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 ClearBridge International Small Cap Fund (LCOAX)

Performance (1-yr.): 34.13% Expenses: 1.45%
Performance (1-mo.): 4.43% Total Assets: $48.63M
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#2 Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX)

Performance (1-yr.): 25.84% Expenses: 1.41%
Performance (1-mo.): 4.31% Total Assets: $155.31M
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#3 Templeton Institutional Foreign Smaller Companies Series Fund (TFSCX)

Performance (1-yr.): 17.34% Expenses: 1.01%
Performance (1-mo.): 3.24% Total Assets: $1.27B
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#4 GMO International Small Companies Fund (GMISX)

Performance (1-yr.): 31.30% Expenses: 0.76%
Performance (1-mo.): 6.45% Total Assets: $382.69M
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#5 Goldman Sachs International Small Cap Insights Fund (GICAX)

Performance (1-yr.): 28.81% Expenses: 1.30%
Performance (1-mo.): 5.43% Total Assets: $722.6M
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#6 ING International SmallCap Fund (NTKLX)

Performance (1-yr.): 25.82% Expenses: 1.77%
Performance (1-mo.): 5.26% Total Assets: $272.25M
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#7 John Hancock II International Small Cap Fund (JIIMX)

Performance (1-yr.): 17.92% Expenses: 1.20%
Performance (1-mo.): 3.35% Total Assets: $701.47M
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#8 RBB Free Market Intl Equity Fund (FMNEX)

Performance (1-yr.): 20.99% Expenses: 1.18%
Performance (1-mo.): 5.75% Total Assets: $1.25B
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#9 Putnam International Capital Opportunities Fund (PNVAX)

Performance (1-yr.): 20.63% Expenses: 1.43%
Performance (1-mo.): 5.37% Total Assets: $842.59M
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#10 DFA International Small Cap Value Portfolio (DISVX)

Performance (1-yr.): 31.94% Expenses: 0.69%
Performance (1-mo.): 6.88% Total Assets: $12.27B
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Top Performing Foreign Small/Mid Value Funds As of 03.05.2014

DFA International Small Cap Value Portfolio (DISVX)

Total Return: 6.88%

Glenmede Philadelphia International Small Cap Fund (GPISX)

Total Return: 6.74%

GMO International Small Companies Fund (GMISX)

Total Return: 6.45%

ClearBridge International Small Cap Fund (LCOAX)

Total Return: 34.13%

DFA International Small Cap Value Portfolio (DISVX)

Total Return: 31.94%

Glenmede Philadelphia International Small Cap Fund (GPISX)

Total Return: 31.55%

ClearBridge International Small Cap Fund (LCOAX)

Total Return: 14.02%

GMO International Small Companies Fund (GMISX)

Total Return: 12.13%

Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX)

Total Return: 11.18%

* Annualized