Large Capitalization
  • International large capitalization core no load mutual funds invest in foreign countries outside the United States
  • The best no load funds will depend on the specific investor and investment goals and strategies used
  • Large capitalization no load mutual funds specialize in companies with a market value above seven billion dollars


International large capitalization core no load mutual funds sound like complex products that only the most experienced investors will understand, but this is not really the case. These are considered some of the best no load funds around, and they do not come with any expensive load fees or excessive charges when the necessary research and fund comparisons are done. International means that the fund invests in foreign countries and not in the United States, while global funds will invest in both the US and foreign countries. Large capitalization no load mutual funds specialize in companies which are valued at more than seven billion dollars, although some of these funds may have small holdings in other capitalization levels at times. Because the companies are already a large size, the increases seen in value will usually be smaller, but on the other hand these same companies have already shown significant success, so they usually involve lower risks normally as well.

International large capitalization core no load mutual funds are just like all other no load funds. There are no load fees charged, and these fees can really add up to a lot of money. Some load fees may be as much as five to seven percent, and a few charge more than this. Using the best no load funds will offer savings because these fees are not charged. The downside to this is that these options also do not offer professional investment advice, but this is not always a negative aspect either. Sometimes the advice given with load funds may be more about getting new investors into a fund that also pays commissions to the broker, and less about what funds are truly right for the individual investor and circumstances. With large capitalization no load funds this is never a problem, because the investor does all the work and makes all the decisions about which are the best no load funds possible for their situation and investment objectives.

One international large capitalization core no load fund which is considered one of the best no load funds around in this department is the Activa International Fund, with the trading ticker of AINFX. This specific fund offers slightly more than eighteen million dollars in net assets, and has a high year to date return of close to eight and a half percent. The yield is small however, at only point nine percent. This is one of the no load mutual funds which was rated with five stars by Morningstar, and this is the highest possible rating available. Started in 1999, this is one option that only requires a five hundred dollar initial investment, which means that almost every investor can afford it. Paul J. Hechmer has been the lead manager in charge since 2005, and the fund has plenty of historical data available for evaluation.

BNY Mellon Intl Appreciation Inv Fund, with the trading symbol MARIX, is one of the best no load funds around for large capitalization. It is offered by the BNY Mellon Funds family, and it has a three star Morninstar rating. This choice was started in 1997, and it has a yield of more than four percent. The year to date return for this large capitalization option is five point three seven percent. The net assets for this specific fund are small at only three and a half million dollars, but that is not necessarily a bad thing. Ten thousand dollars is needed as a minimum to invest in this choice, and the total expense ratio is small at less than one percent. This is one of the international large capitalization core no load mutual funds that should be included in fund comparisons.