| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
3
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
U.S. News evaluated 77 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 21.75 percent over the past year, 13.41 percent over the past three years, 0.54 percent over the past five years, and 10.26 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 4.3% |
| 1 Year | 21.8% |
| 3 Years (Annualized) | 13.4% |
| 5 Years (Annualized) | 0.5% |
| 10 Years (Annualized) | 10.3% |
Summary
The investment seeks long-term capital appreciation. This fund seeks to provide investors with access to high-quality international companies. The securities selected for inclusion in the fund are those that in the opinion of the subadviser are well-managed businesses with consistent operating histories and financial performance that have favorable long-term economic prospects and, in most cases, generate free cash flow. Under normal circumstances, at least 80% of the fund's assets are invested in equity securities or equity-linked instruments of issuers located outside the United States, including issuers in emerging markets countries.
Fees
Fees are Above Average compared to funds in the same category.
Virtus Foreign Opportunities Fund has an expense ratio of 2.20 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
