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: February 16, 2018 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 5.32% 39.08% 22.72% 16.28% 12.43%
Latin America 04/05/2000 7.42% 38.26% 20.00% 10.89% 12.34%
China Select 09/28/2008 4.60% 37.08% 13.24% 14.57% 10.80%
BRIC 09/15/2008 7.11% 30.47% 10.81% 6.14% 5.19%
Emerging Markets 50 09/15/2008 6.08% 27.08% 9.61% 5.23% 4.98%
Asia 04/05/2000 -0.17% 25.81% 8.92% 9.54% 3.73%
International 04/05/2000 1.21% 24.83% 8.06% 8.46% 3.88%
European Oil and Gas 11/18/2008 -1.31% 23.08% 5.73% 5.26% 5.63%
Japan 11/21/2000 3.74% 22.83% 11.10% 10.38% 2.13%
Global 04/05/2000 4.20% 22.79% 10.07% 12.61% 4.06%
Western Pacific Rim 08/06/2009 0.65% 21.61% 8.75% 10.74% 12.45%
Global ETF 12/10/2001 2.47% 21.16% 9.03% 9.91% 8.58%
Africa 04/05/2000 6.17% 20.89% 5.08% 0.93% 10.22%
International 100 11/19/2008 1.73% 19.69% 5.12% 5.63% 9.21%
Euroland 11/18/2008 0.53% 18.20% 4.67% 6.18% 6.99%
Europe 100 11/17/2008 -0.09% 17.50% 3.38% 5.56% 8.34%
Developed Markets 100 09/15/2008 0.63% 17.48% 4.11% 5.67% 4.19%
International Telecom 35 11/17/2008 -0.73% 10.85% 0.54% 5.06% 6.53%
Australia and New Zealand 07/18/2007 1.95% 3.40% -2.07% -2.34% -4.17%

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