4 / 5 Stars
4 4 1 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
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.
The fund has returned 24.45 percent over the past year, 8.45 percent over the past three years, and -0.52 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.3%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||-0.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to outperform, after expenses, the MSCI EAFE Index while seeking to control its tracking error relative to this benchmark. It will invest at least 80% of its net assets in equity and equity-related instruments (including, but not limited to, exchange-traded funds, equity index futures, equity index swaps and depositary receipts). The fund will invest in companies with a broad range of market capitalizations, including smaller capitalization companies. It may invest to a lesser extent in securities of issuers in countries and currencies not included in the International Equity Benchmark.
Fees are Above Average compared to funds in the same category.
AQR International Equity Fund has an expense ratio of 1.27 percent.
Risk is High compared to funds in the same category according to Morningstar.