2 / 5 Stars
4 5 2 3 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#30 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 11.41 percent over the past year, 5.25 percent over the past three years, 12.64 percent over the past five years, and 7.37 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||5.2%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||7.4%|
The investment seeks total return. The fund invests primarily in equity securities of foreign companies with market capitalizations (at the time of investment) of at least $3 billion. It invests in equity securities of companies that trade in developed, emerging or developing markets. The fund seeks to achieve a total return greater than the MSCI EAFE® Index. It will typically hold between 30 and 50 securities. The fund intends to have at all times a majority of assets invested in foreign companies, with significant investments in at least three countries outside the United States.
Fees are Above Average compared to funds in the same category.
MainStay ICAP International Fund has an expense ratio of 1.27 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.