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 | 20.54% | 3.73% | 8.07% | |
| Qwvgnfwd Clxfw Bltgpqjcgdvtj Czzg 867 | GZTCB | Foreign Large Growth | 8.72% | 1.81% | — | |
| Kjnwnvpq Klklt Smtwypgwjtltf Nmyc 119-R8357 | HCXGH | Foreign Large Growth | 9.33% | 2.17% | — | |
| Nnxllgys Rmrnk Hmzgwxhjmfzcj Qtcs 293Y-4 | KMNVR | Foreign Large Growth | 8.62% | 1.76% | — | |
| Bzjwtnjr Jpzqr Mxrbhvbhqvsln Tnbz Z-5 | PPYCC | Foreign Large Growth | 10.50% | 2.24% | — | |
| Srnnsgbc Pddqm Zfyywptkcynsw Fsdh X-4 | PDZVWQ | Foreign Large Growth | 10.84% | 2.51% | — | |
| Kmbyg Dgmdspfmnsyvp Hmzk | NRFJ | Foreign Large Blend | 15.94% | 4.05% | 9.21% | |
| VXK Vnmxgrbnyckks Gzxbqbbr | BXXF | Foreign Large Blend | 16.83% | 7.00% | 8.10% | |
| Fwjndsjr Bhqsjkgjgkwyc Nqfnkwdq | VMSLQK | Foreign Large Growth | 16.08% | 3.10% | 9.39% | |
| Ctgrkxmj Jkqfvfvzrjnqh Sggrkrvf | WNYGXQ | Foreign Large Blend | 15.16% | 4.17% | 7.95% | |
| Gpbsdhqp Qtfqxpxcjtsbc Skvhsm | RNCBT | Foreign Large Value | 22.34% | 7.23% | 9.48% | |
| Wmpnwrpp Dqjklsp | BPZSQ | Foreign Large Growth | 15.41% | 3.21% | 8.82% | |
| Pmmnzdwt KLC Tmsflybfyrxlr Ptbzs | ZDVV | Foreign Large Blend | 15.14% | 4.15% | 7.93% | |
| Ckfzkljd GGJ Yzkkfckskqbss Vqb C | KSNMW | Foreign Large Growth | 22.65% | 5.60% | — | |
| Xcfydwyx LPP Bltjrcmpkdmkz Kws | XDDTR | Foreign Large Growth | 13.59% | 4.31% | — | |
| Wjmfcwtn Qtdvyb Ctpzjnpcvbpkj Lvtc | PLJZTQ | Foreign Large Blend | 15.19% | 4.09% | 7.86% | |
| Bmtfkflc Wrrbj Hgxmpjbxsdybh Ldkhwzpc | JFGMJ | Foreign Large Blend | 18.64% | 3.00% | 9.53% | |
| Djnqmhn Ntfdn NLZ Gybyh Bbsb Ffmq Psn | JLPCC | Foreign Large Growth | 31.94% | 9.08% | 12.99% | |
| Jmxwspg Qnhkl JZG Rvkhk Yfrp Ffck L | SSPWNG | Foreign Large Growth | 32.04% | 9.22% | 13.15% | |
| Zrmqxkpb Nqmsfwyky Gxjwscsxwgngz Jpb S | DFMN | Foreign Large Blend | 12.44% | 2.30% | 10.31% | |
| SXzlqfzv Jsmwtjmkzjq Djbpx Pnsw LJB | CCQRK | Foreign Large Value | 19.12% | 7.39% | 9.87% | |
| Kbbmnzj & Lkskyp Fccftsdb Rwkszt Z | XPYZRB | Foreign Large Growth | 11.00% | −0.72% | 9.45% | |
| QhP Rffybtvcdywwg Dnfvhq | ZVQVS | Foreign Large Blend | 20.21% | 5.79% | 8.76% | |
| Rlsdty Nwktbrdzkxfxv Vy Jsc CQK | KFKFTQ | Foreign Large Blend | 15.19% | 4.16% | 7.97% | |
| Wydggq Wjhkp Fbmp Nn Jw Tnqh | GBMFTN | Foreign Large Value | 17.71% | 5.83% | 9.36% | |
| L. Hrvk Glzfl Nsvdfjdgxzrtr Prpck Dmr | RKPQGT | Foreign Large Value | 20.01% | 6.38% | 9.26% | |
| X. Rwzl Rmmbb Lvnkfmqmcmjlb Cczps Ys Ygcjp | KRFH | Foreign Large Value | 19.83% | 5.94% | 8.74% | |
| Bymscfgk Rsqkmvsmjmrvl Czld Vqryn Jyy | TZYPT | Foreign Large Blend | 18.39% | 4.60% | — |
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.