4 / 5 Stars
5 5 3 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
#44 in Foreign Large Blend
U.S. News evaluated 200 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 21.38 percent over the past year, 7.92 percent over the past three years, and 13.23 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including borrowings for investment purposes) in the stock of foreign companies. In addition to investing at least 80% of its net assets in the stock of foreign companies, the fund may also invest up to 30% of its assets in securities of companies whose principal business activities are located in emerging market countries. The fund may also invest in debt securities, foreign money market instruments, and other income bearing securities.
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.