SOURCE: BrightScope

BrightScope

October 28, 2014 08:00 ET

BrightScope Lists Top 20 International Stock Funds Held in Defined Contribution Marketplace

American Funds EuroPacific Growth Continues as Top Fund; Fidelity Diversified International and Dodge & Cox International Stock Round Out the Top Three

SAN DIEGO, CA--(Marketwired - Oct 28, 2014) - BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the ranking of the Top 20 International Stock Funds in the defined contribution industry based on total distribution. The largest funds consistently make up the top three every year BrightScope has issued this list: American Funds EuroPacific Growth ranks first, Fidelity Diversified International second and Dodge & Cox International Stock third.

"We have seen excellent growth in international funds even in these volatile markets," said Brooks Herman, Head of Data & Research at BrightScope. "A diversified portfolio is a key indicator of long-term financial success, and international funds can be a good way to balance swings in the US market."

Top 20 International Stock Funds include:

1. American Funds EuroPacific Growth

2. Fidelity Diversified International  

3. Dodge & Cox International Stock

4. Vanguard Total International Stock Index 

5. Harbor International

6. Vanguard International Growth 

7. Thornburg International Value

8. American Funds New Perspective 

9. BlackRock Global Allocation

10. BlackRock MSCI ACWI ex-US Index 

11. SSgA Global All Cap Equity Ex-US Index

12. Oppenheimer Developing Markets 

13. American Funds Capital World Growth and Income

14. Northern Trust EAFE Index

15. BlackRock EAFE Equity Index Fund

16. Fidelity Spartan International Index

17. PIMCO All Asset 

18. Fidelity International Discovery 

19. Vanguard Developed Markets Index 

20. Lazard Emerging Markets Equity

BrightScope obtains an increasing amount of its data directly from plan sponsors and record keepers, and augments these primary sources with data from publicly available sources such as the Department of Labor and the Securities and Exchange Commission. By analyzing and interpreting this data, BrightScope provides unprecedented transparency into the 401k industry.

The BrightScope Rating was developed by BrightScope, Inc. with the help of leading academics and independent 401k fiduciaries. By analyzing more than 200 individual data points, the BrightScope Rating algorithm calculates a single numerical value for each 401k plan. The data points examined cover broad categories such as total plan cost, company generosity and investment menu quality.

BrightScope has rated nearly 50,000 401k and 403b plans, spanning more than 57 million workers and over $3 trillion in assets. Industry adoption of the BrightScope Rating will lead to more cost-effective plans, increased participation rates, higher employee satisfaction and better outcomes for the 60 million employees who depend on their 401k plan for retirement.

About BrightScope
BrightScope is a financial information company that brings transparency to opaque markets through independent research and analysis. Delivered through cloud-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. The BrightScope Rating™, developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines plan quality at the company level. In April 2011, the company launched BrightScope Advisor Pages™, the first comprehensive and publicly available directory of financial advisors designed to help consumers discover information and conduct due diligence on wealth management professionals. BrightScope also markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for nearly 50,000 retirement plans as well as rating definitions, criteria and methodologies, and information on more than 680,000 financial advisors and nearly 33,000 active advisory firms are available for free at www.brightscope.com.