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Fund Spy

Up-and-Coming Overseas Small/Mid-Cap Funds

These funds may be young or small, but they have lots of potential.

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The foreign small/mid-cap categories aren't very big--there are less than 90 funds spread across the three groups--but they do include several older funds that have attracted lots of assets.  First Eagle Overseas (SGOVX) opened in 1993 and has more than $11.0 billion in assets, for example, while  T. Rowe Price International Discovery (PRIDX) is 24 years old and has an asset base of roughly $2.8 billion. 

Meanwhile, in the world-stock category, only a few dozen funds focus on smaller-cap stocks. But some of these have been around for decades and have received considerable attention from investors.  American Funds SMALLCAP (SMCWX) opened in 1990 and has more than $19 billion in assets, whereas Templeton Global Smaller Companies (TEMGX) is more than 30 years old and has an asset base of nearly $900 million.

William Samuel Rocco does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.