Best- and worst-performing international equity funds

By category, ranked by one-year total returns

Jul 21, 2013 @ 12:01 am

Emerging Markets

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Harding Loevner Frontier Emerging Mkts Port Institutional (HLFMX)$134.424.1%6.3%-3.3%2.0%
Van Eck Emerging Markets Fund A (GBFAX)$169.420.5%8.5%1.3%1.7%
T. Rowe Price Institutional Afr & Middle East Fund (TRIAX)$175.320.1%7.3%-6.7%1.3%
T. Rowe Price Africa & Middle East Fund (TRAMX)$167.520.0%7.2%-7.4%1.5%
Columbia Acorn Emerging Markets Fund Z (CEFZX)$145.519.1%N/AN/A1.6%
Thornburg Developing World Fund I (THDIX)$728.118.2%12.3%N/A1.1%
GMO Emerging Domestic Opportunities Fund II (GEDTX)$2,294.615.9%N/AN/A1.2%
Driehaus Emerging Markets Growth Fund (DREGX)$1,229.215.2%9.2%2.6%1.7%
Templeton Emerging Markets Small Cap Fund A (TEMMX)$407.315.2%4.5%3.8%2.1%
Delaware Emerging Markets Fund Institutional (DEMIX)$2,346.014.3%4.8%0.5%1.5%

Bottom 5Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
RS Emerging Markets Fund A (GBEMX)$579.7-7.5%-1.3%-2.5%1.5%
Templeton BRIC Fund A (TABRX)$333.1-6.7%-5.7%-8.4%2.0%
Pioneer Emerging Markets Fund A (PEMFX)$263.2-4.7%-3.0%-7.3%2.0%
Lazard Developing Markets Equity Portfolio Institutional (LDMIX)$641.3-4.2%0.1%N/A1.2%
Dreyfus Emerging Markets Fund A (DRFMX)$860.0-2.5%-2.1%-1.8%1.8%
Classification total/average$258,095.74.8%3.4%-1.5%1.7%
MSCI EM (Emerging Markets) Total Return 0.9%2.7%-0.5% 

International Small-/Midcap Growth

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Franklin International Small Cap Growth Fund Adv (FKSCX)$1,290.935.4%14.6%8.9%1.2%
Oppenheimer International Small Company Fund A (OSMAX)$1,308.932.3%18.3%6.1%1.3%
JOHCM International Select Fund I (JOHIX)$415.127.9%15.7%N/A1.1%
Wasatch International Growth Fund Investor (WAIGX)$1,056.627.6%19.3%9.3%1.6%
Hartford International Small Company Fund A (HNSAX)$278.827.1%15.5%3.9%1.6%
Wasatch International Opportunities Fund Investor (WAIOX)$277.925.8%14.9%8.2%2.3%
Munder International Small-Cap Fund Y (MYSIX)$247.525.8%16.9%1.7%1.2%
Fidelity Advisor International Small Cap Fund A (FIASX)$872.525.6%13.7%2.9%1.6%
Touchstone International Small Cap Fund Y (TNSYX)$109.725.4%15.9%5.8%1.3%
Lord Abbett International Opportunities Fund A (LAIEX)$330.625.2%13.2%3.2%1.5%

Bottom 5Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Columbia Acorn International Z (ACINX)$7,516.918.4%12.3%4.0%1.0%
Federated International Small-Mid Company Fund A (ISCAX)$207.718.1%12.9%-1.1%1.8%
Transamerica International Small Cap I2$378.317.9%10.2%2.0%1.2%
Vanguard FTSE All-World ex-U.S. Small-Cap Index Inv (VFSVX)$298.614.0%8.6%N/A0.5%
Columbia Acorn International Select Z (ACFFX)$373.212.9%12.4%1.5%1.3%
Classification total/average$30,847.821.7%13.7%3.0%1.6%
MSCI EAFE Small Cap Total Return 20.6%11.9%2.7% 


All available fundsPortfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
DFA Japanese Small Company Portfolio Institutional (DFJSX)$405.211.7%8.8%4.6%0.6%
Fidelity Japan Fund (FJPNX)$531.820.0%8.4%-1.0%1.1%
T Rowe Price Japan Fund (PRJPX)$264.124.3%12.0%0.3%1.1%
Matthews Japan Fund Investor (MJFOX)$254.227.1%14.7%4.2%1.2%
Fidelity Japan Smaller Companies Fund (FJSCX)$528.244.3%18.0%6.3%1.1%
Classification total/average$2,239.220.3%9.6%1.3%1.8%
MSCI Japan Total Return 19.7%7.5%-0.4% 

Assets and expense ratio as of May 31; returns as of June 28. Distinct classes and funds with $100 million portfolio minimum only. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three-year and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A=not available (fund has been in operation for less than the year indicated). *Net prospectus

Source: Lipper

Featured video


How 401(k) advisers can use 'centers of influence' to grow their business

Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.

Latest news & opinion

Things are looking up: IBDs soared in 2017

With revenue up, interest rates rising and regulation easing, IBDs are soaring.

SEC advice rule may give RIAs leg up over broker-dealers

Experts say advisers will be able to point to their role as fiduciaries as a differentiator in the advice market.

Brokers accept proposed SEC rule on who can call themselves an adviser

Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.

SEC advice rule: Here's what you need to know

We sifted through the nearly 1,000-page proposal and picked out some of the most important points.

Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print