3 / 5 Stars
4 4 1 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#36 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 12.96 percent over the past year, 5.88 percent over the past three years, and 18.22 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.5%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes (the "80% policy"), in dividend paying equity securities (including common, convertible and preferred stocks) of companies located in developed markets outside of the United States. It invests in a diversified portfolio of medium-to-large, well-established companies based on the standards of the applicable country's stock market. The fund generally invests in companies with market capitalizations in excess of U.S. $1.5 billion. The Adviser follows a value style of investing.
Fees are Above Average compared to funds in the same category.
Cheswold Lane International High Dividend Fund has an expense ratio of 1.15 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.