3 / 5 Stars
2 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#160 in Foreign Large Blend
U.S. News evaluated 210 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 5.50 percent over the past year, 2.34 percent over the past three years, 12.57 percent over the past five years, and 6.85 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.6%|
|3 Years (Annualized)||2.3%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||6.9%|
The investment seeks to provide capital growth, with a secondary objective to provide income, while managing risk. The fund invests primarily in shares of registered investment companies, including ETFs, which emphasize investments in equities such as common stocks, preferred stocks or securities convertible into stocks, but with a focus on securities in foreign and emerging markets, and with less emphasis on securities in domestic markets. It will diversify its equity investments by investing primarily in investment companies that focus on different segments of the foreign and domestic equity markets.
Fees are Above Average compared to funds in the same category.
New Century International Portfolio has an expense ratio of 1.43 percent.
Risk is Average compared to funds in the same category according to Morningstar.