4 / 5 Stars
3 3 2 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#48 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 20.26 percent over the past year, 5.90 percent over the past three years, 11.03 percent over the past five years, and 7.22 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.1%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||11.0%|
|10 Years (Annualized)||7.2%|
The investment seeks capital appreciation. The Portfolio seeks investments that will increase in value. It normally invests at least 80% of its investable assets in stocks of companies in a diverse array of foreign countries. For purposes of this policy, the Portfolio will invest in stocks of companies that are organized under the laws of a foreign country, companies that derive more than 50% of their revenues from activities in foreign countries, and companies that have at least 50% of their assets located abroad. The Portfolio may invest in large-, mid- or small-capitalization companies.
Fees are Above Average compared to funds in the same category.
Target International Equity Fund has an expense ratio of 0.94 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.