Principal Overseas Fund

Scorecard
3 / 5 Stars
Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

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 23.87 percent over the past year, 7.80 percent over the past three years, and 12.02 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.2%
1 Year 23.9%
3 Years (Annualized) 7.8%
5 Years (Annualized) 12.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of foreign companies at the time of each purchase. 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 Above Average compared to funds in the same category.
Principal Overseas Fund has an expense ratio of 1.44 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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