3 / 5 Stars
3 4 2 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#44 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 16.41 percent over the past year, 4.66 percent over the past three years, -1.51 percent over the past five years, and 8.48 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.5%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||-1.5%|
|10 Years (Annualized)||8.5%|
The investment seeks long-term capital appreciation. The fund invests primarily in equity securities traded principally outside the United States, including securities traded in emerging markets, believed by the fund's subadviser to be undervalued and thereby offering above-average potential for capital appreciation. It normally invests at least 80% of its assets in at least three countries, not including the United States. The fund may invest in securities of issuers of any capitalization.
Fees are Above Average compared to funds in the same category.
Homestead International Value Fund has an expense ratio of 0.99 percent.
Risk is Average compared to funds in the same category according to Morningstar.