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Top Best Performer International Stock Mutual Fund and Emerging Market of 2010

Updated on March 14, 2011
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Intro

In my previous article, I have provided Top Performer Domestic Stock Mutual Fund of 2010. The following article is about Top Performer International Equity Mutual Fund. As the end of December 2010 is within a closing distance, I always like to check the Best Performer Stock Mutual Funds or Equity Mutual Fund list for 2010. The list can provide a new idea to invest in certain growth or value sectors for upcoming years. As we know, equity mutual fund primarily consists of domestic stocks and international stocks. This article will provide the Best Performer International Stock Mutual Funds. I will also look into the different international region such as emerging market, Europe, Asia, Latin America and more. This best performer may become the leader for the upcoming 2011.

Mutual funds are an easy way of investing money on the stock market. These mutual funds let investors to pool their money collectively in a group investment fund, which is actively managed by an experienced fund manager.

The fund manager invests parts of the fund into specific stocks or equities, thereby doing all the necessary research and stock trading. The only time the private investor has to actively trade is to buy units mutual funds and sell units mutual funds. These investments can be left to accumulate over the long term, with the aim of achieving significant capital growth.


Criteria

I always use the following four criteria when I filtered the best performing mutual funds. The four criteria of choosing best performing mutual fund for 2010 are:

  1. The % Year to Date (YTD) return is the highest in its own class.
  2. The fund total asset is more than 1 billion
  3. It has Morningstar Rating of 3 stars or more
  4. It is not part of leveraged or bear fund

Note: Some of these funds may have a sales load (Front End Sales Load or Deferred Sales Load), please try to find other classes which don’t have a sales load or max 12b1 fee.

Best Performer International Stock Mutual Funds of 2010:

  • Foreign Large Value - Oakmark International I
  • Foreign Large Blend - TIAA-CREF International Equity Retail
  • Foreign Large Growth - Laudus International MarketMasters Inv
  • Foreign Small/Mid Value - Oakmark International Small Cap I
  • Foreign Small/Mid Growth - Oppenheimer International Small Co A
  • World Stock - JHancock Global Opportunities A
  • Europe Stock - Mutual European A
  • Diversified Pacific / Asia - Matthews Asia Dividend Investor
  • Pacific Asia ex-Japan - Fidelity Emerging Asia
  • Latin America - T. Rowe Price Latin America
  • Global Real Estate - Prudential Global Real Estate A
  • India Region - Matthews India
  • Canada Stock - Fidelity Canada
  • China Region Equity - Templeton China World

Note: For Funds Info, please check the lower section. Thanks.


A. Foreign Large Value - Oakmark International I

Oakmark International I fund investment seeks long-term capital appreciation by investing primarily in a diversified portfolio of common stocks of non-U.S. companies including emerging market. The fund lead manager is David G. Herro since 1992.The total expense ratio is 1.08% per year and is low compare to category expense of 1.40%. The fund has returned 5.85% over the past five years and 8.45% over the past decade.

The primary portfolio consists of large blend foreign stocks or equities. As of December 2010, the top 5 sectors of fund are Consumer Goods, Financial Services, Business Services, Industrial Materials and Media. Top 2 holdings are: Credit Suisse Group, and Daiwa Securities Group Inc.

B. Foreign Large Blend - TIAA-CREF International Equity Retail

TIAA-CREF International Equity fund seeks favorable long-term returns and invests most of net assets (>80%) in equity securities of foreign issuers. It has a policy of maintaining investments of equity securities of foreign issuers in at least 3 countries other than the United States. The fund lead manager is Christopher Semenuk since 2002.The total expense ratio is 0.72% per year. The fund has returned 4.33% over the past five years and 4.17% over the past decade.

The primary portfolio consists of large blend foreign stocks or equities. As of December 2010, the top 5 sectors of fund are Industrial Materials (31.1%), Consumer Goods, Financial Services, Business Services and Healthcare. Top 2 holdings are: Lanxess AG, and Bayer AG.

C. Foreign Large Growth - Laudus International MarketMasters Inv

Laudus International MarketMastersfund invests a substantial amount of assets in equity securities of companies outside the United States. The fund lead manager is Jeffrey Mortimersince 1997.The total expense ratio is 1.62% per year. The fund has returned 5.91% over the past five years and 6.55% over the past decade.

The primary portfolio consists of large Growth foreign stocks or equities. As of December 2010, the top 5 sectors of fund are Industrial Materials (25.5%), Consumer Goods, Financial Services, Business Services and Energy. Top 2 holdings are: BHP Billiton Limited ADR, and Chloride Group PLC.


D. Foreign Small/Mid Value - Oakmark International Small Cap I

Oakmark International Small Cap Fund invests at most of its net assets (>80%) in the stocks of small cap companies with market capitalization less than the largest market capitalization of $ 5 billion. It invests in the securities of at least five countries outside the US. The fund lead manager is David G. Herrosince 1995. The total expense ratio is 1.38% per year. The fund has returned 5.59% over the past five years and 12.64% over the past decade.

The primary portfolio consists of mid cap value or small cap value foreign stocks or equities. As of December 2010, the top 5 sectors of fund are Industrial Materials (24.0%), Consumer Goods, Business Services, Software and Consumer Services. Top 2 holdings are: Julius Baer Gruppe AG, and Square Enix Holdings Co. Ltd.

E. Foreign Small/Mid Growth - Oppenheimer International Small Co A

Oppenheimer International Small Company fund invests at least 80% of assets in equity securities of small-cap companies (< 5 Billion or less market cap) and at least 65% of assets in foreign securities. The fund lead manager is Rohit Sah since 2004.The total expense ratio is 1.28% per year. The fund has returned 8.96% over the past five years and 13.18% over the past decade.

The primary portfolio consists of mid cap value or small cap growth foreign stocks or equities. As of December 2010, the top 5 sectors of fund are Industrial Materials (35.1%), Financial Services, Energy, Software, and Telecommunication. Top 2 holdings are: Opera Software ASA, and Calvalley Petroleum Inc. A.

F. World Stock - JHancock Global Opportunities A

John Hancock Global Opportunities invests in a diversified portfolio consisting primarily of global (U.S. and foreign) equity securities which includes common and preferred stocks as well as <20% of assets in bond. The fund lead manager is Timothy M. Malloysince 2005. The total expense ratio is 1.59% per year. The fund has returned 6.58% over the past 3 years and 14.70% over the past 5 years.

The primary portfolio consists of large cap growth either domestic or foreign stocks. As of December 2010, the top 5 sectors of fund are Industrial Materials (21.1%), Energy, Financial Services, Telecommunication, and Utilities. Top 3 holdings are: Denbury Resources Inc., Microsoft Corp, and Electricité de France.

G. Europe Stock - Mutual European A

Mutual European fund invests most ofnet assets (>80%) in securities of European companies that the manager believes are available at market prices less than their value. The fund lead manager is Philippe Brugère-Trélat since 2004.The total expense ratio is 1.42% per year. The fund has returned -7.59% over the past 3 years and 4.36% over the past 5 years. This fund is part of Franklin Templeton Fund Family.

The primary portfolio consists of large cap value foreign stocks. As of December 2010, the top 5 sectors of fund are Consumer Goods (22.8%), Industrial Materials (21%), Financial Services, Telecommunication, and Consumer Services. Top 3 holdings are: A.P. Møller-Maersk, British American Tobacco PLC, and Nestle SA.

H. Diversified Pacific / Asia - Matthews Asia Dividend Investor

Matthews Asia Dividend Fund (Ticker: MAPIX) invests >80% of total net assets in income-paying (or dividend) publicly traded common stocks, preferred stocks, convertible, and other equity-related instruments of companies located in the Asia Pacific region. The fund lead manager is Jesper Madsen since 2006.The total expense ratio is 1.30% per year. The fund has returned 19.78% over the past year and 8.68% over the past 3 years.

The primary portfolio consists of large cap value foreign stocks. As of December 2010, the top 5 sectors of fund are Telecommunication (18.2%), Financial Services, Industrial Materials, Consumer Services and Consumer Goods. Top 3 holdings are: China Mobile Ltd. ADR, Cheung Kong Infrastructure Holdings Ltd, and HSBC Holdings PLC ADR.

I. Pacific Asia ex-Japan - Fidelity Emerging Asia

Fidelity Emerging Asia Fund (Ticker: FSEAX) invests >80% of total net assets in Southeast Asian issuers. Southeast Asia includes: Hong Kong, Indonesia, South Korea, Malaysia, the Philippines, People's Republic of China, Singapore, Taiwan, and Thailand. The fund lead manager is Colin Chickles since 2009.The total expense ratio is 0.99% per year. The fund has returned -8.69% over the past 3 years and 12.25% over the past 5 years.

The primary portfolio consists of large cap value foreign stocks. As of December 2010, the top 5 sectors of fund are Financial Services (31.8%), Consumer Goods, Industrial Materials, Hardware, and Energy. Top 3 holdings are: Samsung Electronics, China Mobile Ltd, and Taiwan Semiconductor Manufacturing.


J. Diversified Emerging Market - Virtus Emerging Markets Opportunities A

Virtus Emerging Markets Opportunitiesfund invests at least 80% of assets in the equity-linked securities of companies located in emerging market countries. The fund lead manager is Rajiv Jain since 2006. The total expense ratio is 1.72% per year. The fund has returned -2.59% over the past 3 years and 11.48% over the past 5 years.

The primary portfolio consists of large cap growth foreign stocks. As of December 2010, the top 5 sectors of fund are Consumer Goods (31.8%), Financial Services (28%), Industrial Materials, Telecommunication, and Utilities. Top 3 holdings are: Samsung Electronics, China Mobile Ltd, and Taiwan Semiconductor Manufacturing.

K. Latin America - T. Rowe Price Latin America

T. Rowe Price Latin America fund invests most of its assets (>80%) in Latin American companies. The fund lead manager is Jose Costa Buck since 2008.The total expense ratio is 1.72% per year. The fund has returned -2.59% over the past 3 years and 11.48% over the past 5 years.

