Value is defined based on low valuations (low price ratios and high dividend yields) and slow growth (low growth rates for earnings, sales, book value, and cash flow). These portfolios typically will have less than 20% of assets invested in U.S. stocks.
Top Mutual FundsThese Foreign Large Value funds are sorted based on its 1 year total return. These mutual funds may be ranked as the best funds in this category. I have provided the fund review information such as yield, management, objective, expense ratio fee, holdings, top sectors, etc.
Best performing foreign large value mutual funds 2015 are:
- Laudus Mondrian International Equity Fund (LIEQX)
- Invesco International Core Equity Fund (IBVAX)
- Henderson Global Equity Income Fund (HFQAX)
- Delaware Pooled International Equity Fund (DPIEX)
- Tweedy, Browne Global Value Fund (TBGVX)
- Domini International Social Equity Fund (DOMIX)
- Franklin Mutual International Fund (FMIAX)
- Brandes International Equity Fund (BIEAX)
- AllianzGI NFJ International Value II Fund (NFJAX)
- Voya Global Value Advantage Fund (NAWGX)
More: Top Performing Foreign Large Value Mutual Funds 2013
Morningstar has ranked this top performing foreign large value mutual fund with 1 star rating. It has a 1 year annualized return of 4.25%. You can buy this mutual fund with as little as $1,000 for regular brokerage account.
Top 4 stocks in its holdings are ABB Ltd, ResMed Inc, Rio Tinto PLC, and Aon PLC. Top 3 sectors are financial services, industrials, and healthcare.
More: Vanguard International Value Fund
In 2014, the total return is 1.51%. The past 4 years performance is as follows:
- Year 2014: 1.51%
- Year 2013: 19.62%
- Year 2012: 18.38%
- Year 2011: -4.13%
Franklin Mutual International FundFranklin Mutual International Fund has total assets of $97 million. Its expense fee is 1.47%. The current yield is 2.51%. The portfolio turnover rate is 41%. The current share price is $15.
Morningstar has ranked this mutual fund with 4 star rating. This best performing foreign large value mutual fund has returned 2.97% over the past 1 year, 8.54% over the past 3 year, and 8.23% over the past 5 year.
Top 5 stocks in its holdings are NN Group NV, Industrial And Commercial Bank Of China Ltd H Shares, Accor SA, Volkswagen AG, and China Pacific Insurance Group H Shares. Top 2 sectors are financial services, and consumer cyclical.
|No||Fund Name||Ticker||1 Year Return %|
|1||Laudus Mondrian Intl Equity Inv||LIEQX||5.54|
|2||Invesco Intl Core Equity A||IBVAX||4.25|
|3||Henderson Global Equity Income A||HFQAX||4.16|
|4||Delaware Pooled International Equity||DPIEX||4.15|
|5||Tweedy, Browne Global Value||TBGVX||4.08|
|6||Domini International Social Equity Inv||DOMIX||3.25|
|7||Franklin Mutual International A||FMIAX||2.97|
|8||Brandes International Equity A||BIEAX||2.22|
|9||AllianzGI NFJ International Val II A||NFJAX||2.19|
|10||Voya Global Value Advantage A||NAWGX||1.95|