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 | 4.65 Bil | 1.81% | 6 | 13 | 2 | 1.010% | — | No Load | Open |
| Goldman Sachs Intl Sm Cp Insghts Inv | GIRLX | Foreign Small/Mid Blend | 3.70 Bil | 2.75% | 29 | 42 | 25 | 0.980% | — | No Load | Open |
| Goldman Sachs Intl Sm Cp Insghts P | GGDPX | Foreign Small/Mid Blend | 3.70 Bil | 2.85% | 25 | 36 | — | 0.860% | — | No Load | Open |
| TIAA-CREF Quant Intl Sm-Cp Eq Premier | TPISX | Foreign Small/Mid Blend | 1.24 Bil | 2.66% | 16 | 53 | — | 0.900% | — | No Load | Open |
| TIAA-CREF Quant Intl Sm-Cp Eq Retail | TLISX | Foreign Small/Mid Blend | 1.24 Bil | 2.50% | 21 | 60 | — | 1.100% | $2,500 | No Load | Open |
| TIAA-CREF Quant Intl Sm-Cp Eq W | TAIWX | Foreign Small/Mid Blend | 1.24 Bil | 3.52% | 9 | 26 | — | — | — | No Load | Open |
| TIAA-CREF Quant Intl Sm-Cp Eq Advisor | TAISX | Foreign Small/Mid Blend | 1.24 Bil | 2.81% | 15 | 55 | — | 0.820% | — | No Load | Open |
| AB International Small Cap Adv | IRCYX | Foreign Small/Mid Blend | 1.07 Bil | 2.81% | 38 | 65 | — | 1.090% | $5,000 | No Load | Open |
| Bernstein International Small Cap SCB | IRCSX | Foreign Small/Mid Blend | 1.07 Bil | 2.58% | 46 | 73 | — | 1.340% | $5,000 | No Load | Open |
| Fidelity SAI International Sm Cp Idx | FSISX | Foreign Small/Mid Blend | 745.71 Mil | 3.06% | — | — | — | 0.100% | — | No Load | Open |
| JHancock International Small Company NAV | JHATX | Foreign Small/Mid Blend | 548.74 Mil | 2.75% | 28 | 36 | 46 | 0.920% | — | No Load | Open |
| Lord Abbett International Opps F3 | LOIEX | Foreign Small/Mid Blend | 317.18 Mil | 1.65% | 51 | 43 | — | 0.930% | — | No Load | Open |
| Lord Abbett International Opp F | LINFX | Foreign Small/Mid Blend | 317.18 Mil | 1.56% | 55 | 52 | 48 | 1.110% | — | No Load | Open |
| Voya Multi-Manager International Sm Cp W | ISCWX | Foreign Small/Mid Blend | 274.79 Mil | 1.40% | 34 | 10 | 16 | 1.280% | $1,000 | No Load | Open |
| Pear Tree Polaris Intl Opps Ord | QISOX | Foreign Small/Mid Blend | 83.69 Mil | 0.97% | 54 | 62 | — | 1.500% | $2,500 | No Load | Open |
| WCM Focused International Opps Inv | WCFOX | Foreign Small/Mid Blend | 38.97 Mil | 0.22% | 87 | — | — | 1.500% | $1,000 | No Load | Open |
| Vaughan Nelson International Investor Cl | ADVJX | Foreign Small/Mid Blend | 25.91 Mil | 1.37% | 100 | — | — | 1.140% | $2,500 | No Load | Open |
| Fidelity Series Select Intl Sm Cp | FSSJX | Foreign Small/Mid Blend | 1.30 Mil | 3.42% | — | — | — | 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.