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Investors looking to diversify their investments across a wide range of foreign countries including both emerging and developed nations can consider non-U.S. mutual funds. These are excellent choices for those who prefer funds that invest in companies based in foreign markets than those with significant domestic exposure.
Below we share with you three top-ranked non-U.S. mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. To view the Zacks Rank and past performance of all non-U.S. mutual funds, investors can click here to see the complete list of Non-US funds.
DFA Emerging Markets Social Core Portfolio (DFESX - Free Report) invests a bulk of its assets in equity securities of companies based in emerging markets, which are explained in the prospectus as Approved Markets securities. DFESX seeks growth of capital for the long run. DFA Emerging Markets Social Core Portfolio has three-year annualized returns of 9.1%.
As of January 2018, DFESX held 4146 issues, with 2.76% of its assets invested in Samsung Electronics Co Ltd.
Fidelity Emerging Markets (FEMKX - Free Report) invests a large chunk of its assets in securities, including common stock of companies based in emerging markets. FEMKX seeks growth of capital. The fund uses fundamental analysis of companies before making investments. Fidelity Emerging Markets has three-year annualized returns of 10.2%.
Sammy Simnegar is one of the fund managers of FEMKX since 2012.
Oppenheimer International Small-Mid Company Y (OSMYX - Free Report) seeks growth of capital. The fund invests the majority of its assets in equity securities of small and mid-cap companies. OSMYX invests in those companies whose market-cap is similar to those that are within the range of the MSCI All Country World (ACWI) ex-U.S. SMID Index.Oppenheimer International Small-Mid Company Y has three-year annualized returns of 15.3%.
OSMYX has an expense ratio of 1.16% compared with the category average of 1.45%.
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3 Top Non-US Mutual Funds for Your Portfolio
Investors looking to diversify their investments across a wide range of foreign countries including both emerging and developed nations can consider non-U.S. mutual funds. These are excellent choices for those who prefer funds that invest in companies based in foreign markets than those with significant domestic exposure.
Below we share with you three top-ranked non-U.S. mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. To view the Zacks Rank and past performance of all non-U.S. mutual funds, investors can click here to see the complete list of Non-US funds.
DFA Emerging Markets Social Core Portfolio (DFESX - Free Report) invests a bulk of its assets in equity securities of companies based in emerging markets, which are explained in the prospectus as Approved Markets securities. DFESX seeks growth of capital for the long run. DFA Emerging Markets Social Core Portfolio has three-year annualized returns of 9.1%.
As of January 2018, DFESX held 4146 issues, with 2.76% of its assets invested in Samsung Electronics Co Ltd.
Fidelity Emerging Markets (FEMKX - Free Report) invests a large chunk of its assets in securities, including common stock of companies based in emerging markets. FEMKX seeks growth of capital. The fund uses fundamental analysis of companies before making investments. Fidelity Emerging Markets has three-year annualized returns of 10.2%.
Sammy Simnegar is one of the fund managers of FEMKX since 2012.
Oppenheimer International Small-Mid Company Y (OSMYX - Free Report) seeks growth of capital. The fund invests the majority of its assets in equity securities of small and mid-cap companies. OSMYX invests in those companies whose market-cap is similar to those that are within the range of the MSCI All Country World (ACWI) ex-U.S. SMID Index.Oppenheimer International Small-Mid Company Y has three-year annualized returns of 15.3%.
OSMYX has an expense ratio of 1.16% compared with the category average of 1.45%.
To view the Zacks Rank and past performance of all Non-US mutual funds, investors can click here to see the complete list of Non-US funds.
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