| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
2
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#78 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 11.77 percent over the past year, 6.79 percent over the past three years, -1.09 percent over the past five years, and 8.90 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.8% |
| 1 Year | 11.8% |
| 3 Years (Annualized) | 6.8% |
| 5 Years (Annualized) | -1.1% |
| 10 Years (Annualized) | 8.9% |
Summary
The investment seeks capital appreciation. The fund will invest, under normal market conditions, at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in the equity securities of companies located outside the U.S. It focuses on companies located in developed markets, but also may invest a portion of its assets in securities of companies located in emerging markets. The fund intends to diversify its assets by investing primarily in securities of issuers located in at least three foreign countries. It may also lend portfolio securities to earn additional income.
Fees
Fees are Above Average compared to funds in the same category.
Consulting Group Capital Markets Funds International Equity Investments has an expense ratio of 0.90 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
