| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
3
1
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#74 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.
Performance
The fund has returned 28.82 percent over the past year, 11.92 percent over the past three years, -0.02 percent over the past five years, and 9.20 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.3% |
| 1 Year | 28.8% |
| 3 Years (Annualized) | 11.9% |
| 5 Years (Annualized) | -0.0% |
| 10 Years (Annualized) | 9.2% |
Summary
The investment seeks long-term growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in the stock of foreign companies. It may also invest in debt securities, foreign money market instruments, and other income bearing securities as well as forward foreign currency exchange contracts and other derivative securities and contracts. The fund usually holds securities of issuers located in at least three countries other than the U.S.
Fees
Fees are High compared to funds in the same category.
Madison International Stock Fund has an expense ratio of 1.60 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
