WHV International Equity Fund

Scorecard
1 / 5 Stars
Lipper
1 1 1 2 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E (Sell)

#54 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.

See all Wentworth, Hauser and Violich funds

See full Foreign Large Growth rankings

See more fund rankings

Performance

The fund has returned 12.17 percent over the past year, 1.34 percent over the past three years, and 17.16 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 2.5%
1 Year 12.2%
3 Years (Annualized) 1.3%
5 Years (Annualized) 17.2%
10 Years (Annualized) N/A

See more WHVAX performance

Summary

The investment seeks to achieve long-term capital appreciation. The fund normally invests in a combination of equity securities of foreign (i.e., non-U.S.) companies with a suitable potential for earnings growth. It may focus its investments in specific sectors or industries and may not have exposure to all economic sectors. The fund normally invests its assets in equity securities of larger non-U.S. companies located in countries with developed markets, but may also invest in companies domiciled in emerging markets.

Fees

Fees are Low compared to funds in the same category.
WHV International Equity Fund has an expense ratio of 1.50 percent.

See more WHVAX fees

Risk

Risk is High compared to funds in the same category according to Morningstar.

See more WHVAX risk