INTL. DIVERSIFIED
BEST OVERALL INTL. DIVERSIFIED FUND
Dodge & Cox International Stock (DODFX)
A FAVORITE BECAUSE: In a category chock full of overpriced underperformers, Dodge & Cox International Stock consistenly posts better performance numbers than category rivals.
WE DON'T LIKE: DODFX is slanted towards larger-cap value stocks that probably won't outperform now that the decade of value is about over.
| Named Favorite: | 08/02 |
| Return While Favorite: | 289.42% |
| VS. S&P While Favorite: | 114.05% |
| MAXrating: | 68 |
| Outlook: | 4% |
| Expense Ratio: | 0.63% |
INTL. DIVERSIFIED SPECIAL CRITERIA WINNERS
BEST OPEN-END INTL. DIVERSIFIED FUND
Dodge & Cox International Stock (DODFX)
| Named Favorite: | 08/02 |
| Return While Favorite: | 289.42% |
| VS. S&P While Favorite: | 114.05% |
| MAXrating: | 68 |
| Outlook: | 4% |
| Expense Ratio: | 0.63% |
BEST INTL. DIVERSIFIED ETF
Vanguard FTSE All-World ex-US ETF (VEU)
| Named Favorite: | 11/09 |
| Return While Favorite: | 38.99% |
| VS. S&P While Favorite: | -61.78% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM INTL. DIVERSIFIED FUND
UMB Scout Internl Fund (UMBWX)
| Named Favorite: | 09/01 |
| Return While Favorite: | 186.9% |
| VS. S&P While Favorite: | 41.32% |
| MAXrating: | 82 |
| Outlook: | 3% |
| Expense Ratio: | 1.05% |
BEST NTF INTL. DIVERSIFIED FUND
Janus Fd Inc-Overseas Fund (JAOSX)
| Named Favorite: | 11/09 |
| Return While Favorite: | 10.76% |
| VS. S&P While Favorite: | -90.01% |
| MAXrating: | 54 |
| Outlook: | 4% |
| Expense Ratio: | 0.70% |
INTL. DIVERSIFIED PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P | ||
|---|---|---|---|---|---|---|
| Fidelity Spartan Intl Index Inv (FSIIX) | 11/08 | 11/09 | -22.47% | -2.14% | ||
| Forward Intl Small Comp Eq Inv (PISRX) | 03/04 | 11/09 | 30.66% | 29.90% | ||
| Harbor International Inv (HIINX) | 12/03 | 11/09 | 59.11% | 56.68% | ||
| Principal Inv SAM Flex Inc Pfd (PFIFX) | 09/01 | 05/05 | 64.09% | 44.02% | ||
| Harbor International Inst (HAINX) | 08/02 | 12/03 | 38.61% | 14.48% | ||
| Artisan International Small Cap Inv (ARTJX) | 08/02 | 12/03 | 65.92% | 41.79% | ||
| Diversified Inst Value Fd I (DIVLX) | 08/02 | 12/03 | 27.62% | 3.24% | ||
| Harbor International II (HAIIX) | 08/02 | 12/03 | 38.61% | 14.23% | ||
| Mercantile International Equity (MEQUX) | 08/02 | 12/03 | 28.62% | 4.24% | ||
| Tweedy Browne Global Value (TBGVX) | 09/01 | 08/02 | -1.58% | 9.24% |
INTL. DIVERSIFIED TRANSACTIONS
11/09 - Added Janus Fd Inc-Overseas Fund (JAOSX). Added as Best Intl. Diversified No-Transaction Fee Fund.
11/09 - Removed Fidelity Spartan Intl Index Inv (FSIIX). Reason for removal: Better option in special criteria sub-category.
11/09 - Removed Forward Intl Small Comp Eq Inv (PISRX). Reason for removal: Better option in special criteria sub-category.
11/09 - Removed Harbor International Inv (HIINX). Reason for removal: Better option in special criteria sub-category.
11/09 - Added Vanguard FTSE All-World ex-US ETF (VEU). Added as Best Intl. Diversified Exchange Trade Fund.
05/05 - Removed Principal Inv SAM Flex Inc Pfd (PFIFX). Reason for removal: Closed to new investors.
12/03 - Removed Harbor International Inst (HAINX). Reason for removal: Raised minimum investment amount or became an institutional class fund.
12/03 - Removed Artisan International Small Cap Inv (ARTJX). Reason for removal: Closed to new investors.
12/03 - Removed Diversified Inst Value Fd I (DIVLX). Reason for removal: No load fund converted to load fund class structure.
12/03 - Removed Harbor International II (HAIIX). Reason for removal: Merged with another fund.
12/03 - Removed Mercantile International Equity (MEQUX). Reason for removal: Raised minimum investment amount or became an institutional class fund.
08/02 - Added Dodge & Cox International Stock (DODFX). Named a favorite Intl. Diversified fund.
08/02 - Removed Tweedy Browne Global Value (TBGVX). Reason for removal: Fund became too fat (asset bloat).
09/01 - Added UMB Scout Internl Fund (UMBWX). Named a favorite Intl. Diversified fund.
