WHV International Equity Fund

Class Inst (WHVIX)
Scorecard
2 / 5 Stars
Lipper
2 1 1 2 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
E (Sell)

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 10.34 percent over the past year, 0.80 percent over the past three years, and 18.39 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.7%
1 Year 10.3%
3 Years (Annualized) 0.8%
5 Years (Annualized) 18.4%
10 Years (Annualized) N/A

See more WHVIX 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 1.25 percent.

See more WHVIX fees

Risk

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

See more WHVIX risk

See Also:

Top Wentworth, Hauser and Violich Funds