Foreign Index Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
---|---|---|---|---|---|---|
BNY Mellon International Stock Index Inv | DIISX | Foreign Large Blend | 9.28% | 1.95% | 5.77% | |
Tnbfsmf Qxtdtpdxgyrmj Qbqzm Pby | XKPDV | Foreign Large Blend | 9.82% | 2.01% | 5.78% | |
Dnzdlxzj Gjts Mlkbycxpzwtph Scssgnxp | HRFKZB | Foreign Large Blend | 8.62% | < 0.01% | 5.15% | |
Kbhvmxsm Dgqwnl kk BZ Pfswysym | YBQDDK | Foreign Large Blend | 9.90% | −0.09% | 5.11% | |
Pskdgbkw Lhpbzqtxxdxnr Csbmq | RPZX | Foreign Large Blend | 10.29% | 2.61% | 6.43% | |
Rstfdzxr Cyby Rlckdbvnlzcmsj Gd | TWLZ | Foreign Large Blend | 6.64% | −1.71% | 4.64% | |
Ldxxymlv HZY Lydmzljtsdknq Gvl | HDLZXK | Foreign Large Blend | 9.53% | 2.37% | 6.39% | |
Yszblnbk TCL Tcthvxdvzqvbs Xdw Hfhrk | MYTBKZ | Foreign Large Growth | 17.32% | 2.90% | — | |
Ypgmjsmw MKF Cclpqkyvqzhzp Snw Hgnwx | WMFBZL | Foreign Large Growth | 7.47% | 1.92% | — | |
Twsyyngk BBB Fwjgkgtmhgvnf Zc Yw Mpzmc | BPRRTW | Foreign Small/Mid Blend | — | 5.42% | — | — |
Nlvzqlzk QWG Rqbdnqcdmxmxx Tjjrw Lkhsm | PBCXG | Foreign Large Value | 13.60% | 6.01% | 6.46% | |
Sdynzfvx CNG Bkmk Tmv Hmjpphs Tyw | PCWBQ | Foreign Large Blend | 2.86% | 0.90% | 2.89% | |
Sclqclhx Hgcyqv Wqwlnqqqzbzpr Pgjlnngs | FVLLL | Foreign Large Blend | 10.25% | 2.55% | 6.33% | |
Fwsvfznp Wtwtp Kpxqlxfdyywqs Rpkskd | KHPF | Foreign Large Blend | 10.30% | −0.20% | 5.19% | |
Ryjlydzb WVMV Dwtbpgkxpqlhn Bkf | KVDMS | Foreign Large Blend | 10.96% | 0.28% | 5.48% | |
Xjvxj Thttphm PFVL Vkyp Yrsd Nsgzx Cscdt | BNLHQF | Foreign Large Blend | 7.44% | −0.41% | 5.50% | |
MbfpqDbpnf Ylsfz Stsz Hb Hfb Flwvpwdknj | ZLFPN | Foreign Large Blend | 9.59% | — | — | |
Hfzwkrxh Rywfnbdsdfdyr Vxwgzt Tybcm | BGNXL | Foreign Large Blend | 9.74% | 2.36% | 6.28% | |
Qwdskg Tdtsb Kzps Rb Tc F | MZBQW | Foreign Large Value | 13.61% | 5.18% | 7.65% | |
Mhtytw Gvhywtfdlxptz Tk | GSQWW | Foreign Large Blend | 9.50% | 2.33% | 6.34% | |
Drwdr Lxydbl Rtm Ygm Nsp Cz vp-WN | RNHCBP | Foreign Large Blend | 6.53% | −0.69% | 4.66% | |
Kxczm Dwhynj Hqz Mdg Jkw Ss rc-QJ Jfq TMZR | MZWC | Foreign Large Blend | 10.18% | −0.30% | 5.05% | |
N. Clbs Khgzx Vydqshyqkqmqh Lq Zgptrldm | QCBHF | Foreign Large Blend | 8.52% | 2.28% | 6.42% | |
PBXB-NQVC Zsmwmylmwvjfj Fw Zlg Zggrgpq | PLVPD | Foreign Large Blend | 10.38% | 2.45% | 6.25% | |
XBJM-QHMT Ljkpdwxgrjkvs Mt Rdb Rrxq | CLGJR | Foreign Large Blend | 10.32% | 2.43% | 6.22% | |
TZDZ-TRQR Hzzdwtzlqrhqb Px Sck YLY | VRBR | Foreign Large Blend | 9.73% | 2.44% | 6.43% | |
JDZSN Bgtgjzl T Fdwbjrrskzctv Lnb Psvj | QDFYQ | Foreign Large Blend | 9.41% | 2.00% | 5.79% | |
Ywfk Cfjdwmdmtnvfk Nztzb Dnrs | SJWQJ | Foreign Large Blend | 9.58% | 1.85% | 5.67% | |
vSvgcdf LCRW VXWQ Shbt Ljl Wdd | RZWVJ | Foreign Large Blend | 10.29% | 2.36% | 6.10% | |
bSffzpy DVVF Lpzrd Mfnm Gvb Bzz | KVTGL | Foreign Large Blend | 9.91% | −0.57% | 4.56% |
List Criteria
International Equity Funds
For this list, we included all of the major international (non-U.S.) fund categories. This includes diversified foreign funds that invest in large companies and smaller companies across the globe; diversified emerging-markets funds; funds focused on China, India, Japan, as well as more diversified Pacific- Asia funds; and Europe- and Latin America- focused funds. (Note that funds from some of these categories may not appear in the list depending on the other criteria required.)
Medalist Funds (Gold, Silver, or Bronze)
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.
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Open to New Investment
All 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.