2 / 5 Stars
2 2 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#46 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.
The fund has returned 9.56 percent over the past year, 6.85 percent over the past three years, -2.95 percent over the past five years, and 8.83 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.3%|
|3 Years (Annualized)||6.9%|
|5 Years (Annualized)||-2.9%|
|10 Years (Annualized)||8.8%|
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 forlong-term growth potential. It may invest in an unlimited number of companies of any size throughout the world. The fund normally invests in the securities of issuers that are economically tied to one or more foreign countries, and expects to be invested in various issuers or securities that together have ties to at least four different foreign countries. It 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.