| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
1
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#122 in Foreign Large Blend
U.S. News evaluated 213 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.35 percent over the past year, 2.23 percent over the past three years, and -3.66 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.6% |
| 1 Year | 13.4% |
| 3 Years (Annualized) | 2.2% |
| 5 Years (Annualized) | -3.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term growth of capital. The fund normally invests in the equities securities of issuers located in international markets. It will typically invest in equity and equity-related instruments of mid-size and larger companies. The fund will invest at least 80% of its net assets (including equity related futures, options, swaps and other instruments as well as borrowings for investment purposes) in equity securities of issuers located anywhere in the world, normally excluding the U.S. It ordinarily invests at least 65% of its total assets in no fewer than three different countries outside the U.S.
Fees
Fees are Above Average compared to funds in the same category.
Artio International Equity Fund II has an expense ratio of 1.30 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
