4 / 5 Stars
5 4 3 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#77 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.
The fund has returned 17.59 percent over the past year, and 8.00 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.7%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in the stock of foreign companies, with the emphasis on companies with a market capitalization of approximately $3 billion or greater. It may invest in these securities directly, or may invest through American Depository Receipts ("ADRs"), which are receipts typically issued by a U.S. financial institution evidencing ownership of underlying securities of foreign corporate issuers. The fund may also invest up to 20% of its assets in securities of companies whose principal business activities are located in emerging market countries.
Fees are Above Average compared to funds in the same category.
Madison NorthRoad International Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.