Best- and worst-performing international funds
EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)**…
EQUITY
INTERNATIONAL MULTI-CAP CORE
| Top 10 | 1-year return | 3-year return | 5-year return | Expense ratio* | Portfolio net assets ($M)** |
|---|---|---|---|---|---|
| PIMCO StocksPLUS International Fd (DH);Inst (PISIX) | 7.45% | 12.82% | 8.74% | 0.84% | $1,791.40 |
| State Street Hedged Internatl Developed Eq Idx;K (SSHQX) | 6.84% | 10.27% | N/A | 0.20% | $3,258.40 |
| MFS International Diversification Fund;I (MDIJX) | 6.70% | 11.75% | 6.10% | 0.91% | $5,683.10 |
| Catholic Investor International Equity Fund;I (KCIIX) | 6.01% | 13.49% | N/A | 1.10% | $72.20 |
| Pear Tree Polaris Foreign Val Fd;Ord (QFVOX) | 5.29% | 11.13% | 6.47% | 1.41% | $856.50 |
| Tweedy Browne Global Value Fund (TBGVX) | 5.28% | 8.56% | 5.50% | 1.36% | $9,499.70 |
| Parametric International Equity Fund;Inst (EIISX) | 3.78% | 10.39% | 5.75% | 0.50% | $108.60 |
| iShares Edge MSCI Mltfctr Intl Index Fnd;K (BKIMX) | 3.74% | N/A | N/A | 0.30% | $11.80 |
| Dreyfus Diversified International Fund;I (DFPIX) | 3.53% | 9.48% | 4.73% | 0.99% | $29.30 |
| Parametric Tax-Managed International Eqty Fd;Inv (ETIGX) | 3.43% | 9.63% | 5.04% | 1.05% | $19.80 |
| Bottom 5 | |||||
| EuroPac International Value Fund;A (EPIVX) | -11.16% | 5.66% | -4.87% | 1.75% | $55.10 |
| Tocqueville International Value Fund (TIVFX) | -4.35% | 8.29% | 5.88% | 1.26% | $1,239.70 |
| GMO Tax-Managed International Equities Fund;III (GTMIX) | -3.63% | 6.39% | 2.14% | 0.70% | $52.40 |
| STAAR International Fund (SITIX) | -3.00% | 5.60% | -1.52% | 3.08% | $1.80 |
| Swan Defined Risk Foreign Developed Fund;I (SDJIX) | -2.39% | N/A | N/A | 1.84% | $43.60 |
| Classification total/average | 0.90% | 8.47% | 4.09% | 1.00% | $617,233.30 |
| MSCI ACWI EX US IMI TR | 2.26% | 10.64% | 4.86% |
EMERGING MARKETS
| Top 10 | 1-year return | 3-year return | 5-year return | Expense ratio* | Portfolio net assets ($M)** |
|---|---|---|---|---|---|
| BlackRock Emerging Markets Equity Strat Fund;Inst (BEFIX) | 9.11% | N/A | N/A | 1.31% | $7.20 |
| Virtus KAR Emerging Markets Small-Cap Fund;I (VIESX) | 7.36% | 16.01% | N/A | 1.63% | $27.00 |
| Voya Russia Fund;A (LETRX) | 7.21% | 15.97% | 0.96% | 2.00% | $71.80 |
| American Beacon Acadian EM Mgd Volatility Fund;Y (ACDYX) | 7.06% | 7.70% | 3.02% | 1.45% | $25.50 |
| PIMCO RAE Low Volatility PLUS EMG Fd;Institutional (PLVLX) | 6.68% | 14.50% | N/A | 1.27% | $916.70 |
| Janus Henderson Emerging Markets Managed Vol Fd;D (JOLDX) | 5.10% | 9.81% | N/A | 1.22% | $5.60 |
| T Rowe Price Institutional Afr & Middle East Fund (TRIAX) | 4.23% | 5.12% | 3.30% | 1.21% | $174.70 |
