Foreign Small/Mid Value

Foreign small-/mid-value portfolios invest in international stocks that are smaller and less expensive than other stocks. These portfolios primarily invest in stocks that fall in the bottom 30% 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®

#1 Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX)

Performance (1-yr.): 33.62% Expenses: 1.41%
Performance (1-mo.): 1.11% Total Assets: $240.43M
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#2 DFA International Vector Equity Portfolio (DFVQX)

Performance (1-yr.): 29.05% Expenses: 0.51%
Performance (1-mo.): 1.62% Total Assets: $1.34B
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#2 GMO International Small Companies Fund (GMISX)

Performance (1-yr.): 30.06% Expenses: 0.76%
Performance (1-mo.): 0.48% Total Assets: $332.22M
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#4 DFA International Small Cap Value Portfolio (DISVX)

Performance (1-yr.): 35.75% Expenses: 0.69%
Performance (1-mo.): 1.57% Total Assets: $12.8B
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#5 Goldman Sachs International Small Cap Insights Fund (GICAX)

Performance (1-yr.): 30.11% Expenses: 1.30%
Performance (1-mo.): 1.47% Total Assets: $934.08M
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#6 Templeton Institutional Foreign Smaller Companies Series Fund (TFSCX)

Performance (1-yr.): 21.47% Expenses: 0.99%
Performance (1-mo.): 1.71% Total Assets: $1.37B
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#7 Voya Multi-Manager International Small Cap Fund (NTKLX)

Performance (1-yr.): 29.27% Expenses: 1.77%
Performance (1-mo.): 2.21% Total Assets: $280.07M
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#8 RBB Free Market Intl Equity Fund (FMNEX)

Performance (1-yr.): 28.23% Expenses: 1.18%
Performance (1-mo.): 1.65% Total Assets: $1.39B
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#9 Advisory Research International All Cap Value Fund (ADVEX)

Performance (1-yr.): 25.08% Expenses: 1.11%
Performance (1-mo.): 2.00% Total Assets: $1.58M
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#10 Putnam International Capital Opportunities Fund (PNVAX)

Performance (1-yr.): 20.87% Expenses: 1.43%
Performance (1-mo.): 0.69% Total Assets: $851.7M
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Top Performing Foreign Small/Mid Value Funds As of 07.03.2014

Heartland International Value Fund (HINVX)

Total Return: 4.21%

Advisory Research International Small Cap Value Fund (ADVIX)

Total Return: 3.12%

Brandes International Small Cap Equity Fund (BISAX)

Total Return: 2.89%

Glenmede Philadelphia International Small Cap Fund (GPISX)

Total Return: 36.20%

DFA International Small Cap Value Portfolio (DISVX)

Total Return: 35.75%

ClearBridge International Small Cap Fund (LCOAX)

Total Return: 34.22%

ClearBridge International Small Cap Fund (LCOAX)

Total Return: 14.61%

Brandes International Small Cap Equity Fund (BISAX)

Total Return: 13.73%

Glenmede Philadelphia International Small Cap Fund (GPISX)

Total Return: 13.30%

* Annualized