4 / 5 Stars
5 5 2 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#12 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 25.69 percent over the past year, 10.14 percent over the past three years, 13.38 percent over the past five years, and 6.86 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.5%|
|3 Years (Annualized)||10.1%|
|5 Years (Annualized)||13.4%|
|10 Years (Annualized)||6.9%|
The investment seeks total return on its assets from growth of capital and income. The fund invests primarily in equity securities of foreign companies. Under normal circumstances, it invests at least 80% of its net assets in a diversified portfolio of equity securities of foreign companies. The fund may invest in equity securities of small, medium and large capitalization issuers.
Fees are Above Average compared to funds in the same category.
ClearBridge International Value Fund has an expense ratio of 1.46 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.