1 / 5 Stars
1 1 1 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#169 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 -15.19 percent over the past year, -11.07 percent over the past three years, -15.56 percent over the past five years, and 7.01 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.2%|
|3 Years (Annualized)||-11.1%|
|5 Years (Annualized)||-15.6%|
|10 Years (Annualized)||7.0%|
The investment seeks capital appreciation. The fund seeks to achieve its investment objective by investing in a non- diversified portfolio consisting primarily of equity securities. Under normal market conditions, it will invest at least 80% of its net assets in securities of companies located outside the United States. The fund may also invest in shares of other registered investment companies, such as closed-end investment companies and exchange-traded funds ("ETFs"). It is non-diversified.
Fees are High compared to funds in the same category.
Toreador International Fund has an expense ratio of 3.18 percent.
Risk is High compared to funds in the same category according to Morningstar.