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®

#11 Third Avenue International Value Fund (TAVIX)

Performance (1-yr.): 17.48% Expenses: 1.40%
Performance (1-mo.): 2.42% Total Assets: $708.11M
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#12 Templeton Foreign Smaller Companies Fund (FINEX)

Performance (1-yr.): 15.05% Expenses: 1.65%
Performance (1-mo.): 1.83% Total Assets: $182.93M
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#13 Heartland International Value Fund (HINVX)

Performance (1-yr.): 19.13% Expenses: 1.49%
Performance (1-mo.): 4.21% Total Assets: $31.32M
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Advisory Research International Small Cap Value Fund (ADVIX)

Performance (1-yr.): 27.90% Expenses: 1.31%
Performance (1-mo.): 3.12% Total Assets: $145.57M
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AllianzGI NFJ International Small-Cap Value Fund (AJVAX)

Performance (1-yr.): 29.97% Expenses: 1.45%
Performance (1-mo.): 2.82% Total Assets: $25.21M
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Brandes International Small Cap Equity Fund (BISAX)

Performance (1-yr.): 31.85% Expenses: 1.40%
Performance (1-mo.): 2.89% Total Assets: $554.91M
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ClearBridge International Small Cap Fund (LCOAX)

Performance (1-yr.): 34.22% Expenses: 1.45%
Performance (1-mo.): 2.01% Total Assets: $67.82M
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DFA World ex U.S. Targeted Value Portfolio (DWUSX)

Performance (1-yr.): 29.00% Expenses: 0.79%
Performance (1-mo.): 1.87% Total Assets: $166.15M
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Glenmede Philadelphia International Small Cap Fund (GPISX)

Performance (1-yr.): 36.20% Expenses: 1.10%
Performance (1-mo.): 2.21% Total Assets: $42.26M
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John Hancock II International Small Cap Fund (JIIMX)

Performance (1-yr.): 24.23% Expenses: 1.20%
Performance (1-mo.): 1.54% Total Assets: $705.94M
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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