| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
4
5
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#42 in Foreign Large Growth
U.S. News evaluated 78 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 8.98 percent over the past year, 3.47 percent over the past three years, and -2.72 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.1% |
| 1 Year | 9.0% |
| 3 Years (Annualized) | 3.5% |
| 5 Years (Annualized) | -2.7% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund will invest significantly (at least 40% of total assets under normal market conditions and at least 30% of total assets if market conditions are not deemed favorable) in issuers: (i) organized or located outside of the U.S.; (ii) whose primary trading market is located outside the U.S.; or (iii) doing a substantial amount of business outside the U.S., which the fund considers to be a company that derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S. It may invest in large, medium, or small companies without regard to market capitalization.
Fees
Fees are Low compared to funds in the same category.
Davis International Fund has an expense ratio of 1.30 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
