| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#5 in Foreign Large Growth
U.S. News evaluated 77 Foreign Large Growth 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 28.49 percent over the past year, and 11.88 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 7.7% |
| 1 Year | 28.5% |
| 3 Years (Annualized) | 11.9% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund invests primarily in equity or equity-related securities of non-U.S. companies that the Adviser determines to have positive momentum. It invests significantly in common stocks. The fund may also invest in or use financial futures, currency forward contracts and other types of equity-linked derivative instruments such as equity swaps and equity index swaps, as well as exchange-traded-funds and similar pooled investment vehicles to gain exposure to the equity market and to maintain liquidity to pay for redemptions.
Fees
Fees are Low compared to funds in the same category.
AQR International Momentum Fund has an expense ratio of 0.65 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
