2 / 5 Stars
3 2 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#45 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 23.05 percent over the past year, 6.82 percent over the past three years, 16.64 percent over the past five years, and 5.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.7%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||5.7%|
The investment seeks long-term capital growth. The fund invests primarily in a limited number of international or non-U.S. companies the adviser believes to be significantly undervalued. It normally invests at least 65% of total assets in the equity securities of international issuers, which could include emerging market issuers, and may achieve its exposure to non-U.S. securities through investing in American depositary receipts (ADRs). The fund may purchase and sell (write) put and call options, futures contracts and options on futures contracts, swaps and other similar instruments and may engage in short sales. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Longleaf Partners International Fund has an expense ratio of 1.27 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.