One of the primary reasons for embracing ex-U.S. stocks is diversification or reducing correlations within U.S.-heavy portfolios. Thanks to single-country ETFs, it's much easier for U.S. market participants to invest in individual countries than it was in say the 1970s or 1980s.
International stocks finally found their respective grooves last year. With that momentum carrying over into 2026, advisors and investors are revisiting ex-U.S. ETFs in significant fashion.
International equities and related ETFs are rightfully commanding significant fanfare this year. That's because advisors and retail investors are flocking to stocks and funds that long lagged domestic equivalents.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 650 | $20,917 | $30,192.5 | $9,275.5 | 44.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,198 | $1.24M | $1.36M | $113,765.31 | 9.16% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 33,314 | $1.34M | $1.55M | $203,653.01 | 15.16% |
| RR rosemary richard WCG Wealth Advisors LLC | 15,475 | $608,464.6 | $717,421 | $108,956.4 | 17.91% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.43M | $54.71M | $66.43M | $11.71M | 21.41% |
| BATS Exchange | US Country |
The described company appears to be a specialized investment fund that focuses on international equity markets outside of North America, specifically excluding Canada and the United States. It aims to invest a significant portion of its assets, at least 80%, in the securities that make up its benchmark index. This index is dividend-weighted and tailored to represent equity securities in developed markets worldwide, thereby offering exposure to the industrialized world's equity markets other than North America. A key feature of the fund is its strategy to manage currency risks actively. It does this by dynamically hedging the currency exposure of its investments. This means adjusting its hedge positions in reaction to changes in the relative value of foreign currencies against the U.S. dollar (USD). The fund is characterized as non-diversified, which suggests that it might invest more heavily in a smaller number of investments or sectors, potentially increasing its risk and reward profile.
This product focuses on investing in equities located within industrialized countries globally, excluding the United States and Canada. The investment approach heavily relies on securities that form the company’s benchmark index, which is dividend-weighted to enhance potential returns from dividends while seeking capital growth from international markets. The target assets are selected based on their ability to replicate the economic characteristics of the index components, aiming for diversified exposure across various sectors and industries in the international sphere.
A service provided as part of the fund's investment strategy, dynamic currency hedging aims to protect against potential losses from unfavorable currency fluctuations. It adjusts the hedge against the currency exposure of its international investments, relative to the USD. This involves using financial instruments to mitigate the risk that currency movements could negatively impact the value of the fund's overseas investments when measured in USD. The goal is to provide a smoother return by reducing the impact of currency volatility on the fund’s performance.