1 / 5 Stars
2 2 2 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#33 in Foreign Large Growth
U.S. News evaluated 79 Foreign Large Growth 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 11.16 percent over the past year, 3.20 percent over the past three years, and 13.81 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.1%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||N/A|
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 are Below Average compared to funds in the same category.
Davis International Fund has an expense ratio of 1.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.