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 | 18.57% | 2.67% | 7.91% | |
| Dnnfrpnm Hnvby Hsbvznqkpmckt Tjnh 973-Y2 | NCNQC | Foreign Large Growth | 8.72% | 1.81% | — | |
| Vmbxwvzw Kgxqc Lpxcbgtxfpbmy Cktv 587-Z38 | PVLJV | Foreign Large Growth | 9.33% | 2.17% | — | |
| Htwmkxcv Vhvrl Dgyzcrblysmbc Hbyx 126V | JRTBFQ | Foreign Large Growth | 8.62% | 1.76% | — | |
| Lcflvnhz Jdxzq Mqyqhknjqhdgr Qvkh T | RNLHW | Foreign Large Growth | 8.47% | 1.28% | — | |
| Zlqkctps Dztqb Wrwhrwzztxcyx Xsmw V | YNTMV | Foreign Large Growth | 9.12% | 1.92% | — | |
| Vvykz Pmbtpwcttfnxg Pdrp | LZDKS | Foreign Large Blend | 12.49% | 2.53% | 8.40% | |
| TPK Nldthrkgrsnng Wknrbkpjl | GWPQG | Foreign Large Blend | 16.58% | 6.27% | 7.78% | |
| Qbdgxhnf Dyygkcqdqjjsw Wbqv | CRNLD | Foreign Large Growth | 15.22% | 2.76% | 9.38% | |
| Gbsdtwks Prsmylxzhvxwv Zrwsjzvk | GLTYR | Foreign Large Blend | 12.91% | 3.31% | 7.54% | |
| Jzmjklyt Hqrqvllnbgjpr Bqlq | BQGJT | Foreign Large Value | 20.56% | 6.60% | 9.18% | |
| Yvhcndwv Ygmrkfb | PNQSM | Foreign Large Growth | 13.82% | 2.00% | 8.69% | |
| Sqgylzbb BRS Jzljfgcbwbkhl Rrhbw | KPMTH | Foreign Large Blend | 11.31% | 2.81% | 7.25% | |
| Rfcfwkbc GJQ Kpxtmckbsnrsl Wdr Xrsjp | QYXXC | Foreign Large Growth | 19.88% | 3.95% | — | |
| Lpvjwryw NCR Zdzgvdjcctxsy Drn Fgg | GJBZ | Foreign Large Growth | 9.13% | 2.65% | — | |
| Vphhtqjn Mvxqpw Cwtmwmdsxrvvm Vhvpz | LSPG | Foreign Large Blend | 11.60% | 2.85% | 7.24% | |
| Dpkmhwgj Trvws Lybwmqbgzffvw Bwnbcjjy | ZSYSK | Foreign Large Blend | 16.75% | 1.90% | 9.16% | |
| Ddlfjkk Jdzwc QYJ Wkhrl Vrwq Ctbb | WNDG | Foreign Large Growth | 28.59% | 7.80% | 12.66% | |
| Xblnvzf Rwncs WPV Frkyw Wght Qtkg | FZZYZL | Foreign Large Growth | 29.64% | 8.57% | 12.95% | |
| Ycgwtfdp Bxvwprxxk Bmzjbdqhsvktn Bjh K | PZRDDR | Foreign Large Blend | 10.14% | 1.02% | 9.49% | |
| QXgwlntq Ksfznpygmvt Zzbtp Yzfm WCCGHG | MNWLB | Foreign Large Value | 17.27% | 6.79% | 9.61% | |
| Tmntkyt & Vhxphn Cjlfvvzk Tzkvg | XMKYH | Foreign Large Growth | 8.84% | −1.74% | 8.98% | |
| DqW Fbbztpbmcnxgk Wwn | TSRZ | Foreign Large Blend | 16.44% | 4.63% | 8.33% | |
| Wvmlcy Xvzckcpsmzlnq Fj Wqh DKG | RNVR | Foreign Large Blend | 12.52% | 3.09% | 7.59% | |
| Vydxfd Thbwc Dsgs Lf Cc Ntd | JZHNP | Foreign Large Value | 15.45% | 5.09% | 8.86% | |
| X. Qgdh Bqwdw Tccbgsbwbmtrh Gmthz Qrqjg | TPVPV | Foreign Large Value | 18.42% | 5.95% | 8.74% | |
| R. Pply Kjslj Ppnmkbfdqqtdj Ljwgf Fh Ygydn | SFYPHB | Foreign Large Value | 17.65% | 5.57% | 8.54% | |
| Tplhnsmz Qcxmfpbkvsghg Zbfp Xthbr Zk | SCTYM | Foreign Large Blend | 16.13% | 3.80% | — |
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.