print order a reprint
See All Tools


Tool

Top-Performing Mutual Funds by Category

International Diversified Large-Company Funds

In the tables below, see the ten top-performing for the past 1-, 3-, 5-, 10- and 20-year periods. Click on any fund's symbol for a daily market snapshot of the fund.

The Kiplinger 25: Our Favorite No-Load Mutual Funds | Read All Fund Watch Columns

Data through June 31, 2014

International Diversified Large-Company Funds - 1 year

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Pimco Intl Fundamental IndexPLUS AR Strategy DPTSLX32.68%—%—%—%—%6none%1.17%
TCW International Growth Fund Class NTGIDX30.176none1.34
Selected International SSLSSX30.17.3511.014.047.65102.00r1.4
Dodge & Cox International StockDODFX29.3110.4114.899.559none0.64
John Hancock International Core AGIDEX29.188.3111.6485.001.46
Schwab Fundamental International Large Co IdxSFNNX29.17.5411.6692.00r0.34
Ivy International Core Equity AIVIAX28.578.4312.810.2485.751.4
Hartford International Value AHILAX28.4611.2585.501.4
Federated International Leaders A FGFAX28.3510.2516.829.76105.501.36
SunAmerica International Dividend Strategy ASIEAX28.111.416.994.2195.751.9
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through June 31, 2014

International Diversified Large-Company Funds - 3 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Artisan International Value Inv**ARTKX27.64%14.61%18.13%11.6%—%62.00%r1.16%
FMI InternationalFMIJX18.1914.113none1
MFS International Value AMGIAX19.4912.6814.759.8745.751.14
Artisan International InvARTIX22.1912.29158.892.00r1.2
Pimco Intl StocksPLUS AR Strategy (U.S. Dollar-Hedged) DPIPDX17.8812.2916.139.195none1.15
Oakmark International IOAKIX20.9312.0217.1510.1610.069none0.98
Lazard International Strategic Equity OpenLISOX23.6511.8815.581.00r1.1
JOHCM International Select IIJOHAX27.6911.59none1.34
Natixis Oakmark International ANOIAX20.0711.495.751.44
Hartford International Value AHILAX28.4611.2585.501.4
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through June 31, 2014

International Diversified Large-Company Funds - 5 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Artisan International Value Inv**ARTKX27.64%14.61%18.13%11.6%—%62.00%r1.16%
Oakmark International IOAKIX20.9312.0217.1510.1610.069none0.98
Pear Tree Polaris Foreign Value OrdinaryQFVOX26.3511.1217.048.488none1.54
Pimco Intl StocksPLUS AR Strategy (Unhedged) DPPUDX25.1410.6516.839none1.04
Federated International Leaders A FGFAX28.3510.2516.829.76105.501.36
Nuveen International Growth ANBQAX26.8310.9216.5795.751.42
Pimco Intl StocksPLUS AR Strategy (U.S. Dollar-Hedged) DPIPDX17.8812.2916.139.195none1.15
Laudus International MarketMasters InvSWOIX21.058.6815.99.5382.00r1.4
Lazard International Strategic Equity OpenLISOX23.6511.8815.581.00r1.1
Tweedy, Browne Global ValueTBGVX16.7411.115.138.219.8132.00r1.37
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through June 31, 2014

International Diversified Large-Company Funds - 10 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
Artisan International Value Inv**ARTKX27.64%14.61%18.13%11.6%—%62.00%r1.16%
Aberdeen International Equity AGIGAX17.686.9513.0310.2575.751.33
Ivy International Core Equity AIVIAX28.578.4312.810.2485.751.4
Janus Overseas TJAOSX21.57-1.555.8310.2410.2610none0.68
Oakmark International IOAKIX20.9312.0217.1510.1610.069none0.98
AllianzGI NFJ International Value D+AFJDX18.246.411.7610.118none1.22
BlackRock International Opportunities Portfolio Inv ABREAX14.725.2610.2110.0395.251.52
First Eagle Overseas ASGOVX17.627.2711.921011.5935.001.15
MFS International Value AMGIAX19.4912.6814.759.8745.751.14
Oppenheimer International Growth AOIGAX20.6110.215.129.7875.751.2
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..
Data through June 31, 2014

International Diversified Large-Company Funds - 20 years

FUND NAME SYMBOL 1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
20-YR
RETURN
VOL RANK MAX. SALES CHARGE EXPENSE RATIO
First Eagle Overseas ASGOVX17.62%7.27%11.92%10%11.59%35.00%1.15%
Janus Overseas TJAOSX21.57-1.555.8310.2410.2610none0.68
Oakmark International IOAKIX20.9312.0217.1510.1610.069none0.98
Harbor International InvHIINX21.126.5413.169.589.899none1.11
Tweedy, Browne Global ValueTBGVX16.7411.115.138.219.8132.00r1.37
Fidelity Diversified InternationalFDIVX22.998.7512.127.199.2581.00r0.92
William Blair International Growth NWBIGX19.748.1813.57.99.182.00r1.44
Scout InternationalUMBWX14.35.6512.028.548.997none1.01
American Funds EuroPacific Growth AAEPGX21.947.0311.618.88.985.750.84
ING International Value Equity Fund Class ANAWGX25.154.3311.459.628.7785.751.36
r Maximum redemption fee charged when you sell shares. — Fund has not existed for the specified time. s Front-end sales charge; redemption fee may apply. Source: Morningstar, Inc..

You can get valuable updates from Kiplinger sent directly to your email. Simply enter your e-mail address and click "sign up".

More Sponsored Links


Advertisement
Advertisement
Get valuable updates from Kiplinger directly to your e-mail

Featured Videos From Kiplinger