| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
2
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#127 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.
Performance
The fund has returned 25.09 percent over the past year, 7.79 percent over the past three years, -1.58 percent over the past five years, and 6.60 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.4% |
| 1 Year | 25.1% |
| 3 Years (Annualized) | 7.8% |
| 5 Years (Annualized) | -1.6% |
| 10 Years (Annualized) | 6.6% |
Summary
The investment seeks to maximize total return, consisting of capital appreciation and current income by investing primarily in the equity securities of non-US issuers. The fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities. Investments in equity securities may include dividend-paying securities, common stock and preferred stock of issuers located throughout the world. It may invest in issuers from both developed and emerging markets. The fund may invest in stocks of companies of any size.
Fees
Fees are High compared to funds in the same category.
UBS International Equity Fund has an expense ratio of 1.25 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
