| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
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|
|
Zacks Investment Research
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|
|
Standard & Poor's
2 / 5 Stars
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TheStreet.com
E
(Sell)
|
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.
Performance
The fund has returned 15.11 percent over the past year, and 6.44 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.6% |
| 1 Year | 15.1% |
| 3 Years (Annualized) | 6.4% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of foreign companies. It invests in emerging market countries. The fund invests in value equity securities, an investment strategy that emphasizes buying equity securities that appear to be undervalued. It invests in equity securities of small, medium, and large market capitalization companies.
Fees
Fees are High compared to funds in the same category.
Principal Overseas Fund has an expense ratio of 1.82 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
