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

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound