Value
Small-Cap Growth
Small-Cap Value
GN=”CENTER”>Diversified Emerging Markets
source: morningstar inc. morningstar makes every effort to ensure the accuracy AND COMPLETENESS of this data, but cannot guarantee it.
Top funds in each category, ranked by FIVE-year returns. etfs ranked by three-year returns with a minimum investment of $5,000 or less. returns through 1/30/08.
The Moneywise 100
| Fund Name | Ticker Symbol | 5-Year Return | 5-Year Risk Rating | Expense Ratio | Minimum Initial Investment | Website |
|
Foreign Large Value |
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| Dodge & Cox International Stock | DODFX | 25.7% | High | 0.66% | $2,500 | www.dodgeandcox.com |
| DFA Intl Value I | DFIVX | 25.6 | Above Avg | 0.44 | 0 | www.dfafunds.com |
| Harbor International Inv | HIINX | 25.0 | High | 1.19 | 2,500 | www.harborfunds.com |
| DFA Tax-Managed Intl Value | DTMIX | 25.0 | Above Avg | 0.54 | 0 | www.dfafunds.com |
| Thomas White International | TWWDX | 24.6 | High | 1.42 | 2,500 | www.thomaswhite.com |
| Vanguard International Value | VTRIX | 22.5 | Above Avg | 0.45 | 3,000 | www.vanguard.com |
|
Foreign Large Blend |
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| Fidelity Canada | FICDX | 27.8 | High | 0.97 | 2,500 | www.fidelity.com |
| Elfun International Equity | EGLBX | 24.0 | Above Avg | 0.18 | 500 | www.gefunds.com/elfun |
| Sextant International | SSIFX | 22.9 | Above Avg | 1.02 | 1,000 | www.saturna.com |
| New Century International | NCFPX | 22.8 | High | 1.35 | 1,000 | www.newcenturyportfolios.com |
| Fidelity International Discovery | FIGRX | 22.7 | Above Avg | 1.00 | 2,500 | www.fidelity.com |
| American Funds | ||||||