7.7 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 | 3 / 5 Stars |
| Lipper | 5 5 1 1 4 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | B+ (Buy) |
Fund Overview
The investment seeks long-term growth of capital and income. The fund invests at least 80% of net assets (plus borrowings for investment purposes) in common stocks of foreign markets issuers. A foreign markets issuer is an issuer that derives at least 50% of its gross revenues or profits from goods or services produced in non-U.S. markets or from sales made in non-U.S. markets. The fund invests in foreign markets issuers in Europe, Australia, and the larger capital markets of the Far East. It also may invest without limit in emerging markets issuers. The fund may invest in companies of any capitalization. It is non-diversified.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 16.0% |
| 1 Year | -6.6% |
| 3 Years (Annualized) | 27.0% |
| 5 Years (Annualized) | -3.8% |
| 10 Years (Annualized) | 8.1% |
Performance
The fund has returned -6.55 percent over the past year, 27.02 percent over the past three years, -3.79 percent over the past five years, and 8.14 percent over the past decade.
Holdings
Fees
Pear Tree Polaris Foreign Value Fund has an expense ratio of 1.62 percent.