Best- and worst-performing international funds

Best- and worst-performing international funds
OCT 20, 2018
EQUITY
INTERNATIONAL MULTI-CAP CORE
Top 101-year return3-year return5-year returnExpense 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/A0.20%$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/A1.10%$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/AN/A0.30%$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/AN/A1.84%$43.60
Classification total/average0.90%8.47%4.09%1.00%$617,233.30
MSCI ACWI EX US IMI TR2.26%10.64%4.86%

EMERGING MARKETS
Top 101-year return3-year return5-year returnExpense ratio*Portfolio net assets ($M)**
BlackRock Emerging Markets Equity Strat Fund;Inst (BEFIX)9.11%N/AN/A1.31%$7.20
Virtus KAR Emerging Markets Small-Cap Fund;I (VIESX)7.36%16.01%N/A1.63%$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/A1.27%$916.70
Janus Henderson Emerging Markets Managed Vol Fd;D (JOLDX)5.10%9.81%N/A1.22%$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/AN/A1.10%$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 101-year return3-year return5-year returnExpense ratio*Portfolio net assets ($M)**
Horizon Active Dividend Fund;Investor (HNDDX)13.11%N/AN/A1.12%$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/AN/A0.85%$1.10
Voya International High Dividend Low Vol Fd;A (VGLAX)0.37%N/AN/A0.85%$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/average4.16%9.26%6.09%1.20%$133,244.60
MSCI World High Dividend Yield TR5.75%11.98%7.54%

FIXED INCOME
INTERNATIONAL INCOME
Top 101-year return3-year return5-year returnExpense 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/AN/A0.20%$45.60
T Rowe Price International Bond Fd (USD Hgd) (TNIBX)1.44%N/AN/A0.59%$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/AN/A0.74%$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/AN/A0.01%$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/A1.79%$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 101-year return3-year return5-year returnExpense ratio*Portfolio net assets ($M)**
Ashmore Emerging Markets Short Duration Fund;Inst (ESFIX)0.95%11.65%N/A0.67%$344.80
Finisterre Unconstrained Emerging Mkts Bd Fd;Inst (PFUMX)0.60%N/AN/A1.13%$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/A0.84%$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/A0.85%$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/A1.27%$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/A0.85%$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 101-year return3-year return5-year returnExpense ratio*Portfolio net assets ($M)**
Vanguard Emerging Markets Bond Fund;Investor (VEMBX)2.39%N/AN/A0.60%$25.00
American Century Alter Emerg Opps Tot Rtn Fd;Inv (AEOVX)-2.43%N/AN/A0.99%$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/A0.91%$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/AN/A0.70%$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/A0.80%$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%

Latest News

IRA assets swell to $19.2 trillion as 401(k) rollovers drive growth
IRA assets swell to $19.2 trillion as 401(k) rollovers drive growth

IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.

Women feel confident about saving, but many still keep cash in low-yield accounts
Women feel confident about saving, but many still keep cash in low-yield accounts

A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.

SEC seeks comment on prediction-market ETFs after May pause
SEC seeks comment on prediction-market ETFs after May pause

Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.

Dump investment banks, buy alternative asset managers, says Oppenheimer
Dump investment banks, buy alternative asset managers, says Oppenheimer

"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."

TaxStatus rolls out rules-based tool to flag advice gaps
TaxStatus rolls out rules-based tool to flag advice gaps

The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.