Best- and worst-performing international equity funds
Emerging Markets Top 10 Portfolio net assets ($M) 1-year return…
Emerging Markets
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Harding Loevner Frontier Emerging Mkts Port Institutional (HLFMX) | $134.4 | 24.1% | 6.3% | -3.3% | 2.0% |
| Van Eck Emerging Markets Fund A (GBFAX) | $169.4 | 20.5% | 8.5% | 1.3% | 1.7% |
| T. Rowe Price Institutional Afr & Middle East Fund (TRIAX) | $175.3 | 20.1% | 7.3% | -6.7% | 1.3% |
| T. Rowe Price Africa & Middle East Fund (TRAMX) | $167.5 | 20.0% | 7.2% | -7.4% | 1.5% |
| Columbia Acorn Emerging Markets Fund Z (CEFZX) | $145.5 | 19.1% | N/A | N/A | 1.6% |
| Thornburg Developing World Fund I (THDIX) | $728.1 | 18.2% | 12.3% | N/A | 1.1% |
| GMO Emerging Domestic Opportunities Fund II (GEDTX) | $2,294.6 | 15.9% | N/A | N/A | 1.2% |
| Driehaus Emerging Markets Growth Fund (DREGX) | $1,229.2 | 15.2% | 9.2% | 2.6% | 1.7% |
| Templeton Emerging Markets Small Cap Fund A (TEMMX) | $407.3 | 15.2% | 4.5% | 3.8% | 2.1% |
| Delaware Emerging Markets Fund Institutional (DEMIX) | $2,346.0 | 14.3% | 4.8% | 0.5% | 1.5% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense 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/A | 1.2% |
| Dreyfus Emerging Markets Fund A (DRFMX) | $860.0 | -2.5% | -2.1% | -1.8% | 1.8% |
| Classification total/average | $258,095.7 | 4.8% | 3.4% | -1.5% | 1.7% |
| MSCI EM (Emerging Markets) Total Return | 0.9% | 2.7% | -0.5% |
International Small-/Midcap Growth
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Franklin International Small Cap Growth Fund Adv (FKSCX) | $1,290.9 | 35.4% | 14.6% | 8.9% | 1.2% |
| Oppenheimer International Small Company Fund A (OSMAX) | $1,308.9 | 32.3% | 18.3% | 6.1% | 1.3% |
| JOHCM International Select Fund I (JOHIX) | $415.1 | 27.9% | 15.7% | N/A | 1.1% |
| Wasatch International Growth Fund Investor (WAIGX) | $1,056.6 | 27.6% | 19.3% | 9.3% | 1.6% |
| Hartford International Small Company Fund A (HNSAX) | $278.8 | 27.1% | 15.5% | 3.9% | 1.6% |
| Wasatch International Opportunities Fund Investor (WAIOX) | $277.9 | 25.8% | 14.9% | 8.2% | 2.3% |
| Munder International Small-Cap Fund Y (MYSIX) | $247.5 | 25.8% | 16.9% | 1.7% | 1.2% |
| Fidelity Advisor International Small Cap Fund A (FIASX) | $872.5 | 25.6% | 13.7% | 2.9% | 1.6% |
| Touchstone International Small Cap Fund Y (TNSYX) | $109.7 | 25.4% | 15.9% | 5.8% | 1.3% |
| Lord Abbett International Opportunities Fund A (LAIEX) | $330.6 | 25.2% | 13.2% | 3.2% | 1.5% |
| Bottom 5 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Columbia Acorn International Z (ACINX) | $7,516.9 | 18.4% | 12.3% | 4.0% | 1.0% |
| Federated International Small-Mid Company Fund A (ISCAX) | $207.7 | 18.1% | 12.9% | -1.1% | 1.8% |
| Transamerica International Small Cap I2 | $378.3 | 17.9% | 10.2% | 2.0% | 1.2% |
| Vanguard FTSE All-World ex-U.S. Small-Cap Index Inv (VFSVX) | $298.6 | 14.0% | 8.6% | N/A | 0.5% |
| Columbia Acorn International Select Z (ACFFX) | $373.2 | 12.9% | 12.4% | 1.5% | 1.3% |
| Classification total/average | $30,847.8 | 21.7% | 13.7% | 3.0% | 1.6% |
| MSCI EAFE Small Cap Total Return | 20.6% | 11.9% | 2.7% |
Japan
| All available funds | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio Institutional (DFJSX) | $405.2 | 11.7% | 8.8% | 4.6% | 0.6% |
| Fidelity Japan Fund (FJPNX) | $531.8 | 20.0% | 8.4% | -1.0% | 1.1% |
| T Rowe Price Japan Fund (PRJPX) | $264.1 | 24.3% | 12.0% | 0.3% | 1.1% |
| Matthews Japan Fund Investor (MJFOX) | $254.2 | 27.1% | 14.7% | 4.2% | 1.2% |
| Fidelity Japan Smaller Companies Fund (FJSCX) | $528.2 | 44.3% | 18.0% | 6.3% | 1.1% |
| Classification total/average | $2,239.2 | 20.3% | 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
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