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)

#53 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.

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Performance

The fund has returned 6.61 percent over the past year, and 4.71 percent over the past three years.

Trailing Returns Updated 04.30.2013
Year to date 4.4%
1 Year 6.6%
3 Years (Annualized) 4.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.

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Risk

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

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See Also:

Top Wentworth, Hauser and Violich Funds
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Foreign Large Growths
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