1 / 5 Stars
1 2 2 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#158 in Foreign Large Blend
U.S. News evaluated 210 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.97 percent over the past year, 4.80 percent over the past three years, 10.56 percent over the past five years, and 5.50 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||10.6%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital appreciation. The fund invests primarily in the equity securities of companies located outside the U.S., including emerging markets. It invests at least 80% of its net assets in ''foreign securities'', which means those securities issued by companies (1) whose principal securities trading markets are outside the U.S.; (2) that are linked to non-U.S. dollar currencies; or (3) that are organized under the laws of, or with a principal office in, a country other than the U.S. The fund invests no more than 20% of net assets in securities of firms domiciled or resident in developing or emerging market nations.
Fees are Above Average compared to funds in the same category.
American Independence International Alpha Strategies Fund has an expense ratio of 1.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.