Geographic folios use ADRs and ETFs for exposure to securities offered in specific non-U.S. countries such as Japan, as well as geographic areas like Latin America.

Different parts of the world experience different economic cycles, which can provide investors with diversification benefits. Adding exposure to international markets can diversify a U.S. equity portfolio with exposure to both developed and emerging markets abroad, with the potential to increase returns.

We also have several folios designed to track the Bank of New York Mellon ADR Indices. These indices track depository receipts of international companies that trade on U.S. stock exchanges as ADRs.

Last Updated: June 26, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
Foreign Small Cap 09/15/2008 25.48% 41.07% 10.26% 14.75% 10.21%
China Select 09/28/2008 26.10% 36.43% 6.71% 12.63% 9.06%
BRIC 09/15/2008 20.17% 33.75% 1.03% 4.12% 2.95%
Emerging Markets 50 09/15/2008 19.76% 31.85% 2.29% 4.19% 3.20%
Latin America 04/05/2000 16.76% 31.33% 5.20% 6.78% 10.81%
Euroland 11/18/2008 16.96% 30.80% -0.78% 10.81% 6.87%
Global ETF 12/10/2001 13.39% 24.32% 4.66% 11.28% 8.08%
Western Pacific Rim 08/06/2009 14.31% 23.78% 3.35% 13.14% 11.06%
Asia 04/05/2000 16.19% 23.33% 6.16% 9.86% 2.80%
International 100 11/19/2008 13.00% 22.12% -0.64% 7.37% 8.46%
Europe 100 11/17/2008 13.67% 20.46% -1.44% 8.39% 8.02%
Global 04/05/2000 14.41% 20.35% 7.80% 12.67% 3.41%
Developed Markets 100 09/15/2008 11.42% 20.17% -1.12% 8.16% 3.35%
International 04/05/2000 16.51% 17.98% 3.75% 9.61% 3.18%
Japan 11/21/2000 10.75% 16.14% 5.83% 9.52% 1.29%
International Telecom 35 11/17/2008 10.60% 12.00% -0.64% 5.37% 6.40%
European Oil and Gas 11/18/2008 -2.33% 10.93% -8.39% 3.37% 3.58%
Africa 04/05/2000 6.84% 6.13% -5.71% -1.87% 9.17%
Australia and New Zealand 07/18/2007 3.08% -0.58% -9.66% 0.58% -5.62%

See how returns are calculated
Past performance is no guarantee of future results.