Category Average | 2.5% | -2.1% | 10.5% |
Ticker | Fund Name | Summary | 2025 | 2024 | 2023 |
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CCYIX | Columbia Acorn International | -1.4% | -15.4% | 19.7% | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team looks for quality growth companies trading at reasonable valuations. The team prefers companies that are innovative, operate within a favorable market structure with high barriers to entry and enjoy structural growth tailwinds. In addition, the team focuses on companies with a superior business franchise that offers growth potential. The team assesses if the company’s products and services have a competitive advantage. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The fund invests in foreign companies in developed markets such as Japan, Canada and the United Kingdom, and in emerging markets such as China, India and Brazil. Also, the fund may invest in larger-sized companies. |
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ISCCX | Federated Hermes International Small-Mid Company Fund | -1.1% | 5.5% | 11% | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on securities of non-U.S. companies with excellent potential for growth. The team looks to invest in companies from both developed and emerging market countries. Also, the team prefers companies that are estimated to trade below their fair values relative to their assets or attractively priced relative to their growth prospects. In addition, the team emphasizes companies with specialized products, technologies or services with experienced management teams and leading market shares. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The portfolio holds approximately between 50 and 150 securities across more than 20 developed and emerging market countries. Additionally, the fund may invest in depositary receipts, real estate investment trusts, exchange-traded funds, derivative contracts and hybrid investments. |
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FJPIX | Fidelity Advisor Japan Fund | -3.1% | 3.1% | 11.6% | |
The fund seeks capital appreciation in the long term by investing in companies outside the United States. The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on securities of Japanese issuers and other investments that are tied economically to Japan. In addition, the team evaluates a company’s financial condition and industry position, as well as market and economic conditions. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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OSMNX | Invesco International Small-Mid Company Fund | -0.6% | -15.7% | 9.4% | |
The fund seeks capital appreciation by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team invests in securities of foreign companies. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team focuses on a company’s financial statements and management record and structure. Additionally, the team considers a company’s operations, product development and industry competitive position. In addition, the team prefers companies with conservatively-capitalized balance sheets, high and consistent internal rates of return, and a favorable market position within healthy and growing industries. The team also considers the effect of worldwide trends on the growth of particular business sectors and looks for companies that may benefit from those trends. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. |
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LINFX | Lord Abbett International Opportunities Fund | -1% | -1.7% | 13.1% | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts. The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals. According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential. The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. In addition, the fund may invest up to 15% of its net assets in securities of foreign companies that are traded primarily on securities markets or exchanges located in emerging market countries. The fund also may invest in U.S. companies. |
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LINRX | Lord Abbett International Opportunities Fund | -3.4% | -1.6% | 12.9% | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts. The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals. According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential. The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. In addition, the fund may invest up to 15% of its net assets in securities of foreign companies that are traded primarily on securities markets or exchanges located in emerging market countries. The fund also may invest in U.S. companies. |
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LINSX | Lord Abbett International Opportunities Fund | -2.5% | -1.7% | 12.9% | |
The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies whose securities may be traded on U.S. or non-U.S. securities exchanges, and may include American Depositary Receipts and other similar depositary receipts. The research team considers value and growth companies that are estimated to trade below their fair values relative to their fundamentals. According to the research team, value companies are those that are trading at a discount to their estimated intrinsic value with capital appreciation potential. The team also considers growth companies that demonstrate accelerated earnings and profit growth prospects. Additionally, the research team integrates environmental, social and governance factors as part of its process. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. In addition, the fund may invest up to 15% of its net assets in securities of foreign companies that are traded primarily on securities markets or exchanges located in emerging market countries. The fund also may invest in U.S. companies. |
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MIDCX | MFS International New Discovery Fund | -1.2% | -6.7% | 8.3% | |
The fund seeks capital appreciation by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on foreign securities, including emerging market securities. The team favors companies exhibiting above average earnings growth potential. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals and growth prospects. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region. The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations. |
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MIDJX | MFS International New Discovery Fund | -3.5% | -6.2% | 8.3% | |
The fund seeks capital appreciation by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on foreign securities, including emerging market securities. The team favors companies exhibiting above average earnings growth potential. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals and growth prospects. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region. The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations. |
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MIDLX | MFS International New Discovery Fund | -1.9% | -5.9% | 8.5% | |
The fund seeks capital appreciation by investing in small-and mid-size companies outside the United States. The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on foreign securities, including emerging market securities. The team favors companies exhibiting above average earnings growth potential. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team prefers companies with good fundamentals and growth prospects. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. Also, the fund invests its assets across different industries, sectors, countries, and regions, but may invest a significant percentage of its net assets in issuers in a single industry, sector, country, or region. The fund has the flexibility to invest across all market capitalizations, but primarily invests in securities of companies with small to medium capitalizations. |
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PNVAX | Putnam International Capital Opportunities Fund + | -0.2% | -0.8% | 13.8% | |
The fund seeks capital appreciation by investing in small- and mid-size companies in developed non-U.S. markets. The research process is driven by fundamental analysis of one stock at a time. The process is designed to focus on companies with established and sustainable business models, attractive earnings growth, and depressed stock prices. The stock may be out of favor with investors for temporary reasons due to the cyclical nature of the industry or company undergoing transformation. The investment team attempts to build a portfolio that is differentiated from its benchmark index with a long-term investment horizon. The fund is geographically diversified and investments in Japan, U.K., France, and Canada account for 60% of total assets. |
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TRASX | T. Rowe Price Asia Opportunities Fund | -0.1% | 11.4% | -2.6% | |
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States. The sub-advisers’ investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities. Next, the research team focuses on companies that are located in, or that have economic ties to, Asia (excluding Japan). The fund normally invests in Asian countries such as China, Hong Kong, India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, and Thailand. Other Asian countries in which the fund invests include Pakistan, Sri Lanka, and Vietnam. In addition, the team prefers high-quality companies that demonstrate the ability to compound earnings and sustain superior cash flows over time. Also, the team favors companies that are trading at reasonable prices in relation to present or anticipated earnings, cash flow, or book value. The research process is driven by fundamental analysis of one stock at a time. In selecting securities for the portfolio, the research team selects stocks that have the most favorable combination of company fundamentals, earnings potential, and relative valuation. Additionally, the team favors well-established companies with leading market positions, attractive business niche, competitive advantages in an attractive industry, and proven management teams. The team seeks companies that demonstrate the ability to consistently increase revenues, earnings, and/or cash flows with prudent capital allocation and balance sheet management. Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level. The manager invests with an awareness of the outlook for certain industries, sectors, and individual countries within the region. However, country allocation is driven largely by stock selection. The fund may at times invest significantly in certain sectors, such as the financials sector. Also, the fund is non-diversified meaning it may invest a greater portion of assets in a single company. The fund has the flexibility to invest across all market capitalizations, but typically focuses its investments on large-and mid-cap stocks. |
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MISAX | Victory Trivalent International Small-Cap Fund + | -1.4% | 2.4% | 13.3% | |
The fund seeks capital appreciation by investing in small- and mi d-size companies in international markets outside the United States. The investment process starts with a list of companies that are included in the benchmark index and with the help of fundamental research techniques identifies companies with improving fundamentals and business momentum. The research team relies on structured qualitative and quantitative research for its stock selection process. The fund builds a diversified portfolio that depicts faster growth and trades at a cheaper price to earnings of the benchmark index. The fund’s country and sector allocation approximate the allocations in the index and attempt to generate additional return to the index through stock selection. Geographically the fund is diversified and Europe accounts for 40% of total investments, about 20% in Japan and 15% in Asia Pacific region. |