6.5 in Foreign Large Blend
U.S. News evaluated 218 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 4 1 5 5 5 |
| Zacks Investment Research | 3 (Hold) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | D- (Sell) |
Fund Overview
The investment seeks long-term capital growth. The fund invests at least 65% of assets in companies with their headquarters and major assets and earnings outside the U.S. It diversifies its investments across industries, companies, and countries. There is no restriction on the size of companies in which the fund invests, but it favors larger and more established firms.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 7.2% |
| 1 Year | -3.5% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | 2.4% |
| 10 Years (Annualized) | 7.7% |
Performance
The fund has returned -3.51 percent over the past year, 12.63 percent over the past three years, 2.40 percent over the past five years, and 7.71 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 29.32 | 29.32 |
| Stocks | 1.51 | 1.51 |
| Bonds | 0.0 | 0.0 |
| Other | 0.7 | 0.7 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 68.47 | 68.47 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.29.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 02.29.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Copa Holdings SA A | CPA | 35.45 | 2.3 |
| Teck Resources Ltd Class B | TCK | 5.06 | 2.14 |
| Novo Nordisk A/S ADR | NVO | 28.05 | 1.88 |
| Lan Airlines SA ADR | LFL | 27.19 | 1.88 |
| ASML Holding NV | ASML | 21.44 | 1.83 |
Fees
Sextant International Fund has an expense ratio of 0.88 percent.
