| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#10 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.
Performance
The fund has returned 27.88 percent over the past year, 11.34 percent over the past three years, and -0.01 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 15.4% |
| 1 Year | 27.9% |
| 3 Years (Annualized) | 11.3% |
| 5 Years (Annualized) | -0.0% |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are High compared to funds in the same category.
Mainstay International Opportunitiesl Fund has an expense ratio of 1.58 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
