2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#41 in Foreign Large Growth
U.S. News evaluated 81 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 13.44 percent over the past year, 5.27 percent over the past three years, 9.55 percent over the past five years, and 5.98 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||9.6%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term growth of capital. The fund invests primarily (no less than 65% of total assets) in common stocks of foreign companies that are selected for long-term growth potential, including foreign securities further described in this Prospectus, whether traded in the U.S. (including as American Depositary Receipts) or in foreign markets or both. It may invest in an unlimited number of companies of any size throughout the world. The fund may invest in securities of companies economically tied to emerging markets.
Fees are Low compared to funds in the same category.
Marsico International Opportunities Fund has an expense ratio of 1.60 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.