The Daily Screen: The Best Foreign Funds
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losses. And it trails the S&P 500 over the last five- and 10-year periods, too. | Foreign Fumbling Foreign funds just haven't kept up with the U.S. markets | ||
| Avg. Foreign Fund | S&P 500 | |
| YTD Return | -18% | -8.2% |
| 1-Year Return | -9.1 | -4.6 |
| 5-Year Return | 9.2 | 19 |
| 10-Year Return | 9.4 | 18.1 |
| Source: Morningstar. Annualized performance figures through Dec. 1. | ||
| Leading Foreign Funds These funds have bested their peers during the past few years | ||
| Fund | 1-Year Return | 3-Year Annualized |
| (IYSAX Quote)Ivy International Small Companies A | 20.2% | 15% |
| (BIIEX Quote)Brandes International Equity | 15.8 | 22.9 |
| MFS International New Discovery A | 14.7 | 25.4 |
| (OAKIX Quote)Oakmark International | 12.9 | 10.4 |
| (EMIEX Quote)Nations International Value A | 12.5 | 20.1 |
| (PTSCX Quote)Pictet International Small Companies | 12.5 | 24.2 |
| (BREAX Quote)BlackRock International Small Cap Eq Inv A | 11.6 | 36 |
| (GMOCX Quote)GMO Currency Hedged International Core | 11.6 | 12.8 |
| (NIVAX Quote)Pilgrim International Value A | 10.6 | 19.6 |
| (SGOVX Quote)First Eagle SoGen Overseas A | 10.3 | 11.8 |
| Avg. Foreign fund | -9.1 | 9.7 |
| S&P 500 | -4.6 | 13.3 |
| Source: Morningstar. Annualized performance figures through Dec. 1. | ||
(OAKIX Quote)Oakmark International fund. David Herro and Michael Welsh have run the fund since 1995, and they only buy stocks they think are trading well below their value. That thoughtful approach has kept the fund ahead of at least 65% of its peers over the past one-, three- and five-year time periods. For a large-cap fund on our list, check out the broker-sold (NIVAX Quote)Pilgrim International Value or broker-sold (EMIEX Quote)Nations International Value. Both funds are run by a team of managers at Brandes Investment Partners. Over time, they've focused on stocks that look cheap but balanced this moderate approach with a willingness to dabble in emerging markets. Both funds have managed to beat their peers over time, with less volatility. If you're wondering which stocks propelled these leading funds, we've looked into that for you. We screened the leading funds portfolios to develop a list of their cumulative top-10 holdings. Because foreign funds have a world of stocks to choose from, there isn't a ton of consensus here, but it's an intriguing list nonetheless. | Under the Hood The stocks with the biggest weighting in the combined portfolios of the 10 above funds | ||
| Stock | Weighting in Top-10 Funds | Number of Top-10 Funds Owning the Stock |
| Diageo(DEO Quote) | 1% | 3 |
| Unilever(UL Quote) | 0.9 | 4 |
| Mitsubishi Heavy Industrials | 0.8 | 4 |
| Reckitt Benckiser (RKBKF:OTC BB) | 0.7 | 4 |
| Allied Zurich (ADZHY:OTC BB ADR) | 0.7 | 3 |
| Den Danske Bk (DNSKY:OTC BB ADR) | 0.7 | 3 |
| City e-Solutions (CTYSF:OTC BB) | 0.7 | 1 |
| Metso(MX Quote) | 0.7 | 2 |
| Alcatel(ALA Quote) | 0.6 | 2 |
| Buderus | 0.6 | 3 |
| Source: Morningstar. Holdings as of funds' most recent portfolio reports. | ||
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