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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#160 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 10.85 percent over the past year, 0.93 percent over the past three years, -4.73 percent over the past five years, and 5.50 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||2.1%|
|3 Years (Annualized)||0.9%|
|5 Years (Annualized)||-4.7%|
|10 Years (Annualized)||5.5%|
The investment seeks long-term capital appreciation. The fund normally invests invest at least 80% of its total assets in the equity securities of companies located outside of the United States. Equity securities consist of common stock and other securities such as depositary receipts. It invests at least 65% of assets in securities of issuers located in at least three foreign countries (generally in excess of three), which may include countries with developing and emerging economies. Under adverse market conditions, the fund may also make temporary investments in investment grade debt securities.
Fees are High compared to funds in the same category.
Saratoga International Equity Portfolio has an expense ratio of 2.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.