| Fidelity Emerging Europe Middle East Africa Fund (FEMEX) | 4.14% | 11.66% | 2.70% | 1.39% | $87.00 |
| T Rowe Price Africa & Middle East Fund (TRAMX) | 4.07% | 4.74% | 2.86% | 1.42% | $126.30 |
| TOBAM Emerging Markets Fund;I (TBMIX) | 3.79% | N/A | N/A | 1.10% | $49.70 |
| Bottom 5 | |||||
| Templeton Frontier Markets Fund;A (TFMAX) | -17.69% | 0.70% | -4.70% | 2.01% | $36.40 |
| Morgan Stanley Frontier Markets Portfolio;I (MFMIX) | -14.45% | 0.66% | 0.44% | 1.73% | $427.40 |
| HSBC Frontier Markets Fund;I (HSFIX) | -13.75% | 3.46% | 2.69% | 1.50% | $10.80 |
| Fiera Capital Emerging Markets Fund;Investor (RIMIX) | -12.71% | 9.20% | 6.25% | 1.62% | $146.30 |
| Brown Advisory – Somerset Emerging Markets Fd;Inst (BAFQX) | -12.37% | 4.97% | 0.64% | 1.17% | $434.00 |
| Classification total/average | -4.08% | 9.86% | 2.68% | 1.40% | $369,580.40 |
| MSCI EM (Emerging Markets) TR USD | -0.44% | 12.76% | 3.99% |
GLOBAL EQUITY INCOME
| Top 10 | 1-year return | 3-year return | 5-year return | Expense ratio* | Portfolio net assets ($M)** |
|---|---|---|---|---|---|
| Horizon Active Dividend Fund;Investor (HNDDX) | 13.11% | N/A | N/A | 1.12% | $29.70 |
| Steward Global Equity Income Fund;Inst (SGISX) | 11.68% | 15.79% | 11.09% | 0.68% | $235.40 |
| Guinness Atkinson Dividend Builder Fund (GAINX) | 10.97% | 12.36% | 8.15% | 0.68% | $9.80 |
| O’Shaughnessy Enhanced Dividend Fund;I (OFDIX) | 10.63% | 14.88% | 4.64% | 0.99% | $10.30 |
| QS Global Dividend Fund;IS (LDIFX) | 9.98% | 10.82% | 8.95% | 0.76% | $349.10 |
| Nuveen Santa Barbara Global Dividend Growth Fd;I (NUGIX) | 9.08% | 11.86% | 8.28% | 0.90% | $10.10 |
| Dreyfus Global Equity Income Fund;I (DQEIX) | 8.35% | 12.18% | 8.58% | 0.92% | $276.10 |
| Crow Point Global Tactical Allocation Fund;Inv (CGHAX) | 8.33% | 5.18% | 2.49% | 1.26% | $1.80 |
| Aberdeen Dynamic Dividend Fund;Institutional (ADVDX) | 8.09% | 12.06% | 9.08% | 1.38% | $150.00 |
| Guggenheim World Equity Income Fund;A (SEQAX) | 8.01% | 11.03% | 7.16% | 1.24% | $68.10 |
| Bottom 5 | |||||
| Janus Henderson Global Eqty Income Fund;C (HFQCX) | -2.76% | 6.09% | 3.29% | 1.85% | $1,067.90 |
| Federated Global Strategic Value Dividend Fd;R6 (GVDLX) | -0.22% | N/A | N/A | 0.85% | $1.10 |
| Voya International High Dividend Low Vol Fd;A (VGLAX) | 0.37% | N/A | N/A | 0.85% | $4.70 |
| American Funds Capital Income Builder;A (CAIBX) | 0.91% | 7.25% | 5.53% | 0.59% | $67,007.70 |
| BlackRock Global Dividend Portfolio;Inst (BIBDX) | 1.44% | 9.47% | 6.52% | 0.75% | $1,591.00 |
| Classification total/average | 4.16% | 9.26% | 6.09% | 1.20% | $133,244.60 |
| MSCI World High Dividend Yield TR | 5.75% | 11.98% | 7.54% |
FIXED INCOME
INTERNATIONAL INCOME
