Top Performing Foreign Large Blend Mutual Funds 2013This foreign large blend mutual fund invests mainly in various big international stocks located in developed countries such as United Kingdom, Japan, France, Germany, Switzerland, Spain, etc. The blend style is assigned to portfolios where neither growth nor value characteristics predominate.
These top performers are sorted based on its 1 year return (up to February 2013). You can find the fund review from this article. Other fund information can be found below such as expense ratio, Morningstar rating, fund’s NAV, managers, fund’s holdings, yield, etc.
The 20 top performing foreign large blend mutual funds February 2013 are:
- Oakmark International I Fund
- ProFunds Ultra International Fund
- Oakmark International II Fund
- Natixis Oakmark International Fund
- PIMCO International StocksPLUS TR Strategy Fund
- PIMCO Intl StkPLUS TR Strategy (Unhedged) Fund
- Federated International Leaders Fund
- Longleaf Partners International Fund
- TIAA-CREF International Equity Fund
- Artisan International Fund
- ClearBridge International All Cap Opportunity Fund
- Lazard Intl Strategic Equity Fund
- Kinetics Global Fund
- Artisan International Value Fund
- Fidelity Overseas Fund
- Forward International Dividend Fund
- Munder International Core Equity Fund
- Brown Capital Management International Equity Fund
- MassMutual Select Overseas Fund
- Goldman Sachs Concentrated International Equity Fund
Oakmark International Fund (OAKIX)
Oakmark International Fund utilizes its assets to purchase a diversified portfolio of common stocks of non-U.S. companies. The fund managers are David G. Herro and Robert A. Taylor. The dividend yield is 2.10%. This no load fund has $12.9 billion of assets. Its expense ratio is 1.06%. The portfolio turnover rate is 38%.
Top Performing World Stock Mutual Funds January 2013
This top performing foreign large blend mutual fund has 1 year total return of 25.63%. It has returned 12.07% over the past 3 year, and 12.40% over the past decade. It is ranked with 5 stars and gold rating by Morningstar. You can invest in your brokerage or retirement account with $1,000 initial funding.
As of January 2013, the top 3 stocks are Daiwa Securities Co Ltd, Daimler AG, and Credit Suisse Group. The top 2 sectors are financial services, and industrials.
PIMCO International StocksPLUS TR Strategy Fund (PIPAX)
This PIMCO International StocksPLUS TR Strategy Fund is a 5 star mutual fund. It also has a high yield of 10.02%. The total assets are $250 million. It invests mainly in non-U.S. equity derivatives, backed by a portfolio of Fixed Income Instruments. This foreign large blend fund is managed by Chris P. Dialynas since 2003. The class A fund has a sales load of 3.75%.
In 2012, this best performing international stock mutual fund has YTD of 27.69%. The investment style if large blend. The investment risk is considered as below average. The fund’s NAV is $7.08.
Longleaf Partners International Fund (LLINX)
Longleaf Partners International Fund objective is to provide long-term capital growth. It uses its assets to buy stocks of a limited number of international or non-U.S. companies. It has a high expense fee of 1.37%. This no load fund’s shares price is $15.26. The share 52-week range is $10.69-$15.26.
Top Performer International Stock Mutual Funds 2011
As one of the top performing foreign large blend mutual fund, it is rated with bronze rating. In 2013, the year-to-date return is 8.26%. The top 5 holdings are Manabi Holding, Cheung Kong Holdings Ltd, Ferrovial SA, Lafarge SA, and Koninklijke Philips Electronics NV.
TIAA-CREF International Equity Fund (TIERX)
TIAA-CREF International Equity Fund invests primarily in foreign companies equities. Its 12 month yield is 2.26%. It is managed by Christopher F. Semenuk and Shigemi (Amy) Hatta. The minimum initial investment is $2,500. This no load fund has a low expense fee of 0.92% per year. It has 3 years average return of 9.28%.
The top 3 stocks in its portfolio are Bayer AG, Tate & Lyle PLC, and BNP Paribas. The top 3 sectors are basic materials, consumer defensive, and industrials. This international stock fund has a 52- week range between $5.11 and $6.87.
Disclosure: No Position
Fund Performance
| No | Fund Description | Ticker | Yield | YTD Return % | 1 Year Return % | 3 Year Return % |
|---|---|---|---|---|---|---|
| 1 | Oakmark International I | OAKIX | 2.10% | 4.68 | 30.54 | 9.24 |
| 2 | ProFunds Ultra International Inv | UNPIX | 0.00% | 4.32 | 30.5 | -2.66 |
| 3 | Oakmark International II | OARIX | 1.79% | 4.7 | 30.07 | 8.86 |
| 4 | Natixis Oakmark International A | NOIAX | 2.11% | 4.94 | 29.33 | -- |
| 5 | PIMCO International StocksPLUS TR Str A | PIPAX | 10.02% | 3.25 | 27.36 | 9.24 |
| 6 | PIMCO Intl StkPLUS TR Strat (Unhedged) A | PPUAX | 6.67% | 2.33 | 26.76 | 9.12 |
| 7 | Federated International Leaders A | FGFAX | 0.79% | 3.54 | 26.54 | 8.24 |
| 8 | Longleaf Partners International | LLINX | 1.69% | 7.05 | 25.15 | 4.89 |
| 9 | TIAA-CREF International Eq Retail | TIERX | 2.26% | 1.97 | 24.74 | 5.67 |
| 10 | Artisan International Inv | ARTIX | 1.12% | 3.05 | 24.14 | 8.11 |
| 11 | ClearBridge International All Cap Opp A | SBIEX | 1.59% | 4.02 | 23.87 | 6.89 |
| 12 | Lazard Intl Strategic Equity Open | LISOX | 0.72% | 2.63 | 23.48 | 8.62 |
| 13 | Kinetics Global No Load | WWWEX | 2.49% | 5.31 | 22.51 | 7.8 |
| 14 | Artisan International Value | ARTKX | 0.96% | 2.63 | 22.3 | 10.58 |
| 15 | Fidelity Overseas | FOSFX | 2.39% | 2.38 | 21.99 | 3.68 |
| 16 | Forward International Dividend Investor | FFINX | 4.48% | 3.62 | 21.76 | 8.19 |
| 17 | Munder International Core Equity A | MAICX | 8.19% | 3.34 | 21.61 | 4.19 |
| 18 | Brown Capital Mgmt Intl Equity Inv | BCIIX | 0.69% | 4.73 | 21.54 | 2.08 |
| 19 | MassMutual Select Overseas A | MOSAX | 0.98% | 2.95 | 21.54 | 5.61 |
| 20 | Goldman Sachs Concentrated Intl Eq A | GSIFX | 2.75% | 3.24 | 21.29 | 3.34 |
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