Top Performing Foreign Large Growth Mutual Funds March 2013

The top performing foreign large growth mutual funds March 2013 are GMO International Growth Equity III, Laudus International MarketMasters, Oppenheimer International Growth, etc.

Best Performing Foreign Large Growth Mutual Funds 2013
Top Performing Funds 2013
Best Performing Foreign Large Growth Mutual Funds 2013

Foreign large growth mutual fund is part of international stock fund. Its portfolio focuses on high growth stocks of non U.S. companies. Most of these companies are located in developed countries or markets. The markets include Britain, France, Japan, German, Italy, Spain, Switzerland, etc. Most of the companies are large cap companies. The growth style is considered based on fast growth in term of earnings, sales, book value and cash flow. It also has high valuation like high price ratio and little to no dividend.

This top performer bond mutual fund list is sorted based on its 1 year total return performance up to February 26th. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.

The top performing foreign large growth mutual funds March 2013 are:
  1. GMO International Growth Equity Fund (GMIGX)
  2. Laudus International MarketMasters Fund (SWOIX)
  3. Oppenheimer International Growth Fund (OIGAX)
  4. Fidelity International Capital Appreciation Fund (FIVFX)
  5. JHancock3 International Growth Fund (GOIGX)
  6. MassMutual Premier International Equity Fund (MMIAX)
  7. Virtus Foreign Opportunities Fund (JVIAX)
  8. Nuveen Santa Barbara International Grade Fund (NBQAX)
  9. First Investors International Fund (FIINX)
  10. William Blair International Growth Fund (WBIGX)
  11. American Century International Growth Fund (TWIEX)
  12. Gerstein Fisher Multi-Factor International Growth Equity Fund (GFIGX)
  13. USAA International Fund (USIFX)
  14. Fidelity International Growth Fund (FIGFX)
  15. Fidelity Series International Growth Fund (FIGSX)
Updated on 2/26/2013

GMO International Growth Equity III (GMIGX)

GMO International Growth Equity fund invests mainly in companies with higher return than the MSCI EAFE Growth Index. This GMO fund has total net assets of $2.4 billion. It has the lowest annual expense ratio, 0.65%. The fund has a high dividend yield of 3.12%. The most recent dividend was distributed in December 2012 with $0.42. David Cowan has been the fund manager since September 2012.
As one of the best performer foreign large growth mutual funds, it is ranked with 4-stars and Silver rating by Morningstar. The fund has recorded 8 years of positive return, with its best 1-year total return recorded in 2003 (30.40%). The fund has YTD return of 3.47%.

The top holdings as of November 2012 (data Morningstar) are Roche Holding AG, Novo Nordisk A/S, Diageo PLC, British American Tobacco PLC and Nestle SA. The current shares price is $25.12.

Laudus International MarketMasters Fund
SWOIX Fund .Holdings
Laudus International MarketMasters Fund (SWOIX)

Laudus International MarketMasters Fund utilizes its assets to purchase equity securities of companies outside the United States. This foreign large growth fund is managed by a team of 12 investment managers, such as Trevor Gurwich, Mark Kopinski, Brian Brady, et al. The total net assets of this SWOIX fund are $1.8 billion. It has 1.53% annual expense ratio. This expense fee is higher than the category average ratio, 1.42%.

In 2013, the YTD return of this fund is 4.74%. Since 1996, the fund has 11 years of positive return and 5 years of negative return. It has 4-stars rating from Morningstar. Based on the load adjusted returns, the fund’s performance is as below:
  • 1-year: 20.16%
  • 3-year: 11.90%
  • 5-year: 3.19%
  • 10-year: 12.53%
This no load fund has a minimum initial investment of $100. The top equity holdings as of December 2012 are BNP Paribas SA (1.3%), Rotork plc (1.1%), Credit Suisse Group AG (1.0%), Toyota Motor Corp (1.0%) and Daimler AG (1.0%).

Oppenheimer International Growth Fund (OIGAX)

Oppenheimer International Growth Fund
OIGAX fund
This best performer fund is currently managed by George R. Evans and Robert Dunphy. It has $8.8 billion of total net assets. The fund also has 1.12% dividend yield and 1.28% of annual expense ratio. The fund’s NAV is $31.75. The investment objective is to provide capital appreciation.
With 11 years record of positive return since its inception, this top performing large growth mutual fund has 4-stars and Silver rating from Morningstar. It also has a year-to-date return of 4.89%. MSCI AC World ex-US Index is the fund’s benchmark. The 3-year beta risk is 0.95%.

