Privacy Policy and No matter what type of investing approach you follow, we can help you find the right equity funds to diversify your portfolio. Morningstar provides investment research for stocks, funds, ETF's, credit, and LIC's as well as financial data, news, and investing articles and videos. Funds are ranked by their Morningstar Risk-Adjusted Return scores with the top 10% of funds in a category receiving 5 stars, the top 22.5% receiving 4 stars; a fund in the middle 35% receiving 3 stars; and a fund in the bottom 22.5% receiving 2 stars. USD | NAV as of Dec 14, 2020 | 1-Day Return as of Dec 14, 2020, 11:52 PM GMT+00:00. Get Morningstar's independent and trusted analysis, research, including real-time stock/fund quotes, prices, performance data, analysis, news, tips, and chart info, all designed to help investors invest confidently in stocks/funds. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. AQR International Equity I | AQIIX This fund’s investment structure or legal structure substantially changed as of 08/31/2009. Our professionally managed Schwab Funds ® and Laudus Funds ® families offer a range of domestic and international equity funds. Muni National Intermediate-Term Bond Funds. Click the print icon in your browser to print this report. Use the comprehensive ranking lists by category to compare funds and find the best investment for you. The fund will normally invest at least 80% of its assets in equity securities. Share this chart. Fund price for Baillie Gifford International Fund B Accumulation along with Morningstar ratings & research, long term fund performance and charts Morningstar International Equity Fund - The investment seeks long-term capital appreciation. Morningstar found that the investment objective listed in a fund’s prospectus often did not adequately explain how the fund … Learn How to Read a Morningstar Analyst Report. See Morningstar International Equity Fund (MSTFX) mutual fund ratings from all the top fund analysts in one place. ... Like other international equity stocks, the fund exposes investors to foreign currency fluctuations. Fund Report | 13 Dec 2020. Retirees’ Year-End Tax-Planning Guide: Christine Benz gets you ready for 2021. Get MSTFX mutual fund information for Morningstar-International-Equity-Fund, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more The Morningstar Category™ classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. Morningstar Category - Funds. Our reliable data and analysis can help both experienced enthusiasts and newcomers. Published 10/26/20 Intelligent Indexer: As Private Equity Goes Mainstream, Investors Need Help Katie Reichart takes a look. Morningstar information contained herein (excluding money market and fixed income characteristics) is proprietary to Morningstar and is not warranted to be accurate, complete or timely. Prior to that date, the fund followed a significantly different investment strategy, or it operated under a different legal structure subject to different regulatory requirements. Our favorite Foreign Large Blend funds: Fund Category: Foreign Large Blend : Total Returns ( % ) Terms of Service apply. Currency is in AUD unless otherwise specified. We’re committed to covering those funds that are most relevant to investors and that hold a significant portion of industry assets. A list of Morningstar 5-star and 4-star rated Series F and Series A funds offered by CI Investments Lazard International Equity Instl | LZIEX. Privacy Policy and Fondskurser for Schroder International Selection Fund Global Equity C Accumulation EUR sammen med Morningstar ratings og analyser, historisk afkast og grafer. Get top portfolio holding details for MFS Blended Research International Equity Fund Class R2 (BRXSX) including annual turnover, assets in top 10 holdings, stock holdings, and bond holdings. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Muni National Intermediate-Term Bond Funds. Terms of Service apply. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. iShares International Equity Index © Copyright 2020 Morningstar, Inc. All rights reserved. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. The new Morningstar Target Allocation Indexes aim to set a standard. Of Dec 14, 2020 | 1-Day Return as of Dec 14, 2020, PM... Long-Term capital appreciation to set a standard are most relevant to investors and that hold a portion... You find the best investment for you Member User Agreement Corrections Cookies, Muni National Bond. Equity funds investors to foreign currency fluctuations News rankings of top-rated International stock mutual.... 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