4 / 5 Stars
5 5 2 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 8.95 percent over the past year, 7.53 percent over the past three years, 19.09 percent over the past five years, and 6.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||19.1%|
|10 Years (Annualized)||6.2%|
The investment seeks to achieve high total return (capital appreciation and income). The fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in the equity securities of dividend paying companies located outside of the United States. It normally will invest its assets among at least fifteen but not fewer than eight countries throughout the world including countries considered to be emerging market countries. The fund may invest a significant amount of its net assets in emerging market companies. It may invest in securities of companies having any capitalization.
Fees are Above Average compared to funds in the same category.
Forward International Dividend Fund has an expense ratio of 1.01 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.