L. Global Real Estate – Prudential Global Real Estate A

Prudential Global Real Estate fund invests at least 80% of assets in equity related securities of real estate companies, principally real estate investment trusts. It may invest <40% of total assets in foreign stocks. The fund lead manager is Marc Halle since 2007.The total expense ratio is 1.72% per year. The fund has returned -2.59% over the past 3 years and 11.48% over the past 5 years. Note: The Fund Total Net Assets is only 475 million.

M. India Region: Matthews India

Matthews India Fund (Ticker:MINDX) invests >80% of total net assets in publicly traded common stocks, preferred stocks, convertible, and other equity-related instruments of companies located in the India region. The fund lead manager is Sharat Shroff since 2006. The total expense ratio is 1.27% per year. The fund has returned 1.49% over the past 3 years and 18.26% over the past 5 years.

N. Canada Stock: Fidelity Canada

O. China Region Equity: Templeton China World


Disclosure

I have no affiliation with any of these funds. I also have no position in any of these funds currently. Please do your own research for additional details. Please trade and invest responsibly. Past Performance is No Guarantee of Future Results.


Top Performer International Stock Fund of 2010

(click column header to sort results)
Fund Description  
Ticker  
Category  
Expense Ratio  
M* Rating  
YTD  
Min Invest  
Oakmark International I
OAKIX
Frgn Large Value
1.08%
5
16.46%
$1,000
TIAA-CREF International Eq Retail
TIERX
Frgn Large Blend
0.72%
3
18.25%
$2,500
Laudus International MarketMasters Inv
SWOIX
Frgn Large Growth
1.62%
4
20.15%
$100
Oakmark International Small Cap I
OAKEX
Frgn small/mid value
1.38%
3
19.25%
$1,000
Oppenheimer International Small Co A
OSMAX
Frgn small/mid growth
1.28%
3
32.46%
$1,000
JHancock Global Opportunities A
JGPAX
World Stock
1.59%
5
28.22%
$2,500
Mutual European A
TEMIX
Europe
1.42%
5
10.07%
$1,000
Matthews Asia Dividend Investor
MAPIX
Diversified Pacific
1.30%
5
21.03%
$2,500
Fidelity Emerging Asia
FSEAX
Pacific/Asia ex-Jap
0.99%
3
20.13%
$2,500
Virtus Emerging Markets Opportunities A
HEMZX
Div Emerging Market
1.72%
4
25.35%
$500
T. Rowe Price Latin America
PRLAX
Latin America
1.29%
4
15.67%
$2,500
Prudential Global Real Estate A
PURAX
Global Real Estate
1.37%
4
17.86%
$2,500
Matthews India
MINDX
India
1.27%
3
29.13%
$2,500
Templeton China World
TCWAX
China
2.02%
4
17.30%
$1,000
Fidelity Canada
FICDX
Canada
1.13%
5
19.79%
$2,500
all information as updated as 12-26-2010

Comments

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    • chan0512 profile imageAUTHOR

      chan0512 

      6 years ago from Camarillo, CA

      Thanks ismt,

      Please check my other articles about mutual fund like domestic stock fund, emerging market stock fund and bond fund. Thanks!

    • profile image

      indian stock market tips 

      6 years ago

      Visiting this post is our real pleasure. Should like to thank admin for sharing such a useful information and starting this thread in addition to that we suggest traders not to panic when market is in profit booking state. Investors and traders should understand that in volatile market conditions they should switch to trading.

      indian stock market tips

    • chan0512 profile imageAUTHOR

      chan0512 

      7 years ago from Camarillo, CA

      Emdi, I do like index funds. I trade ETF if I want to invest in index. Thanks again for your comments.

    • emdi profile image

      emdi 

      7 years ago

      I like Index funds more :-)

    • chan0512 profile imageAUTHOR

      chan0512 

      7 years ago from Camarillo, CA

      Thanks Daddy Paul! Glad to hear you like the funds selection. The loaded funds have many different classes, if you do more research some classes may not have any fees. For example, I have one of the no load fund from pimco in my 401k. Thanks for stopping by!

    • Daddy Paul profile image

      Daddy Paul 

      7 years ago from Michigan

      Some nice fund choices.

      I am not a fan of loaded funds.

    • chan0512 profile imageAUTHOR

      chan0512 

      7 years ago from Camarillo, CA

      Hi LillyGrillzit,

      Thanks for your kind words. Glad to have a great hubber like you. All the best and Happy New Year to you as well. More to come about Top perfomer! Thanks again my friend.

    • LillyGrillzit profile image

      Lori J Latimer 

      7 years ago from The River Valley, Arkansas

      Dear Chan0512,

      You are so smart, and when it comes to finance you are the king. I finally buckled down and have done some keyword study, and realize, you are in the perfect place. Congratulations. I am so glad we started at the same time. When I see how many Hubs you have published, it pushes me to continue on. Happy New Year. shared, and voted up

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