3 / 5 Stars
2 3 2 3 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#24 in Foreign Large Value
U.S. News evaluated 93 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 24.90 percent over the past year, 6.40 percent over the past three years, 16.81 percent over the past five years, and 5.56 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.0%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||5.6%|
The investment seeks long-term capital growth. The fund normally invests at least 65% of assets in equity securities of foreign issuers. The advisor allocates its assets between a core investment style and a value investment style at the discretion of the investment adviser. Though not specifically limited, the fund ordinarily will invest the portion of its assets allocated to the core investment style in a broad range of (and in any case at least five different) countries, and will invest the portion of its assets allocated to the value investment style in at least ten foreign countries. The fund may invest in companies of any size.
Fees are Above Average compared to funds in the same category.
BNY Mellon International Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.