2 / 5 Stars
3 3 1 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#49 in Foreign Large Value
U.S. News evaluated 93 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 12.32 percent over the past year, 2.59 percent over the past three years, 14.19 percent over the past five years, and 6.28 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||2.6%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||6.3%|
The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by generally investing in a broad and diverse group of readily marketable equity securities of large and mid cap non-U.S. companies that the Sub-Adviser believes are "value" stocks at the time of investment. The Sub-Adviser considers value stocks primarily to be those of companies with high book values in relation to their market values. The Sub-Adviser determines company size on a country- or region-specific basis and based primarily on market capitalization.
Fees are Above Average compared to funds in the same category.
SA International Value Fund has an expense ratio of 1.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.