3 / 5 Stars
2 1 4 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#40 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.
The fund has returned 10.43 percent over the past year, and 5.86 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.9%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation; income is a secondary consideration. The fund invests at least 80% of its net assets in securities of non-U.S. issuers. The investment manager focuses the fund's investments on securities believed to be available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). It also invests in merger arbitrage securities and the debt and equity of distressed companies. The fund invests primarily in securities of Asian and European companies that the investment manager believes are undervalued.
Fees are Above Average compared to funds in the same category.
Mutual International Fund has an expense ratio of 1.47 percent.
Risk is Low compared to funds in the same category according to Morningstar.