Best- and worst-performing international equity mutual funds
Emerging Markets Top 10 Portfolio net assets ($M) 1-year return 3-year return 5-year return Expense ratio* Forward Frontier…
Emerging Markets
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Forward Frontier Strategy Fund Institutional (FRNMX) | $141.7 | 26.46% | 9.65% | 7.69% | 1.01% |
| T Rowe Price Institutional Africa & Middle East Fund (TRIAX) | $230.7 | 25.50% | 13.60% | 12.86% | 1.25% |
| T Rowe Price Africa & Middle East Fund (TRAMX) | $202.8 | 25.02% | 13.35% | 12.41% | 1.47% |
| Morgan Stanley Frontier Emerging Markets I (MFMIX) | $451.7 | 24.94% | 13.50% | 13.96% | 1.85% |
| Harding Loevner Frontier Emerging Markets Port Institutional (HLFMX) | $424.5 | 19.00% | 9.68% | 13.27% | 1.80% |
| Delaware Emerging Markets Fund Institutional (DEMIX) | $2,734.1 | 13.93% | 2.64% | 11.07% | 1.45% |
| Baron Emerging Markets Fund Retail (BEXFX) | $686.1 | 13.45% | 7.46% | N/A | 1.50% |
| Brandes Emerging Markets Fund I (BEMIX) | $799.2 | 12.29% | 2.94% | N/A | 1.12% |
| American Funds New World Fund A (NEWFX) | $23,969.5 | 11.77% | 4.96% | 11.20% | 1.06% |
| Institutional Emerging Markets Portfolio I (HLMEX) | $1,275.1 | 11.52% | 4.60% | 11.35% | 1.30% |
| Bottom 5 | |||||
| BlackRock Emerging Market Long/Short Equity Fund Institutional (BLSIX) | $625.8 | -6.66% | 0.00% | N/A | 1.93% |
| Wasatch Emerging Markets Small Cap Fund Investor (WAEMX) | $1,562.2 | -5.80% | 2.04% | 17.57% | 1.95% |
| T Rowe Price Emerging Europe Fund (TREMX) | $274.1 | -2.78% | -6.41% | 8.88% | 1.47% |
| US Global Investors Emerging Europe Fund (EUROX) | $102.1 | -2.62% | -8.24% | 3.56% | 2.15% |
| Touchstone Emerging Markets Equity Fund Institutional (TMEIX) | $372.9 | -2.37% | -1.82% | N/A | 1.29% |
| Classification total/average | $284,206.6 | 5.07% | -0.55% | 8.50% | 1.63% |
| MSCI EM (Emerging Markets) Total Return USD | 6.56% | -0.84% | 8.57% |
International Small/Mid-Cap Growth
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Oppenheimer International Small Company Fund A (OSMAX) | $2,532.0 | 30.04% | 15.05% | 21.82% | 1.24% |
| Oberweis International Opportunities Fund (OBIOX) | $370.6 | 28.80% | 19.54% | 25.10% | 1.60% |
| Munder International Small-Cap Fund Y (MYSIX) | $365.8 | 26.59% | 12.55% | 19.15% | 0.98% |
| Transamerica International Small Cap I2 | $677.7 | 25.44% | 7.47% | 14.41% | 1.20% |
| Vanguard International Explorer Fund Investor (VINEX) | $2,649.5 | 24.65% | 8.09% | 14.25% | 0.36% |
| DFA International Small Cap Growth Portfolio Institutional (DISMX) | $61.6 | 22.78% | N/A | N/A | 0.55% |
| MainStay Epoch International Small Cap Fund I (EPIEX) | $139.3 | 22.58% | 6.53% | 14.54% | 1.32% |
| Hartford International Small Company Fund A (HNSAX) | $378.5 | 22.31% | 11.13% | 16.44% | 1.54% |
| American Century International Discovery Fund Investor (TWEGX) | $695.1 | 22.29% | 7.21% | 13.64% | 1.50% |
| Forward International Small Companies Fund Institutional (PTSCX) | $206.8 | 21.61% | 7.38% | 13.14% | 1.30% |
| Bottom 5 | |||||
| Wasatch International Opportunities Fund Investor (WAIOX) | $334.9 | 10.48% | 10.47% | 18.31% | 2.25% |
| Wasatch International Growth Fund Investor (WAIGX) | $1,638.5 | 10.88% | 11.38% | 20.79% | 1.49% |
| Invesco International Small Company Fund A (IEGAX) | $550.7 | 14.34% | 7.20% | 15.60% | 1.47% |
| Federated International Small-Mid Company Fund A (ISCAX) | $213.5 | 14.40% | 5.53% | 14.06% | 1.85% |
| MFS International New Discovery Fund A (MIDAX) | $5,195.7 | 14.73% | 9.30% | 16.19% | 1.39% |
| Classification total/average | $41,226.2 | 19.22% | 8.87% | 15.93% | 1.58% |
| MSCI EAFE Small Cap Total Return | 23.68% | 9.25% | 14.99% |
Japanese
| All funds | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| DFA Japanese Small Company Portfolio Institutional (DFJSX) | $380.3 | 14.44% | 9.90% | 9.36% | 0.56% |
| Matthews Japan Fund Investor (MJFOX) | $429.4 | 12.24% | 10.41% | 12.24% | 1.20% |
| T. Rowe Price Japan Fund (PRJPX) | $295.3 | 11.79% | 9.98% | 10.19% | 1.06% |
| Fidelity Japan Smaller Companies Fund (FJSCX) | $447.4 | 11.33% | 15.05% | 13.57% | 1.01% |
| Nomura Japan Fund S (SJPNX) | $156.9 | 10.41% | 7.41% | 8.38% | 1.67% |
| Fidelity Japan Fund (FJPNX) | $464.2 | 8.92% | 6.89% | 6.23% | 0.93% |
| Classification total/average | $3,151.6 | 12.56% | 8.38% | 8.44% | 1.70% |
| MSCI Japan Total Return | 10.35% | 7.72% | 6.72% |
Assets as of April 30, returns as of June 3. 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 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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