Trending: Top Three International Funds

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Fixed income news, reports, video and more.

Municipal bonds news, reports, video and more.

Practice management news, reports, video and more.

Portfolio management news, reports, video and more.

Retirement news, reports, video and more.

Learn from industry thought leaders and expert market participants.

Find the latest content and information here about the 2019 Charles Schwab Impact Conference.

Advisors

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Content focused on helping financial advisors build successful client relationships and grow their business.

Content geared towards helping financial advisors build better client portfolios.

Get insights on the industry trends and investment news from leading fund managers and experts.

Trending: Top Three International Funds

global stock markets
MutualFunds.com analyzes the search patterns of our visitors every two weeks to find the top trending funds. By sharing these trends with our readers, we hope to provide insights into what the financial world is concerned about and how to position your portfolio.

First, we select the top trending category from more than 200 categories listed on MutualFunds.com based on the percentage increase in monthly viewership. From the top trending category, we select the top three funds with the highest one-year trailing total returns. To ensure the quality and staying power of funds, we only look at those mutual funds with a minimum of $250 million in assets and a track record of at least three years. We also remove those mutual funds that are closed to new investors and are not available for investment outside registered accounts such as retirement or 529 accounts.

In this week’s edition, we analyze the top three international funds. These types of funds specialize in investing globally, excluding U.S. markets. They may be globally broad or specific to a certain region. Typically, emerging and developed market equities and/or bonds are included while less than 5% of assets are held in U.S. securities.

Our breakdown of each fund includes key aspects such as one-year performance, fund expenses, investment style, and management teams to give you an overview of how these funds hold up against their peers.

Be sure to check out the International Funds page to find out more about the other funds in this category as well.

Trending Funds

The top three funds in this category are broken down further below.

1. Fidelity China Region Fund (FHKCX)

The top fund this week is offered by a staple of the mutual fund industry – Fidelity. The China Regional Fund, FHKCX, has a stellar one-year return of 32.81%. The relatively low expense ratio of 0.95% makes it the cheapest fee-wise for investors on our list.

As the name of the fund implies, the principal investment strategy of the fund is to invest at least 80% of its assets in China, Taiwan, and Hong Kong. It also invests up to 35% of its assets in any industry that accounts for more than 20% of the Chinese, Taiwanese, and Hong Kong markets. It is benchmarked to the MSCI Golden Dragon Index.

The fund is co-managed by Ivan Xie and Stephen Lieu, who have been managing the fund since April 2018.

Holdings in the fund’s portfolio include emerging market equities (90.74%), developed market equities (5.91%), domestic equities (2.43%), and cash assets (0.92%). Regional diversification is primarily emerging Asian markets (90.67%) with other developed markets at 8.35%.

Learn more about different Portfolio Management concepts here.

FHKCX Barchart Interactive Chart 06 23 2020
2. Matthews Asia Growth Fund (MPACX)

Most investors are probably not familiar with the name Matthews Asia when it comes to mutual fund families. MPACX comes with a one-year return of 18.58%. It also has a moderate expense ratio of 1.09%.

The fund’s investment strategy is to seek long- term capital appreciation by investing at least 80% of its assets in Asian Pacific emerging and developed markets. It focuses on equity holdings but may also include investments in convertible securities. The benchmark portfolio is listed as the MSCI All Country Asia Pacific Index.

The portfolio manager of the fund is listed as Taizo Ishida, who manages the company’s Asia Growth, Emerging Asia, and Japan Strategies.

Regional investments in the fund’s portfolio are listed as Japan (40.3%), China/Hong Kong (35.2%), Australia (5.7%), the United States (4.5%), and India (3.3%). The top five holdings in the fund are Wuxi Biologics Cayman, Inc., Bilibili, Inc., PT Bank Rakyat Indonesia Persero, Innovent Biologics, Inc., and BeiGene, Ltd.

Find out about funds suitable for your portfolio by using our free Screener.

MPACX Barchart Interactive Chart 06 23 2020
3. Brown Capital Management International Small Company Fund (BCSVX)

Our final spot in our top three list this week goes to another relatively unknown mutual fund family – Brown Capital Management. BCSVX shows a one-year return of 11.94%. It carries an expense ratio of 1.41%.

The fund’s investment strategy focuses on small cap stocks with a market capitalization of $500 million or less outside of the U.S. The portfolio typically holds between 40 to 65 securities and considers all global markets. It uses the MSCI All Country ex USA Small Cap Index as its benchmark portfolio.

Managing Director and Senior Portfolio Manager Duncan J. Evered and Maurice L. Haywood have been managing the fund since September 2015. Director and Portfolio Manager Kabir Goyal and Daniel J. Boston later joined the team.

The top five holdings in the fund are listed as M3 (5.85%), Inc., Descartes Systems Group, Inc. (5.07%), Ambu A/S (5.05%), Kinaxis, Inc. (4.94%), and Evotec SE (4.56%).

Want to know more about portfolio rebalancing? Click here.

BCSVX Barchart Interactive Chart 06 23 2020

The Bottom Line

International funds give investors access to overseas securities and add an additional layer of diversification for U.S.-heavy investment portfolios. Only investors with a long-term investment strategy and those with a higher risk appetite should consider international funds as they are subject to additional risks associated with overseas investing.

