Henderson International Opportunities Fund

Scorecard
3 / 5 Stars
Lipper
3 2 2 2 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

#102 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.

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Performance

The fund has returned 13.37 percent over the past year, 5.26 percent over the past three years, -0.43 percent over the past five years, and 10.81 percent over the past decade.

Trailing Returns Updated 04.30.2013
Year to date 6.8%
1 Year 13.4%
3 Years (Annualized) 5.3%
5 Years (Annualized) -0.4%
10 Years (Annualized) 10.8%

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Summary

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

Fees are Above Average compared to funds in the same category.
Henderson International Opportunities Fund has an expense ratio of 1.47 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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