4 / 5 Stars
3 4 2 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#55 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 16.25 percent over the past year, 5.34 percent over the past three years, 18.11 percent over the past five years, and 7.95 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||8.0%|
The investment seeks long-term growth of capital; that is, the increase in the value of the investment over the long term. The fund will invest at least 80% of its net assets in the securities of companies organized or located outside of the United States, including large-, mid-, and small-cap companies and companies located in emerging markets. Each sub-advisor uses its own discretion to invest in any sized company it deems appropriate.
Fees are Above Average compared to funds in the same category.
Litman Gregory Masters International Fund has an expense ratio of 1.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.