FP_112917_cover
As good as the U.S. equity markets have been this year, the best returns could be found overseas.

Indeed, of the 20 top mutual funds with at least $500 million in assets, 12 were focused on foreign assets, with 10 even more narrowly focused on emerging markets. Of the other eight funds, six were focused on tech.

Overall, these short-term winners have posted returns ranging up to 57% year to date.

The eye-popping returns haven’t come cheap. Expense ratios ranged from 54 basis points to 1.58%, with an average of 1.08%. With emerging markets investments, higher expenses are often expected, but can be a shock to some in an era of ever-declining fees.

To be sure, many advisors and clients found healthy gains in the inexpensive world of passive investing. The S&P 500 ETF from Vanguard has returned more than 19% year to date at a cost of just 4 basis points.

To check out this year’s winners – plus how they’ve fared over three years – click through the list. All data from Morningstar.
FP_112717_20

20. JHancock Emerging Markets Equity (JEMGX)

YTD Return: 41.94%
3-Yr. Return: N/A
Expense Ratio: 1.18%
Net Assets (millions): $1,074
IAG_112817_19

19. Columbia Seligman Global Tech (SHGTX)

YTD Return: 42.13%
3-Yr. Return: 22.75%
Expense Ratio: 1.37%
Net Assets (millions): $1,251
FP_112817_18

18. Franklin DynaTech (FKDNX)

YTD Return: 42.43%
3-Yr. Return: 15.22%
Expense Ratio: 0.91%
Net Assets (millions): $4,334
FP_112817_17

17. Ivy Emerging Markets Equity (IPOAX)

YTD Return: 42.93%
3-Yr. Return: 10.61%
Expense Ratio: 1.58%
Net Assets (millions): $2,035
FP_112817_16

16. Vanguard International Growth Inv (VWIGX)

YTD Return: 43.70%
3-Yr. Return: 11.21%
Expense Ratio: 0.46%
Net Assets (millions): $32,928
FP_112817_15

15. City National Rochdale Emerg Mkts (RIMIX)

YTD Return: 44.14%
3-Yr. Return: 11.14%
Expense Ratio: 1.63%
Net Assets (millions): $1,698
FP_112817_14

14. Fidelity Emerging Asia (FSEAX)

YTD Return: 44.38%
3-Yr. Return: 11.66%
Expense Ratio: 1.16%
Net Assets (millions): $1,286
FP_112817_13

13. American Century Emerging Markets Inv (TWMIX)

YTD Return: 44.79%
3-Yr. Return: 10.70%
Expense Ratio: 1.29%
Net Assets (millions): $1,585
FP_112817_12

12. Transamerica Capital Growth (IALAX)

YTD Return: 44.89%
3-Yr. Return: 15.03%
Expense Ratio: 1.23%
Net Assets (millions): $856
FP_112817_11

11. Fidelity Emerging Markets (FEMKX)

YTD Return: 44.91%
3-Yr. Return: 8.69%
Expense Ratio: 1.01%
Net Assets (millions): $4,850
FP_112817_10

10. VALIC Company I Science & Technology (VCSTX)

YTD Return: 45.82%
3-Yr. Return: 18.28%
Expense Ratio: 0.99%
Net Assets (millions): $1,310
FP_112817_09

9. VanEck Emerging Markets (GBFAX)

YTD Return: 46.88%
3-Yr. Return: 6.27%
Expense Ratio: 1.53%
Net Assets (millions): $1,894
FP_112817_08

8. Janus Henderson Global Technology (JAGTX)

YTD Return: 47.25%
3-Yr. Return: 20.28%
Expense Ratio: 0.95%
Net Assets (millions): $2,290
FP_112817_07

7. Baillie Gifford EAFE 3 (BGEUX)

YTD Return: 48.38%
3-Yr. Return: N/A
Expense Ratio: 0.54%
Net Assets (millions): $2,966
FP_112817_06

6. T. Rowe Price Global Technology (PRGTX)

YTD Return: 50.98%
3-Yr. Return: 23.71%
Expense Ratio: 0.90%
Net Assets (millions): $6,177
FP_112817_05

5. Oppenheimer Global Opportunities (OPGIX)

YTD Return: 51.10%
3-Yr. Return: 22.83%
Expense Ratio: 1.19%
Net Assets (millions): $6,872
FP_112817_04

4. Fidelity China Region (FHKCX)

YTD Return: 51.35%
3-Yr. Return: 11.34%
Expense Ratio: 1.02%
Net Assets (millions): $1,381
FP_112817_03

3. Baillie Gifford Emerging Markets (BGEDX)

YTD Return: 54.12%
3-Yr. Return: N/A
Expense Ratio: 0.71%
Net Assets (millions): $2,066
FP_112817_02

2. Fidelity Select Technology (FSPTX)

YTD Return: 56.47%
3-Yr. Return: 22.93%
Expense Ratio: 0.77%
Net Assets (millions): $6,683
FP_112817_01

1. Matthews China Investor (MCHFX)

YTD Return: 57.60%
3-Yr. Return: 14.22%
Expense Ratio: 1.18%
Net Assets (millions): $902
MORE FROM FINANCIAL PLANNING