Foreign Large Value
Foreign large-value portfolios invest mainly in big international stocks that are less expensive or growing more slowly than other large-cap stocks. Most of these portfolios divide their assets among a dozen or more developed markets, including Japan, Britain, France, and Germany. These portfolios primarily invest in stocks that have market caps in the top 70% of each economically integrated market (such as Europe or Asia ex-Japan). Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). These portfolios typically will have less than 20% of assets invested in U.S. stocks. Morningstar®
#31 DFA International Core Equity Portfolio (DFIEX)
| Performance (1-yr.): 29.59% | Expenses: 0.40% |
| Performance (1-mo.): 2.25% | Total Assets: $7.83B |
#31 JPMorgan International Value Fund (JFEAX)
| Performance (1-yr.): 28.95% | Expenses: 1.35% |
| Performance (1-mo.): 2.46% | Total Assets: $2.5B |
#33 Schwab Fundamental International Large Company Index Fund (SFNNX)
| Performance (1-yr.): 32.26% | Expenses: 0.36% |
| Performance (1-mo.): 1.00% | Total Assets: $597.72M |
#34 Goldman Sachs Structured International Tax-Managed Equity Fund (GATMX)
| Performance (1-yr.): 30.88% | Expenses: 1.40% |
| Performance (1-mo.): 2.39% | Total Assets: $161.74M |
#35 Tocqueville International Value Fund (TIVFX)
| Performance (1-yr.): 25.24% | Expenses: 1.25% |
| Performance (1-mo.): 0.76% | Total Assets: $236.65M |
#36 Fidelity Series International Value (FINVX)
| Performance (1-yr.): 32.90% | Expenses: 0.90% |
| Performance (1-mo.): 3.93% | Total Assets: $10.03B |
#37 DFA International Value III Portfolio (DFVIX)
| Performance (1-yr.): 31.09% | Expenses: 0.26% |
| Performance (1-mo.): 1.23% | Total Assets: $1.48B |
#38 Prudential International Equity (PJRAX)
| Performance (1-yr.): 30.33% | Expenses: 1.67% |
| Performance (1-mo.): 3.34% | Total Assets: $304.96M |
#38 SSgA International Stock Selection Fund (SSAIX)
| Performance (1-yr.): 28.87% | Expenses: 1.00% |
| Performance (1-mo.): 2.29% | Total Assets: $387.17M |
#40 Columbia Overseas Value Fund (COSZX)
| Performance (1-yr.): 28.82% | Expenses: 1.16% |
| Performance (1-mo.): 2.95% | Total Assets: $247.8M |
