3 / 5 Stars
5 4 1 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#79 in Foreign Large Blend
U.S. News evaluated 209 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 19.63 percent over the past year, 6.84 percent over the past three years, and 20.53 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.5%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return from capital appreciation and dividends. The fund invests in equities (common and preferred stock and depositary receipts for common and preferred stock) of international corporations traded on stock exchanges around the world, alternative trading venues or in the over-the-counter market. It normally invests at least 80% of assets in securities of non-U.S. companies, which may include companies located or operating in established or emerging countries.
Fees are High compared to funds in the same category.
Dunham International Stock Fund has an expense ratio of 2.36 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.