The top 5 stocks in its holdings as of January 2013 are SAP AG (2.6%), BT Group Plc (2.4%), Experian plc (2.1%), James Hardie Industries plc (1.9%) and William Hill plc (1.9%). The top sectors are Industrials (22.1%), Consumer Discretionary (18.0%) and Information Technology (16.5%).

Fidelity International Capital Appreciation fund (FIVFX)

This Fidelity International Capital Appreciation fund has 3-stars rating from Morningstar. It invests majority of assets in common stocks of non U.S. companies, including emerging markets. The annual expense ratio is 1.19%. The annual holdings turnover as of January 2013 is 127.00.

It has 5-year annualized return of 2.59%. The year-to-date return is 4.18%. The minimum initial investment is $2,500 for regular investment account and $500 for retirement account (IRA). There are 77 brokerages that provide the sale of this top international stock fund.

The top 10 holdings represent 10.64% of the total portfolio out of 235 holdings. They are Nestle SA, BHP Billiion PL ADR, Samsung Electronics Co Ltd, British American Tobacco PLC, Unilever PLC ORD, etc.

JHancock3 International Growth Fund (GOIGX)

JHancock3 International Growth Fund
GOIGX fund
The GOIGX fund is managed by a team of portfolio managers at Grantham, Mayo, Van Otterloo & Co. LLC. The fund’s sub adviser is under the supervision of John Hancock Investment Management Services, LLC. It has 1.90% dividend yield. The most recent dividend distribution was given in December 2012 in the amount of $0.52. Morningstar ranks this international stock fund with 3-stars rating.

MSCI EAFE Growth Index is the fund’s benchmark. The annual return of this fund since its inception in 2006 is as below:
  • Year 2007: 12.25%
  • Year 2008: -37.19%
  • Year 2009: 21.76%
  • Year 2010: 13.74%
The top 5 holdings as of January 2013 are Roche Holdings AG (3.04%), Novo Nordisk A/S (2.68%), Nestle SA (2.57%), Diageo PLC (2.51%) and British American Tobacco PLC (2.35%). The top countries are Japan (19.75%), Germany (9.14%) and Switzerland (8.68%).

MassMutual Premier International Equity Fund (MMIAX)

MassMutual Premier International Equity Fund uses its investment to buy equities of foreign companies. It has 1.02% dividend yield. The most recent distribution was in December 2012 with $0.14. MSCI EAFE Growth NR USD is the fund’s benchmark.

This Foreign Large Growth fund has 5.65% of YTD return. George Evans started managing this fund since September 1994. The fund shares price is $13.48.

As of August 2012, the top 5 holdings are Oppenheimer Institutional Money Market E (3.23%), BT Group PLC (2.67%), Experian PLC (2.54%), Sap AG (2.53%), and Bunzl PLC (2.15%).

Fund Performance

NoFund DescriptionTickerRatingExpense RatioYield (%)YTD return %1-Year Return %3-Year Return %5-Year Return %10-Year Return %
1GMO International Growth Equity IIIGMIGX40.653.213.8717.1211.532.2210.15
2Laudus International MarketMasters InvSWOIX41.532.094.7417.1212.413.3912.85
3Oppenheimer International Growth AOIGAX41.281.124.8916.8712.273.7413.38
4Fidelity International Capital ApprecFIVFX31.190.884.1816.4912.142.598.75
5JHancock3 International Growth AGOIGX31.591.93.8216.1410.731.52N/A
6MassMutual Premier International Eq AMMIAX31.51.024.8915.9911.633.1712.66
7Virtus Foreign Opportunities AJVIAX51.450.983.7915.8512.982.0412.33
8Nuveen Santa Barbara International Gr ANBQAX21.430.265.5615.5511.71N/AN/A
9First Investors International AFIINX41.8203.8915.4712.731.81N/A
10William Blair International Growth NWBIGX31.452.93.0315.3211.32-0.2310.77
11American Century Intl Growth InvTWIEX31.291.633.1215.0310.450.678.89
12Gerstein Fisher Multi-Factor Intl Gr EqGFIGXN/A1.351.45.3914.6N/AN/AN/A
13USAA InternationalUSIFX41.211.222.5714.0210.063.110.73
14Fidelity International GrowthFIGFX51.1914.3213.8712.333.62N/A
15Fidelity Series International GrowthFIGSX51.041.514.3713.711.93N/AN/A


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