| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
1
1
3
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
E
(Sell)
|
#78 in Foreign Large Value
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 14.16 percent over the past year, 3.60 percent over the past three years, -3.41 percent over the past five years, and 9.21 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.1% |
| 1 Year | 14.2% |
| 3 Years (Annualized) | 3.6% |
| 5 Years (Annualized) | -3.4% |
| 10 Years (Annualized) | 9.2% |
Summary
The investment seeks to achieve long-term capital appreciation. The fund pursues its goal by generally investing in a target universe consisting of securities of large cap non-U.S. companies that the Sub-Adviser believes are "value" stocks at the time of purchase. The Sub-Adviser considers value stocks primarily to be those of companies with high book values in relation to their market values (values that are derived by multiplying the market price per share of a company's stock by the number of outstanding shares of that stock). The Sub-Adviser determines company size on a country- or region-specific basis and based primarily on market capitalization.
Fees
Fees are Above Average compared to funds in the same category.
SA International Value Fund has an expense ratio of 1.34 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