| Top 10 | 1-year return | 3-year return | 5-year return | Expense ratio* | Portfolio net assets ($M)** |
|---|---|---|---|---|---|
| PIMCO Intl Bond Fund (US Dollar-Hedged);Inst (PFORX) | 2.94% | 4.36% | 5.02% | 0.56% | $6,034.50 |
| DFA World ex US Government Fixed Income Ptfl;Inst (DWFIX) | 2.74% | 3.17% | 4.42% | 0.20% | $1,103.00 |
| CGCM International Fixed Income Fund (TIFUX) | 2.39% | 3.97% | 3.79% | 1.01% | $144.60 |
| Vanguard Total International Bond Index Fund;Adm (VTABX) | 2.22% | 2.86% | 3.65% | 0.11% | $43,083.20 |
| AB FlexFee International Bond Portfolio;Advisor (FFIYX) | 1.67% | N/A | N/A | 0.20% | $45.60 |
| T Rowe Price International Bond Fd (USD Hgd) (TNIBX) | 1.44% | N/A | N/A | 0.59% | $4,569.70 |
| SEI International Fixed Income Fund;F (SEFIX) | 1.38% | 2.50% | 3.09% | 1.08% | $436.20 |
| PGIM International Bond Fund;R6 (PXBQX) | 1.33% | N/A | N/A | 0.74% | $26.60 |
| Azzad Wise Capital Fund (WISEX) | 1.23% | 1.50% | 1.64% | 1.29% | $115.30 |
| Fidelity Series International Credit Fund (FCDSX) | 0.92% | N/A | N/A | 0.01% | $99.70 |
| Bottom 5 | |||||
| Wells Fargo International Bond Fund;Inst (ESICX) | -5.75% | 0.71% | -0.97% | 0.70% | $253.20 |
| BrandywineGLOBAL – Intl Opportunities Bond Fund;IS (LMOTX) | -4.51% | 3.66% | 1.26% | 0.65% | $37.20 |
| Oppenheimer International Bond Fund;A (OIBAX) | -4.20% | 3.30% | 1.60% | 1.00% | $1,081.80 |
| EuroPac International Bond Fund;A (EPIBX) | -3.62% | 2.15% | -2.57% | 1.15% | $39.00 |
| Dunham International Opportunity Bond Fund;A (DAIOX) | -3.53% | 0.99% | N/A | 1.79% | $3.60 |
| Classification total/average | -1.81% | 2.86% | 1.20% | 0.91% | $169,467.20 |
| Bloomberg Barclays Global Aggregate ex U.S. TR | -1.45% | 2.40% | -0.33% |
EMERGING-MARKETS HARD CURRENCY DEBT
| Top 10 | 1-year return | 3-year return | 5-year return | Expense ratio* | Portfolio net assets ($M)** |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Short Duration Fund;Inst (ESFIX) | 0.95% | 11.65% | N/A | 0.67% | $344.80 |
| Finisterre Unconstrained Emerging Mkts Bd Fd;Inst (PFUMX) | 0.60% | N/A | N/A | 1.13% | $28.40 |
| Franklin Emerg Market Debt Opptys Fund (FEMDX) | 0.56% | 7.92% | 4.14% | 1.01% | $503.70 |
| PIMCO Emerging Markets Corporate Bond Fd;Inst (PEMIX) | 0.03% | 7.15% | 3.00% | 0.92% | $135.00 |
| DoubleLine Low Dur Em Mkts Fixed Income;N (DELNX) | -0.50% | 3.13% | N/A | 0.84% | $18.40 |
| T Rowe Price Emerging Markets Corporate Bond;Inv (TRECX) | -0.64% | 6.42% | 4.51% | 0.84% | $52.00 |
| Payden Emerging Markets Corporate Bond Fund;SI (PYCIX) | -0.86% | 5.55% | N/A | 0.85% | $41.20 |
| Voya Emerging Markets Corporate Debt Fund;P (IMCDX) | -0.94% | 5.67% | 5.12% | 0.10% | $104.30 |
