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 | 4.43 Bil | 1.87% | 7 | 14 | 2 | 1.160% | — | No Load | Open |
Goldman Sachs Intl Sm Cp Insghts Inv | GIRLX | Foreign Small/Mid Blend | 3.70 Bil | 2.85% | 24 | 53 | 29 | 0.980% | — | No Load | Open |
Goldman Sachs Intl Sm Cp Insghts P | GGDPX | Foreign Small/Mid Blend | 3.70 Bil | 2.96% | 20 | 46 | — | 0.860% | — | No Load | Open |
TIAA-CREF Quant Intl Sm-Cp Eq Premier | TPISX | Foreign Small/Mid Blend | 1.27 Bil | 2.74% | 16 | 58 | — | 0.900% | — | No Load | Open |
TIAA-CREF Quant Intl Sm-Cp Eq Retail | TLISX | Foreign Small/Mid Blend | 1.27 Bil | 2.57% | 18 | 61 | — | 1.100% | $2,500 | No Load | Open |
TIAA-CREF Quant Intl Sm-Cp Eq W | TAIWX | Foreign Small/Mid Blend | 1.27 Bil | 3.63% | 5 | 31 | — | — | — | No Load | Open |
TIAA-CREF Quant Intl Sm-Cp Eq Advisor | TAISX | Foreign Small/Mid Blend | 1.27 Bil | 2.90% | 15 | 56 | — | 0.820% | — | No Load | Open |
AB International Small Cap Adv | IRCYX | Foreign Small/Mid Blend | 1.08 Bil | 2.93% | 50 | 74 | — | 1.090% | $5,000 | No Load | Open |
Bernstein International Small Cap SCB | IRCSX | Foreign Small/Mid Blend | 1.08 Bil | 2.69% | 57 | 80 | — | 1.340% | $5,000 | No Load | Open |
Fidelity SAI International Sm Cp Idx | FSISX | Foreign Small/Mid Blend | 722.86 Mil | 3.17% | — | — | — | 0.100% | — | No Load | Open |
JHancock International Small Company NAV | JHATX | Foreign Small/Mid Blend | 562.72 Mil | 2.86% | 37 | 44 | 47 | 0.920% | — | No Load | Open |
Lord Abbett International Opps F3 | LOIEX | Foreign Small/Mid Blend | 330.11 Mil | 1.71% | 39 | 45 | — | 0.930% | — | No Load | Open |
Lord Abbett International Opp F | LINFX | Foreign Small/Mid Blend | 330.11 Mil | 1.61% | 42 | 53 | 52 | 1.110% | — | No Load | Open |
Voya Multi-Manager International Sm Cp W | ISCWX | Foreign Small/Mid Blend | 283.83 Mil | 1.45% | 23 | 10 | 19 | 1.280% | $1,000 | No Load | Open |
Pear Tree Polaris Intl Opps Ord | QISOX | Foreign Small/Mid Blend | 88.25 Mil | 0.98% | 55 | 48 | — | 1.500% | $2,500 | No Load | Open |
WCM Focused International Opps Inv | WCFOX | Foreign Small/Mid Blend | 40.44 Mil | 0.23% | — | — | — | 1.500% | $1,000 | No Load | Open |
Vaughan Nelson International Investor Cl | ADVJX | Foreign Small/Mid Blend | 27.08 Mil | 1.40% | 100 | — | — | 1.140% | $2,500 | No Load | Open |
Fidelity Series Select Intl Sm Cp | FSSJX | Foreign Small/Mid Blend | 1.25 Mil | 3.53% | — | — | — | 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.