Our expert analysis of the top three funds will give you insight into the best international funds that fit your portfolio needs.

And don’t forget to visit our News section to catch up with the latest news about mutual fund performance.

Note: Data as of June 18, 2020


Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.


Read Next

global stock markets

Trending: Top Three International Funds

MutualFunds.com analyzes the search patterns of our visitors every two weeks to find the top trending funds. By sharing these trends with our readers, we hope to provide insights into what the financial world is concerned about and how to position your portfolio.

First, we select the top trending category from more than 200 categories listed on MutualFunds.com based on the percentage increase in monthly viewership. From the top trending category, we select the top three funds with the highest one-year trailing total returns. To ensure the quality and staying power of funds, we only look at those mutual funds with a minimum of $250 million in assets and a track record of at least three years. We also remove those mutual funds that are closed to new investors and are not available for investment outside registered accounts such as retirement or 529 accounts.

In this week’s edition, we analyze the top three international funds. These types of funds specialize in investing globally, excluding U.S. markets. They may be globally broad or specific to a certain region. Typically, emerging and developed market equities and/or bonds are included while less than 5% of assets are held in U.S. securities.

Our breakdown of each fund includes key aspects such as one-year performance, fund expenses, investment style, and management teams to give you an overview of how these funds hold up against their peers.

Be sure to check out the International Funds page to find out more about the other funds in this category as well.

Trending Funds

The top three funds in this category are broken down further below.

1. Fidelity China Region Fund (FHKCX)

The top fund this week is offered by a staple of the mutual fund industry – Fidelity. The China Regional Fund, FHKCX, has a stellar one-year return of 32.81%. The relatively low expense ratio of 0.95% makes it the cheapest fee-wise for investors on our list.

As the name of the fund implies, the principal investment strategy of the fund is to invest at least 80% of its assets in China, Taiwan, and Hong Kong. It also invests up to 35% of its assets in any industry that accounts for more than 20% of the Chinese, Taiwanese, and Hong Kong markets. It is benchmarked to the MSCI Golden Dragon Index.

The fund is co-managed by Ivan Xie and Stephen Lieu, who have been managing the fund since April 2018.

Holdings in the fund’s portfolio include emerging market equities (90.74%), developed market equities (5.91%), domestic equities (2.43%), and cash assets (0.92%). Regional diversification is primarily emerging Asian markets (90.67%) with other developed markets at 8.35%.

Learn more about different Portfolio Management concepts here.

FHKCX Barchart Interactive Chart 06 23 2020
2. Matthews Asia Growth Fund (MPACX)

Most investors are probably not familiar with the name Matthews Asia when it comes to mutual fund families. MPACX comes with a one-year return of 18.58%. It also has a moderate expense ratio of 1.09%.

The fund’s investment strategy is to seek long- term capital appreciation by investing at least 80% of its assets in Asian Pacific emerging and developed markets. It focuses on equity holdings but may also include investments in convertible securities. The benchmark portfolio is listed as the MSCI All Country Asia Pacific Index.

The portfolio manager of the fund is listed as Taizo Ishida, who manages the company’s Asia Growth, Emerging Asia, and Japan Strategies.

Regional investments in the fund’s portfolio are listed as Japan (40.3%), China/Hong Kong (35.2%), Australia (5.7%), the United States (4.5%), and India (3.3%). The top five holdings in the fund are Wuxi Biologics Cayman, Inc., Bilibili, Inc., PT Bank Rakyat Indonesia Persero, Innovent Biologics, Inc., and BeiGene, Ltd.

Find out about funds suitable for your portfolio by using our free Screener.

MPACX Barchart Interactive Chart 06 23 2020
3. Brown Capital Management International Small Company Fund (BCSVX)

Our final spot in our top three list this week goes to another relatively unknown mutual fund family – Brown Capital Management. BCSVX shows a one-year return of 11.94%. It carries an expense ratio of 1.41%.

The fund’s investment strategy focuses on small cap stocks with a market capitalization of $500 million or less outside of the U.S. The portfolio typically holds between 40 to 65 securities and considers all global markets. It uses the MSCI All Country ex USA Small Cap Index as its benchmark portfolio.

Managing Director and Senior Portfolio Manager Duncan J. Evered and Maurice L. Haywood have been managing the fund since September 2015. Director and Portfolio Manager Kabir Goyal and Daniel J. Boston later joined the team.

The top five holdings in the fund are listed as M3 (5.85%), Inc., Descartes Systems Group, Inc. (5.07%), Ambu A/S (5.05%), Kinaxis, Inc. (4.94%), and Evotec SE (4.56%).

Want to know more about portfolio rebalancing? Click here.

BCSVX Barchart Interactive Chart 06 23 2020

The Bottom Line

International funds give investors access to overseas securities and add an additional layer of diversification for U.S.-heavy investment portfolios. Only investors with a long-term investment strategy and those with a higher risk appetite should consider international funds as they are subject to additional risks associated with overseas investing.

Our expert analysis of the top three funds will give you insight into the best international funds that fit your portfolio needs.

And don’t forget to visit our News section to catch up with the latest news about mutual fund performance.

Note: Data as of June 18, 2020


Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.


Read Next