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: October 20, 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 51.47% 40.59% 20.23% 17.07% 12.14%
Latin America 04/05/2000 44.21% 33.31% 14.63% 10.33% 11.94%
China Select 09/28/2008 45.57% 31.05% 11.22% 14.02% 10.46%
Euroland 11/18/2008 25.17% 28.42% 6.04% 7.92% 7.44%
International 04/05/2000 27.80% 26.80% 10.10% 9.40% 3.68%
BRIC 09/15/2008 39.90% 26.32% 6.42% 5.21% 4.58%
Asia 04/05/2000 27.01% 25.07% 10.18% 9.90% 3.37%
Western Pacific Rim 08/06/2009 27.37% 23.37% 9.00% 13.02% 12.08%
Emerging Markets 50 09/15/2008 35.50% 22.94% 6.36% 4.62% 4.50%
Global ETF 12/10/2001 21.26% 22.60% 9.41% 10.33% 8.36%
Europe 100 11/17/2008 20.23% 21.57% 4.08% 6.58% 8.41%
Global 04/05/2000 20.37% 21.46% 10.24% 11.92% 3.66%
International 100 11/19/2008 21.78% 20.73% 4.75% 6.42% 9.06%
European Oil and Gas 11/18/2008 12.47% 20.60% 3.29% 3.77% 5.11%
Developed Markets 100 09/15/2008 18.50% 20.33% 4.42% 6.83% 3.93%
Japan 11/21/2000 16.57% 13.81% 9.86% 10.26% 1.57%
International Telecom 35 11/17/2008 16.28% 11.85% 3.10% 4.54% 6.75%
Australia and New Zealand 07/18/2007 15.75% 8.83% -3.70% -0.17% -4.37%
Africa 04/05/2000 13.94% 7.75% -0.19% -1.87% 9.41%

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