4 / 5 Stars
4 4 1 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#16 in Foreign Large Value
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 16.72 percent over the past year, 6.70 percent over the past three years, and 0.05 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.5%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||0.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of non-U.S. companies in developed markets with a greater emphasis on small capitalization and value companies as compared to their representation in the International Universe. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities.
Fees are Average compared to funds in the same category.
DFA International Core Equity Portfolio has an expense ratio of 0.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year and 4 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12