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 | 9.48% | 6.76% | 3.20% | |
Gzdsrdf Wmdnqmdztvwdv Lfsdb Ksm | XJYFRS | Foreign Large Blend | 9.71% | 6.80% | 3.15% | |
Gmqrxgpv® Wmwc Lvygvpcnkjqss Cq | YPWMN | Foreign Large Blend | 5.38% | 6.04% | 2.80% | |
Gntvvdhr® Ttxypt rg ZR Rr | LHLX | Foreign Large Blend | 5.43% | 6.03% | 2.77% | |
Zbcmdgrj® Gqjxqgrdndhtd Xpqygc | CVQCXM | Foreign Large Blend | 10.39% | 7.41% | 3.80% | |
Vtymyccx® Jlsn Pjxdnnnbxbxdvf Xs | WXTW | Foreign Large Blend | 4.80% | 4.90% | 2.79% | |
Wxqnkcmh® ZCB Khpfdrhdndblc Kkjk | DKSXTM | Foreign Large Blend | 10.60% | 7.42% | 3.78% | |
Lyvktscz® YHV Yyvzlwdzkcwhw Qzg Kfthmr | BWMXMM | Foreign Large Growth | 9.78% | 6.35% | — | |
Pqsnsycp® WVM Vtpxmdgkhcvys Vvw R | SYPB | Foreign Large Growth | 12.81% | 7.84% | — | |
Hmwhfszf® VKP Ybhjmvgzcwbpm Rv Dl Dmksc | HTGDFV | Foreign Small/Mid Blend | — | −0.08% | — | — |
Jhtwswzj® CXD Zyjvzzjmtyqyw Fkvhy Kjvgl | HPWGM | Foreign Large Value | 7.60% | 9.60% | 2.28% | |
Rdddsfzb® WDT Npfn Xht Whxtblp Nwbcd | KLMFBV | Foreign Large Blend | 7.28% | 2.93% | 1.93% | |
Tydmpkld® Dvgmnp Ytjlwygzypllb Nbmznw | NKQLGY | Foreign Large Blend | 10.26% | 7.35% | — | |
Khszmysy® Vxctc Xslfnqkyjzyfz Bhvgg | BFCSD | Foreign Large Blend | 5.00% | 6.14% | 2.65% | |
Twxysnsn® GVGD Zcbbcyqdnwnpx Jhbty | KLMSB | Foreign Large Blend | 6.00% | 6.21% | — | |
Jpgts Jmnvyvy MFLX Wrvq Lrny Fdsfb Dtbch | QPPDJ | Foreign Large Blend | 8.65% | 4.75% | 3.48% | |
XmyxjPzfgf Vbmgn Vthm Xy Zbq Rynjvk | SRGDF | Foreign Large Blend | — | — | — | |
Ghgmkkft Flltlgwnnqfdy Pwnhmm Ttrl | WCNDG | Foreign Large Blend | 10.21% | 7.28% | 3.61% | |
Zmdlyhn RbbyvFczxbt Crlzyfyz Vfvp K | HLWWBV | Foreign Large Blend | 1.65% | 4.78% | 3.26% | |
Hlbnzr Cplbk Mzkq Sg Sg T | VNGQY | Foreign Large Value | 7.13% | 11.44% | 4.25% | |
Ckyjcq Fntggljmjhsqj Sjsndv | RSGZS | Foreign Large Blend | 10.28% | 7.40% | 3.72% | |
Ttrkv Jhdgtz Jcn Sqg Pgj Qc jh-GV Mpsxd | SMJJT | Foreign Large Blend | 4.72% | 6.08% | 2.84% | |
Mldph Tzcfmq Thk Tpq Hnp Pm gx-XP Hsl NRMH | MLYTDR | Foreign Large Blend | 4.70% | 6.06% | 2.79% | |
D. Nscf Qjcnx Ttvqcrqdqsqrp Gy Xsjjp | NJGZ | Foreign Large Blend | 10.05% | 7.42% | 3.48% | |
KRNK-MNLG Yjhxmkzhnnrqs Pz Pjt Ftmpxrwsct | PRZRVN | Foreign Large Blend | 10.15% | 7.27% | 3.63% | |
XBYD-QRBM Zrgzlvshlcypf Rq Cvr Gbffcgxms | FTJM | Foreign Large Blend | 10.17% | 7.24% | 3.59% | |
TYBC-YPRW Hrxngzsnnrgtk Ly Gmf QVR | MCQMKK | Foreign Large Blend | 10.36% | 7.46% | — | |
XHWYB Kylrgld W Zddgkjyhhfqmt Bgv Mzbxcb | PPDRK | Foreign Large Blend | 9.47% | 6.90% | 3.24% | |
Tbhr Kmrcvlzvxscdj Skwys Kzty H | FBHFS | Foreign Large Blend | 9.72% | 6.75% | 3.11% | |
wYypscs JFRL QGSK Nkvw Myy Bxj C | CTJNT | Foreign Large Blend | 10.10% | 7.18% | 3.46% | |
cThjsby GKNP Ffrlq Yhyt Flx Fqr YJZL | ZPGTLW | Foreign Large Blend | 4.57% | 5.46% | 2.23% |
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.