International Small And Medium Value
  • International small and medium value no load mutual funds look for companies which are undervalued anywhere in the world
  • No load mutual funds cost less because there are no expensive load fees deducted
  • The best no load funds are those which fit with the investment goals, strategies, and acceptable risks


International small and medium value no load mutual funds are a popular investment choice for many people, and there are plenty of these funds to choose from. The best no load funds offer investing without a lot of unnecessary costs and fees, and this is exactly what load fees are. A charge of five percent or more is deducted from the investment capital, and this is paid to the financial advisor or broker who provided investment advice. Load fees are basically sales commissions, and these funds do not perform any better than no load mutual funds do. International small and medium value funds look for companies and investments which are undervalued all around the world, meaning that the market price of the company is currently less than what many investors believe the company is worth. These no load mutual funds may have holdings in many countries around the globe, and in different capitalization levels as well.

One international small and medium value fund which is a good one to include in any fund comparison is the Artisan Mid Cap Value. The ticker for this option is ARTQX, and the fund goal is the maximum growth of capital over the long term. This fund is offered by Artisan, and it has net assets valued at more than three and a half billion dollars. The year to date return is quite high at eleven point one nine percent, and the yield for this fund is small at only point one seven percent. The five star rating shows that the Artisan Mid Cap Value Fund is a worthy one, and the small minimum initial investment requirement of only one thousand dollars makes this one of the best no load funds in this department. No load mutual funds offer many more benefits than load funds do.

Heartland Value Plus is another international small and medium value fund that is popular with a large percentage of investors. The ticker symbol for this no load mutual fund is HRVIX, and it is offered by the Heartland fund family. Net assets worth more than six hundred and twenty five million dollars make this small value choice one of the best no load funds out there. This fund was started in 1993, and is managed by Bradford A. Evans. A year to date return of three point four two percent and a yield of point five eight percent make this investment choice one that should be included in any evaluation. Morningstar rates this fund as a five star, the highest possible. Only a one thousand dollar investment is needed, so this is a choice that fits well with almost any budget.

Another possible choice when it comes to international small and medium value no load mutual funds is the Intrepid Small Cap Fund, ticker ICMAX. This is also a five star fund, marking it as one of the best no load funds available, and it is offered by Intrepid Funds. More than one hundred and thirty six million dollars is what the fund has in net assets, and the yield is a mere point one three percent. The year to date return is high though, at fifteen point four eight percent, so this offsets the small yield. This is a fairly new fund, having been started n 2005, but there is still plenty of historical data available for investors to use in fund comparisons. International small and medium value no load mutual funds offer lower costs and are considered some of the best no load funds for many investors, but they are not right for everyone. Thorough research and evaluation are needed when no load mutual funds are used.