Top Performer International Stock Mutual Funds of 2011

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This next article will look into the top performer International stock funds of 2011. I have divided them into different groups such as International Diversified large company, global stock, diversified emerging markets stock, international small and mid-size company, and regional/single country stock. The list included the top 5 performer funds from each class. Some of the top performer funds include: Virtus Emerging Markets A, Morgan Stanley Global Infrastructure A, MFS International Value A, and more.

Top International Stock Funds of 2011
I’ll provide more details about the fund review in my future articles. Please note, depending upon the fund’s management style, the individual fund may be value stock fund, growth stock fund, or blend stock fund. These equity funds may have sales load, higher expense ratio, actively managed fund. Investor can find additional information from the fund’s website or prospectus. I may have reviewed some of these top performers previously.

Note: International Stock Funds are funds which invest in company outside of United States such as Europe, Japan, BRIC (Brazil, Russia, India, China), Canada, Australia, Singapore, Korea, United Kingdom, Taiwan, and so on.

latest: Best International Large Cap Stock Mutual Funds 2012

International Diversified Large Company

Top International Diversified Large Company Stock Funds of 2011 are:
Virtus
  1. Virtus Foreign Opportunities A (JVIAX):  5.75% sales load, 1.47% expense ratio, low turnover
  2. MFS International Value A (MGIAX): 5 star rating, sales load of 5.75%
  3. Thornburg International Growth A (TIGAX): 5 star rating, $5,000 minimum investment
  4. Tweedy,Browne Global Value (TBGVX): No load, dividend yield of 1.87%, 1.39% expense fee
  5. Aberdeen International Equity Institutional Service Class (AIESX): no load, expense ratio of 0.98%

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1
Virtus Foreign Opportunities A
JVIAX
0.26%
11.37%
-0.93%
8.24%
3
5.75%
1.47%
2
MFS Intenational Value A
MGIAX
-1.96%
10.07%
-0.55%
8.29%
5
5.75%
1.28%
3
Thornburg International Growth A
TIGAX
-2.97%
21.38%
-
-
6
4.50%
1.50%
4
Tweedy,Browne Global Value
TBGVX
-4.13%
14.58%
-0.04%
6.19%
2
2.00%*
1.39%
5
Aberdeen International Equity Institutional Service Class
AIESX
-4.86%
13.95%
-1.92%
4.47%
8
2.00%*
0.98%

International Small and Midsize Company Funds

Top International small and midsize company funds of 2011 are:
Invesco
  1. Invesco International Small Company A (IEGAX): 5 star rating, 5.50% sales load, closed to new investor
  2. First Eagle Overseas A (SGOVX): sales load of 5%, 5 star rating, 1.17% expense fee
  3. Westcore Trust International Frontier (WTIFX): 1.50% expense fee, no sales load
  4. Old Mutual Strategic Small Company/A+ (OSSAX): 3 star rating, 5.75% sales load
  5. Fidelity International Small Cap Opportunities (FSCOX): $340 million assets, no sales load

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1
Invesco International Small Company A**
IEGAX
-3.03%
26.35%
1.62%
16.44%
6
5.50%
1.57%
2
First Eagle Overseas A
SGOVX
-5.60%
10.74%
3.07%
12.42%
2
5.00%
1.17%
3
Westcore Trust International Frontier
WTIFX
-5.75%
27.91%
1.95%
7.61%
6
2.00%*
1.50%
4
Old Mutual Strategic Small Company/A+
OSSAX
-7.49%
13.00%
-0.86%
2.03%
7
5.75%
1.55%
5
Fidelity International Small Cap Opportunities
FSCOX
-9.56%
17.71%
-6.94%
-
7
2.00%*
1.06%

