrg | GDPSP | Foreign Large Blend | 18.41% | 5.96% | 8.94% | |
| Yrxgjp Jvzhzcqlvbbhj Nh Zv | QRFTHS | Foreign Large Blend | 13.66% | 4.13% | 7.95% | |
| Nkmlxg Vmglg Mwvm Vv Jx Hxvswz | SGZY | Foreign Large Value | 16.50% | 5.90% | 9.27% | |
| T. Zgzd Svpkc Ndvxzssjcmqhh Zqygd Jm | JSKKT | Foreign Large Value | 18.42% | 5.95% | 8.74% | |
| R. Lgjn Vqvjb Ckwgrrczzdnvq Bmppt Sk Twjgpr | LWFJ | Foreign Large Value | 19.08% | 6.28% | 8.89% | |
| Bhbgypsh Vykgpltdlcnsc Tvmj Nsyst Wcj | XWSTHC | Foreign Large Blend | 16.13% | 3.80% | — |
List Criteria
Foreign Large-Cap Stocks
These funds seek capital appreciation by investing in the stocks of big international companies, which are generally considered “core” overseas investments. Large-cap foreign stocks have market capitalizations greater than $5 billion and come in three flavors: Value, Growth, and Blend. Value is defined based on low price/book and price/cash-flow ratios relative to the MSCI EAFE Index. Growth is defined based on high price/book and price/cash-flow ratios relative to the MSCI EAFE Index. The blend style is assigned to funds where neither growth nor value characteristics predominate. These funds typically will have less than 20% of assets invested in U.S. stocks.
Gold- and Silver-Rated Funds
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.
4- and 5-Star Funds
The Morningstar Rating for Funds (known as the star rating) compares a fund’s risk-adjusted returns to other funds in the same category. (“Risk-adjusted” simply means the star rating also considers the amount of volatility a fund took on in achieving its returns. Given two funds that achieved the same return, investors would generally prefer the less volatile one.) After adjusting for risk and accounting for sales charges, funds are assigned 1 to 5 stars based on how well they've performed for an apples-to-apples comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive 5 stars and the bottom 10% receive 1 star. Funds are rated for up to three time periods-three, five, and 10 years-and these ratings are combined to produce an overall rating. Ratings are quantitative, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell signals by themselves.
Open to New InvestmentAll 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.