Homestead International Value Fund

Class Other (HISIX)
Scorecard
3 / 5 Stars
Lipper
3 4 2 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
E+ (Sell)

#25 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.

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Performance

The fund has returned 23.68 percent over the past year, 5.19 percent over the past three years, 15.39 percent over the past five years, and 6.63 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.8%
1 Year 23.7%
3 Years (Annualized) 5.2%
5 Years (Annualized) 15.4%
10 Years (Annualized) 6.6%

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Summary

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

Fees are Above Average compared to funds in the same category.
Homestead International Value Fund has an expense ratio of 0.99 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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