3 / 5 Stars
4 4 2 2 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#52 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 25.96 percent over the past year, 7.58 percent over the past three years, 17.00 percent over the past five years, and 8.24 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||8.2%|
The investment seeks to achieve long-term capital appreciation primarily through investment in equities of non-US companies. The fund invests at least 40% of its net assets in equity securities of non-US companies and in at least three different countries. Equity securities include common stocks and related securities, such as preferred stock, convertible securities and depositary receipts. It may invest a substantial amount of its assets (i.e., more than 25% of its assets) in issuers located in a single country or a limited number of countries and may invest up to 15% of its net assets in illiquid securities.
Fees are Above Average compared to funds in the same category.
Henderson International Opportunities Fund has an expense ratio of 1.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.