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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 17.94 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.5% |
| 1 Year | 17.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide above average capital appreciation over the long term while attempting to minimize the risk of capital loss. The fund invests primarily in equity securities of companies of all market capitalizations domiciled in jurisdictions outside of the United States. It invests in companies that the Adviser believes are high quality, financially strong businesses, the management teams of which build shareholder value over time. The fund does not expect to invest more than 35% of its assets in securities of companies domiciled in emerging markets. It may invest in American Depositary Receipts.
Fees
Fees are Above Average compared to funds in the same category.
FPA International Value Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
