3 / 5 Stars
4 4 2 3 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#22 in Foreign Large Value
U.S. News evaluated 97 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 27.45 percent over the past year, 8.60 percent over the past three years, 10.13 percent over the past five years, and 6.21 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||10.1%|
|10 Years (Annualized)||6.2%|
The investment seeks long-term capital appreciation. The fund invests principally in common and preferred stocks of foreign companies. These companies generally have market capitalizations greater than $1 billion. It invests at least 80% of its net assets measured at the time of purchase in equity securities of issuers located in at least three countries outside of the United States. Equity securities include common and preferred stocks, warrants and rights. Up to 30% of the fund's total assets, measured at the time of purchase, may be invested in securities of companies located in countries with emerging securities markets.
Fees are Above Average compared to funds in the same category.
Brandes International Equity Fund has an expense ratio of 1.03 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.