2 / 5 Stars
2 1 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 25.80 percent over the past year, 4.10 percent over the past three years, -0.20 percent over the past five years, and 6.20 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.7%|
|3 Years (Annualized)||4.1%|
|5 Years (Annualized)||-0.2%|
|10 Years (Annualized)||6.2%|
The investment seeks long-term capital appreciation. The fund invests mainly in common stock of companies that the portfolio manager believes are undervalued and that are either domiciled or have their primary operations outside the United States. It normally will invest at least 80% of its net assets, plus borrowings for investment purposes, in common and preferred stocks of issuers in at least five different countries outside the United States and may invest 100% of its assets in foreign companies. The fund can invest in any country, including countries with developed or emerging markets.
Fees are High compared to funds in the same category.
Oppenheimer International Value Fund has an expense ratio of 2.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.