Best Performing Foreign Large Value Mutual Funds 2015

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Foreign large value mutual funds utilize its assets to purchase big international stocks that are less expensive or growing more slowly than other large-cap stocks. It invests in developed countries such as United Kingdom, Germany, Spain, France, Japan, etc.

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 Funds

Foreign Large Value 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:
  1. Laudus Mondrian International Equity Fund (LIEQX)
  2. Invesco International Core Equity Fund (IBVAX)
  3. Henderson Global Equity Income Fund (HFQAX)
  4. Delaware Pooled International Equity Fund (DPIEX)
  5. Tweedy, Browne Global Value Fund (TBGVX)
  6. Domini International Social Equity Fund (DOMIX)
  7. Franklin Mutual International Fund (FMIAX)
  8. Brandes International Equity Fund (BIEAX)
  9. AllianzGI NFJ International Value II Fund (NFJAX)
  10. Voya Global Value Advantage Fund (NAWGX)

Invesco International Core Equity Fund

This Invesco International Core Equity Fund uses its assets to equity securities, and in derivatives of foreign issuers. The fund managers are Erik Esselink and Brian T. Nelson. Total net assets are $127.1 million. Its expense fee is 1.59%. It has a yield of 0.96%.

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.

Tweedy, Browne Global Value Fund

Tweedy, Browne Global Value Fund is ranked with 5 star rating by Morningstar. It invests majority of assets in undervalued foreign stocks. This international stock fund is popular among investors with $9 billion of assets. Its expense fee is 1.37% per year. The yield is 1.23%.

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 Fund

Franklin 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.

NoFund NameTicker1 Year Return %
1Laudus Mondrian Intl Equity InvLIEQX5.54
2Invesco Intl Core Equity AIBVAX4.25
3Henderson Global Equity Income AHFQAX4.16
4Delaware Pooled International EquityDPIEX4.15
5Tweedy, Browne Global ValueTBGVX4.08
6Domini International Social Equity InvDOMIX 3.25
7Franklin Mutual International AFMIAX2.97
8Brandes International Equity ABIEAX 2.22
9AllianzGI NFJ International Val II ANFJAX2.19
10Voya Global Value Advantage ANAWGX1.95

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