4 / 5 Stars
5 5 2 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 20.31 percent over the past year, 9.97 percent over the past three years, and 15.56 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||15.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of foreign companies. It will typically invest in companies with capitalizations similar to those in the MSCI EAFE® Index at the time of investment. The fund generally holds long positions, either directly or through derivatives, equal to approximately 130% (within a range of 120% to 140%) of net assets, and short positions, either directly or through derivatives, equal to approximately 30% (within a range of 20% to 40%) of net assets.
Fees are High compared to funds in the same category.
Mainstay International Opportunitiesl Fund has an expense ratio of 1.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.