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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 102 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Advisory Research funds
Performance
The fund has returned 17.65 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.4% |
| 1 Year | 17.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. The fund invests at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of companies organized, headquartered or doing a substantial amount of business outside of the United States. It invests in companies of all market capitalizations. The fund may have a significant portion of its assets in one or more market sectors such as the finance sector. Its investments in equity securities may include common stocks, preferred stocks and convertible securities. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Advisory Research International All Cap Value Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
