Fund Spy

5 Top Foreign Large-Cap Morningstar Medalists

William Samuel Rocco

Foreign large-growth, -blend, and -value funds are cornerstones of many investors’ portfolios, and they posted robust gains in 2017. Thus, it makes sense to review how five prominent Morningstar Medalists in these categories have fared since they earned their current Morningstar Analyst Ratings.

 American Funds Europacific Growth A (AEPGX) has maintained a Morningstar Analyst Rating of Gold since November 2011 (when we began rating funds). The fund is in the hands of an experienced and skilled team of nine portfolio managers who run their own sleeves of the portfolio independently using their own individual strategies. The individual strategies are sound and complement each other nicely. The fund's 30.7% gain in 2017 was roughly the same amount as the typical foreign large-value fund, but it outpaced the MSCI ACWI ex US Index's 27.2%, and it has outpaced both since its initial rating while suffering relatively modest volatility.

William Samuel Rocco has a position in the following securities mentioned above: DODFX. Find out about Morningstar's editorial policies.