Diversified Emerging Markets Stocks

Top Diversified Emerging Markets Stock funds of 2011 are:
  1. Virtus Emerging Markets A (HEMZX): 5 star rating, yield of 0.52%, sales load of 5.75%
  2. Invesco Developing Markets A (GTDDX): 1.52% expense fee, 5 star rating, closed to new investor
  3. Aberdeen Emerging Markets A (GEGAX): 5.75% sales load, $284 million assets
  4. Laudus Mondrian Emerging Markets Investor (LEMIX): No load, 0.98% yield
  5. Wasatch Emerging Markets Small Cap (WAEMX): no sales load, 1.96% expense ratio fee, 5 star rating

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1
Virtus Emerging Markets A
HEMZX
-3.13%
22.41%
6.30%
15.04%
5
5.75%
1.66%
2
Invesco Developing Markets A**
GTDDX
-11.34%
25.45%
4.45%
15.43%
8
5.50%
1.52%
3
Aberdeen Emerging Markets A
GEGAX
-11.94%
25.06%
4.06%
15.01%
9
5.75%
1.79%
4
Laudus Mondrian Emerging Markets Investor
LEMIX
-12.66%
17.63%
-
-
8
2.00%*
1.80%
5
Wasatch Emerging Markets Small Cap
WAEMX
-14.01%
38.28%
-
-
9
2.00%*
1.96%

Global Stock Funds

Top Performer Global Stock Funds of 2011 are:
Morgan Stanley
  1. Morgan Stanley Global Infrastructure A (UTLAX): sales load of 5.25%, 2.27% yield
  2. DWS RREEF Global Infrastructure A (TOLLX): 5 star rating, 0.70% yield, 159% turnover rate
  3. Virtus Global Infrastructure A (PGUAX): $70 million assets, 1.34% expense fee, 2.81% yield
  4. Dreyfus Worldwide Growth A (PGROX): 7.8% turnover rate, 5.75% sales load
  5. Virtus Global Opportunities A (NWWOX): 3 star rating, 0.41% yield

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1
Morgan Stanley Global Infrastructure A**
UTLAX
16.27%
13.26%
3.11%
6.13%
4
5.25%
1.18%
2
DWS RREEF Global Infrastructure A
TOLLX
15.29%
18.52%
-
-
2
5.75%
1.50%
3
Virtus Global Infrastructure A
PGUAX
10.16%
11.51%
3.06%
-
3
5.75%
1.34%
4
Dreyfus Worldwide Growth A
PGROX
6.76%
13.50%
2.06%
4.96%
4
5.75%
1.24%
5
Virtus Global Opportunities A
NWWOX
5.37%
12.68%
-2.43%
3.50%
3
5.75%
1.55%

Regional and Single Country Funds

Top Regional or Single Country Stock Funds of 2011 are:
  1. Virtus Greater European Opportunities A (VGEAX): No rating, 1.45% expense ratio, 5.75% sales load
  2. Hennessy Select SPARX Japan Original (SPXJX): No sales load, 4 star rating, high turnover rate of 166%
  3. Commonwealth Australia/New Zealand Fund (CNZLX): 1.16% yield, 3.24% expense ratio, no load
  4. Hennessy Select SPARX Japan Smaller Companies (SPJSX): 2.01% expense fee, 4 star rating
  5. Invesco European Growth A (AEDAX): 4 star rating, 5.50% sales load, $1,000 minimum to invest

NoFund NameSymbol1-YR Return3-YR Return5-YR Return10-YR ReturnVol RankRedemption FeeExpense Ratio
1
Virtus Greater European Opportunities A
VGEAX
0.94%
-
-
-
3
5.75%
1.45%
2
Hennessy Select SPARX Japan Original
SPXJX
0.29%
9.94%
-3.75%
-
3
none
1.59%
3
Commonwealth Australia/New Zealand Fund
CNZLX
-2.89%
11.97%
-0.45%
9.75%
9
2.00%*
3.24%
4
Hennessy Select SPARX Japan Smaller Companies
SPJSX
-4.17%
10.60%
-
-
6
none
2.01%
5
Invesco European Growth A
AEDAX
-5.07%
13.53%
-2.30%
9.20%
6
5.50%
1.50%

Disclosure: No Position

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