Perkins International Value Fund

U.S. News evaluated 97 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.52 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.7%
1 Year 20.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund pursues its investment objective by investing primarily in common stocks of companies of any size that are economically tied to countries outside of the United States, including in emerging markets. It normally invests in issuers from several different countries, but under unusual circumstances, may invest in a single country. The fund may also invest in non-U.S. debt securities.

Fees

Fees are Above Average compared to funds in the same category.
Perkins International Value Fund has an expense ratio of 1.36 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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