7.6 in Foreign Large Value
U.S. News evaluated 111 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 5 / 5 Stars |
| Lipper | 5 4 5 4 2 |
| Zacks Investment Research | 3 (Hold) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | D+ (Sell) |
Fund Overview
The investment seeks capital appreciation. The fund normally invests assets primarily in foreign equity securities, including emerging-market equity securities. It may invest a relatively high percentage of the fund's assets in a single country, a small number of countries, or a particular geographic region. The fund focuses on investing assets in the stocks of companies that it believes are undervalued compared to their perceived worth.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 8.9% |
| 1 Year | 4.5% |
| 3 Years (Annualized) | 19.5% |
| 5 Years (Annualized) | 0.6% |
| 10 Years (Annualized) | 9.0% |
Performance
The fund has returned 4.46 percent over the past year, 19.54 percent over the past three years, 0.62 percent over the past five years, and 9.02 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 4.92 | 4.92 |
| Stocks | 0.0 | 0.0 |
| Bonds | 0.0 | 0.0 |
| Other | 0.06 | 0.06 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 95.03 | 95.03 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.29.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 02.29.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| KDDI Corp. | 9433 | --- | 3.35 |
| Heineken N.V. | HEIA | --- | 3.06 |
| Nestle SA | NESN | --- | 3.02 |
| Royal Dutch Shell PLC | RDSA | --- | 2.89 |
| Danone | BN | --- | 2.75 |
Fees
MFS International Value Fund has an expense ratio of 1.28 percent.
