4 / 5 Stars
4 4 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#42 in Foreign Large Blend
U.S. News evaluated 200 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 19.32 percent over the past year, 8.04 percent over the past three years, 14.05 percent over the past five years, and 7.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.2%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||14.1%|
|10 Years (Annualized)||7.1%|
The investment seeks total return and capital preservation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of foreign companies. It focuses predominantly on medium to large market capitalization equity securities of non-U.S. companies, foreign companies with U.S.-only listings and some U.S. corporations where the preponderance of business activity lies outside the United States. The fund purchases American Depositary Receipt listings of foreign companies on U.S. exchanges, rather than foreign shares on foreign exchanges, to facilitate greater liquidity and lower custodial expenses.
Fees are Above Average compared to funds in the same category.
Cambiar International Equity Fund has an expense ratio of 1.23 percent.
Risk is Average compared to funds in the same category according to Morningstar.