1-888-485-3456 Free Online Demo Login
MENU

Ready-to-Go Folios: Geographic Category

Ready-to-Go Folios Main | See All Folios

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: July 19, 2019
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Foreign Small Cap 09/15/08 22.89% 13.15% 17.57% 11.41% 10.77%
Latin America 04/05/00 9.89% 12.02% 13.43% 6.41% 10.71%
Africa 04/05/00 19.40% 7.37% 3.36% -1.12% 9.00%
Western Pacific Rim 08/06/09 0.64% -16.86% 3.02% 0.81% 8.13%
Global ETF 12/10/01 15.95% 3.65% 10.53% 5.66% 7.98%
China Select 09/28/08 10.80% -13.98% 9.63% 4.37% 7.57%
International 100 11/19/08 12.28% -1.00% 7.56% 1.09% 7.54%
Europe 100 11/17/08 12.83% -1.36% 6.51% 0.36% 6.97%
Euroland 11/18/08 13.67% -5.64% 6.97% -0.21% 5.40%
European Oil and Gas 11/18/08 7.83% -6.77% 9.55% 0.11% 5.26%
Global 04/05/00 18.03% 7.77% 12.35% 9.09% 4.26%
BRIC 09/15/08 15.06% 1.70% 13.33% 3.24% 3.99%
International Telecom 35 11/17/08 -4.73% -6.31% -3.06% -3.32% 3.76%
Emerging Markets 50 09/15/08 12.33% 0.80% 10.61% 2.82% 3.67%
International 04/05/00 13.34% 0.28% 7.97% 4.35% 3.41%
Developed Markets 100 09/15/08 12.44% -1.33% 6.85% 0.73% 3.32%
Asia 04/05/00 9.23% -3.18% 6.11% 3.68% 2.69%
Japan 11/21/00 6.06% -3.63% 3.98% 3.45% 1.17%
Australia and New Zealand 07/18/07 14.13% -8.62% -3.20% -6.94% -5.02%

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