3 / 5 Stars
4 4 1 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 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 8.62 percent over the past year, 3.94 percent over the past three years, 13.14 percent over the past five years, and 6.86 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-6.2%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||13.1%|
|10 Years (Annualized)||6.9%|
The investment seeks to provide high total return from a portfolio of foreign company equity securities. The fund invests primarily in equity securities from developed countries included in the Morgan Stanley Capital International (MSCI) Europe, Australasia and Far East (EAFE) Value Index (net of foreign withholding taxes). It typically does not invest in U.S. companies. The fund's sector weightings generally approximate those of the MSCI EAFE Value Index. In choosing stocks, the fund emphasizes those that are ranked as undervalued according to the proprietary research of the adviser while underweighting or avoiding those that appear overvalued.
Fees are Above Average compared to funds in the same category.
JPMorgan International Value Fund has an expense ratio of 1.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.