| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
2
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#44 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 10.69 percent over the past year, 6.90 percent over the past three years, -2.05 percent over the past five years, and 7.15 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.5% |
| 1 Year | 10.7% |
| 3 Years (Annualized) | 6.9% |
| 5 Years (Annualized) | -2.0% |
| 10 Years (Annualized) | 7.1% |
Summary
The investment seeks long term growth of capital. The fund's two sub-advisers, Marsico and Northern Cross, each manage approximately one-half of the fund's portfolio. Marsico invests its portion primarily in foreign equity securities issued by companies that it selects for their long-term growth potential. Northern Cross invests its portion of the fund in securities issued by foreign companies in which it believes have the potential for long term margin expansion.
Fees
Fees are Low compared to funds in the same category.
State Farm International Equity Fund has an expense ratio of 1.50 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
