2 / 5 Stars
2 2 2 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#49 in Foreign Large Growth
U.S. News evaluated 76 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 14.26 percent over the past year, 5.19 percent over the past three years, 17.23 percent over the past five years, and 4.90 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||4.9%|
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 of the International Equity Fund primarily in common stocks of foreign companies that it selects for their long-term growth potential. Northern Cross invests its portion of the International Equity Fund in securities issued by foreign companies, which it believes have the potential for long term margin expansion.
Fees are Low compared to funds in the same category.
State Farm International Equity Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.