Schroder International Alpha Fund

Scorecard
4 / 5 Stars
Lipper
3 4 2 4 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

#69 in Foreign Large Blend

U.S. News evaluated 209 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 17.34 percent over the past year, 5.23 percent over the past three years, 19.20 percent over the past five years, and 7.30 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.0%
1 Year 17.3%
3 Years (Annualized) 5.2%
5 Years (Annualized) 19.2%
10 Years (Annualized) 7.3%

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Summary

The investment seeks long-term capital appreciation through investment in securities markets outside the United States. The fund invests at least 65% of its total assets in equity securities of companies located outside the United States. Its sub-adviser attempts to invest broadly across regions and countries, including emerging market countries, though the fund may, from time to time, invest more than 25% of its net assets in any one country or group of countries. The fund expects typically to invest in forty to sixty companies at any one time and will typically invest a substantial portion of its assets in countries included in the MSCI EAFE Index.

Fees

Fees are Above Average compared to funds in the same category.
Schroder International Alpha Fund has an expense ratio of 0.95 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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