| Ashmore Emerging Markets Corporate Debt Fund;Inst (EMCIX) | -1.27% | 9.87% | 4.99% | 1.17% | $310.70 |
| American Beacon Frontier Markets Income Fund;Y (AGEYX) | -1.56% | 6.97% | N/A | 1.27% | $132.20 |
| Bottom 5 | |||||
| Putnam Emerging Markets Income Fund;A (PEMWX) | -10.47% | 3.75% | 1.72% | 1.25% | $10.50 |
| Invesco Emerging Markets Flexible Bond Fund;A (IAEMX) | -7.95% | 0.78% | -4.03% | 1.25% | $3.70 |
| Stone Harbor Emerging Mkts Debt Alloc Fund;Inst (SHADX) | -7.11% | 5.21% | N/A | 0.85% | $28.40 |
| SEI Emerging Markets Debt Fund;F (SITEX) | -6.81% | 5.06% | 0.48% | 1.63% | $1,394.50 |
| HSBC Global Emerging Markets Debt Fund;Inst (HCGIX) | -6.61% | 4.28% | 3.50% | 0.50% | $48.60 |
| Classification total/average | -4.11% | 5.48% | 2.49% | 1.12% | $55,266.00 |
| JP Morgan EMBI Global | -2.94% | 5.70% | 4.62% |
EMERGING-MARKETS LOCAL CURRENCY DEBT
| Top 10 | 1-year return | 3-year return | 5-year return | Expense ratio* | Portfolio net assets ($M)** |
|---|---|---|---|---|---|
| Vanguard Emerging Markets Bond Fund;Investor (VEMBX) | 2.39% | N/A | N/A | 0.60% | $25.00 |
| American Century Alter Emerg Opps Tot Rtn Fd;Inv (AEOVX) | -2.43% | N/A | N/A | 0.99% | $11.80 |
| Eaton Vance Emerging Markets Debt Opportunities;R6 (EELDX) | -2.72% | 6.99% | 3.37% | 0.86% | $72.00 |
| Lazard Emerging Markets Income Portfolio;Inst (LEIIX) | -5.60% | 1.87% | N/A | 0.91% | $4.90 |
| MFS Emerging Markets Debt Local Currency Fund;I (EMLIX) | -7.19% | 4.81% | -1.73% | 0.85% | $13.30 |
| Hartford Emerging Markets Local Debt Fund;Y (HLDYX) | -8.08% | 5.28% | -1.14% | 0.91% | $87.80 |
| Oppenheimer Emerging Markets Local Debt Fund;A (OEMAX) | -8.09% | 5.29% | -0.88% | 1.15% | $46.70 |
| Voya Emerging Markets Local Currency Debt Fund;P (ILCDX) | -8.21% | 3.35% | -2.37% | 0.15% | $68.50 |
| TCW Emerging Markets Local Currency Income Fund;I (TGWIX) | -8.31% | 5.16% | -1.32% | 0.99% | $253.10 |
| Ashmore Emerging Markets Loc Currency Bd Fund;Inst (ELBIX) | -8.50% | 5.74% | -1.65% | 0.97% | $65.10 |
| Bottom 5 | |||||
| BlackRock Emerging Markets Local Currency Bd;K (BELKX) | -12.99% | N/A | N/A | 0.70% | $20.20 |
| Goldman Sachs Local Emerging Markets Debt Fund;Ins (GIMDX) | -11.18% | 3.59% | -3.08% | 0.91% | $100.10 |
| Stone Harbor Local Markets Fund;Inst (SHLMX) | -10.83% | 3.73% | -3.49% | 0.89% | $984.20 |
| Ivy Pictet Emerging Markets Local Currency Db Fd;I (IECIX) | -10.56% | 1.66% | N/A | 0.80% | $74.20 |
| PGIM Emerging Markets Debt Loc Currency Fd;Z (EMDZX) | -10.44% | 3.75% | -1.89% | 0.88% | $55.20 |
| Classification total/average | -8.26% | 4.25% | -1.53% | 1.15% | $7,800.90 |
| JP Morgan EMBI Global | -2.94% | 5.70% | 4.62% |
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